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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.
View Previous Lists
- View the 2019 Wingmen
- View the 2018 Wingmen
- View the 2017 Wingmen
- View the 2016 Wingmen
- View the 2015 Wingmen
- View the 2014 Wingmen
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.