Mark your calendar for the 2021 NAPA 401(k) Summit! Read more about Mark your calendar for the 2021 NAPA 401(k) Summit!
Check out the 2020 Top Women Advisors list! Read more about Check out the 2020 Top Women Advisors list!
The deadline is coming up. Check your CE status! Read more about The deadline is coming up. Check your CE status!
Become a Certified Plan Fiduciary with NAPA’s CPFA Credential Read more about Become a Certified Plan Fiduciary with NAPA’s CPFA Credential
Top Retirement Plan Advisors Under 40 I affirm that I am a member of the National Association of Plan Advisors (NAPA) not a member of the National Association of Plan Advisors (NAPA) not certain of my National Association of Plan Advisors (NAPA) status First Name * Last Name * Gender Male Female Email Address * Firm Name * I am an Advisor Home office personnel Recordkeeper TPA Wholesaler/DCIO Other... I am an Other... Broker-Dealer - None - (k)RPG Advisors, LLC Advisor Group Alliant Retirement Consulting Anselme Capital Ashford Investment Advisors Aurum Wealth Management Group AXA Equitable Bank of America Merrill Lynch Beltz Ianni & Associates, LLC Benefit Financial Services Group BenefitWorks, Inc. BerganKDV Wealth Management, LLC Blue Prairie Group Blue Rock 401k Group Bowers Advisory Group LLC Build Asset Management, LLC Cafaro Greenleaf Cambridge Investment Research, Inc. Cannon Capital Management Inc. CAPTRUST Financial Advisors CBIZ Financial Solutions, Inc. CBS Funding, Inc. Cetera Financial Group CG Financial Services Clearview Advisory Commonwealth Financial Network Compass Financial Partners Cooney Financial Advisors Inc CoSource Financial Group, LLC D.B. Root & Company, LLC Deane Retirement Strategies, Inc. Dietrich & Associates, Inc. DirectAdvisors Fiduciary Advisors, LLC Fiduciary Retirement Advisory Group, LLC First Heartland Capital, Inc. Fisher Investments Fluent Technologies Gasaway Investment Advisors, Inc. Global Retirement Partners Gordon Asset Management, LLC Green Retirement, Inc. GuidedChoice Guideline 401(k) Hauser Retirement Solutions, LLC HighTower Advisors HUB International Hurlow Wealth Mgmt Group, Inc. Independent Financial Partners (IFP) Insight Financial Partners, LLC Institutional Investment Consulting intellicents Invest Titan IRON Financial Ivy Investments Karp Capital Management KerberRose Retirement Plan Services Kestra Financial Kornerstone, Inc LAMCO Advisory Services Latus Group, Ltd. LeafHouse Financial Advisors Lockton Financial Advisors, LLC LPL Financial M Financial Group Marietta Wealth Management Mariner Retirement Advisors Marsh & McLennan Agency Of New England Mayflower Advisors, LLC MCF Advisors MMA Securities LLC Monarch Plan Advisors Morgan Stanley Multnomah Group, Inc. Murray Securus Wealth Management NFP Corp. Nicklas Financial Companies North Pier Search Consulting Penn Investment Advisors Pensionmark Financial Group PGR Solutions, LLC Plexus Financial Services, LLC Precept Advisory Group Principled Advisors ProCourse Fiduciary Advisors, LLC Procyon Partners, LLC Raymond James RBF Capital Management RCM&D Reilly Financial Advisors Resources Investment Advisors Responsible Asset Management Retirement Fund Management Retirement Plan Advisors Ltd. Retirement Planology Retirement Resources Investment Corp. Rogers Wealth Group, Inc. Roush Investment Group RPS Retirement Plan Advisors SageView Advisory