Board of Trustees
About the SERS Board
The SERS Retirement Board consists of nine members: four elected employee members, two elected retiree members, and three appointed investment expert members. One investment expert is appointed by the Governor, one by the Treasurer of State, and one jointly by the Speaker of the House and President of the Senate. Board members serve four-year terms. Terms for employee-member and retiree-member seats begin on July 1 and end on June 30.
Board Meetings
Meeting Schedule
The Retirement Board meets monthly, except in January and August, in Columbus. Meetings are held on the third Thursday and, if necessary, Friday of the month.
The following committees meet in March, June, September, and December:
- Audit Committee
- Compensation Committee
- Technology Committee
Board members may attend up to two meetings remotely per year per the Remote Board Meeting Attendance Policy.
Current Board Meeting
Board meetings are held at SERS’ headquarters in Columbus and available via Zoom.
An agenda, including a Zoom link, and meeting materials will be posted here prior to each Board meeting. For past Board meeting materials, visit our Board Meeting Archive.
The most recent Board meeting has ended. Check back for agenda items and meeting materials prior to the next Board meeting.
Upcoming Board Meetings
Visit the Board Meeting Archive for materials related to prior meetings.
September 16-17: Audit Committee, Compensation Committee, Board Meeting, and Technology Committee
November 19: Board Meeting
No Board Meeting
March 17-18: Audit Committee, Compensation Committee, Board Meeting, and Technology Committee
May 20: Board Meeting
October 15: Board Meeting
December 16-17: Audit Committee, Compensation Committee, Board Meeting, and Technology Committee
February 18: Board Meeting
April 15: Board Meeting
June 16-17: Audit Committee, Compensation Committee, Board Meeting, and Technology Committee
Board Election
One employee-member seat is up for election with the term beginning July 1, 2027, and ending June 30, 2031. Any member of SERS, other than a disability benefit recipient, is eligible to run for an employee-member seat.
To be considered for election, the following requirements must be met:
- Petitions shall be signed by at least five hundred (500) members of the Retirement System of which there shall be not less than twenty (20) signers each from at least ten (10) counties wherein such members are employed.
- Petitions shall indicate the employer and county of employment of each signing member.
- Petitions shall include the member’s full SERS ID or last 4 digits of their social security number
- Petitions shall be signed on or after August 3, 2026.
- Original hard copy petitions, along with the originals of any other completed required forms, must be received in the office of the Retirement System no later than 4:30 p.m., EST, December 4, 2026.
- Electronic signatures on electronic petitions available on the SERS website must be completed by December 4, 2026, at 4:30 p.m., EST.
Members may provide only one signature; multiple submissions from one person for the same candidate will not be counted.
All ballots must be received in the SERS office no later than 4:30 p.m. EST, March 1, 2027. Ballots will be delivered unopened to the judges appointed by the Board. The judges will make the final determination of the validity of the ballots, count the valid ballots, and announce the results of the election on March 2, 2027.
Anyone interested in running for one of the open Board seats must contact Tim Barbour by phone at 614-222-5901 or by email at tbarbour@ohsers.org to have an electronic form on the SERS website created with their name.
General information about the responsibilities of being a SERS Board member can be found in our Board Member Responsibilities and Election Guide.
Speaking at a Board Meeting
Meetings of the SERS Board and its committees are governed by the Ohio Open Meetings Law. While the law does not grant the public an automatic right to be heard, the SERS Board intends to provide reasonable opportunities for public comment.
Guidelines for Public Comment
- Notify the Executive Director at least 48 hours in advance with your name and a brief description of the topic.
- Topics must be within the Board’s jurisdiction.
- Matters not appropriate for public discussion include certain personnel actions, pending court actions, members’ medical records, and membership appeals.
- If approved, the Chairperson will invite the speaker to present at the appropriate time.
- Speakers are limited to five minutes; no more than two individuals may speak on the same subject per meeting.
- Defamatory, derogatory, or abusive remarks are not permitted.
Board Members
Current SERS Board members are listed below.
Daniel L. Wilson
Chair Term Expires: 2028
Aimee Russell
Vice-Chair Term Expires: 2027
Jeanine Alexander
Employee-Member Term Expires: 2029
Jeffrey T. DeLeone
Appointed Member Term Expires: 2028
Matthew King
Employee-Member Term Expires: 2028
Catherine P. Moss
Retiree-Member Term Expires: 2028
Rebekah R. Roe
Employee-Member Term Expires: 2029
James Rossler Jr
Appointed Member Term Expires: 2029
Frank Weglarz
Retiree-Member Term Expires: 2029
Daniel L. Wilson
Chair | Term Expires: 2028
Daniel L. Wilson has been reappointed to the Board by the Governor. He is the Director of Business Development for the Education Service Center of the Western Reserve since May 2021, and the former Chief Financial Officer for the Mentor Exempted Village School District Board of Education.
