2022 PLANADVISER Top Retirement Plan Advisers

Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.
List By:

Glenn Able

Lockton Retirement Services, An Offering of Creative Planning (Dallas, Texas)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Vince Allegra

Retirement Advisory Services Group, Mesirow Financial (Chicago, Illinois)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

David Altimont

Lockton Retirement Services, An Offering of Creative Planning (Dallas, Texas)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

TJ Arcuri

SageView Phoenix, SageView Advisory Group (Phoenix, Arizona)

  • Qualified by Total Retirement Plans Under Advisement

Grant Arends

intellicents (Overland Park, KS)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Alex Assaley

AFS 401(k) Retirement Services (Bethesda, Maryland)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Cindy Autry

OneDigital - Raleigh (Greensboro, North Carolina)

  • Qualified by Total Retirement Plans Under Advisement
  • Women Advisers

Kevin Babb

Retirement Advisory Services, Mesirow Financial (Chicago, Illinois)

  • Qualified by Total Retirement Plan Assets Under Advisement

Kristi Baker

CSi Advisory Services (Indianapolis, Indiana)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 10 401(k) Plans
  • Top SIMPLE Plans
  • Women Advisers

Rodney Balbuena

SageView Pasadena, , SageView Advisory Group (Pasadena, California)

  • Top 403(b) Plans

Mark Beaton

OneDigital (Englewood, Colorado)

  • Qualified by Total Retirement Plan Assets Under Advisement

John Biondo

JW Retirement Group, HUB Retirement & Private Wealth (Woodbury, New York)

  • Qualified by Total Retirement Plans Under Advisement

Paul Blank

Sequoia Consulting Group (Exton, Pennsylvania)

  • Qualified by Total Retirement Plans Under Advisement

Noah Buck

HANYS Benefit Services (Rensselaer, New York)

  • Qualified by Total Retirement Plans Under Advisement
  • Top 403(b) Plans

Deana Calvelli

Lockton Retirement Services, An Offering of Creative Planning (Philadelphia, Pennsylvania)

  • Qualified by Total Retirement Plans Under Advisement

Matt Cellini

Greenspring Advisors (Towson, Maryland)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Jason Chepenik

Chepenik - OneDigital Orlando (Orlando, Florida)

  • Qualified by Total Retirement Plans Under Advisement

Ann Cheu

Woodside Office, SageView Advisory Group (Woodside, California)

  • Qualified by Total Retirement Plans Under Advisement
  • Women Advisers

Tom Clark

Lockton Retirement Services, An Offering of Creative Planning (Washington, District of Columbia)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Kim Cochrane

Raffa Retirement Services (Rockville, Maryland)

  • Qualified by Total Retirement Plans Under Advisement
  • Women Advisers

Dan Colluccio

Wilmington Trust (New York, New York)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Matthew Compton

Brio Benefit Consulting, Inc. (New York, New York)

  • Qualified by Total Retirement Plans Under Advisement

Cory Cuffley

Stonebridge Financial Group (Harrisburg, Pennsylvania)

  • Qualified by Total Retirement Plan Assets Under Advisement

Jeff Cullen

Strategic Retirement Partners, Great Lakes (Shorewood, Illinois)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Sandra Cunningham

Liberty Capitol Group, UBS Financial Services (Washington, District of Columbia)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Women Advisers

Phillip Currie

OneDigital (Sandy, Utah)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top NQDC Plans

Paul D'Aiutolo

D'Aiutolo Malcolm & Associates Investment Consulting Group, UBS Financial Services (Rochester, New York)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Erik Daley

Multnomah Group (Portland, Oregon)

  • Qualified by Total Retirement Plans Under Advisement

Corby Dall

OneDigital Utah, OneDigital Retirement and Wealth (Sandy, Utah)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Brady Dall

OneDigital - Utah (Salt Lake City, Utah)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top NQDC Plans

Brea Dantin

ProCourse Fiduciary Advisors, LLC (Carmel, Indiana)

  • Qualified by Total Retirement Plans Under Advisement
  • Women Advisers

Kelli Davis

CSi Advisory Services (Indianapolis, Indiana)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 403(b) Plans
  • Women Advisers

Joe DeBello

Orlando, OneDigital (Orlando, Florida)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Barbara Delaney

