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2015 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 |
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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