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Top DC Industry Wholesalers - 2020


NAPA’s 2020 100 Top DC Wholesalers — the “Advisor Allies” — were based on voting by thousands of registered NAPA Net users and NAPA members from a pool of nominees submitted by NAPA Firm Partners. To learn more about the nomination and selection process, click here.

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Now featuring the Top 10 RK and DC  Advisor Allies!


First Name Last Name Category Provider Name Top 10
Jeffrey Abelli DCIO Amundi Pioneer
 Doug Allen RK Nationwide
Bobby Allen, CIMA® DCIO American Century  
Chris Athens DCIO BlackRock  
Heather Bailey DCIO State Street Global Advisors  
Staci Baker DCIO J.P. Morgan Asset Management  
Matt Bartch DCIO BlackRock  
Bill Beardsley DCIO Columbia Threadneedle  
Dennis Beaudet RK John Hancock
Rhea Berglund DCIO Invesco  
Chris Bilello DCIO Amundi Pioneer  
Keith Blackmon DCIO T. Rowe Price  
Justin Bonavitacola RK Lincoln Financial Group  
Bradford Boney RK John Hancock  
Katelyn  Boone  DCIO Fidelity Investments  
Bryan Bracchi RK Ascensus  
Shaun Bromley DCIO JP Morgan  
Andrew Brosco DCIO Amundi Pioneer  
David Castina RK Nationwide  
Chris Castro RK Transamerica  
Jerry Cicalese RK Sentinel Benefits & Financial Group  
Murray Cleaner DCIO Lord, Abbett & Company  
Steve Cohen DCIO Federated Hermes  
Mark Conroy DCIO Franklin Templeton *
Bret Contreras DCIO Lord Abbett  
Marty Courage DCIO Columbia Threadneedle  
Kevin Crotsley DCIO Victory Capital  
Tim Curran RK Lincoln Financial Group  
Jesse Daniels, CFP®, AIF® DCIO American Century  
Matt DeMarco DCIO PIMCO  
Chris Donnager DCIO MFS Investment Management, Inc.  
Jim Dowling DCIO Fidelity Investments  
Wendell Epps RK Principal  
Ryan Fay DCIO John Hancock Investment Management
Matt Fessler RK Lincoln Financial Group  
Travis Gavinski RK Fidelity Investments
Michele Giangrande DCIO T. Rowe Price  
Jerry Giovinazzo RK John Hancock  
Glenn Godin DCIO American Century  
Ruben Gonzalez DCIO Janus Henderson Investors  
Matthew Grandonico RK Prudential
Liam Grubb DCIO Franklin Templeton  
Ami Hindia DCIO Fidelity Investments   
Ryan Hines RK John Hancock  
Bryson Hopkins RK Lincoln Financial Group  
Howard Joelson RK John Hancock  
Adam Johnson RK John Hancock  
Matt Kasa DCIO Nuveen
Kris Krikorian RK Pentegra  
John Kutz DCIO Franklin Templeton *  
Benjamin  Leger  DCIO Fidelity Investments 
Amanda Lewis DCIO BlackRock  
Mike Looney RK Principal  
Aylmer Magill DCIO John Hancock Investment Management  
Cara Magliocco DCIO Wells Fargo Asset Mgmt  
Scott Maney DCIO Invesco  
Mike Manosh  DCIO Fidelity Investments 
Seth Marsters RK The Standard 
Todd Matlack DCIO Invesco  
Sean Mayo RK CUNA Mutual Retirement Solutions  
Chris McDavid RK John Hancock
Rich Merson DCIO PIMCO  
Eric Milano DCIO T. Rowe Price  
Kevin Morgan DCIO JP Morgan
John Mueller DCIO Nuveen  
Brian Munn, CFP®, AIF®, C(k)P®, CRPC® DCIO American Century
Keith Neal DCIO MFS Investment Management, Inc.
Mark Needham RK John Hancock  
Tyler Neenan DCIO BlackRock  
Barry Newman RK Ameritas  
Yen Nguyen RK Ascensus  
Dan O'Shea DCIO Columbia Threadneedle  
Christy Poe DCIO American Century  
 Dustin Pugh RK Principal  
Brandon Radach DCIO John Hancock Investment Management  
Stewart Rauchman RK Lincoln Financial Group  
Chris Schutz RK Transamerica
Brandon Shea DCIO T. Rowe Price  
Donny Sheinwald RK Lincoln Financial Group
Steven Silverman DCIO American Century  
Chris Sleggs DCIO PIMCO
Jay Slusher DCIO PIMCO  
Alison Smith RK Principal  
Jarrad Smith RK Fidelity Investments  
Chad Stewart RK John Hancock  
Anthony Summers RK Lincoln Financial Group  
Luke Szafranski RK Transamerica
Nancy  Tassiello DCIO Franklin Templeton *  
Matt Tollison DCIO Neuberger Berman  
Andy Tyndall DCIO MFS Investment Management, Inc.  
Alan Valenca DCIO T. Rowe Price  
Matt Vanaman DCIO PIMCO  
Scott Ward RK John Hancock
Dave Waters DCIO Franklin Templeton  
Jeff Weaver DCIO J.P. Morgan Asset Management  
Tina White DCIO Franklin Templeton  
Jonathan Wilkinson DCIO T. Rowe Price  
Jason Yepko RK John Hancock  
MJ Zayac DCIO AllianceBernstein  
Dan Zibaitis RK John Hancock  

* Legg Mason was acquired by Franklin Templeton on August 1, 2020.