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2023 Aces: Top 100 Retirement Plan Advisors Under 40

2023 “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 more than 600 nominations. 

View Previous Lists
 

 

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 OneDigital 
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 The Strategic Retirement Benefits Group
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
OneDigital

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