NAPA Unveils 2016 Class of “Young Guns”, the Top Retirement Plan Advisors Under 40

ARLINGTON, VA. – The National Association of Plan Advisors (NAPA) is pleased to announce NAPA’s 2016 Top Retirement Plan Advisors Under 40.

Established in 2014, the list is drawn from nominations provided by NAPA Firm Partners, vetted by a blue ribbon committee of senior advisor industry experts based on a combination of quantitative and qualitative data, and voted on by thousands in the retirement plan industry. These “Young Guns” are widely seen as the future leaders of the retirement plan advisor industry.

The 2016 Top Retirement Plan Advisors Under 40 are:

		Firm Name/Firm Partner Name
Alexander Assaley		AFS 401(k) Retirement Services/Commonwealth Financial Network
Jessica Ballin		401(k) Plan Professionals/Independent Financial Partners & LPL Financial
Justin Bogart		SageView Advisory Group/SageView Advisory Group & Cetera Financial Group
Goran Bojovski		Bank of America Merrill Lynch/Bank of America Merrill Lynch
Julie Braun		Morgan Stanley/Morgan Stanley
Clay Brinson		Northwestern Mutual/NA
Eric Brunton		Bank of America Merrill Lynch/Bank of America Merrill Lynch
Brian Catanella		UBS Institutional Consulting Group/UBS Financial Services
Shawna Christiansen		Retirement Benefits Group/Independent Financial Partners & LPL Financial
Jake Connors		Compass Financial Partners/Compass Financial Partners & LPL Financial
Brady Dall		401(k) Advisors Intermountain/Independent Financial Partners & LPL Financial
Jesse Daniels		Mercer DC Advisors/NA
Joshua Dautovic		Graystone Consulting/Morgan Stanley
Kelli Davis		Compensation Systems/MassMutual Retirement Services
Mark Delp		Wells Fargo Advisors/Wells Fargo Advisors
Christopher Foster		The FDG Group/UBS Financial Services
Ryan Gardner		Fiduciary Investment Advisors, LLC/NA
David Griffin		Atlanta Retirement Partners/LPL Financial
Austin Gwilliam		Global Retirement Partners/Global Retirement Partners & LPL Financial
Erin Hall		Wells Fargo Advisors/Wells Fargo Advisors
Seth Hoffman		A.P. Lubrano & Company, Inc./AXA Equitable Financial Services
Zach Hull		Compass Financial Partners/LPL Financial
Trey Jamison		Chase Dominion Advisors/LPL Financial
Jason Jeskey		Global Retirement Partners/Global Retirement Partners & LPL Financial
Chris Karam		Sheridan Road Financial/Independent Financial Partners & LPL Financial
Joe Kendall		Mayflower Advisors/Wells Fargo Advisors
Shawn Kersjes		PearlStreet Investment Management/NA
Shale Latter		CapTrust Advisors, LLC/Wells Fargo Advisors
James Lukezic		Oppenheimer & Co./NA
Joseph Matis		Morgan Stanley/Morgan Stanley
Tom Mayer		Shepherd Financial, LLC/NA
Emily Minnich		UBS Financial Services/UBS Financial Services
Eric Mitchell		Retirement Plan Advisors/Cambridge Investment Research, Inc.
David Montgomery		Fidelis Fiduciary Management/Independent Financial Partners & LPL Financial
David Morehead		Retirement Benefits Group/Independent Financial Partners & LPL Financial
Christopher Nickoloff		Sheridan Road Financial, LLC/Independent Financial Partners & LPL Financial
Dan Peluse		Wintrust Wealth Management/NA
Jeff Prince		ProCourse Fiduciary Advisors, LLC/NA
Nicholas Ravella		Wells Fargo Advisors/Wells Fargo Advisors
Joey Rose		The Noble Group/Raymond James
Nathan Sharp		InTrust Fiduciary Group/InTrust Fiduciary Group
Walker Shiflet		Bank of America Merrill Lynch/Bank of America Merrill Lynch
Ben Smith		Paradigm Group Retirement Services/LPL Financial
Jonathan St.Clair		SageView Advisory Group/SageView Advisory Group & Cetera Financial Group
Craig Stanley		Summit Group of Virginia LLP/NA
Brent Teague		Oswald Financial/Global Retirement Partners & LPL Financial
Timothy VerSchure		Lakeside Wealth Management/NA
Doug Webster		SageView Advisory Group/SageView Advisory Group & Cetera Financial Group
Travis Whitten		CAPTRUST Financial Advisors/CAPTRUST Financial Advisors
Brian Wiese		Morgan Stanley/Morgan Stanley

 

“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 Marketing & Communications, and editor-in-chief of NAPA-Net. “We are pleased to be able to acknowledge their contributions, as well as the firms that support their efforts.”

The Top 50 Retirement Plan Advisors Under 40 will be featured in the Spring issue of NAPA Net the magazine, and honored at the 2016 NAPA 401(k) Summit in Nashville, Tenn., April 17-19.

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, and is part of the American Retirement Association. The American Retirement Association, based in the Washington, D.C. area, is a non-profit professional organization established to empower retirement plan professionals who are dedicated to building a better retirement for Americans.More information about NAPA is available at napa-net.org. Additional information about the NAPA 401(k) Summit is available at www.napasummit.org.

Media Contact: Don Jackson, (703) 516-9300 Ext. 169, [email protected]