SSRBA, A Division of HUB International (Pearl River, New York)

  • Qualified by Total Retirement Plans Under Advisement
  • Women Advisers

Joseph DeNoyior

Washington Financial Group, HUB Retirement and Wealth Management (McLean, Virginia)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 10 401(k) Plans
  • Top 403(b) Plans
  • Top NQDC Plans

Michael DiGrazia

UBS Institutional Consulting Group - Southwest (Phoenix, Arizona)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

William Drake

Summit Business Solutions, Northwestern Mutual Wealth Management Company (Greenwood, Indiana)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 10 401(k) Plans

Michael Driscoll

Sheridan Road, a division of HUB International Retirement and Private Wealth (Milwaukee, Wisconsin)

  • Qualified by Total Retirement Plans Under Advisement

Mike Duckett

Lockton Retirement Services, An Offering of Creative Planning (Washington, District of Columbia)

  • Qualified by Total Retirement Plans Under Advisement

Jean Duffy

CAPTRUST Des Moines, CAPTRUST (Des Moines, Iowa)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Women Advisers

Daniel Esch

CAPTRUST (Minneapolis, Minnesota)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top NQDC Plans

Shaun Eskamani

CAPTRUST (Raleigh, North Carolina)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 403(b) Plans
  • Top NQDC Plans

Angela Faridnia-Brumm

Pensionmark (Sequoia) (Phoenix, Arizona)

  • Qualified by Total Retirement Plans Under Advisement
  • Women Advisers

Patrick Fay

HUB Investment Advisors, Inc. (Omaha, Nebraska)

  • Qualified by Total Retirement Plan Assets Under Advisement

Hailey Fields

Multnomah Group (Portland, Oregon)

  • Qualified by Total Retirement Plans Under Advisement
  • Women Advisers

Gregg Fine

Lockton Retirement Services, An Offering of Creative Planning (, Florida)

  • Qualified by Total Retirement Plans Under Advisement

Lee Forehand

Morgan Stanley (Dothan, Alabama)

  • Qualified by Total Retirement Plan Assets Under Advisement

Mark Foster

SageView Advisory Group LLC (Boston, Massachusetts)

  • Qualified by Total Retirement Plans Under Advisement

Daniel Gaertner

Gaertner Investment Consulting, UBS Financial Services (Westlake, Ohio)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Matthew Gallagher

TrinityPoint Wealth (Milford, Connecticut)

  • Qualified by Total Retirement Plan Assets Under Advisement

Christian Garces

Key Client Fiduciary Advisors (Fairfield, New Jersey)

  • Qualified by Total Retirement Plan Assets Under Advisement

Harris Gignilliat

Trillium Partners, UBS Financial Services (Atlanta, Georgia)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Peter Godfrey

Fiduciary Plan Advisors, OneDigital (Baltimore, Maryland)

  • Qualified by Total Retirement Plans Under Advisement

Chad Goerner

Princeton Financial Partners, RBC (Princeton, New Jersey)

  • Qualified by Total Retirement Plans Under Advisement
  • Top SEP Plans

Michael Gouldin

Gouldin & McCarthy, LLC, One Digital (Basking Ridge, New Jersey)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Jeffrey Gratton

SageView Minneapolis, SageView Advisory Group (Wayzata, Minnesota)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

David Griffin

OneDigital (atlanta, Georgia)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 10 401(k) Plans

Quint Hall

Lockton Retirement Services, An Offering of Creative Planning (Kansas City, Missouri)

  • Qualified by Total Retirement Plans Under Advisement

Joel Handorf

Graystone Consulting, Cincinnati (Cincinnati, Ohio)

  • Qualified by Total Retirement Plans Under Advisement

Andrew Harbour

Graystone Consulting-Atlanta, Morgan Stanley (Atlanta, Georgia)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Tammy Head

UBS (Anchorage, Alaska)

  • Qualified by Total Retirement Plans Under Advisement
  • Women Advisers

Clint Heine

SageView Advisory Group (Chicago, Illinois)

  • Qualified by Total Retirement Plans Under Advisement

GREG HOBSON

GREEENSPRING ADVISORS (TOWSON, Maryland)

  • Qualified by Total Retirement Plans Under Advisement

Tim Irvin

CAPTRUST (New York, New York)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 403(b) Plans

