15th Anniversary of Retirement Plan Adviser of the Year

Since 2005, we have honored 39 individuals and teams with the PLANSPONSOR Retirement Plan Adviser of the Year award program.

Since 2005, we have honored 39 individuals and teams with our awards program. Not only are the majority still full-time retirement plan advisers, but they still lead our industry. They serve on industry boards and advisory councils, and their businesses have grown tremendously. We’d like to think our awards played a role in that, and acknowledge how awesome it is to have these ambassadors for our brands.

In light of this 15-year anniversary, 2020 will be a trip down memory lane, as well as a look toward the future. Our past Advisers of the Year will be profiled online, interviewed for the magazine and will help us with a new approach to our PLANADVISER National Conference. As you continue to look to them for insight, we’re doing that too—giving you the opportunity to learn from the best and the brightest.


2019

Ellen Lander

2020 PANC Advisory Board
Renaissance Benefit Advisors Group, LLC
Atlanta, Georgia
2019 Retirement Plan Adviser of the Year

 

Atlanta Retirement Partners

Atlanta, Georgia
2019 Retirement Plan Adviser Small Team of the Year

 

Chepenik Financial

2020 PANC Advisory Board (Jason Chepenik)
Orlando, Florida
2019 Retirement Plan Adviser Large Team of the Year

 

Bukaty Companies Financial Services

2020 PANC Advisory Board (Vince Morris, RIA)
Overland Park, Kansas
2019 Retirement Plan Adviser Mega Team of the Year



2018

Christopher D. Kulick, Jr.

2020 PANC Advisory Board
CAPTRUST
Doylestown, Pennsylvania
2018 Retirement Plan Adviser of the Year

 

Greenspring Advisors

Towson, Maryland
2018 Retirement Plan Adviser Small Team of the Year

 

Francis Investment Counsel

Brookfield, Wisconsin
2018 Retirement Plan Adviser Large Team of the Year

 

Everhart Advisors

2020 PANC Advisory Board (Brian Hanna)
Dublin, Ohio
2018 Retirement Plan Adviser Mega Team of the Year



2017

Josh Ulmer

2020 PANC Advisory Board
The Seaport Group at Morgan Stanley
Portland, Oregon
2017 Retirement Plan Adviser of the Year

 

Washington Financial Group

Now part of Hub International
McLean, Virginia
2017 Retirement Plan Adviser Small Team of the Year

 

401k Advisors Intermountain

Sandy Utah
2017 Retirement Plan Adviser Large Team of the Year

 

Cammack Retirement Group

2020 PANC Advisory Board (Mike Volo)
Wellesley, Massachusetts
2017 Retirement Plan Adviser Mega Team of the Year



2016

Jania Stout

2020 PANC Advisory Board
Fiduciary Plan Advisors
Phoenix, Maryland
2016 Retirement Plan Adviser of the Year

 

The Catanella Institutional Consulting Team of UBS

Philadelphia, Pennsylvania
2016 Retirement Plan Adviser Small Team of the Year

 

Newport Capital Group

Red Bank, New Jersey
2016 Retirement Plan Adviser Large Team of the Year

 

Alliance Benefit Group Financial Services, Corp.

Albert Lea, Minnesota
2016 Retirement Plan Adviser Mega Team of the Year



2015

L. Rita Fiumara

UBS Financial
Chicago, Illinois
2015 Retirement Plan Adviser of the Year

 

Heffernan Retirement Services

2020 PANC Advisory Board (Blake Thibault)
San Francisco, California
2015 Retirement Plan Adviser Team of the Year

 

Sheridan Road Financial

Now part of Hub International
Chicago, Illinois
2015 Retirement Plan Adviser Multioffice Team of the Year



2014

Joe Connell

2020 PANC Advisory Board
Sikich Retirement Plan Services 
Maple Grove, Minnesota
2014 Retirement Plan Adviser of the Year

 

Innovest Portfolio Solutions

Denver, Colorado
2014 Retirement Plan Adviser Team of the Year

 

SageView Advisory Group

2020 PANC Advisory Board (Randy Long)
Irvine, California
2014 Retirement Plan Adviser Multioffice Team of the Year



2013

Jeb Graham

Won as part of CapTrust Advisors
Now part of CAPTRUST
Tampa, Florida
2013 Retirement Plan Adviser of the Year

 

Capital Strategies Investment Group

Oakbrook Terrace, Illinois
2013 Retirement Plan Adviser Team of the Year

 

Pensionmark Retirement Group

2020 PANC Advisory Board (Troy Hammond and Rick Wedge)
Santa Barbara, California
2013 Retirement Plan Adviser Multioffice Team of the Year



2012

Stace Hilbrant

2020 PANC Advisory Board
401k Advisors
Wilmette, Illinois
2012 Retirement Plan Adviser of the Year

 

Graystone Consulting – Danvers of Morgan Stanley Smith Barney

Danvers, Massachusetts
2012 Retirement Plan Adviser Team of the Year



2011

James L. Worrell

Won as GPS Investment Advisors, LLC
Now known as Strategic Retirement Partners
Providence, Rhode Island
2011 Retirement Plan Adviser of the Year

 

FDG Institutional Consulting Group at UBS

Stamford, Connecticut
2011 Retirement Plan Adviser Team of the Year



2010

Rick Wedge

Won as part of Northgate Benefits
Now part of Pensionmark Retirement Group
Novato, California
2010 Retirement Plan Adviser of the Year

 

The Prince Group of Stifel Nicolaus

Indianapolis, Indiana
2010 Retirement Plan Adviser Team of the Year



2009

Steven Dimitriou

Mayflower Advisors, LLC
Boston, Massachusetts
2009 Retirement Plan Adviser of the Year

 

Fiduciary Investment Advisors

2020 PANC Advisory Board (Michael Goss)
Now operating as part of DiMeo Schneider & Associates L.L.C.
Windsor, Connecticut
2009 Retirement Plan Adviser Team of the Year



2008

John Barry

JMB Wealth Management
Torrance, California
2008 Retirement Plan Adviser of the Year

 

FFoA

2020 PANC Advisory Board (Barbara Delaney, StoneStreet Advisor Group)
Barbara Delaney’s firm now operates as part of StoneStreet Advisor Group
Pearl River, New York
2008 Retirement Plan Adviser Team of the Year



2007

Chad Larsen

Moreton Financial Solutions
Denver, Colorado
2007 Retirement Plan Adviser of the Year

 

The STAR Group, Merrill Lynch

Akron, Ohio
2007 Retirement Plan Adviser Team of the Year



2006

Dorann Cafaro

Won as part of The Cafaro Group
Now part of Cafaro Greenleaf
Little Silver, New Jersey
2006 Retirement Plan Adviser of the Year



2005

John Mott

2020 PANC Advisory Board
Won as part of Smith Barney
Now part of Greystone Consulting
Houston, Texas
2005 Retirement Plan Adviser of the Year



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