Glenn Able
Creative Planning Retirement Services (Dallas, Texas)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top MEP/PEP Plans
Vincent Allegra
Mesirow Retirement Advisory Services, Mesirow Financial Investment Management Inc. (Chicago, Illinois)
- Qualified by Total Retirement Plan Assets Under Advisement
Earle Allen
CAPTRUST (New York, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top NQDC Plans
David Altimont
Creative Planning Retirement Services (Dallas, Texas)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 457 Plans
- Top NQDC Plans
- Top DB Plans
TJ Arcuri
SageView Advisory Group (Phoenix, Arizona)
- Qualified by Total Retirement Plan Assets Under Advisement
- Under 40
Luka Arnerich
SageView Advisory Group (Portland, Oregon)
- Qualified by Total Retirement Plan Assets Under Advisement
- Under 40
Alex Assaley
AFS 401(k) Retirement Services (Bethesda, Maryland)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top 457 Plans
- Under 40
Don Atherton
MainStreet Wealth Management, UBS Private Wealth Management (Houston, Texas)
- Qualified by Total Retirement Plan Assets Under Advisement
Kevin Babb
Mesirow Retirement Advisory Services, Mesirow Financial Investment Management Inc (Chicago, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Kristi Baker
CSi Advisory Services, a division of HUB International (Indianapolis, Indiana)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top 403(b) Plans
- Top SIMPLE Plans
- Women Advisers
Rodney Balbuena
SageView Advisory Group (Pasadena, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
John Barry
JMB Wealth Management, Inc. (Torrance, California)
- Qualified by Total Retirement Plans Under Advisement
Andrew Bayliss
Marsh McLennan Agency (Boston, Massachusetts)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top 403(b) Plans
- Top 457 Plans
Mark Beaton
OneDigital (Denver, Colorado)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Brian Becker
Becker Suffern McLanahan, Ltd. (Mandeville, Louisiana)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Keith Berry
M3 Financial (Milwaukee, Wisconsin)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Rick Berry
USICG (Denver, Colorado)
- Qualified by Total Retirement Plan Assets Under Advisement
John Biondo
HUB International (Woodbury, New York)
- Qualified by Total Retirement Plan Assets Under Advisement
Leland Bishop
Liberty Capitol Group, UBS Private Wealth Management (Washington, DC)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Sean Bjork
Bjork Asset Management, Inc. (Northbrook, Illinois)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top SIMPLE Plans
Tony Black
SevenHills Benefit Partners, Pensionmark Financial Group (Bloomington, Minnesota)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top DB Plans
- Top Cash Balance Plans
Paul Blank
Sequoia Consulting Group (Exton, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top SEP Plans
- Top SIMPLE Plans
Bryan Bonisteel
RDG+ Parrners (Rochester, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top 403(b) Plans
Robert Bosart
Bosart Wealth Management Group, RBC Wealth Management (Bloomfield Hills, Michigan)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top NQDC Plans
- Top DB Plans
- Top MEP/PEP Plans
Brian Brice
The Brice Group, Morgan Stanley Graystone Consulting (Birmingham, Michigan)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Trent Bryson
Bryson Financial (Long Beach, California)
- Qualified by Total Retirement Plans Under Advisement
- Top DB Plans
Perry Buckman
Pathlight Advisors, Buckman and Corning Financial Strategies (Scottsdale, Arizona)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
- Top MEP/PEP Plans
Chris Burke
LoVasco Consulting Group (Detroit, Michigan)
- Qualified by Total Retirement Plans Under Advisement
- Top 403(b) Plans
- Under 40
Deana Calvelli
Creative Planning Retirement Services (Philadelphia, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 457 Plans
- Women Advisers
Jason Carmack
HCI Financial Services, Pensionmark (Katy, Texas)
- Qualified by Total Retirement Plans Under Advisement
Sara Carvalho
Marsh McLennan Agency (Boston, Massachusetts)
- Qualified by Total Retirement Plans Under Advisement
- Women Advisers
Kenneth Catanella
The Catanella Institutional Consulting Team, UBS Institutional Consulting Group (Philadelphia, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
