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2021 Aces: Top 100 Retirement Plan Advisors Under 40
2021 “Aces”: Top 100 Retirement Plan Advisors Under 40.
Established in 2014, this list - officially the NAPA Top Retirement Plan Advisors Under 40, a.k.a. “Aces” - is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are then 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 “Aces" are widely seen as the future leaders of the retirement plan advisor industry.
These outstanding individuals were drawn from a pool of nearly 700 nominations.
View Previous Lists
- View 2020 Aces
- View 2019 Aces
- View 2018 Aces
- View 2017 Aces
- View 2016 Aces
- View 2015 Aces
- View 2014 Aces
| First | Last | Firm |
|---|---|---|
| Garrett | Anderson | Plan Sponsor Consultants |
| TJ | Arcuri | SageView Advisory Group |
| Alexander G. | Assaley | AFS 401(k) Retirement Services, LLC |
| Lucas | Barton | SageView Advisory Group |
| Mark | Beaton | Bukaty Companies Financial Services |
| Jared | Benson | NFP |
| Tony | Black | SevenHills Cleveland Benefit Partners (Pensionmark) |
| Natasha | Bonelli | Merrill Lynch |
| Jon | Bratincevic | Morgan Stanley |
| Julie | Braun | Morgan Stanley |
| Jason | Burriss | Merrill Lynch |
| Forrest | Butler | Financial Strategies Retirement Partners |
| David | Cacciabeve | CAPTRUST |
| Kevin | Chang | Genovese Burford & Brothers |
| Tyler | Cox | RetireRight Pittsburgh |
| Michael | Curry | UBS Financial Services |
| Brady | Dall | 401k Advisors Intermountain |
| Taylor | Dance | GBS Retire |
| Brett | Dankowski | Vertical Financial Group |
| Morgan A. | Davis | NFP |
| Pamela | de Sena | Kornerstone, Inc. |
| Joe | DeBello | OneDigital Retirement |
| Joe | Dillon | Curi Capital |
| Michael | Duckett | Lockton Retirement Services |
| Eric | Endress | CBIZ Investment Advisory Services/CBIZ Retirement Plan Services |
| Shaun | Eskamani | CAPTRUST |
| Jessica | Espinoza | NFP |
| Michael J. | Fine | Monarch Plan Advisors |
| Derek Christopher | Fiorenza | Summit Group Retirement Planners, Inc. |
| Jessica | Fitzgerald | Morgan Stanley |
| Patrick | Flint | CAPTRUST |
| Thomas | Ford | Morgan Stanley |
| Anthony | Gargano | CBIZ Investment Advisory Services/CBIZ Retirement Plan Services |
| Nathaniel | Gavitt | Everest Consultants LLC |
| Ryan | Gensicke | ClearView 401(k) Consultants a member of Pensionmark |
| Steven | Gibson | Rehmann Financial |
| Chris | Giovinazzo | Fiduciary 401(k) Advisors |
| Matthew | Giovinazzo | flexPATH Strategies |
| Matt | Gist | Peak Financial Group, a division of HUB International |
| Zachary | Golen | Broad Street Financial LLC |
| Benjamin | Gottlieb | Merrill Lynch |
| Matthew | Greene | Summit Financial, a division of HUB International |
| Brad | Grist | Legacy 401k Partners |
| Eugene | Gurevich | BayBridge Capital Group, LLC |
| Jacob | Haas | Merrill Lynch |
| Thomas | Hardy | Mariner Wealth Advisors |
| Matt | Hedley | Lowe, Brockenbrough & Co. |
| Evan | Holmes | CAPTRUST |
| Emily | Hopkins | NFP |
| Zach | Hull | Compass Financial Partners |
| Trey | Jamison | Chase Dominion Advisors |
| Douglas | Johnson | Summit Financial, a division of HUB International |
| Kameron | Jones | NFP |
| Joseph | Juliano | Merrill Lynch |
| Jonathan | Karelitz | Morgan Stanley |
| Jim | Keenehan | AFS 401(k) Retirement Services |
| Shir | Keidan | BLS Wealth Management, LLC |
| Amy | Kinsman | Cafaro Greenleaf, a One Digital Company |
| Cameron | Kleinheksel | CAPTRUST |
| Chris | Krueger | MHK Retirement Partners |
| Daniel | Lahiff, Jr. | Axial Benefits Group |
| Mark | Laughton | Quintes Financial Services, LLC |
| Dean | Lysenko | Marshall & Sterling Wealth Advisors, Inc |
| Sarah | Majeski | Oswald Financial, Inc. |
| Alicia | Malcolm | UBS Financial Services |
| Samuel | Martin | Cerity Partners |
| Casey | McKillip | Aldrich Wealth |
| Mitchel | Milless | Marsh & McLennan Agency Securities |
| David | Montgomery | Fidelis Fiduciary Management |
| Brendon | Moore | May, Bonee & Clark Financial Services |
| Brennan | Moore | NFP |
| David | Morehead | Retirement Benefits Group |
| Chad | Noorani | BFSG, LLC |
| Jason Colin | Patrick | Fiduciary Advisors, LLC |
| Dan | Peluse | Wintrust Retirement Benefits Advisors |
| Lisa | Petronio | Strategic Retirement Partners/Walsh Duffield Retirement Plan Solutions |
| Neil | Plein | Aldrich Wealth |
| Kimberly | Pruitt | NFP |
| Duncan | Purvis | BHS Financial Services |
| John | Richards | NFP |
| Jean Karlo | Rocafort | Rocafort Group |
| Rick | Sauerman | NFP |
| Brent | Sheppard | Cadence Financial Management |
| Paul | Sommerstad | Cerity Partners, LLC |
| Darren | Stewart | BFSG, LLC |
| Paul R. | Stibich | CAPTRUST |
| Courtney | Stroope | Lockton Retirement Services |
| Chris | Strother | AssuredPartners |
| Alex | Sylvester | Shepherd Financial |
| Casey | Taylor | RedStone Advisors, LLC (Pensionmark) |
| Gregory | Tedone | QCI Asset Management |
| Michael | Tisdell | OneGroup Retirement Advisors |
| Jeremy | Tollas | CAPTRUST |
| Robert S. | Tuzza, Jr. | Merrill Lynch |
| Matthew | Voecks | SevenHills Cleveland Benefit Partners (Pensionmark) |
| Christopher | Wagner | Lutz Financial Services, LLC |
| Justin | Wasfy | Merrill Lynch |
| Jeremy | Weith | Sheridan Road Financial, a division of Hub International |
| Renn | Williams | JSL Retirement Services Group |
| Andrew | Ziergiebel |
Marsh & McLennan Agency
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