Nick Jahn

SageView Advisory Group (Knoxville, Tennessee)

  • Qualified by Total Retirement Plans Under Advisement

Jason Jeskey

GRP Financial California (San Clemente, California)

  • Qualified by Total Retirement Plans Under Advisement

Sally Johnson

Lockton Retirement Services, An Offering of Creative Planning (, Arizona)

  • Qualified by Total Retirement Plans Under Advisement

Patrick Jordan

Sheridan Road, a division of HUB International Retirement and Private Wealth (Cincinnati, Ohio)

  • Qualified by Total Retirement Plans Under Advisement

Eva Kalivas

EPIC Retirement Services, a division of HUB International Northeast Limited (New York, New York)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Women Advisers

Michael Karl

Karl Nikodym Wealth Management, UBS Financial Services (Saint Cloud , Minnesota)

  • Top SIMPLE Plans

Stephen Kelliher

Kelliher Corbett Group, Morgan Stanley (Norwell, Massachusetts)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top SEP Plans
  • Top SIMPLE Plans

Kathleen Kelly

Compass Financial Partners, a Marsh McLennan Agency LLC Company (Greensboro, North Carolina)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top NQDC Plans
  • Women Advisers

Julie Kim

Upham-Long Team, SageView Advisory Group (Newport Beach, California)

  • Qualified by Total Retirement Plans Under Advisement
  • Women Advisers

Bert Kingsley

Lockton Retirement Services, An Offering of Creative Planning (, Connecticut)

  • Qualified by Total Retirement Plans Under Advisement

Steven Kjar

Lockton Retirement Services, An Offering of Creative Planning (, California)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Jeffrey Kline

Stonebridge Financial Group (Lancaster, Pennsylvania)

  • Qualified by Total Retirement Plan Assets Under Advisement

Mark Kordonsky

SageView Advisory Group (Los Angeles, California)

  • Qualified by Total Retirement Plans Under Advisement

Robert Kotler

RCM&D (Baltimore, Maryland)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 403(b) Plans

David Kulchar

Oswald Financial, Inc. (Cleveland, Ohio)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 10 401(k) Plans
  • Top 403(b) Plans

Nichole Labott

VA/NC, SageView Advisory Group (Richmond, Virginia)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 403(b) Plans
  • Women Advisers

Matthew Lasko

Flagship Financial Partners, UBS Financial Services (Stamford, Connecticut)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 10 401(k) Plans
  • Top Cash Balance Plans

Ronald Letaw

Tampa, OneDigital Retirement Services (Tampa, Florida)

  • Qualified by Total Retirement Plans Under Advisement
  • Top 457 Plans

Mark Levitats

Lockton Retirement Services, An Offering of Creative Planning (Miami, Florida)

  • Qualified by Total Retirement Plans Under Advisement

Alicia Malcolm

D'Aiutolo Malcolm & Associates Investment Consulting Group, UBS Financial Services (Buffalo, New York)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Women Advisers

Michael Markovic

Fiduciary Plan Advisors, OneDigital (Baltimore, Maryland)

  • Qualified by Total Retirement Plans Under Advisement

Tara Mashack-Behney

Conrad Siegel Investment Advisors, Inc. (Harrisburg, Pennsylvania)

  • Qualified by Total Retirement Plans Under Advisement
  • Women Advisers

Debbie Matustik

Pensionmark Austin, Pensionmark Financial Group (Austin, Texas)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 403(b) Plans
  • Women Advisers

Jamie McCrary

SageView Advisory Group (Newport Beach, California)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 403(b) Plans
  • Top 457 Plans

Timothy McLanahan

Becker Suffern McLanahan, Ltd. (Mandeville, Louisiana)

  • Top SEP Plans

Joe McLaughlin

Kelliher Corbett Group, Morgan Stanley (Norwell, Massachusetts)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top SEP Plans
  • Top SIMPLE Plans

Greg Mendoza

Integrated Wealth Management, UBS Financial Services (Hartford, Connecticut)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Mitch Milless

Marsh McLennan Agency (Minneapolis, Minnesota)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Larry Mills

Graystone Los Angeles, Morgan Stanley (Westlake Village, California)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Thomas Ming

Pensionmark-Central California, Pensionmark Financial Group (Bakersfield, California)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Brian Montanez