Group Schwartz Investment Counsel, Inc. Shea & McMurdie Financial Shepherd Financial, LLC Sierra Pacific Financial Advisors, LLC Slavic401k Smith Bruer Advisors Soltis Investment Advisors Spectrum Investment Advisors Stadion Money Management Stiles Financial Services, Inc. Stonnington Group StratWealth Summit Benefit Solutions, Inc. Taylor Wealth Solutions Teros Advisors Three Bell Capital LLC Trinity Advisors Trutina Financial Tsukazaki & Associates, LLC Twelve Points Retirement Advisors UBS Financial Services Vita Planning Group Voya Financial Wells Fargo Advisors Wipfli Hewins Investment Advisors, LLC Other CRD Number What are the total assets represented in all employer-sponsored plans you manage? - None -Home office, not applicable< $10 Million$10 - $50 Million$50- $100 Million$100 - $250 Million$250 Million - $1 Billion>$1 Billion Approximately what percentage of your total AUM is in employer-sponsored plans? Which types of plans do you currently manage? Click here for the nominees Name * Nicholas Alexander - Merrill Lynch Mark Anastasia - Osaic - L&M Wealth Management Jared Anderson - CAPTRUST Troy Anderson - CAPTRUST TJ Arcuri - SageView Advisory Group Matthew Arey - Lebel & Harriman LLP Jeremy Arian - MERRILL LYNCH Ryan Armstrong - Osaic - Midwest Financial Advisors Luka Arnerich - SageView Advisory Group Adam Bahner - Osaic - Odyssey Financial Group Adam Baker - RetirementDNA Justin Baker - Merrill Lynch Christian Baldree - Osaic - Prospero Advisors Sam Balke - BHS Financial Services Alexander Mathes Ballard - Merrill Lynch Tucker Barash - Osaic - Rcb Financial Group Ken Barnes - SageView Advisory Group John Bartlett - CFS Investment Advisory Services, L.L.C. Lauren Bauer - Merrill Lynch Ross Berge - Northwestern Mutual William Bidwill - Merrill Lynch John Birch - Merrill Lynch Phillip Blankenship - Osaic - Advo(K)Ate Advisors Susan Blassingame - HUB Fort Worth Erica Blomgren - CAPTRUST Mark Booth - Mark Booth Matthew Bosley - Merrill Lynch Justin Botham - Merrill Lynch Samuel Boyd - Capital Asset Management Group Jon Bratincevic - Morgan Stanley Tyler Brocato - NFP Retirement Kyle Brown - CSi Advisory Services, a division of Hub International Kristen M. Buchanan - Cincinnati Investment Advisors Justin Budnick - Osaic - Bk Capital Jason Burriss - Morgan Stanley Frank Busichio - Osaic - Pacific Capital Resource Group Rachel Carter - Merrill Lynch Daniel Carthew - Crux Wealth Advisors Nicholas Cassandra - Cassandra Financial Group Matt Cellini - Greenspring Advisors, LLC Kevin Chang - Kevin Chang Christina Chin - Merrill Lynch Will Chitwood - CAPTRUST Michael Clark - Raymond James Taylor Clark - Marsh McLennan Agency Eric Cohen - Merrill Lynch Joseph Conzelman - HUB Retirement Gregg Corso - Merrill Lynch Reiley Crosby - Greenspring Advisors Margarita Cross - SageView Advisory Group Cory Cuffley - Osaic - Stonebridge Financial Group Brady Dall - OneDigital Jake Daly - Newfront Retirement Services Taylor Dance - GBS Retire Morgan Davis - NFP Jack De Stefano - Merrill Lynch Christopher DeAndrea - Webber Advisors Joe DeBello - OneDigital Tyler Deck - Oswald Financial Satyam Desai - Merrill Lynch Tal Diekvoss - Fiduciary Management Group Stephen Dilanian - PWMG 401K Advisors Peter DiNardo - CAPTRUST Benjamin Duckett - Morgan Stanley Jeffrey Dykstra - Merrill Lynch Pierce Edman - Merrill Lynch Mari Erb - RPS Retirement