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2014 Top Wholesalers
TOP WHOLESALER (click name for detail)
STATE
PROVIDER
Omar Aridi
NY
JP Morgan (DCIO)
Michael Barry
CA
Great West (RK)
Jamie Bentley
IL
Pimco (DCIO)
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PA
Will Blackall
MA
Anthony Bologna
PA
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NM
Booth Boughan
CA
Goldman Sachs (DCIO)
Shaun Bromley
MD
AllianceBernstein
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MA
MFS
(DCIO)
James Cahill
VA
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TN
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CA
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NE
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NY
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CA
MFS
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CT
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TX
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NY
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MI
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MD
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CA
Allianz
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TX
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Gene Etzig
FL
Joe Forlines
MI
Columbia (DCIO)
Eric Fox
MN
David Frost
MA
OneAmerica/AUL (RK)
David Giannini
NM
Gary Giffen
MA
Franklin Templeton (DCIO)
Matthew Grandonico
MD
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NJ
Unified Trust Company, N.A.
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CA
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RI
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RI
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IL
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CT
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OH
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FL
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RI
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CA
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DC
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VA
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MA
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RI
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PA
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NY
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OH
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IL
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MO
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IL
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TX
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IL
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NJ
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MA
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FL
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MA
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RI
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GA
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MI
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NC
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MD
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MN
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IL
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CO
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CO
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MA
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MA
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CA
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FL
Allianz (DCIO)
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CA
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NC
BlackRock (DCIO)
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OR
Standard (RK)
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CA
Nationwide (RK)
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2024 NAPA 401(k) Summit Coverage
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Hot Topics
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MEPs, PEPs & PPPs
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SECURE 2.0
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D.C. Pension Geeks
Nevin and Fred
The Executive Interview
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DC Fly-in Forum
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401(k) Rollover Specialist ((k)RS™) Credential
Certified Plan Fiduciary Advisor (CPFA®) Credential/Qualified Plan Financial Consultant (QPFC)
Nonqualified Plan Consultant (NQPC™) Credential
401(k) Practice Builder Certificate
ESG(k) Certificate
Introduction to Retirement Plans (IRP)
NAPA Retirement Income for 401(k) Plans (RI(k)) Certificate
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Continuing Education
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Join
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