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Industry Lists

Top Women Advisors: Rising Stars - (2022)

Top producers who have less than five years of experience with retirement plans as a Financial Advisor (some have been working with plans longer, but not as a Financial Advisor).

First Name

Last Name

Firm

Kristen

Buchanan

Cincinnati Investment Advisors

Gina

Buchholz

401k Plan Professionals 

Lisa

Buffington

MMA Retirement Services - New England Region

Kim

Cochrane

HUB International

Margarita

Cross

SageView Advisory Group

Morgan

Davis

NFP Retirement

Katie

Eldred

CAPTRUST

Sherri

Fryatt

HUB International

Whitney

Jones

Premier Wealth Management

Nicole

Kelly

Valley Forge Financial Group

Tami

Ledger

Mariner Wealth Advisors

Kelly

McKay

McKay Retirement Consultants

Victoria

Mercado

Assurance, a Marsh McLennan Agency, LLC Company

Sarah

Militano

Paradigm Consulting, Inc.

Linde

Murphy

M.E. Allison & Co., Inc.

Lauren

Neeno

NFP

Kathleen

Persak

SEIA

Apryl

Pope

Retirement Plan Partners, LLP

Alyssa

Potter

MCF Advisors, LLC

Miki

Sakata

Three Bell Capital

Katherine

Sanchez

Acumen Wealth Advisors 

Deanna

Spivey

SageView Advisory Group

Sara

Strasser

Strategic Retirement Partners

Veronica

Taylor

Pensionmark Financial Group

Laura

Thai

MMA Retirement Services - Upper Midwest Region

Larkin

Walsh

SageView Advisory Group

Stacy

Walters

SageView Advisory Group

Crystal

Wild

Loring Advisory Group

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