Plan Advisors Neil Esterson - The Legacy Group, Inc. Carolina Estes - Merrill Lynch Blake Faust - Abbey Street Andrew Fiegel - CAPTRUST Jack Fletcher - Mariner Wealth Advisors Patrick Flint - CAPTRUST Justin Fowler - Merrill Lynch Jonathan Fredman - Marsh McLennan Agency Benjamin Fuhriman - Osaic - Red Cedar Wealth Advisors Joe Galbraith - UBS Financial Services Inc. Gabriel Gallante - Rockline Wealth Management, LLC Chris Giovinazzo - Accelerate Retirement Matt Gist - HUB International- Retirement & Wealth Management Trevor Glasgow - Merrill Lynch Blake Goehring - Merrill Lynch Elana Gofman - Merrill Lynch Kevin Good - Osaic - Bbm Financial Services Christopher Gross - Merrill Lynch Korey Grow - Summit Business Solutions Carl Grund - Osaic - Signature Financial Partners Eugene Gurevich - BayBridge Capital Group Gina Hall - MERRILL LYNCH Quint Hall - Creative Planning, LLC Will Ham - Sam Law Financial Ryan Hamilton - NFP Seth Hedge - Merrill Lynch Matthew Hedley - OneDigital Matthew Hefner - Osaic - Iron Point Financial Advisors Cameron Heger - HUB International Blake Hiett - HUB International - Fort Worth Evan Holmes - CAPTRUST Emily Hopkins - Sequoia Consulting Group Keith Huber - OneDigital John Hudspeth - Merrill Timothy Hummel - Millennium Advisory Services Trey Jamison - Chase Dominion Advisors Amanda Janssen - Osaic - Riverbend Financial Group Doug Johnson - HUB International John Jones - Osaic Whitney Jones - Premier Wealth Management, a Relation Company Randy Joseph - Merrill Lynch Mike Kasecamp - CNB Investment & Planning Services Rodney Kauffman - SageView Advisory Michael Kelly II - Kelly Financial Advisors, LLC Michael Kelly Jr. - Osaic - Kelly Insurance & Investments David Kelnhofer - Robert W. Baird & Co. Inc. Corey Kimble - Merrill Lynch Antonio Kitt - Millennium - a HUB International Company Tyler Krzewina - Specialized Retirement Consultants Douglas Kublin - Marsh McLennan Agency Dustin Kuhn - Merrill Lynch Corbin Larsen - HUB Mark Laughton - HUB Seth Lawless - Merrill Lynch Eric LeSage - Retirement Fiduciary Group, LLC. Eric Lesage - Osaic - Retirement Fiduicary Group Justin Levonyak- Wintrust Retirement Benefits Advisors Benjamin Liener - Merrill Lynch Cody Lippert - Marsh McLennan Agency Kristen Low - Clearstead Dean Lysenko - Marshall & Sterling Wealth Advisors, Inc. Parker Madl - Centerpoint Advisory Group Kevin Major - OneDigital Alicia Malcolm - UBS Financial Services Kris Maleski - HUB International, Mid-Atlantic Inc. Morgan Martin - Merrill Lynch Phil Mazurek - Marsh and McLennan Agency Justin McAdams - Newfront Retirement Services Anthony McCracken - Newcleus Casey McCright - Merrill Lynch James Mcdowell - Osaic - Roadstead Capital Partners Patrick McKay - Stokes Family Office Casey McKillip - Aldrich Wealth LP Jonathan Metz - Deschutes Investment Consulting Simon Micakaj - Rehmann Andrew Michael - Retirement Plan Analytics (RPA) Jordan Milbrath - Prairie Plans Asset Management Sarah Militano - Paradigm Consulting, Inc. Jackson Miller - Fiduciary Benefits Group Joshua Miller - Merrill Lynch Wealth Management Chris Milner - Merrill Lynch Alex Moen - Marsh McLennan Agency Vince Montanti - Montanti Advisory Services LLC Sarah Montoya - Morgan Stanley - Graystone Consulting Nate Moody - Lebel & Harriman Retirement Advisors Brennan Moore - NFP David Morehead - OneDigital Retirement Joshua Mott - Morgan