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2019 Young Guns: Top 100 Retirement Plan Advisors Under 40
2019 Young Guns: Top 100 Plan Advisors Under 40
Established in 2014, this list is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are vetted by a blue ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Young Guns”are widely seen as the future leaders of the retirement plan advisor industry.
This year we more than 500 nominations (a 10% increase from a year ago). While each year’s nominations contain an inspiring pool of potential candidates, due to both the size and quantity of qualifying advisors, we have acknowledged 100 top young retirement plan advisors this year!
View Previous Lists
- View 2018 Young Guns
- View 2017 Young Guns
- View 2016 Young Guns
- View 2015 Young Guns
- View 2014 Young Guns
| First | Last | Firm | Broker-Dealer/RIA |
|---|---|---|---|
| Edward | Ahn | Merrill Lynch | Merrill Lynch |
| Alexander G. | Assaley | AFS 401(k) Retirement Services, LLC | Commonwealth Financial Network |
| Ken | Barnes | SageView Advisory Group | SageView Advisory Group |
| Andrew | Bayliss | Marsh & McLennan Agency | MMA Securities |
| Mark | Beaton | Bukaty Companies Financial Services | Resources Investment Advisors |
| Tony | Black | SevenHills Cleveland Benefit Partners | Pensionmark Financial Group |
| Natasha | Bonelli | Merrill Lynch | Merrill Lynch |
| Jon | Bratincevic | Morgan Stanley | Morgan Stanley |
| Julie | Braun | Morgan Stanley | Morgan Stanley |
| Eric | Brunton | Merrill Lynch | Merrill Lynch |
| David | Cacciabeve | CAPTRUST Financial Advisors | CAPTRUST |
| Ryan | Campagna | Sentinel Pension Advisors | Sentinel Pension Advisors |
| Megan | Carroll | Assurance Financial Services | Kestra |
| Dominic | Casanueva | Merrill Lynch | Merrill Lynch |
| Brian | Catanella | UBS Financial Services | UBS Financial Services |
| John | Clark | Heffernan Retirement Services | LPL/GRP |
| Corey | Coleman | Hub International | Cambridge Investment Research Advisors |
| Jake | Connors | Compass Financial Partners, LLC | LPL Financial |
| Shaun | Cox | Oswald Financial, Inc. | Global Retirement Partners |
| Ronnie | Cox | Pensionmark Financial Group | Pensionmark Financial Group |
| Brady | Dall | 401k Advisors Intermountain | Resources Investment Advisors |
| Taylor | Dance | GBS Retire | Resource Investment Advisors |
| Joe | DeBello | Chepenik Financial | Resources Investment Advisors |
| Sean | Deviney | Provenance Wealth Advisors, LLC | Raymond James Financial Services |
| Justin | Domber | Plante Moran Financial Advisors | Plante Moran Financial Advisors |
| Damian | Dufour | Reilly Financial Advisors, LLC | Reilly Financial Advisors, LLC |
| Rich | Eagar | Qualified Plan Advisors | NA |
| Shaun | Eskamani | CAPTRUST Financial Advisors | CAPTRUST |
| Michael | Fine | Monarch Plan Advisors | Monarch Plan Advisors |
| Derek | Fiorenza | Summit Group Retirement Planners, Inc | LPL |
| Jessica | Fitzgerald | Morgan Stanley | Morgan Stanley |
| Patrick | Flint | CAPTRUST Financial Advisors | CAPTRUST |
| Kellen | Foley | NFP | Kestra Investment Services, LLC /NFP Retirement, Inc. |
| Lee | Forehand | Morgan Stanley | Morgan Stanley |
| Lisa | Garcia | FiduciaryFirst | FiduciaryFirst |
| Nathaniel | Gavitt | Everest Consultants LLC | Everest Consultants LLC |
| Steven | Gibson | Plante Moran Financial Advisors | Plante Moran Financial Advisors |
| Richard | Ginel | SageView Advisory Group | SageView Advisory Group |
| Matt | Giovinazzo | NFP | Kestra Investment Services, LLC /NFP Retirement, Inc. |
| Spencer | Goldstein | StoneStreet Equity, LLC | Resources Investment Advisors |
| Wesley | Golie | First Interstate Wealth Management | LPL Financial |
| Erin | Hall | Bermudez/Hall Retirement Group of Wells Fargo Advisors | Wells Fargo Advisors |
| Thomas | Hardy | Mariner Retirement Advisors | MSEC, LLC/Mariner Retirement Advisors |
| Jamie | Hayes | FiduciaryFirst | FiduciaryFirst |
| Brandon | Helms | Retirement Plan Analytics | GRP |
| Evan | Holmes | CAPTRUST Financial Advisors | CAPTRUST Financial Advisors |