Brian Catanella
The Catanella Institutional Consulting Team, UBS Institutional Consulting Group (Philadelphia, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
Matt Cellini
Greenspring Advisors (Towson, Maryland)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Under 40
Jon Chambers
SageView Advisory Group (Seattle, Washington)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Jason Chepenik
OneDigital - Orlando (Orlando, Florida)
- Qualified by Total Retirement Plan Assets Under Advisement
Peter Ciovacco
Graystone Boston North Shore, Morgan Stanley (Middleton, Massachusetts)
- Qualified by Total Retirement Plan Assets Under Advisement
Tom Clark
Creative Planning Retirement Services (Forest Hill, Maryland)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Kevin Clift
Clift Group, RBC (Dallas, Texas)
- Qualified by Total Retirement Plan Assets Under Advisement
Kim Cochrane
HUB International (Rockville, Maryland)
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Michael Coelho
SageView Advisory Group (Austin, Texas)
- 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
- Qualified by Total Retirement Plan Assets Under Advisement
Joe Connell
Sikich Financial (Minneapolis, Minnesota)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Christopher Connolly
Retirement Team at CANE (Braintree , Massachusetts)
- Qualified by Total Retirement Plans Under Advisement
Jeff Cullen
Strategic Retirement Partners (Shorewood, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Sandra Cunningham
Liberty Capitol Group, UBS Private Wealth Management (Washington, DC)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Paul D'Aiutolo
The D'Aiutolo Malcolm & Associates Investment Consulting Group, UBS Wealth Management (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 Plan Assets Under Advisement
Brady Dall
OneDigital - Utah Team (Sandy, Utah)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top NQDC Plans
- Under 40
Kelli Davis
CSi Advisory Services, a division of HUB International (Indianapolis, Indiana)
- Qualified by Total Retirement Plans Under Advisement
- Top 403(b) Plans
- Women Advisers
Joe DeBello
OneDigital (St. Petersburg, Florida)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top 403(b) Plans
- Under 40
Tom Demko
SageView Advisory Group (Los Angeles, California)
- Qualified by Total Retirement Plan Assets Under Advisement
Joseph DeNoyior
HUB Retirement and Wealth Management (formerly Washington Financial Group) (McLean, Virginia)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top 403(b) Plans
Michael DiGrazia
UBS Institutional Consulting Group - Southwest, UBS Wealth Management (Phoenix, Arizona)
- Qualified by Total Retirement Plans Under Advisement
- Top SEP Plans
Domenic DiPiero
Newport Capital Group (Red Bank, New Jersey)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top 457 Plans
William Brian Drake
Summit Business Solutions (Greenwood, Indiana)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top 403(b) Plans
- Top MEP/PEP Plans
Dori Drayton
CAPTRUST (Grand Rapids, Michigan)
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Michael Driscoll
HUB International (Milwaukee, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
Michael Duckett
Creative Planning Retirement Services (Overland Park, Kansas)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top MEP/PEP Plans
- Under 40
Devyn Duex
CAPTRUST (Santa Barbara, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top NQDC Plans
- Women Advisers
Clifford Dunteman
Francis, LLC (Brookfield, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
Emmett Dupas
Bienville Capital Group, Northwestern Mutual (Metairie, Louisiana)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
- Top SEP Plans
Daniel Esch
CAPTRUST (Minneapolis, Minnesota)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top NQDC Plans
Angela Faridnia-Brumm
Sequoia Consulting Group (Phoenix, Arizona)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Curtis Farrell
Financial Management Network (Mission Viejo, California)
- Qualified by Total Retirement Plans Under Advisement
- Top SEP Plans
Chris Farrell
Envision Financial Group, UBS Wealth Management (Westport, Connecticut)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