Stanley Natalie Mowry - Merrill Andrew Mulder - Osaic Pablo Munoz - Merrill Michael Neeley - Equity 401k Consultants Scott Nelson - Hub International Retirement and Wealth Management Vasilios Ninopoulos - Merrill Lynch Christopher Nordlund - NFP Derek Nowak - Merrill Lynch Collin O'Gorman - Osaic - Ferrito & O’Gorman Financial Group Scott Ondek - SageView Advisory Group Erin O'Neill - UBS Financial Services Ryan OToole - Ryan OToole Tyler Parham - Cetera Investors Michael Pearson - Merrill Kathleen Persak - SEIA Benjamin Person - Osaic - Signature Financial Group Alexander Petsis - Osaic - Anthony Petsis & Associates Malcolm Pfenninger - Osaic - Park Place Financial Erik Pflaum - Marsh McLennan Retirment Services Enrico Piatelli - Baystate Financial John Polivka - Merrill Lynch Cullen Reif - SageView Advisory Group John Richards - NFP Retirement Allie Rivera - OneDigital Adam Rivett - OneDigital John Rochow - Merrill Lynch Ryan Roe - Marsh McLennan Agency Garrett Rohrbaugh - Kampstra Wealth Management Travis Ruane - Osaic - Associated Financial Consultants & Investor Services Amanda Rupp - Pensionmark Grant Russell - Grant Mitch Ryan - Morgan Stanley Lawrence Sanfilippo - Osaic - Lifetime Retirement Partners Michael Saulnier - Aprio Wealth Management Patricia Savre - Merrill Lynch Avery Saxe - Merrill Lynch Michael Sayre - Osaic - CUI Wealth Garrison Schilling - Merrill Lynch Kelcie Schiraldi - Osaic - Bury Financial Group Jeff Schober - Gallagher Fiduciary Advisors Stephen Schug - Merrill Lynch Sarah Schwartz - Newfront Michaela Scott - Osaic - The Strategic Retirement Benefits Group Nicholas Sebastian - Merrill Lynch Adam Setas - Merrill Lynch Brent Sheppard - Cadence Financial Management Andrew Sheridan - Merrill Thomas Siebers - Millennium Advisory Services, Inc., A HUB International Company Tim Silver - Millennium Advisory Services Elissa Slavin - Merrill Lynch Tom Small - The Mahoney Group of Raymond James Austin Somers - Higginbotham Christian Sparacino - Osaic - 457 Plan Service Group Josh Spungen - Merrill Lynch Christian Stanley - Greenspring Advisors Weston Staples - OneDigital Jeremy Stoker - Newfront Retirement Services Stephen Stulb - Ironview Capital Management, LLC Kyle Sumple - Broadstone Advisors, LLC Yan Tina Sun - Taurus Financial Veronica Taylor - Pensionmark Gregory Tedone - Strategic Financial Services, Inc. Mary Thompson - Merrill Lynch Michael J. Tisdell - OneGroup Retirement Advisors Mario Torres - Legacy Financial Group Molly Townsend - UBS Financial Services Douglas Tutwiler - Merrill Daniel Urban - CAPTRUST Rick Vala - Merrill Lynch Nicholas Valenti - Osaic - Platinum Wealth Solutions Of Texas Cameron Viscovich - Merrill Lynch Chad Waters - Trifecta Wealth Management LLC William Webb - RedStone Advisors Stanton Wheeler - The Bailey Group Brian White - Merrill Lynch Joseph Wilber - Merrill Lynch Jenna Witherbee - 401(k) Plan Professionals Courtney Wood - Merrill Joshua Wright - Osaic - Roadstead Capital Partners Emily Wrightson - CAPTRUST Gregory Wyman - Merrill Lynch Matthew Yerkes - Osaic - Ferrito & O’Gorman Financial Group Ken Zarske - Ken Zarske Ryan Zelaski - NFP Retirement Blade Zych - OneDigital Read more about Top Retirement Plan Advisors Under 40
Save the Date for the 2020 NAPA 401(k) Summit – April 26-28! Read more about Save the Date for the 2020 NAPA 401(k) Summit – April 26-28!
