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 |
VT | Morgan Stanley | ||
| Daniel Buxton | OR | Robert W. Baird | |
| Mary Caballero | OR | 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 |