- Top DB Plans
Patrick Fay
HUB Investment Advisors, Inc. (Omaha, Nebraska)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Hailey Fields
Multnomah Group (Portland, Oregon)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Women Advisers
- Under 40
Rita Fiumara
UBS Private Wealth Management (Chicago, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Lee Forehand
The Wiregrass Group, Morgan Stanley (Dothan, Alabama)
- Qualified by Total Retirement Plans Under Advisement
Mary Anne Forrester
Forrester Wealth Advisors, Janney Montgomery Scott (Washington, DC)
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Renee Fourcade
UBS Private Wealth Management (Los Angeles, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Michael Francis
Francis, LLC (Milwaukee, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
Panfang Fu
UBS Wealth Management (Newport Beach, California)
- Qualified by Total Retirement Plans Under Advisement
- Top DB Plans
- Women Advisers
Daniel Gaertner
Gaertner Investment Consulting, UBS Wealth Management (Westlake, Ohio)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Alvaro Galvis
MG Group (Merrill, Georgia)
- Qualified by Total Retirement Plans Under Advisement
Mike Gheen
Oswald Financial (Cleveland, Ohio)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top 403(b) Plans
Harris Gignilliat
Trillium Partners, UBS Private Wealth Management (Atlanta, Georgia)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Chris Giovinazzo
Accelerate Retirement (Aliso Viejo, California)
- Qualified by Total Retirement Plans Under Advisement
- Under 40
Chad Goerner
Princeton Financial Partners, RBC Institutional Consulting (Princeton, New Jersey)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top SEP Plans
Jeff Gratton
SageView Advisory Group (Minneapolis, Minnesota)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Brian Gudgel
Golden State Wealth Management, UBS Wealth Management (Merced, California)
- Qualified by Total Retirement Plans Under Advisement
- Under 40
Al Hammond
Graystone Boston North Shore, Morgan Stanley (Middleton, Massachusetts)
- Qualified by Total Retirement Plan Assets Under Advisement
Troy Hammond
Pensionmark, A World Company (Santa Barbara, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Andy Harbour
Graystone Consulting Atlanta, Morgan Stanley (Atlanta, Georgia)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Ian Hartley
Westgate Capital Consultants (Tacoma, Washington)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Clint Heine
SageView Advisory Group (Chicago , Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Greg Hobson
Greenspring Advisors (Towson, Maryland)
- Qualified by Total Retirement Plan Assets Under Advisement
Jennifer Hocking
The Hocking Group, UBS Wealth Management (Irvine, California)
- Qualified by Total Retirement Plans Under Advisement
- Women Advisers
Bill Horn
Retirement & Benefit Partners (Barrington, Rhode Island)
- Qualified by Total Retirement Plan Assets Under Advisement
Brett Howell
The Howell & Sharp Group, Merrill Lynch (Grand Rapids, Michigan)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top SEP Plans
Jason Jeskey
GRP Financial California (San Clemente, California)
- Qualified by Total Retirement Plan Assets Under Advisement
Greg Johnson
Multnomah Group (Denver, Colorado)
- Qualified by Total Retirement Plan Assets Under Advisement
Sally Johnson
Creative Planning Retirement Services (Scottsdale, Arizona)
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Patrick Jordan
HUB Retirement and Wealth Management (Cincinnati, Ohio)
- Qualified by Total Retirement Plan Assets Under Advisement
Mike Kane
Plan Sponsor Consultants, A Division of Hub International (Alpharetta, Georgia)
- Qualified by Total Retirement Plan Assets Under Advisement
Kathleen Kelly
Compass Financial Partners, a Marsh & McLennan LLC Agency 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
SageView Advisory Group (Newport Beach, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top NQDC Plans
- Women Advisers
Steve Kjar
Creative Planning Retirement Services (Los Gatos, 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 Plans Under Advisement
Josh Kopec
Connor & Gallagher OneSource (Lisle, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
David Kulchar
