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2022 Aces: Top 100 Retirement Plan Advisors Under 40
2022 “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 2021 Aces
- View 2020 Aces
- View 2019 Aces
- View 2018 Aces
- View 2017 Aces
- View 2016 Aces
- View 2015 Aces
- View 2014 Aces
| First | Last | Firm |
|---|---|---|
| Brad | Altman | MMA Retirement Services |
| Garrett | Anderson | Anderson Financial |
| TJ | Arcuri | SageView Advisory Group |
| Luka | Arnerich | SageView Advisory Group |
| Alexander G. | Assaley | AFS 401(k) Retirement Services, LLC |
| Ken | Barnes | SageView Advisory Group |
| Mark | Beaton | OneDigital |
| Michael Jared | Benson | NFP |
| Tony | Black | SevenHills Cleveland Benefit Partners |
| Erica | Blomgren | CAPTRUST |
| Natasha | Bonelli | Merrill Lynch |
| Jon | Bratincevic | Morgan Stanley |
| Julie | Braun | Morgan Stanley |
| Keaton | Brewer | CAPTRUST |
| Eric | Brunton | Merrill Lynch |
| Chris | Burke | LoVasco Consulting Group |
| Jason | Burriss | Morgan Stanley |
| Forrest | Butler | FSRP |
| Megan | Carroll | MMA Retirement Services |
| Kevin | Chang | CAPTRUST |
| Luke | Costello | Morgan Stanley - Graystone Consulting |
| Shaun | Cox | Marcum Wealth |
| Brady | Dall | OneDigital |
| Taylor | Dance | GBS Retire |
| Brett | Dankowski | OneDigital |
| Joe | DeBello | OneDigital |
| Benjamin | Duckett | Morgan Stanley |
| Neil | Esterson | The Legacy Group, Inc. |
| Blake | Faust | Wipfli Financial Advisors, LLC |
| Michael | Fine | Monarch Plan Advisors |
| Derek | Fiorenza | Summit Group Retirement Planners, Inc. |
| Jeanne | Fisher | Strategic Retirement Partners |
| Matt | Fleck | ProCourse Fiduciary Advisors, LLC |
| Patrick | Flint | CAPTRUST |
| Thomas | Ford | Morgan Stanley |
| Joseph | Galbraith | UBS Financial Services |
| Steven | Gibson | Rehmann |
| Chris | Giovinazzo | Accelerate Retirement |
| Matt | Gist | HUB Retirement & Wealth Management |
| Trevor | Glasgow | Merrill Lynch |
| Spencer | Goldstein | StoneStreet Equity |
| Benjamin | Gottlieb | Merrill Lynch |
| Matthew | Greene | Summit Financial, a division of HUB International |
| Eugene | Gurevich | BayBridge Capital Group, LLC |
| Jacob | Haas | Merrill Lynch |
| Moira | Hagy | MMA Retirement Services |
| Ryan | Hamilton | NFP |
| Thomas | Hardy | Mariner Wealth Advisors |
| Leah | Hill | Shepherd Financial, LLC |
| Timothy | Irvin | CAPTRUST |
| Doug | Johnson | Summit Financial, a division of HUB International |
| Liam | Johnson | Financial Directions Group |
| Kameron | Jones | NFP |
| Rodney | Kauffman | SageView Advisory Group |
| James | Keenehan | AFS 401(k) Retirement Services |
| Jack | Keller | CBIZ Investment Advisory Services, LLC |
| Daniel | Lahiff | Axial Benefits Group |
| Mark | Laughton | Quintes |
| Justin | Levonyak | Wintrust Retirement Benefits Advisors |
| Dean | Lysenko | Marshall & Sterling Wealth Advisors, Inc |
| Alicia | Malcolm | UBS Financial Services |
| Kris | Maleski | HUB International, Mid-Atlantic, Inc. |
| Jasper | Mallard | HUB International |
| Philip | Mazurek | MMA Retirement Services |
| Simon | Micakaj | Rehmann |
| Derec | Mieden | Wipfli Financial Advisors, LLC |
| Mitchel | Milless | MMA Retirement Services |
| Sarah | Montoya | Morgan Stanley - Graystone Consulting |
| Nate | Moody | Lebel & Harriman |
| Brennan | Moore | NFP |
| David | Morehead | OneDigital Retirement + Wealth |
| Josh | Mott | Morgan Stanley |
| Stephen | Mumford | Valley Forge Investment Consultants, Inc. |
| Kyle | Nelson | BerganKDV |
| Scott | Ondek | SageView Advisory Group |
| Jason Colin | Patrick | Fiduciary Advisors, LLC |
| Bryan | Peebles | Strategic Retirement Partners |
| Lisa | Petronio | Strategic Retirement Partners/Walsh Duffield Retirement Plan Solutions |
| Neil | Plein | Aldrich Wealth LP |
| John | Pomroy | Florida Pension Group |
| Travis | Power | OneDigital |
| Kimberly | Pruitt | NFP |
| Duncan | Purvis | BHS Financial Services |
| John | Richards | NFP |
| Allie | Rivera | OneDigital |
| Joey | Rose | The Noble Group |
| Rick | Sauerman | NFP |
| Chris | Schneider | TriBridge Partners |
| Brent | Sheppard | Cadence Financial Management |
| Thomas | Small | The Mahoney Group of Raymond James |
| Brittany | Smith | Wealth Partners Alliance |
| Richard | Spriano | Castle Hill Retirement Partners / Bay Financial Associates |
| Matthew | Stewart | NFP |
| Paul | Stibich | CAPTRUST |
| Alex | Sylvester | Shepherd Financial |
| Michael | Tisdell | OneGroup Retirement Advisors |
| Jeremy | Tollas | CAPTRUST |
| Jeremy | Weith | Sheridan Road Financial, a division of Hub International |
| Jenna | Witherbee | 401(k) Plan Professionals |
| Emily | Wrightson |
CAPTRUST
|
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