| Emily Hing | Hopkins | NFP | NFP Retirement, Inc. |
| Zach | Hull | Compass Financial Partners, LLC | LPL Financial/Compass Financial Partners |
| Rich | Hynes | Merrill Lynch | Merrill Lynch |
| Scott | Jones | E&M Consulting | Raymond James Financial Services Advisors, Inc. |
| Mike | Kasecamp | CBIZ Retirement Plan Services/CBIZ Investment Advisory Services | CBIZ Financial Solutions Inc./CBIZ Investment Advisory Services, LLC. |
| Jim | Keenehan | AFS 401(k) Retirement Services | Commonwealth |
| Jack | Keller | CBIZ Retirement Plan Services/CBIZ Investment Advisory Services | CBIZ Financial Solutions Inc./CBIZ Investment Advisory Services, LLC. |
| Jamie | Kertis | Grinkmeyer Leonard Financial | Commonwealth Financial Network |
| Amy | Kinsman | Cafaro Greenleaf | Greenleaf Advisors |
| Cameron | Kleinheksel | Plante Moran Financial Advisors | Plante Moran Financial Advisors |
| Vincent | Ko | Precept Advisory Group | Precept Advisory Group |
| Josh | Kopec | Connor & Gallagher OneSource | Global Retirement Partners |
| Douglas | Kublin | Marsh & McLennan Agency | MMA Securities |
| Vanessa | Larareo | SageView Advisory Group | SageView Advisory Group |
| Brian | Lizzi | TriBridge Partners, LLC | MMLIS |
| Justin | Londergan | Mayflower Advisors, LLC | Wells Fargo Advisors Financial Network, LLC (WFAFN) |
| Sarah | Majeski | Oswald Financial | LPL Financial/GRP |
| Joseph T. | Matis | Morgan Stanley | Morgan Stanley |
| James | Miley | Hays Financial Group | GRP |
| David | Montgomery | Fidelis Fiduciary Management | Independent Financial Partners |
| Brennan | Moore | NFP | Kestra Investment Services, LLC |
| David | Morehead | Retirement Benefits Group | Resources Investment Advisors |
| Doug | O'Rear | OnTrack 401(k) | LPL Financial/Independent Financial Partners |
| Jason Colin | Patrick | Fiduciary Advisors, LLC | Kestra Investment Services, LLC/Kestra Advisory Services, LLC |
| Jeffrey | Petrone | SageView Advisory Group | Cetera Advisor Networks, LLC |
| Lisa | Petronio | Strategic Retirement Partners | Kestra |
| Kyle | Posvistak | GRP Financial | Global Retirement Partners, LLC |
| Aaron | Pottichen | Alliant Retirement Consulting | Alliant Retirement Consulting |
| Kimberly | Pruitt | NFP | NFP Retirement, Inc. |
| Shaun | Ratay | Morgan Stanley | Morgan Stanley |
| Stephanie | Reese | Tutton Financial | Pensionmark |
| Allie | Rivera | Strategic Retirement Group | Resources Investment Advisors |
| W. Dean | Salyer III | Pensionmark Financial Group | Pensionmark Financial Group |
| Rick | Sauerman | NFP | NFP Retirement, Inc. |
| Stuart | Scholten | NFP | Kestra Investment Services, LLC /NFP Retirement, Inc. |
| Andrew | Shimp | CAPTRUST Financial Advisors | CAPTRUST |
| Courtenay | Shipley | Retirement Planology | Courtenay Shipley |
| Jordan | Sibler | Janney Montgomery Scott | Janney Montgomery Scott |
| Brad | Sieniawski | CBIZ Retirement Plan Services | CBIZ Financial Solutions, Inc. |
| Tom | Small | The Mahoney Group of Raymond James | Raymond James & Associates |
| Brandon | Smith | Qualified Plan Advisors (QPA) | Schwab |
| Megan | Smith | UBS Financial Services | UBS Financial Services |
| Paul | Sommerstad | Blue Prairie Group, LLC | RIA - Blue Prairie Group |
| Jonathan | St. Clair | SageView Advisory Group | SageView/Cetera |
| Todd | Stewart | SageView Advisory Group | Cetera Advisor Networks |
| Solomon | Stewart | NFP | NFP Retirement, Inc. |
| Paul R. | Stibich, Jr. | CAPTRUST Financial Advisors | CAPTRUST Financial Advisors |
| Chris | Strother | Pensionmark Financial Group | Pensionmark Financial Group |
| Jay | Thompson | J.W. Thompson Investments | LPL Financial |
| Jeremy | Tollas | Plante Moran Financial Advisors | Plante Moran Financial Advisors |
| Brian | Whinnery | Hays Financial Group | Global Retirement Partners |
| Brian | Wiese | Morgan Stanley | Morgan Stanley |
| Edward Thomas | Wojton | Clearview Advisory | Clearview Advisory |
| Andrew | Ziergiebel | Marsh & McLennan Agency | MMA Securities |
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