Oswald Financial (Cleveland, Ohio)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top 403(b) Plans
Nichole Labott
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
Ellen Lander
Renaissance Benefit Advisors Group, LLC (Atlanta, Georgia)
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Bruce Lanser
UBS Retirement Plan Consulting Milwaukee, UBS Wealth Management (Milwaukee, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
Matt Lasko
Flagship Financial Partners, UBS Private Wealth Management (Stamford, Connecticut)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top NQDC Plans
- Top Cash Balance Plans
Mark Laughton
Quintes Financial Services, a division of HUB International (Sacramento, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Under 40
Charles Lawless
Mesirow Retirement Advisory Services, Mesirow Financial Investment Management Inc (Chicago, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Ronald Letaw
OneDigital (Tampa, Florida)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 457 Plans
John Ludwig
LHD Retirement (Indianapolis, Indiana)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
David Lum
SageView Advisory Group (Honolulu, Hawaii)
- Qualified by Total Retirement Plan Assets Under Advisement
James Lyday
Pensionmark Nashville (Brentwood, Tennessee)
- Qualified by Total Retirement Plan Assets Under Advisement
Alicia Malcolm
D'Aiutolo Malcolm & Associates Investment Consulting Group, UBS Wealth Management (Buffalo, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
- Under 40
Kristopher Maleski
HUB International, Mid-Atlantic, Inc. (Rockville, Maryland)
- Qualified by Total Retirement Plans Under Advisement
- Under 40
Rick Maloyan
Stratos Wealth Partners (Beachwood, Ohio)
- Qualified by Total Retirement Plans Under Advisement
Michael Markovic
OneDigital - Team DMV (Baltimore, Maryland)
- Qualified by Total Retirement Plan Assets Under Advisement
Tara Mashack-Behney
Conrad Siegel Investment Advisors, Inc (Harrisburg, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Robert Massa
Qualified Plan Advisors (Houston, Texas)
- Qualified by Total Retirement Plan Assets Under Advisement
Jamie McCrary
SageView Advisory Group (Newport Beach, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Jimmy McDonald
SageView Advisory Group (Golden Valley , Minnesota)
- Qualified by Total Retirement Plan Assets Under Advisement
Edward McIlveen
Francis, LLC (Milwaukee, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
Patterson McKinlay
Achieve Retirement (Denver, Colorado)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top 403(b) Plans
- Top SIMPLE Plans
Timothy McLanahan
Becker Suffern McLanahan, Ltd. (Mandeville, Louisiana)
- Qualified by Total Retirement Plans Under Advisement
- Top SEP Plans
Matt McLaughlin
Graystone Boston North Shore, Morgan Stanley (Middleton, Massachusetts)
- Qualified by Total Retirement Plan Assets Under Advisement
Greg Mendoza
Integrated Wealth Management, UBS Wealth Management (Hartford, Connecticut)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top SIMPLE Plans
Charles Merrick
RCM&D (Towson, Maryland)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Larry Mills
Graystone Consulting Los Angeles, Morgan Stanley (Westlake Village, California)
- Qualified by Total Retirement Plan Assets Under Advisement
Tom Ming
Pensionmark Central California (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 NQDC Plans
David Montgomery
OneDigital - Tampa (Tampa, Florida)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top MEP/PEP Plans
Vince Morris
OneDigital (Overland Park, Kansas)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Doug Morris
Creative Planning Retirement Services (Chicago, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Neil Netoskie
OneDigital Retirement - Keystone (Houston, Texas)
- Qualified by Total Retirement Plans Under Advisement
Joe Nilsen
Sequoia Consulting Group (Scottsdale, Arizona)
- Qualified by Total Retirement Plan Assets Under Advisement
- Under 40
John O'Brien
Venture Visionary Partners (Sylvania, Ohio)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Jim O'Shaughnessy
HUB Retirement and Wealth Management (Northbrook, Illinois)
- Qualified by Total Retirement Plan Assets Under Advisement
Paul Owen
CAPTRUST (Birmingham, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top NQDC Plans
