Planadviser Top Retirement

John B. Abeyta

Abeyta Bueche & Sanders Group at Morgan Stanley (San Antonio, Texas)

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

Glenn Able

Creative Planning (Dallas, Texas)

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

Kip Adams

HUB International (Fort Worth, Texas)

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

Earle Allen

CAPTRUST (New York, New York)

  • Qualified by Total Retirement Plan Assets Under Advisement

Brian Allen

Pension Consultants, Inc. (Springfield, Missouri)

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

Manny Alonso

Raymond James (Miami, Florida)

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

TJ Arcuri

SageView Advisory Group (Phoenix, Arizona)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 401(k) Plans
  • Under 40

Alex Assaley

HUB Retirement and Wealth Management (Bethesda, Maryland)

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

Don Atherton

Main Street Wealth Management Group, UBS Financial Services Inc. (Houston, Texas)

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

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 403(b) Plans
  • Top 401(k) Plans
  • Women Advisers
  • Top SIMPLE Plans

Rodney Balbuena

SageView Advisory (Los Angeles, California)

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

Jessica Ballin

401k Plan Professionals (Edina, Minnesota)

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

Bob Banas

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

  • Qualified by Total Retirement Plan Assets Under Advisement

Charles M. Baracco

LPL Financial (Syracuse, New York)

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

John Barry

JMB Wealth Management, Inc. (Torrance, California)

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

Andrew Bayliss

Marsh McLennan Agency (Boston, Massachusetts)

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

Mark Beaton

OneDigital (Englewood, Colorado)

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

Brian P. Becker

Becker Suffern McLanahan, Ltd. (Mandeville, Louisiana)

  • Qualified by Total Retirement Plans Under Advisement

Michael Patrick Beczkowski

Bolton Investment (Towson, Maryland)

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

Jeff Belton

intellicents (Southlake, Texas)

  • Qualified by Total Retirement Plans Under Advisement
  • Top MEP/PEP Plans

Douglas E. Bermudez

Strategic Retirement Partners (Palos Verdes, California)

  • Qualified by Total Retirement Plans Under Advisement

Keith Berry

M3 Financial (Wawautosa , Wisconsin)

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

John Biondo

HUB International (Melville, New York)

  • Qualified by Total Retirement Plan Assets Under Advisement

Leland B. Bishop

The Capitol Group Institutional Consulting, UBS Financial Services Inc. (Washington, D.C.)

  • Qualified by Total Retirement Plan Assets Under Advisement

Sean Bjork

Bjork Asset Management (Northbrook, Illinois)

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

Paul Blank

Sequoia Consulting Group (Downingtown, Pennsylvania)

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

Andrew Blankenship

Advo(k)ate Advisors (Birmingham, Alabama)

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

Lisa Block

Everhart Advisors (Miamisburg, Ohio)

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

Kyle Brown

CSi Advisory Services, a division of HUB International (Fort Wayne, Indiana)

  • Qualified by Total Retirement Plan Assets Under Advisement

Joe Brummel

Strategic Retirement Partners (Sioux Falls, South Dakota)

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

Brandon Budd

intellicents (Kansas City, Kansas)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 401(k) Plans
  • Under 40

Lisa Buffington

Marsh McLennan Agency (Boston, Massachusetts)

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

Jason Carmack

Pensionmark (Katy, Texas)

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

Sara Carvalho

Marsh McLennan Agency (Boston, Massachusetts)

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

Brian Catanella

The Catanella Institutional Consulting Team, UBS Financial Services Inc. (Philadelphia, Pennsylvania)

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

Kenneth G. Catanella

The Catanella Institutional Consulting Team, UBS Financial Services Inc. (Philadelphia, Pennsylvania)

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

Matt Cellini

Greenspring Advisors, LLC. (Towson, Maryland)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 403(b) Plans
  • Under 40

Jon Chambers

SageView Advisory Group (Seattle, Washington)

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

James Chapman

LoVasco Consulting Group (Detroit, Michigan)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Under 40

Mark Chua

Wilmington Trust (Radnor, Pennsylvania)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Under 40

Peter Ciovacco

Morgan Stanley (Middleton , Massachusetts)

  • Qualified by Total Retirement Plan Assets Under Advisement

Scott Ciullo

KerberRose Retirement Plan Services (Marquette, Michigan)

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

Thomas Clark, Jr.

