Skip to main content

You are here


2022 Aces: Top 100 Retirement Plan Advisors Under 40

2022 “Aces”: Top 100 Retirement Plan Advisors Under 40.

Aces Logo

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


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