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2015 Top 50 Under 40

NAPA-Young-Guns-Logo_thumbBased on a combination of voting by NAPA members and a profile of their business, these young plan advisors are the future leaders of our industry and seem eager to step up. Though there are concerns about whether younger people will be attracted to the financial services industry and a severe lack of effective training, NAPA’s “50 under 40” list shows that the DC advisory business is healthy, with promising new leaders emerging.   
Name

State

Nominating Broker Dealer/Recordkeeper
Stephen Aguglia NY

Morgan Stanley

Bradley Araki HI

Commonwealth Financial Network

Alex Assaley MD

Commonwealth Financial Network

Derek Bailey

NE

Cambridge Investment Research, Inc.
Eric Blofsky

CA

Cetera Advisor Networks
Julie Braun

VT

Morgan Stanley
Dominic Casanueva FL

Bank of America Merrill Lynch

Richard Cawthorne, Jr. MA

Alpha Pension Group

Daniel Chillemi

IN

UBS Financial Services
John Clark

CA

LPL Financial
William Cronin

WI

NFP Advisor Services
Brady Dall

UT

LPL Financial
Ryan DeGrau

NJ

RMR Weatlh Builders, Inc.
Mark Delp

CA

Wells Fargo Advisors
Sean Deviney

FL

Provenance Wealth Advisors
Melanie Dickinson

AL

Cambridge Investment Research, Inc.
Mark Doknovitch

PA

Morgan Stanley
Joseph Dunbar

MA

SageView Advisory Group
Derek Fiorenza

PA

LPL Financial
Brian Funkhouser

OH

UBS Financial Services
Matt Groome

NC

Colton Groome & Company
Chad Gutner

MA

Commonwealth Financial Network
Austin Gwilliam

CA

LPL Financial
Douglas Kincart

CA

UBS Financial Services
Lowell Lyon

MA

Wells Fargo Advisors
Joseph Matis

IN

Morgan Stanley
Jonathan McClain

WA

NFP Advisor Services
Jim McCormick

AL

Cambridge Investment Research, Inc.
Emily Minnich

OH

UBS Financial Services
John Mitsis

FL

Bank of America Merrill Lynch
James Moyes

UT

Wells Fargo Advisors
Doug O'Rear

MD

LPL Financial
Drew Parker

TN

Morgan Stanley
Aaron Pottichen

TX

CLS Partners Retirement Services
Michael Ribich

IL

Bank of America Merrill Lynch
Matthew Ruttenberg

FL

Cambridge Investment Research, Inc.
Mitch Ryan

IN

Morgan Stanley
Walter Salyer

TX

LPL Financial
Brian Scanlon

CT

Morgan Stanley
David Sears

NJ

UBS Financial Services
Walker Shiflet

CA

Bank of America Merrill Lynch
Stephanie Stano

CO

LPL Financial
Kyle Stawicki

NY

SMF Advisors
Daniel Stewart

MN

LPL Financial
Todd Stewart

TN

SageView Advisory Group
Jon Strickland

NC

CAPTRUST Financial Advisors
Tim VerSchure

IL

First Allied
Doug Webster

TN

SageView Advisory Group
Todd Zempel

NC

Gordon Asset Management
Jeremy Zoladz

WI

Morgan Stanley
 

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