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2016 Young Guns: Top 50 Under 40
Based 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 | Firm Name/Firm Partner Name |
| Alexander Assaley | MD | AFS 401(k) Retirement Services / Commonwealth Financial Network |
| Jessica Ballin | MN | 401(k) Plan Professionals / Independent Financial Partners & LPL Financial |
| Justin Bogart | FL | SageView Advisory Group / SageView Advisory Group & Cetera Financial Group |
| Goran Bojovski | NJ | Bank of America Merrill Lynch / Bank of America Merrill Lynch |
| Julie Braun | VT | Morgan Stanley / Morgan Stanley |
| Clay Brinson | GA | Northwestern Mutual / NA |
| Eric Brunton | IN | Bank of America Merrill Lynch / Bank of America Merrill Lynch |
| Brian Catanella | PA | UBS Institutional Consulting Group / UBS Financial Services |
| Shawna Christiansen | CA | Retirement Benefits Group / Independent Financial Partners & LPL Financial |
| Jake Connors | NC | Compass Financial Partners / Compass Financial Partners & LPL Financial |
| Brady Dall | UT | 401(k) Advisors Intermountain / Independent Financial Partners & LPL Financial |
| Jesse Daniels | MN | Mercer DC Advisors / NA |
| Joshua Dautovic | OH | Graystone Consulting / Morgan Stanley |
| Kelli Davis | IN | Compensation Systems / MassMutual Retirement Services |
| Mark Delp | CA | Wells Fargo Advisors / Wells Fargo Advisors |
| Christopher Foster | CT | The FDG Group / UBS Financial Services |
| Ryan Gardner | CT | Fiduciary Investment Advisors, LLC / NA |
| David Griffin | GA | Atlanta Retirement Partners / LPL Financial |
| Austin Gwilliam | CA | Global Retirement Partners / Global Retirement Partners & LPL Financial |
| Erin Hall | CA | Wells Fargo Advisors / Wells Fargo Advisors |
| Seth Hoffman | PA | A.P. Lubrano & Company, Inc. / AXA Equitable Financial Services |
| Zach Hull | NC | Compass Financial Partners / LPL Financial |
| Trey Jamison | VA | Chase Dominion Advisors / LPL Financial |
| Jason Jeskey | CA | Global Retirement Partners / Global Retirement Partners & LPL Financial |
| Chris Karam | IL | Sheridan Road Financial / Independent Financial Partners & LPL Financial |
| Joe Kendall | MA | Mayflower Advisors / Wells Fargo Advisors |
| Shawn Kersjes | MI | PearlStreet Investment Management / NA |
| Shale Latter | FL | CapTrust Advisors, LLC / Wells Fargo Advisors |
| James Lukezic | NY | Oppenheimer & Co. / NA |
| Joseph Matis | IN | Morgan Stanley / Morgan Stanley |
| Tom Mayer | IN | Shepherd Financial, LLC / NA |
| Emily Minnich | OH | UBS Financial Services / UBS Financial Services |
| Eric Mitchell | MI | Retirement Plan Advisors / Cambridge Investment Research, Inc. |
| David Montgomery | FL | Fidelis Fiduciary Management / Independent Financial Partners & LPL Financial |
| David Morehead | CA | Retirement Benefits Group / Independent Financial Partners & LPL Financial |
| Christopher Nickoloff | TN | Sheridan Road Financial, LLC / Independent Financial Partners & LPL Financial |
| Dan Peluse | IL | Wintrust Wealth Management / NA |
| Jeff Prince | IN | ProCourse Fiduciary Advisors, LLC / NA |
| Nicholas Ravella | PA | Wells Fargo Advisors / Wells Fargo Advisors |
| Joey Rose | TX | The Noble Group / Raymond James |
| Nathan Sharp | TX | InTrust Fiduciary Group / InTrust Fiduciary Group |
| Walker Shiflet | CA | Bank of America Merrill Lynch / Bank of America Merrill Lynch |
| Ben Smith | TN | Paradigm Group Retirement Services / LPL Financial |
| Jonathan St.Clair | GA | SageView Advisory Group / Sageview Advisory Group & Cetera Financial Group |
| Craig Stanley | VA | Summit Group of Virginia LLP / NA |
| Brent Teague | OH | Oswald Financial / Global Retirement Partners & LPL Financial |
| Timothy VerSchure | IN | Lakeside Wealth Management / NA |
| Doug Webster | TN | SageView Advisory Group / Sageview Advisory Group & Cetera Financial Group |
| Travis Whitten | TX | CAPTRUST Financial Advisors / CAPTRUST Financial Advisors |
| Brian Wiese | CA | Morgan Stanley / Morgan Stanley |
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