Thomas Parks
The Parks Group, Graystone Consulting (Milwaukee, Wisconsin)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Ty Parrish
Cerity Partners Retirement Plan Advisors, Cerity Partners (Tampa, Florida)
- Qualified by Total Retirement Plan Assets Under Advisement
Michael Patton
Creative Planning Retirement Services (Overland Park, Kansas)
- Qualified by Total Retirement Plan Assets Under Advisement
- Under 40
Joey Payne
CAPTRUST (Lexington, Kentucky)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top 457 Plans
- Top NQDC Plans
Dan Peluse
Wintrust Retirement Benefits Advisors (Chicago, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top 403(b) Plans
Jeffrey Petrone
SageView Advisory Group (West Palm Beach, Florida)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Tuyen Pham
Assured Partners, Pensionmark (Santa Ana, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top 403(b) Plans
- Top 457 Plans
- Top Cash Balance Plans
- Top MEP/PEP Plans
John Pickett
CAPTRUST (Dallas, Texas)
- Qualified by Total Retirement Plan Assets Under Advisement
Byron Pogir
Woodruff Sawyer (San Francisco, California)
- Qualified by Total Retirement Plan Assets Under Advisement
Chris Pohlman
Mesirow Retirement Advisory Services, Mesirow Financial Investment Management Inc. (Chicago, Illinois)
- Qualified by Total Retirement Plan Assets Under Advisement
William Posch
SageView Advisory Group (Woodside, California)
- Qualified by Total Retirement Plan Assets Under Advisement
Anthony Powers
KerberRose Wealth Management, LLC (Shawano, Wisconsin)
- Qualified by Total Retirement Plans Under Advisement
- Top 403(b) Plans
- Top 457 Plans
- Top SIMPLE Plans
Kevin Price
Insight Financial Solutions / GRP / LPL (Grand Junction, Colorado)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Jeff Prince
ProCourse Fiduciary Advisors LLC (Carmel, Indiana)
- Qualified by Total Retirement Plan Assets Under Advisement
Mark Ratay
The Ratay Group at Morgan Stanley (Fort Myers, Florida)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Ken Rinehart
The Retirement Strategies Group, UBS Wealth Management (Cincinnati, Ohio)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top SEP Plans
Jean Karlo Rocafort
Rocafort Group (San Juan, Puerto Rico)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
Marc Roggenkamp
Graystone Consulting Los Angeles, Morgan Stanley (Beverly Hills, California)
- Qualified by Total Retirement Plan Assets Under Advisement
Breion Rollins
Multnomah Group (Houston, Texas)
- Qualified by Total Retirement Plan Assets Under Advisement
Manuel Rosado
Spectrum Investment Advisors (Mequon, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
Fred Rutler
Creative Planning Retirement Services (Chicago, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
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 401(k) Plans
- Top 403(b) Plans
Michael Sanders
CAPTRUST (New York, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top NQDC Plans
Steven Sansone
SageView Advisory Group (Valencia, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top Cash Balance 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 Plan Assets Under Advisement
Kevin Schmeits
SageView Advisory Group (Denver, Colorado)
- Qualified by Total Retirement Plan Assets Under Advisement
- Under 40
Barry Schmitt
CAPTRUST (Richmond, Virginia)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top NQDC Plans
Steven Scott
Retirement Solution Group LLC (Portsmouth, New Hampshire)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Jeffrey Sharp
HUB Investment Advisors, Inc. (Omaha, Nebraska)
- Qualified by Total Retirement Plan Assets Under Advisement
L. Marc Shegoski
Princeton/Park Avenue Investment Consulting, UBS Wealth Management (Princeton, New Jersey)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top DB Plans
Matt Sheldahl
RBC (Dallas, Texas)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top DB Plans
David Shnapek
SageView Advisory Group (Woodside , California)
- Qualified by Total Retirement Plan Assets Under Advisement
Tom Simonson
Creative Planning Retirement Services (Charlotte, North Carolina)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Kaci Skidgel
Summit Financial Group, Inc. (Tulsa, Oklahoma)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top SIMPLE Plans
