Awards

2022 PLANADVISER Top Retirement Plan Advisers

Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.
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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 Group (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

SageView Advisory Group (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