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Top Retirement Plan Advisors Under 40

2020 “Aces”: Top 100 Retirement Plan Advisors Under 40.

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Established in 2014, this list - officially the NAPA Top Retirement Plan Advisors Under 40 (unofficially, our “young guns”) – this year has been rebranded as “Aces” - is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners.  Those applications are 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 600 nominations (a 20% increase from a year ago). 

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First Last Firm
Jake Adamczyk Aurum Wealth Management Group
Edward Ahn Merrill Lynch
Khalil Andraos Merrill Lynch
Alexander G.  Assaley III AFS 401(k) Retirement Services
Charles M. Baracco OneGroup Retirement Advisors / LPL Financial
Ken Barnes SageView Advisory Group
Lucas Barton SageView Advisory Group
Mark Beaton Bukaty Companies Financial Services
Carly Bell Lockton Retirement Services
Jared Benson NFP
Tony Black SevenHills Cleveland Benefit Partners (Pensionmark)
Natasha Bonelli Merrill Lynch
Julie Braun Morgan Stanley
Eric Brunton Merrill Lynch
Kyle Campbell CAPTRUST
Brian Catanella UBS Financial Services, Inc.
John Clark Heffernan Retirement Services
Daniel Colluccio Wilmington Trust
Jake Connors Compass Financial Partners
Shaun Cox Oswald Financial, Inc.
Michael Curry UBS Financial Services, Inc.
Brady Dall 401k Advisors Intermountain
Taylor Dance GBS Retire
Kelli Davis Csi Advisory Services, LLC
Joe DeBello Chepenik Financial
Satyam (Saty) Desai Merrill Lynch
Sean Deviney Provenance Wealth Advisors, LLC
Justin Domber Plante Moran Financial Advisors
Michael Down NFP
Michael Duckett Lockton Retirement Services
Rich Eagar Qualified Plan Advisors
Shaun Eskamani CAPTRUST
Jessica Espinoza NFP
Blake Faust Wipfli Financial Advisors, LLC
Michael Fine Monarch Plan Advisors
Derek Fiorenza Summit Group Retirement Planners
Jessica Fitzgerald Morgan Stanley
Matt Fleck ProCourse Fiduciary Advisors
Patrick Flint CAPTRUST
Geoffrey Forcino Kathmere Capital Management
Lee Forehand Morgan Stanley
Anthony Gargano CBIZ Retirement Plan Services/CBIZ Investment Advisory Services
Steven Gibson Plante Moran Financial Advisors
Matt Giovinazzo NFP
Chris Giovinazzo Fiduciary 401(k) Advisors
Spencer Goldstein StoneStreet Equity, LLC
Wesley Golie First Interstate Bank
Benjamin Gottlieb Merrill Lynch
Matthew Greene HUB International Retirement and Private Wealth, formerly Summit Financial Corp.
Jacob Haas Merrill Lynch
Moira M. Hagy Assurance Financial Services
Erin M. Hall Strategic Retirement Partners
Thomas Hardy Mariner Wealth Advisors
Brandon Helms Retirement Plan Analytics
Evan Hirsh HB Retirement
Evan Holmes CAPTRUST
Emily Hopkins NFP
Michael Houghton Houghton Financial Partners
Doug Johnson Summit Financial, a Division of Hub International New England
Kameron Jones NFP
Mike Kasecamp CBIZ Retirement Plan Services/CBIZ Investment Advisory Services
Jack Keller CBIZ Retirement Plan Services/CBIZ Investment Advisory Services
Jamie Kertis Grinkmeyer Leonard Financial
Cameron Kleinheksel Plante Moran Financial Advisors
Douglas Kublin Marsh and McLennan Agency
Mark Laughton Quintes Financial Services, LLC
Dean Lysenko Marshall & Sterling Wealth Advisors, Inc.
Sarah Majeski Oswald Financial, Inc.
Schuyler Mann Retirement Wellness Group
Phil Mazurek Assurance Financial Services
Casey McKillip Aldrich Wealth LP
David Montgomery Fidelis Fiduciary Management
David Morehead Retirement Benefits Group
Josh Mott Morgan Stanley - Graystone Consulting
Kyle Olson NFP
Scott Ondek Sequoia Consulting Group (Pensionmark)
Doug O'Rear OnTrack 401(k)
Jason Colin Patrick Fiduciary Advisors, LLC
Neil Plein Aldrich Wealth
Joshua Rapp BerganKDV
Shaun Ratay Morgan Stanley
Nick Ravella Wells Fargo Advisors
John Richards NFP
Jean Karlo Rocafort Rocafort Group
Peter Rowley NFP Mid Atlantic
Mitch Ryan Morgan Stanley
W. Dean Salyer III WD Pensionmark Financial Group
Rick Sauerman NFP
Brent Sheppard Cadence Financial Management
Jordan Sibler Janney Montgomery Scott
Thomas Small The Mahoney Group of Raymond James
Brandon Smith Qualified Plan Advisers
Brittany Smith Next Retirement Solutions
Darren Stewart Benefit Financial Services Group
Solomon Stewart NFP
Courtney Stroope Lockton Retirement Services
Christian Thomas Lockton Retirement Services
Michael Tisdell OneGroup Retirement Advisors
Jeremy Tollas Plante Moran Financial Advisors
Andrew Ziergiebel Marsh & McLennan Agency