- Women Advisers
Jason Smith
Creative Planning Retirement Services (Omaha, Nebraska)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top MEP/PEP Plans
Barbara Sourjohn
Sourjohn-Kim Retirement Solutions (San Ramon, California)
- Qualified by Total Retirement Plans Under Advisement
- Top 403(b) Plans
- Women Advisers
Leif Springer
Liberty Capitol Group, UBS Private Wealth Management (Washington, DC)
- 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
Jonathan St. Clair
SageView Advisory Group (Atlanta, Georgia)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Doug Stalter
Oswald Financial (Cleveland, Ohio)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top 403(b) Plans
Neal Stamper
Graystone Consulting Atlanta, Morgan Stanley (Atlanta, Georgia)
- Qualified by Total Retirement Plans Under Advisement
- 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 NQDC Plans
- Top DB Plans
Craig Stanley
Summit Group of Virginia, an Alera Group Company (Virginia Beach, Virginia)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Garrett Stinson
SageView Advisosry Group (Newpoprt Beach, California)
- Qualified by Total Retirement Plan Assets Under Advisement
Jania Stout
Fiduciary Plan Advisors, OneDigital (Baltimore, Maryland)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top 457 Plans
- Top NQDC Plans
- Women Advisers
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
Creative Planning Retirement Services (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 Plans Under Advisement
- Top SEP Plans
Anthony Tomasula
PPS Retirement Advisors (Buffalo, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Mark Tonelli
HUB International (Broomfield, Colorado)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Robert Trethewey
SageView Advisory Group (Washington , DC)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Josh Ulmer
Graystone Consulting Pacific Mountain, Morgan Stanley (Portland , Oregon )
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Rick Unser
Creative Planning Retirement Services (Los Angeles, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Robert Vaughan
UBS Institutional Consulting - South Central Group, UBS Private Wealth Management (The Woodlands, Texas)
- Qualified by Total Retirement Plan Assets Under Advisement
Chris Venuti
Graystone Consulting Los Angeles, Morgan Stanley (Westlake Village, California)
- Qualified by Total Retirement Plan Assets Under Advisement
Roger Vierra
The Vierra Group, UBS Private Wealth Management (Rockland, Massachusetts)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Mike Volo
CAPTRUST (New York, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top NQDC Plans
Edward Wagner
SageView Advisory Group (Newport Beach, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Russell Warye
HUB Retirement & Private Wealth (Libertyville , Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
- Top SIMPLE Plans
Joseph Weber
Integrated Financial Solutions (Tempe, Arizona)
- Qualified by Total Retirement Plans Under Advisement
- Top NQDC Plans
- Top SIMPLE Plans
Doug Webster
SageView Advisory Group (Knoxville, Tennessee)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Jeremy Weith
HUB Retirement and Wealth Management (Milwaukee, Wisconsin)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Kirk Welch
MRP, a division of HUB International, Inc. (Sandy, Utah)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top 403(b) Plans
Scott Weneck
Creative Planning Retirement Services (Denver, Colorado)
- Qualified by Total Retirement Plan Assets Under Advisement
David Williams
(Portland, Oregon)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Jake Williquette
Graystone Consulting Green Bay, Morgan Stanley (Green Bay, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
- Under 40
Tony Winkeljohn
Pensionmark Financial, LLC (Fort Wayne, Indiana)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Noel Wolfe
The Beacon Group, Morgan Stanley (Blue Bell, Pennsylvania)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top SEP Plans
Emily Wrightson
CAPTRUST (New York, New York)
- 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
- Women Advisers
- Under 40
Andrew Ziergiebel
Marsh McLennan Agency (Boston, Massachusetts)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top 403(b) Plans
- Top 457 Plans