Creative Planning (Forest Hill, Maryland)

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

Kim Cochrane

HUB International (Rockville, Maryland)

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

Joe Connell

Sikich Financial (Maple Grove, Minnesota)

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

Christopher Ryan Connolly

Retirement Team at CANE (Braintree, Massachusetts)

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

Jake Connors

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

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

Paul R. Coyner

Coyner Wealth Management Group, UBS Financial Services Inc. (Oakbrook, Illinois)

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

Joseph Cravotta

HB Retirement, Henderson Brothers Financial Partners (Pittsburgh, Pennsylvania)

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

Jeffrey Cullen

Strategic Retirement Partners (Shorewood, Illinois)

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

Michael Cuneo

Compass Advisory Group LLC (Melville, New York)

  • Qualified by Total Retirement Plans Under Advisement
  • Top Cash Balance Plans
  • Top MEP/PEP Plans

Paul D'Aiutolo

The D'Aiutolo Malcolm & Associates Investment Consulting Group, UBS Financial Services Inc. (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

Kelli Davis

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 403(b) Plans
  • Women Advisers

Joe DeBello

CAPTRUST (Tampa, Florida)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Under 40

Jess DeGabriele

LHD Retirement (Indianapolis, Indiana)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Under 40

Thomas Demko

SageView (Newport Beach, California)

  • Qualified by Total Retirement Plan Assets Under Advisement

Steven Dimino

RBC Wealth Management (Red Bank , New Jersey)

  • Qualified by Total Retirement Plans Under Advisement

Andrew DiPaola

MPD Park Avenue Group, UBS Financial Services Inc. (New York, New York)

  • Qualified by Total Retirement Plans Under Advisement
  • Top 401(k) Plans
  • Under 40

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

Timothy J. Dougherty

Financial Guide, LLC (Horsham, Pennsylvania)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 401(k) Plans
  • Under 40

Paul Douglas

The Clevenger Douglas Group, UBS Financial Services Inc. (Austin, Texas)

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

William Brian Drake

Summit Financial Group (Greenwood, Indiana)

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

Dori Drayton

CAPTRUST (Grand Rapids, Michigan)

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

Robert Driscoll

Miracle Mile Advisors (Sausalito , California )

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top Cash Balance Plans
  • Under 40

Michael Driscoll

HUB International (Mequon, Wisconsin)

  • Qualified by Total Retirement Plan Assets Under Advisement

Christopher Dubie

Morgan Stanley (Burlington, Vermont)

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

Michael Duckett

Creative Planning (Washington, D.C.)

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

Devyn Duex

CAPTRUST (Santa Barbara, California)

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

Sean Duffy

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

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 401(k) Plans
  • Under 40

Jean Duffy

CAPTRUST (Des Moines, Iowa)

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

Cliff Dunteman

Francis LLC (Milwaukee, Wisconsin)

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

Emmett G. Dupas, III

Bienville Capital Group, Northwestern Mutual (Metairie, Louisiana)

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

Jim Edwards

CAPTRUST (Allentown, Pennsylvania)

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

Dan Esch

CAPTRUST (Minneapolis, Minnesota)

  • Qualified by Total Retirement Plans Under Advisement
  • 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

Scott Everhart

Everhart Advisors (Dublin, Ohio)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top Cash Balance Plans

Kelly Famiglietta

Charles Stephen & Compay (Albuquerque, New Mexico)

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

Angela Faridnia

Sequoia Consulting (Tempe, Arizona)

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

Chris Farrell

Envision Financial Group, UBS Financial Services Inc. (Westport, Connecticut)

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

Patrick M. 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
  • Under 40
  • Women Advisers

Derek Fiorenza

Summit Group Retirement Planners, Inc (Exton, Pennsylvania)

  • Qualified by Total Retirement Plans Under Advisement
  • Top 401(k) Plans
  • Under 40

L. Rita Fiumara

UBS Financial Services Inc. (Chicago , Illinois)

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

Amy Flach

OneDigital (Baltimore, Maryland)

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

Mark Forbes

Strategic Retirement Partners (Tulsa, Oklahoma)

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

Lee Forehand

Morgan Stanley (Dothan, Alabama)

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

Mark Forkey

SageView Advisory Group (Boston, Massachusetts)

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

Mark M. Foster

SageView Advisory Group (Boston, Massachusetts)

  • Qualified by Total Retirement Plan Assets Under Advisement

Michael Francis

Francis LLC (Milwaukee, Wisconsin)