Wilson has more than 40 years of experience assisting Boards of Education and local governments.
He is the past president of the Ohio Association of School Business Officials and the past chairman of the Foundation for School Business Management Board of Trustees.
Wilson is serving his sixth term on the Board.
Jeanine Alexander
Employee-Member | Term Expires: 2029
Jeanine Alexander was chosen to fill a vacant employee-member seat in November 2024 and is now serving her first full term on the Board.
Alexander is the treasury services assistant at Rossford Exempted Village Schools, where she has worked since 2015.
Jeffrey T. DeLeone
Appointed Member | Term Expires: 2028
Jeffrey T. DeLeone was appointed to the Board by the Ohio Treasurer. This is his third term.
He is President of Jeff DeLeone & Associates (JDA), a business and governmental affairs consulting company that advises large and small businesses, trade associations, and corporate executives on navigating the Executive, Legislative, and Regulatory branches of government. He served almost eight years in multiple roles as a senior advisor to Governor George V. Voinovich and his administration.
DeLeone earned his MBA from the Fisher College of Business at The Ohio State University and his BS degree in marketing from the University of Colorado at Boulder.
Matthew King
Employee-Member | Term Expires: 2028
Matthew King is serving his second full term on the Board.
King has been treasurer and chief financial officer at East Central Ohio ESC in New Philadelphia since 2015. Previously, he was the treasurer and chief financial officer at Barnesville Exempted Village School District for 13 years, and Assistant Auditor with the Ohio Auditor of State for four years.
King is a member of the Ohio Association of School Business Officials (OASBO), where he currently serves as the chair for the Auditor of State Committee, and actively participates on the Legislative and Finance Committees.
Locally, King is a member of the Kiwanis Club and the Barnesville Area Education Foundation.
King earned his MBA in Education Administration from Franciscan University and his B.A. in Accounting from Bethany College.
Catherine P. Moss
Retiree-Member | Term Expires: 2028
Catherine Moss is serving her sixth term on the Board.
Moss retired in 1997 after 30 years with the West Geauga Local Schools, where she also served as President of OAPSE Local 255. Most recently she worked as an Administrative Secretary to the Director for Student Success in the College Readiness and Student Success Division at Lakeland Community College. She currently serves as Treasurer of AFSCME 1184 Subchapter 120 and is on the Board of Directors of the Kidney Foundation of Lake County.
Moss is a long-time member of the School Employee Retirees of Ohio (SERO).
Rebekah R. Roe
Employee-Member | Term Expires: 2029
Becky Roe is serving her first term on the Board.
Roe has worked for Columbus City Schools since 2021, where she currently serves as director of human resources administration. Previously, she served as the outreach coordinator, payroll and benefits administrator, and administrative assistant/payroll specialist for the School Employees Retirement System (SERS) for over 24 years.
Roe is a member of the Ohio Association of School Business Officials (OASBO), where she serves on the professional development committee. In addition, she is a volunteer counselor for the Ohio Senior Health Insurance Information Program (OSHIIP), which provides counseling and education to those who are eligible for or already have Medicare benefits in Pickaway County.
Roe earned a B.S. in Business Administration with a concentration in Management from Ohio Dominican University and holds a master’s degree in Health Studies from the University of Alabama.
James Rossler Jr
Appointed Member | Term Expires: 2029
The Speaker of the Ohio House of Representatives and the President of the Ohio Senate reappointed James Rossler Jr. as an investment expert to the SERS Board. He is treasurer of the Rossford Exempted Village School System, near Toledo, and regional past president of the Ohio Association of School Business Officials.
James Rossler is serving his sixth term on the Board.
Rossler received his BS degree in management from the University of Toledo and his MBA from the University of Findlay.
Aimee Russell
Vice-Chair | Term Expires: 2027
Aimee Russell is serving her first term on the Board.
Russell is an active member of OAPSE for 11 years. Currently, she is a library secretary for Ashland City Schools. She also subbed in secretarial, custodial and teacher paraprofessional classifications.
She’s a mother of two teenage boys.
Frank Weglarz
Retiree-Member | Term Expires: 2029
Frank Weglarz is serving his third term on the Board.
Weglarz retired from the Cleveland Heights-University Heights City Schools after 23 years of service. He served in numerous elected executive positions in two OAPSE locals and as Vice President of OAPSE Northeast District. He is currently President of AFSCME 1184/SC 120 and a member of SERO.
He advocates for seniors as Vice Chair of the Advisory Board of the Western Reserve Area Agency on Aging, delivers Meals on Wheels, and is an advocate for Lake County Council on Aging. He also is a Volunteer Adult Guardian for two people with the Lake County Probate Court.
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