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2024 Aces: Top 100 Retirement Plan Advisors Under 40
2024 “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 500 nominations.
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- View 2023 Aces
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- View 2020 Aces
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- View 2018 Aces
- View 2017 Aces
- View 2016 Aces
- View 2015 Aces
- View 2014 Aces
| First | Last | Firm |
|---|---|---|
| Garrett | Anderson | Anderson Financial |
| Jared | Anderson | CAPTRUST |
| Troy | Anderson | CAPTRUST |
| T.J. | Arcuri | SageView Advisory Group |
| Matthew | Arey | Lebel & Harriman LLP |
| Luka | Arnerich | SageView Advisory Group |
| Justin | Baker | Merrill Lynch |
| Ken | Barnes | SageView Advisory Group |
| Ross | Berge | Northwestern Mutual |
| Erica | Blomgren | CAPTRUST |
| Jon | Bratincevic | Morgan Stanley |
| Jason | Burriss | Morgan Stanley |
| Rachel | Carter | Merrill Lynch |
| Daniel | Carthew | Crux Wealth Advisors |
| Matt | Cellini | Greenspring Advisors, LLC |
| Kevin | Chang | CAPTRUST |
| Joseph | Conzelman | HUB Retirement |
| Reiley | Crosby | Greenspring Advisors |
| Margarita | Cross | SageView Advisory Group |
| Brady | Dall | OneDigital |
| Jake | Daly | Newfront Retirement Services |
| Taylor | Dance | GBS Retire |
| Morgan | Davis | NFP |
| Joe | DeBello | OneDigital |
| Tyler | Deck | Oswald Financial |
| Mari | Erb | RPS Retirement Plan Advisors |
| Blake | Faust | Abbey Street |
| Andrew | Fiegel | CAPTRUST |
| Derek | Fiorenza | Summit Group Retirement Planners, Inc. |
| Patrick | Flint | CAPTRUST |
| Jonathan | Fredman | Marsh McLennan Agency |
| Joe | Galbraith | UBS Financial Services Inc. |
| Chris | Giovinazzo | Accelerate Retirement |
| Matt | Gist | HUB International- Retirement & Wealth Management |
| Trevor | Glasgow | Merrill Lynch |
| Kevin | Good | BBM Financial Services |
| Korey | Grow | Summit Business Solutions |
| Eugene | Gurevich | BayBridge Capital Group, LLC |
| Quint | Hall | Creative Planning, LLC |
| Ryan | Hamilton | NFP |
| Matthew | Hedley | OneDigital |
| Blake | Hiett | HUB International - Fort Worth |
| Emily | Hopkins | Sequoia Consulting Group |
| Keith | Huber | OneDigital |
| Trey | Jamison | Chase Dominion Advisors |
| Doug | Johnson | HUB International |
| Whitney | Jones | Premier Wealth Management, a Relation Company |
| Rodney | Kauffman | SageView Advisory |
| Andraos | Khalil | Merrill Lynch |
| Mark | Laughton | HUB |
| Eric | LeSage | Retirement Fiduciary Group, LLC. |
| Justin | Levonyak | Wintrust Investments, LLC |
| Benjamin | Liener | Merrill Lynch |
| Dean | Lysenko | Marshall & Sterling Wealth Advisors, Inc. |
| Kevin | Major | OneDigital |
| Alicia | Malcolm | UBS Financial Services |
| Kris | Maleski | HUB International, Mid-Atlantic Inc. |
| Phil | Mazurek | Marsh and McLennan Agency |
| Anthony | McCracken | Newcleus |
| Patrick | McKay | Stokes Family Office |
| Casey | McKillip | Aldrich Wealth LP |
| Jonathan | Metz | Deschutes Investment Consulting |
| Simon | Micakaj | Rehmann |
| Andrew | Michael | Retirement Plan Analytics (RPA) |
| Jackson | Miller | Fiduciary Benefits Group |
| Sarah | Montoya | Morgan Stanley - Graystone Consulting |
| Nate | Moody | Lebel & Harriman Retirement Advisors |
| Brennan | Moore | NFP |
| David | Morehead | OneDigital Retirement |
| Joshua | Mott | Morgan Stanley |
| Christopher | Nordlund | NFP |
| Scott | Ondek | SageView Advisory Group |
| Ryan | OToole | Sequoia Consulting Group - Pensionmark Financial Group, LLC |
| Bryan | Peebles | Strategic Retirement Partners |
| Kathleen | Persak | SEIA |
| Erik | Pflaum | Marsh McLennan Retirment Services |
| Enrico | Piatelli | Baystate Financial |
| John | Polivka | Merrill Lynch |
| Cullen | Reif | SageView Advisory Group |
| John | Richards | NFP Retirement |
| Allie | Rivera | OneDigital |
| Adam | Rivett | OneDigital |
| Travis | Ruane | Associated Investor Services |
| Mitch | Ryan | Morgan Stanley |
| Michael | Saulnier | Aprio Wealth Management |
| Jeff | Schober | Gallagher Fiduciary Advisors |
| Sarah | Schwartz | Newfront |
| Michaela | Scott | The Strategic Retirement Benefits Group |
| Brent | Sheppard | Cadence Financial Management |
| Tom | Small | The Mahoney Group of Raymond James |
| Christian | Stanley | Greenspring Advisors |
| Jeremy | Stoker | Newfront Retirement Services |
| Alexander | Stuchen | Merrill Lynch |
| Gregory | Tedone | Strategic Financial Services, Inc. |
| Michael | Tisdell | OneGroup Retirement Advisors |
| Jenna | Witherbee | 401(k) Plan Professionals |
| Emily | Wrightson | CAPTRUST |
| Ken | Zarske | Creative Planning |
| Ryan | Zelaski | NFP Retirement |
| Blade | Zych |
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