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Top Retirement Plan Advisors Under 40
2020 “Aces”: Top 100 Retirement Plan Advisors Under 40.
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).
View Previous Lists
- View 2019 Young Guns
- View 2018 Young Guns
- View 2017 Young Guns
- View 2016 Young Guns
- View 2015 Young Guns
- View 2014 Young Guns
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 |