ARLINGTON, VA – The National Association of Plan Advisors (NAPA) is pleased to announce its 2015 Top Retirement Plan Advisors Under 40.
Established in 2014, the list is drawn from nominations provided by NAPA Firm Partners, voted on by the 10,000+ members of NAPA, and vetted by a blue ribbon committee of senior advisor industry experts. These “Young Guns” are seen as the future leaders of the industry.
The 2015 Top Retirement Plan Advisors Under 40 are:
| · Stephen | Aguglia | Morgan Stanley |
| · Bradley | Araki | Commonwealth Financial Network |
| · Alex | Assaley | Commonwealth Financial Network |
| · Derek | Bailey | Cambridge Investment Research, Inc. |
| · Eric | Blofsky | Cetera Advisor Networks |
| · Julie | Braun | Morgan Stanley |
| · Dominic | Casanueva | Bank of America Merrill Lynch |
| · Richard | Cawthorne, Jr. | Alpha Pension Group |
| · Daniel | Chillemi | UBS Financial Services |
| · John | Clark | LPL Financial |
| · William | Cronin | NFP Advisor Services |
| · Brady | Dall | LPL Financial |
| · Ryan | Degrau | RMR Wealth Builders, Inc. |
| · Mark R | Delp | Wells Fargo Advisors |
| · Sean | Deviney | Provenance Wealth Advisors |
| · Melanie | Dickinson | Cambridge Investment Research, Inc. |
| · Mark | Doknovitch | Morgan Stanley |
| · Joseph | Dunbar | SageView Advisory Group |
| · Derek | Fiorenza | LPL Financial |
| · Brian | Funkhouser | UBS Financial Services |
| · Matt | Groome | Colton Groome & Company |
| · Chad | Gutner | Commonwealth Financial Network |
| · Austin | Gwilliam | LPL Financial |
| · Douglas | Kincart | UBS Financial Services |
| · Robert | Lyon | Wells Fargo Advisors |
| · Joseph | Matis | Morgan Stanley |
| · Jonathan | McClain | NFP Advisor Services |
| · Jim | McCormick | Cambridge Investment Research, Inc. |
| · Emily | Minnich | UBS Financial Services |
| · John | Mitsis | Bank of America Merrill Lynch |
| · James | Moyes | Wells Fargo Advisors |
| · Doug | O’Rear | LPL Financial |
| · Drew | Parker | Morgan Stanley |
| · Aaron | Pottichen | CLS Partners Retirement Services |
| · Michael | Ribich | Bank of America Merrill Lynch |
| · Matthew | Ruttenberg | Cambridge Investment Research, Inc. |
| · Mitch | Ryan | Morgan Stanley |
| · Walter | Salyer | LPL Financial |
| · Brian | Scanlon | Morgan Stanley |
| · David | Sears | UBS Financial Services |
| · Walker | Shiflet | Bank of America Merrill Lynch |
| · Stephanie | Stano | LPL Financial |
| · Kyle | Stawicki | SMF Advisors |
| · Daniel | Stewart | LPL Financial |
| · Todd | Stewart | SageView Advisory Group |
| · Jon | Strickland | CAPTRUST Financial Advisors |
| · Tim | VerSchure | Lakeside Wealth Management Group |
| · Doug | Webster | SageView Advisory Group |
| · Todd | Zempel | Gordon Asset Management |
| · Jeremy | Zoladz | Morgan Stanley |
“Less than 20% of this year’s list repeated from 2014,” notes NAPA Industry Ambassador Fred Barstein. “That shows that there are many new young advisors making waves in the DC market.”
“In a vibrant and growing industry, this ’next generation’ of retirement plan advisors has already made significant contributions”, observes Nevin Adams, NAPA’s Chief of Communications. “We are pleased to be able to acknowledge them.”
The Top 50 Retirement Plan Advisors Under 40 are featured in the Summer issue of NAPANet the magazine.
About NAPA:
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association. Based in the Washington, D.C. area, the American Retirement Association is a non-profit professional organization with two major goals: to educate all retirement plan and benefits professionals, and to create a framework of policy that gives every working American the ability to have a comfortable retirement.
More information about NAPA is available at napa-net.org.
Media Contact: Don Jackson, (703) 516-9300 Ext. 169, [email protected]
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