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2023 Aces: Top 100 Retirement Plan Advisors Under 40
2023 “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 more than 600 nominations.
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- View 2022 Aces
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- View 2016 Aces
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- View 2014 Aces
| First | Last | Firm |
|---|---|---|
| Richard | Adams | CG Financial Services |
| Garrett | Anderson | Anderson Financial |
| TJ | Arcuri | SageView Advisory Group |
| Luka | Arnerich | SageView Advisory Group |
| Alexander G. | Assaley, III | AFS 401(k) Retirement Services, LLC |
| Eric | Blofsky | HUB International, LLC |
| Erica | Blomgren | CAPTRUST |
| Jon | Bratincevic | Morgan Stanley |
| Jeff | Broaddus | MMA Retirement Services - Southwest Region |
| Eric | Brunton | Merrill Lynch |
| Brandon | Budd | intellicents |
| Chris | Burke | LoVasco Consulting Group |
| Jason | Burriss | Morgan Stanley |
| Forrest | Butler | FSRP |
| Megan | Carroll | Assurance, a Marsh McLennan Agency LLC Company |
| Rachel | Carter | Merrill Lynch |
| Matt | Cellini | Greenspring Advisors |
| Joseph | Conzelman | HUB Retirement & Wealth Management - Houston |
| Brady | Dall | OneDigital |
| Jake | Daly | Newfront Retirement Services |
| Taylor | Dance | GBS Retire |
| Morgan | Davis | NFP |
| Joe | DeBello | OneDigital |
| Michael | Duckett | Creative Planning |
| Blake | Faust | Abbey Street |
| Derek | Fiorenza | Summit Group Retirement Planners, Inc. |
| Matt | Fleck | ProCourse Fiduciary Advisors |
| Jack | Fletcher | Mariner Wealth Advisors |
| Patrick | Flint | CAPTRUST |
| Thomas | Ford | Morgan Stanley |
| Joseph | Galbraith | UBS Financial Services Inc. |
| Steven | Gibson | Rehmann Financial |
| Chris | Giovinazzo | Accelerate Retirement |
| Matt | Gist | HUB Retirement & Wealth Management |
| Trevor | Glasgow | Merrill Lynch |
| Benjamin | Gottlieb | Merrill Lynch |
| Eugene | Gurevich | BayBridge Capital Group, LLC |
| Quint | Hall | Creative Planning LLC |
| Thomas | Hardy | Mariner Wealth Advisors |
| Matt | Hedley | Lowe, Brockenbrough & Company |
| Blake | Hiett | HUB International |
| Sarah | Hodian | NFP |
| Keith | Huber | OneDigital |
| Trey | Jamison | Chase Dominion Advisors |
| Liam | Johnson | Financial Directions Group |
| Doug | Johnson | HUB Retirement & Wealth Management |
| Kameron | Jones | NFP |
| Whitney | Jones | Premier Wealth Management |
| Travis | Labrie | Financial Strategies Retirement Partners |
| Daniel | Lahiff | Axial Benefits Group |
| Mark | Laughton | HUB International - Quintes Financial Services |
| Justin | Levonyak | Wintrust Investments, LLC |
| Benjamin | Liener | Merrill Lynch |
| Dean | Lysenko | Marshall & Sterling Wealth Advisors, Inc. |
| Kevin | Major | OneDigital |
| Alicia | Malcolm | UBS Financial Services |
| Anthony | McCracken, Jr. | Newcleus |
| Casey | McKillip | Aldrich Wealth LP |
| Eric | McMurdie | MG Retirement Advisors |
| Simon | Micakaj | Rehmann |
| Mitch | Milless | MMA Retirement Services - Upper Midwest Region |
| Sarah | Montoya | Morgan Stanley - Graystone Consulting |
| Nate | Moody | Lebel & Harriman Retirement Advisors |
| Brennan | Moore | NFP |
| Mason | Moore | Hub International |
| David | Morehead | OneDigital Retirement |
| Joshua | Mott | Morgan Stanley - Graystone Consulting |
| Stephen | Mumford, Jr. | Valley Forge Investment Consultants, Inc. |
| Kyle | Nelson | BerganKDV Wealth Management, LLC |
| Chad | Noorani | BFSG, LLC. |
| Scott | Ondek | SageView Advisory Group |
| Jason Colin | Patrick | Fiduciary Advisors, LLC |
| Bryan | Peebles | Strategic Retirement Partners |
| Neil | Plein | Aldrich Wealth |
| Duncan | Purvis | BHS Financial Services |
| Cullen | Reif | SageView Advisory Group |
| Rachel | Rieder | Valley Forge Investment Consultants, Inc. |
| Allie | Rivera | OneDigital |
| Adam | Rivett | OneDigital |
| Matthew | Ryba | Oakbourne Advisors |
| Caleb | Sanderson | Curi Capital |
| Richard | Sauerman | NFP |
| Sarah | Schwartz | Newfront Retirement Services |
| Michaela | Scott | Borislow Employer Retirement Consulting |
| Brent | Sheppard | Cadence Financial Management |
| Christopher | Soto | Legacy Planning |
| Brendan | Speers | Legacy Planning |
| Matthew | Stewart | NFP |
| Jeanne | Sutton | Strategic Retirement Partner |
| Alex | Sylvester | Shepherd Financial |
| Gregory | Tedone | Strategic Financial Services |
| Tom | Tielbur | Gallagher |
| Jeremy | Tollas | CAPTRUST |
| Daniel | Urban | CAPTRUST |
| Daniel | Valenzuela | Merrill Lynch |
| Benjamin | Verhille | TrueNorth |
| Jeremy | Weith | Sheridan Road, a Division of HUB International |
| Jenna | Witherbee | 401(k) Plan Professionals |
| Ryan | Zelaski | NFP |
| Blade | Zych |
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