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2021 Aces: Top 100 Retirement Plan Advisors Under 40

2021 “Aces”: Top 100 Retirement Plan Advisors Under 40.

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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. 

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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