Multnomah Group (Orinda, California)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 403(b) Plans
  • Top 457 Plans
  • Top NQDC Plans

Janine Moore

HUB Retirement -Texas, HUB Retirement and Wealth Management (Houston, Texas)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Women Advisers

Vince Morris

OneDigital (Overland Park, Kansas)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Douglas Morris

Lockton Retirement Services, An Offering of Creative Planning (Chicago, Illinois)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Neil Netoskie

Keystone - OneDigital, Resources Investment Advisors (Houston, Texas)

  • Qualified by Total Retirement Plan Assets Under Advisement

John O'Brien

Venture Visionary Partners (Sylvania, Ohio)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Doug O'Rear

OnTrack 401(k) (Frederick, Maryland)

  • Qualified by Total Retirement Plan Assets Under Advisement

Jim O'Shaughnessy

Sheridan Road/ HUB International (Northbrook, Illinois)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Ryan O'Toole

Sequoia Consulting Group (New York, New York)

  • Qualified by Total Retirement Plan Assets Under Advisement

Matthew Orme

Sequoia Consulting Group (Gilbert, Arizona)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Paul Owen

CAPTRUST (Birmingham, Alabama)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Thomas Parks

The Parks Group, Graystone Consulting (Milwaukee, Wisconsin)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Joey Payne

CAPTRUST (Lexington, KY)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 403(b) Plans
  • Top 457 Plans
  • Top NQDC Plans

Jeffrey Petrone

SageView Florida (West Palm Beach, Florida)

  • Qualified by Total Retirement Plans Under Advisement

Tuyen Pham

Pensionmark (Santa Ana, California)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 403(b) Plans

John Pickett

CAPTRUST (Dallas, Texas)

  • Qualified by Total Retirement Plans Under Advisement

Chris Pohlman

Retirement Advisory Services, Mesirow Financial (Chicago, Illinois)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Stephen Popper

SageView Advisory (Boston, Massachusetts)

  • Qualified by Total Retirement Plans Under Advisement

William Posch

Woodside Team, SageView Advisory Group (Woodside, California)

  • Qualified by Total Retirement Plans Under Advisement

Kevin Price

Insight Financial Solutions (Grand Junction, Colorado)

  • Qualified by Total Retirement Plan Assets Under Advisement

Jeff Prince

ProCourse Fiduciary Advisors, LLC (Carmel, Indiana)

  • Qualified by Total Retirement Plans Under Advisement

Chris Reagan

SageView Advisory (Chicago, Illinois)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Jan Rezler

CAPTRUST (New York, New York)

  • Qualified by Total Retirement Plans Under Advisement
  • Top 403(b) Plans

Ken Rinehart

The Rinehart Sussli Financial Group, UBS Financial Services (Cincinnati, Ohio)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Marc Roggenkamp

Morgan Stanley (Beverly Hills, California)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Breion Rollins

Multnomah Group (Houston , Texas)

  • Qualified by Total Retirement Plans Under Advisement

Fred Rutler

Lockton Retirement Services, An Offering of Creative Planning (Chicago, Illinois)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Walter Dean Salyer III

WDP San Antonio Office, Pensionmark Financial Group (Garden Ridge , Texas)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 10 401(k) Plans
  • Top SIMPLE Plans
  • Women Advisers

Jim Sampson

Hilb Group Retirement Services (Cranston, Rhode Island)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 10 401(k) Plans

Michele Sarna

Beacon Pointe Advisors (Palm Desert, California)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Women Advisers

Marc Schmeeckle

SageView Advisory (Denver, Colorado)

  • Qualified by Total Retirement Plans Under Advisement

Kevin Schmeits

SageView Advisory Group (Denver, Colorado)

  • Qualified by Total Retirement Plans Under Advisement

Barry Schmitt

CAPTRUST (Richmond, Virginia)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 403(b) Plans
  • Top 457 Plans
  • Top NQDC Plans

Steve Scott

RSG Advisory, Retirement Solution Group (Portsmouth, New Hampshire)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 10 401(k) Plans
  • Top DB Plans
  • Top Cash Balance Plans

L. Marc Shegoski

Princeton/Park Avenue Investment Consulting, UBS Financial Services (Princeton, New Jersey)

