ARLINGTON, VA – The National Association of Plan Advisors (NAPA) is pleased to announce NAPA’s 2017 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 2017 Top Retirement Plan Advisors Under 40 are:
| Name | BD/RIA | Firm Partner |
| Alexander Assaley | AFS 401(k) Retirement Services, LLC | Commonwealth Financial Network |
| Derek Bailey | Marcotte | Cambridge Investment Research |
| Jessica Ballin | 401(k) Plan Professionals | LPL Financial |
| Andrew Bayliss | Marsh & McLennan Agency | MMA Securities |
| Mark Beaton | Bukaty Companies Financial Services | Resources Investment Advisors |
| Michael Jared Benson | NFP | Kestra |
| Eric Blofsky | (k)ornerstone | Kornerstone, Inc. |
| Natasha Bonelli | Merrill Lynch | Bank of America Merrill Lynch |
| Ryan Boutwell | Associated Financial Group | LPL Financial |
| Julie Braun | Morgan Stanley | Morgan Stanley Wealth Management |
| Benaiah Burnich | SageView Advisory Group | SageView Advisory Group |
| Matt Byers | Eminent Wealth Strategies | LPL Financial |
| Matt Callan | First Landing Financial, LLC | Raymond James Financial Services |
| John Clark | Heffernan Retirement Services | Global Retirement Partners |
| Jake Connors | Compass Financial Partners | LPL Financial |
| Brady Dall | 401k Advisors Intermountain | LPL Financial |
| Steven D’Amico | Morgan Stanley | Morgan Stanley Wealth Management |
| John Davenport | CAPTRUST Financial Advisors | CAPTRUST |
| Michael Down | The Meltzer Group / NFP | Kestra |
| John Ehlers | Foundations Retirement Consulting | LPL Financial |
| Eric Endress | CBIZ Retirement Plan Services | CBIZ Financial Solutions |
| Shaun Eskamani | CAPTRUST | CAPTRUST |
| Paul Etra | PRB Wealth Management | LPL Financial |
| Derek Fiorenza | Summit Group Retirement Planners, Inc. | LPL Financial |
| Jessica Fitzgerald | Morgan Stanley | Morgan Stanley Wealth Management |
| Geoffrey Forcino | Kathmere Capital Management | LPL Financial |
| Steven Gibson | Plante Moran Financial Advisors | Plante Moran Financial Advisors |
| Harris Gignilliat | UBS Financial Services, Inc. | UBS Financial Services, Inc. |
| Graham Goldwasser | Merrill Lynch | Bank of America Merrill Lynch |
| Tyler Gupton | CAPTRUST | CAPTRUST |
| Austin Gwilliam | Global Retirement Partners | Global Retirement Partners |
| Brett Henderson | UBS Financial Services, Inc. | UBS Financial Services, Inc. |
| Zach Hull | Compass Financial Partners | LPL Financial |
| Jason Jeskey | Global Retirement Partners | LPL/Global Retirement Partners |
| Mike Kasecamp | CBIZ Retirement Plan Services | CBIZ Financial Solutions |
| Krystle Kaufman | Resources Investment Advisors | Resources Investment Advisors |
| Amber Kendrick | CIG Retirement Plan Consulting | Commonwealth Financial Network |
| Jamie Kertis | Grinkmeyer Leonard Financial | Commonwealth Financial Network |
| Cameron Kleinheksel | Plante Moran Financial Advisors | Plante Moran Financial Advisors |
| Josh Kopec | Connor & Gallagher OneSource | Global Retirement Partners |
| Christopher Kulick | CAPTRUST | CAPTRUST |
| Shale Latter | CapTrust Advisors, LLC | WF Advisors/CapTrust Advisors, LLC |
| Ronald Letaw | Montgomery Retirement Plan Advisors | Independent Financial Advisors |
| Justin Londergan | LPL Financial | LPL Financial |
| Damon Marra | Retirement Plan Consulting Group | LPL Financial |
| Joseph Matis | Morgan Stanley | Morgan Stanley Wealth Management |
| David Montgomery | Fidelis Fiduciary Management | Independent Financial Partners (IFP) |
| David Morehead | Retirement Benefits Group | LPL Financial |
| Patrick Morrell | Ingham Retirement Group | LPL Financial/Ingham Russell Investment Advisors |
| James Moyes | RedStone Advisors/Pensionmark | Pensionmark Financial Group, LLC. |
| Michael Paris | Paris International | NPC / ACI Partners |
| Jason Colin Patrick | Fiduciary Advisors, LLC | Kestra Investment Services, LLC/Kestra Advisory Services, LLC |
| Pete Peterson | VisionPoint Advisory Group | LPL Financial |
| Neil Plein | Aldrich Wealth LP | Aldrich Wealth LP |
| John William Pomroy | Florida Pension Group | LPL/ Independent Financial Partners |
| Aaron Pottichen | CLS Partners Retirement Services | CLSRS, L.L.C. |
| Kevin Price | LPL Financial | LPL Financial |
| Kimberly Pruitt | NFP Retirement | Kestra/NFP Retirement |
| Shaun Ratay | Morgan Stanley Wealth Management | Morgan Stanley Wealth Management |
| Brett Reardon | Plante Moran Financial Advisors | Plante Moran Financial Advisors |
| Michael Ribich | Merrill Lynch | Bank of America Merrill Lynch |
| Jesus Rodriguez | Pensionmark | Pensionmark Financial Group, LLC. |
| Joey Rose | The Noble Group | Raymond James Financial Services |
| W. Dean Salyer | WD Pensionmark | Pensionmark Financial Group, LLC. |
| Todd Sink | Garnett Retirement Group | LPL/ Independent Financial Partners |
| Craig Stanley | Summit Group of Virginia LLP | Ameritas Investment Corp. |
| Chris Strother | AssuredPartners Colorado | Pensionmark Financial Group, LLC. |
| Alex Sylvester | Assured Partners | LPL Financial |
| Brent Teague | Oswald Fiancial | LPL / GRP |
| Joshua Ulmer | Morgan Stanley | Morgan Stanley Wealth Management |
| Brian Whinnery | Hays Financial Group | Global Retirement Partners |
| Brian Wiese | Morgan Stanley | Morgan Stanley Wealth Management |
| Steven Wilkinson | Monarch Corporate Advisors | Cambridge Investment Research |
| Heather Wonderly | Aldrich Wealth | Aldrich Wealth |
| Andrew Zito | LAMCO Advisory Services, Inc. | LAMCO Advisory Services, Inc. |
“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 Retirement Plan Advisors Under 40 will be featured in the Summer issue of NAPA Net the Magazine, and honored at the 2017 NAPA 401(k) Summit.
About the National Association of Plan Advisors (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]