2014 Young Guns: Top Plan Advisors Under 40

Based on a combination of voting by NAPA members and a profile of their business, these young plan advisors are the future leaders of our industry and seem eager to step up. Though there are concerns about whether younger people will be attracted to the financial services industry and a severe lack of effective training, NAPA’s “50 under 40” list shows that the DC advisory business is healthy, with promising new leaders emerging. 

Name  State Company Broker/Dealer
Alex Assaley                       MD AFS 401(k) Retirement Services Commonwealth                                                                    
Beau Beaullieu LA CoSource Financial Group, LLC
Goran Bojovski NJ Bank of America Merrill Lynch

Julie Braun


  Morgan Stanley
Daniel Buxton


  Robert W. Baird
Mary Caballero


Heestand Company LPL Financial
Brian Catanella PA UBS Institutional Consulting Group UBS
Rich Cawthorne MA Alpha Pension Group NYLife
Michael Chisnell OH Sequoia Financial Group, LLC Valmark Securities
Peter Ciovacco MA Morgan Stanley
John Clark CA Heffernan Financial Services LPL Financial
Jason Cohn TN The Plan Solutions Group of Raymond James Raymond James
Dominic Corleto OR Rouleau Bevans Corleto Investment Consulting Group Wells Fargo Advisors, LLC
Luke Costello OH The Robertson Group Morgan Stanley
Brady Dall UT 401(k) Advisors Intermountain LPL Financial
Jim Detterick NY Morgan Stanley
Stephen Dopp NJ Cafaro Greenleaf Financial Telesis
Keith Dressel NJ Morgan Stanley
Michael Duckett MD NFP ProBen Inc. NFP
Stephanie Gallegos MA Axial Benefits Group Commonwealth
Joel Gershon
IL Merrill Lynch Bank of America
Jeffrey Gratton MN SageView Advisory Group Cetera
David Griffin GA Atlanta Retirement Partners LPL Financial
Chad Gutner MA Samuel Financial LLC Commonwealth
Austin Gwilliam CA 401(k) Advisors Financial Telesis / 401(k) Advisors RIA
Jamie Hayes FL FiduciaryFirst LPL Financial
Jonathan Houk OH PRLKW & Co. Valmark Securities
Trey Jamison VA Chase Dominion Advisors LPL Financial
Todd Kading TX Leafhouse Financial Advisors RIA
Sarah Keibler WA Clearpoint Financial LPL Financial
Shawn Kersjes MI Pearlstreet Investment Management of Oppenheimer & Co. Oppenheimer & Co.
Tom Mayer IN 401(k) Team @ CAMI Lincoln Investment Planning
John Negrete CA SLW Retirement Plan Advisors M Holding Securities, Inc.
Matthew Offen DC Morgan Stanley
Michael Palmore VA Stoever & Palmore Investment Group of Wells Fargo Advisors Wells Fargo Advisors, LLC
Daniel Peluse IL Wintrust Wealth Management
Jeffrey Petrone FL SageView Advisory Group Cetera
Michael Ribich IL Merrill Lynch
Jeffrey Scott UT FirstWest Retirement Solutions NFP
Jordan Sibler TN Avondale Partners, LLC
Paul Sommerstad IL Blue Prairie Group Independent RIA
Jonathan St. Clair GA SageView Advisory Group Cetera
Craig Stanley VA Summit Group of Virginia Ameritas Investment Corp
Melissa Stewart MI Vander Weele | Stewart Group of Raymond James Raymond James
Patrick Stuhr TX Legacy 401k Partners Institutional Securities Corporation
Todd Tevens NY Lawley Courier Advisors Cadaret Grant & Co.
Timothy VerSchure IN Lakeside Wealth Management Group First Allied Securities
Matthew Watson SC Wells Fargo Advisors, LLC
Steve Wilkinson CA Monarch Corporate Advisors Financial Telesis
Chad Wilson MA Fiduciary Consulting Group @ PSA PSA Financial

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