  • Qualified by Total Retirement Plans Under Advisement
  • Top DB Plans

David Shnapek

Woodside Office, SageView Advisory Group (Woodside , California)

  • Qualified by Total Retirement Plans Under Advisement

Tom Simonson

Lockton Retirement Services, An Offering of Creative Planning (Charlotte , North Carolina)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Kaci Skidgel

Summit Financial Group, Inc. (Dallas, Texas)

  • Qualified by Total Retirement Plans Under Advisement
  • Women Advisers

Jason Smith

Lockton Retirement Services, An Offering of Creative Planning (, Nebraska)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Paul Sommerstad

Cerity Partners Retirement Plan Advisory LLC (Minneapolis, Minnesota)

  • Qualified by Total Retirement Plans Under Advisement

Neal Stamper

Graystone Consulting-Atlanta, Morgan Stanley (Atlanta, Georgia)

  • Qualified by Total Retirement Plan Assets Under Advisement

Jason Stanicek

CAPTRUST (Raleigh, North Carolina)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 403(b) Plans
  • Top 457 Plans
  • Top NQDC Plans
  • Top DB Plans

Jonathan StClair

SageView Southeast, SageView Advisory Group (Atlanta, Georgia)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 403(b) Plans

Garrett Stinson

Garrett Stinson (Newport Beach, California)

  • Qualified by Total Retirement Plans Under Advisement

Jim Strodel

CAPTRUST (Charlotte, North Carolina)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 403(b) Plans
  • Top 457 Plans
  • Top NQDC Plans

Courtney Stroope

Lockton Retirement Services, An Offering of Creative Planning (Dallas, Texas)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Women Advisers

Patrick Suffern

Becker Suffern McLanahan, Ltd. (Mandeville, Louisiana)

  • Qualified by Total Retirement Plan Assets Under Advisement

Kevin Takinen

Sequoia Consulting Group (Phoenix, Arizona)

  • Qualified by Total Retirement Plans Under Advisement

Anthony Tomasula

PPS Retirement Advisors (Williamsville, New York)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Josh Ulmer

Graystone Consulting, Portland - Morgan Stanley (Portland , Oregon)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Rick Unser

Lockton Retirement Services, An Offering of Creative Planning (Los Angeles, California)

  • Qualified by Total Retirement Plans Under Advisement

Robert Vaughan

UBS Institutional Consulting - The Woodlands, UBS Financial Services (The Woodlands, Texas)

  • Qualified by Total Retirement Plans Under Advisement

Chris Venuti

Graystone Los Angeles, Morgan Stanley (Westlake Village, California)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Roger Vierra, Jr.

The Vierra Group, UBS Financial Services (Rockland, Massachusetts)

  • Qualified by Total Retirement Plan Assets Under Advisement

Chris Vordemesche

Graystone Consulting, Cincinnati (Cincinnati, Ohio)

  • Qualified by Total Retirement Plans Under Advisement

Allison Warner

Beacon Pointe Retirement Plan Services, Beacon Pointe Advisors (Newport Beach, California)

  • Qualified by Total Retirement Plans Under Advisement

Russell Warye

Benefit Partner Financial Group, LLC (Libertyville, Illinois)

  • Qualified by Total Retirement Plan Assets Under Advisement

Doug Webster

SageView Southeast, SageView Advisory Group (Knoxville, Tennessee)

  • Qualified by Total Retirement Plans Under Advisement

Jeremy Weith

Sheridan Road Advisors, a Division of HUB International (Milwaukee, Wisconsin)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Bennett White

Kelliher Corbett Group, Morgan Stanley (Norwell, Massachusetts)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top SEP Plans
  • Top SIMPLE Plans

David Williams

Multnomah Group (Port Orchard, Washington)

  • Qualified by Total Retirement Plans Under Advisement
  • Top 403(b) Plans

Tony Winkeljohn

Pensionmark Financial Group, LLC (Fort Wayne, Indiana)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement

Limei Yu

The Banas-Yu Wealth Management Group, UBS Financial Services (Chicago, Illinois)

  • Qualified by Total Retirement Plans Under Advisement
  • Women Advisers

Daniel Zlotnick

OneDigital (Hauppauge, New York)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 10 401(k) Plans
  • Top DB Plans
  • Top Cash Balance Plans