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NAPA's Top Women Advisors of 2018
In what has long been a male-dominated profession, a growing number of women are today making significant contributions to this field.
As with other NAPA Net industry lists (Top DC Wholesalers, Top Retirement Plan Advisors Under 40), we began by asking NAPA Firm Partners to nominate candidates for this recognition.
Nominees were asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice. Those anonymized questionnaires were then reviewed by a blue-ribbon panel of judges who, over the course of several weeks, selected the women honored in three categories:
- Captains: All-stars who happen to be principals, owners or team captains of their organizations.
- All-Stars: Top producers who have their own practice.
- Rising Stars: Top producers who have less than five years of experience with retirement plans as a Financial Advisor (some have been working with plans longer, but not as a plan advisor).
We are pleased and proud to be able to share these results with you here — but most importantly, we commend the fine and important work that these individuals have done to help provide a better retirement for those they work with and for, both now and in the years to come.
2018 Top Women Advisors Captains
All-stars who happen to be principals, owners or team captains of their organizations.
Name | Firm Name |
---|---|
Kristi Baker | CSI Advisory Services |
Jessica Ballin | 401k Plan Professionals |
Pam Basse | NFP |
Cheryl Besaw | Spectrum Investment Advisors |
Kathleen Branconier | Pensionmark/Fiduciary Retirement Advisory Group |
Mary Caballero | Impact Benefits & Retirement |
Kerrie Casey | SageView Advisory Group |
Shawna Christiansen | Retirement Benefits Group |
Barbara Delaney | SS/RBA |
Dori Drayton | Plante Moran Financial Advisors |
Devyn Duex | CAPTRUST Financial Advisors |
Jessica Espinoza | NFP |
Janet Ganong | The Kieckhefer Group |
Lisa Garcia | FiduciaryFirst |
Mary Addie George | Plan Sponsor Consultants |
Lisa Gibson | Morgan Stanley |
Jamie Greenleaf | Cafaro Greenleaf |
Deana Harmon | ProCourse Fiduciary Advisors, LLC |
Jamie Hayes | FiduciaryFirst |
Jennifer Ingham | Ingham Retirement Group |
Eva Kalivas | EPIC Retirement Services Consulting, LLC |
Kristina Keck | Woodruff Sawyer |
Kathleen Kelly | Compass Financial Partners |
Julie Kim | SageView Advisory Group |
Nichole R. Labott | SageView Advisory Group |
Ellen Lander | Renaissance Benefit Advisors Group, LLC |
Shannon Main | Pensionmark/Fiduciary Retirement Advisory Group |
Debbie Matustik | Pensionmark Austin |
Janine Moore | Peak Financial Group, LLC |
Cindy Orr | CBIZ Retirement Plan Services |
Jennifer Pearson | Clearview Advisory |
Lisa Petronio | Strategic Retirement Partners |
Jennifer Purisima | SageView Advisory Group |
Karen Roberts | CBIZ Retirement Plan Services |
Ann-Marie Sepuka | Raymond James Financial Services |
Susan Shoemaker | Plante Moran Financial Advisors |
Heidi Sidley | StoneStreet Equity, LLC |
Kaci Skidgel | Summit Financial Group, Inc. |
Stephanie Stano | Western Wealth Benefits |
Lori Stevenson | Compass Financial Partners |
Jania Stout | Fiduciary Plan Advisors |
Marcy Supovitz | Boulay Donnelly & Supovitz |
Virginia K. Sutton | Johnson & Dugan, GRP |
Brenda Tarjan | SageView Advisory Group |
Jacinta Thompson | VisionPoint Advisory Group |
Mary L. Tomanek | Graystone Consulting |
Megan Warzinski | HB Retirement |
Vanessa Watkins | NFP |
Patricia Wenzel | Merrill Lynch |
Tina Wisialowski | Graystone Consulting |
2018 Top Women Advisors All-Stars
Top producers who have their own practice.
Name | Firm Name |
---|---|
Pam Appell | Plexus Financial Services |
Beryl Ball | CAPTRUST Financial Advisors |
Deanna Bamford | CAPTRUST Financial Advisors |
Kelly Bevis | Alpha Consulting Group of Wells Fargo Advisors |
Patricia Bills | CAPTRUST Financial Advisors |
Natasha Bonelli | Merrill Lynch |
Julie Braun | Morgan Stanley |
Pamela Brooks | Oswald Financial, Inc. |
Gina Buchholz | 401(k) Plan Professionals |
Karen Casillas | CAPTRUST Financial Advisors |
Kelly Caves | Morgan Stanley |
Susan Clausen | CAPTRUST Financial Advisors |
Michelle Coble | Odyssey Financial Group LLC |
Nicole Corning | Wells Fargo Advisors |
Sandra Cunningham | UBS Financial Services Inc. |
Heather Darcy | CAPTRUST Financial Advisors |
Kristen Deevy | Strategic Retirement Partners |
Jean Duffy | CAPTRUST Financial Advisors |
Carmela Elco | Blue Prairie Group |
Francesca Federico | Twelve Points Retirement Advisors |
Jessica Fitzgerald | Morgan Stanley |
Allison Kaylor Flink | NFP |
Mary M. Francisco | Pensionmark |
Susan Hajek | SageView Advisory Group |
Diane S. Halverson | Marsh & McLennan Agency |
Emily Hing Hopkins | NFP |
Shelly Horwitz | Pensionmark |
Delphine Hunt | SLW Retirement Plan Advisors |
Jenny Yun Hunter | Merrill Lynch |
Heather Johnson | SageView Advisory Group |
Amber Kendrick | Procyon Partners, LLC |
Michele Lantz | Pensionmark |
Heather L. Lemon | NBT Financial Services |
Molly Lindert | Marsh & McLennan Agency |
Alicia Malcolm | UBS Financial Services Inc. |
Karie O'Connor | LPL/HPL&S Financial Services |
Kimberly Pruitt | NFP |
Ruth Rivera | Bukaty Companies Financial Group |
Jennifer San Fillippo | Lakeside Wealth Management |
Shelly Schaefer | SageView Advisory Group |
Mary Scott | First Interstate Wealth Management |
Courtenay Shipley | Retirement Planology, Inc. |
Courtney Sindelar | Fiduciary Plan Advisors |
Megan Smith | UBS Financial Services |
Virginia Taylor | Taylor Financial Solutions |
Pamela Watson | NFP |
Suzanne Weeden | Spectrum Investment Advisors |
Larissa Whittle | SageView Advisory Group |
Jenna Witherbee | 401(k) Plan Professionals |
Limei Yu | UBS Financial Services Inc. |
2018 Top Women Advisors Rising Stars
Top producers who have less than five years of experience with retirement plans as a Financial Advisor (some have been working with plans longer, but not as a Financial Advisor).
Name | Firm Name |
---|---|
Erica Blomgren | CAPTRUST Financial Advisors |
Lisa Buffington | Marsh & McLennan Agency |
Sara Carvalho | Marsh & McLennan Agency |
Elaine Featherstone | SHA Retirement Group |
Nikki Hamblin | GRP |
Jennifer Hocking | UBS Financial Services Inc. |
Stephanie Hunt | Atlanta Retirement Partners |
Lauren K. Loehning | Baystate Fiduciary Advisors |
Liz Martinis | Impact Benefits & Retirement |
Lily Matias | NFP |
Connor Morganti | Johnson Morganti |
Angie Rosson | Mariner Retirement Advisors |
Abigail Russell | CAPTRUST Financial Advisors |
Annie Strout | Morgan Stanley |
Tricia Uttech | Graystone Consulting |
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