  • Qualified by Total Retirement Plan Assets Under Advisement

Daniel Gaertner

Cleveland Wealth Management Team, UBS Financial Services Inc. (Westlake, Ohio)

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

Darrien Gaines

Sequoia Consulting Group (, Maryland)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 401(k) Plans
  • Under 40

Alvaro Galvis

Merrill Lynch (Alpharetta, Georgia)

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

Daniel A. Gerschel

The BG Group, UBS Financial Services Inc. (New York, New York)

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

Michael Gheen

Oswald Financial (Cleveland, Ohio)

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

Harris Gignilliat

Trillium Partners, UBS Financial Services Inc. (Atlanta, Georgia)

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

Chris Giovinazzo

Accelerate Retirement (Aliso Viejo, California)

  • Qualified by Total Retirement Plans Under Advisement
  • Top 401(k) Plans
  • Under 40

Chad Goerner

RBC (Princeton, New Jersey)

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

Benjamin Gottlieb

DCG Wealth Management Group, Merrill Lynch (Schaumburg, Illinois)

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

Jeffrey Gratton

SageView Advisory Group (Wayzata, Minnesota)

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

Keith J. Gredys

Kidder Advisers, Inc. (Urbandale, Iowa)

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

Brian Gudgel

Golden State Wealth Management, UBS Financial Services Inc. (Merced, California)

  • Qualified by Total Retirement Plans Under Advisement

Todd Gutkin

Morgan Stanley (New York, New York)

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

Heather Haines

IMA Retirement (Wichita, Kansas)

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

Erin Hall

Strategic Retirement Partners (Los Angeles, California)

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

Al Hammond

Morgan Stanley (Middleton, Massachusetts)

  • Qualified by Total Retirement Plan Assets Under Advisement

Brian Hanna

Everhart Advisors (Dublin, Ohio)

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

Shane Hanson

Freedom Fiduciaries (Boise, Idaho)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Under 40
  • Top MEP/PEP Plans

David Hanson

IIS Financial Services (South Portland, Maine)

  • Qualified by Total Retirement Plans Under Advisement
  • Top 403(b) Plans
  • Top 457 Plans
  • Top SEP Plans
  • Top SIMPLE Plans

Carl Hanson

IIS Financial Services (South Portland, Maine)

  • Qualified by Total Retirement Plans Under Advisement

Andy Harbour

Morgan Stanley (Atlanta, Georgia)

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

Ian W. Hartley

Westgate Capital Consultants (University Place, Washington)

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

Matt Hedley

OneDigital Investment Advisors (Richmond, Virginia)

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

Clint Heine

SageView Advisory Group (Chicago, Illinois)

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

Brian Heinke

IMA Retirement (Denver, Colorado)

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

Gregory A. Hobson

Greenspring Advisors, LLC. (Timonium, Maryland)

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

Shelly Horwitz

World Investment Advisors (formerly Pensionmark) (Alpharetta, Georgia)

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

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
  • Top NQDC Plans
  • Under 40

Nick Jackson

Retirement Plan Services Group at Cerity Partners (Louisville, Kentucky)

  • Qualified by Total Retirement Plans Under Advisement
  • Under 40

Nick Jahn

SageView Advisory Group (Knoxville, Tennessee)

  • Qualified by Total Retirement Plan Assets Under Advisement

Jason Jeskey

HUB International (San Clemente, California)

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

Sally Johnson

Creative Planning (Phoenix , Arizona)

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

Greg Johnson

Multnomah Group (Denver, Colorado)

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

Patrick Jordan

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

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

Jim Keenehan

HUB Retirement and Wealth Management (Bethesda, Maryland)

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

Sean Kelly

Heffernan Financial Services - Orange County (Orange County, California)

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

Shawn Kersjes

Stifel (Grand Rapids, Michigan)

  • Qualified by Total Retirement Plan Assets Under Advisement

Douglas Kincart

Mosaic Investment Consulting Group, UBS Financial Services Inc. (San Diego, California)

  • Qualified by Total Retirement Plans Under Advisement

Josh Kopec

Connor & Gallagher OneSource (Batavia, Illinois)

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

Tom A. Krusic

intellicents investment solutions (Denver, Colorado)

  • Qualified by Total Retirement Plans Under Advisement
  • Top MEP/PEP 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
  • Top 457 Plans
  • Women Advisers

Bruce Lanser

TruSource Advisors at UBS, UBS Financial Services Inc. (Brookfield, Wisconsin)

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

CJ LaPorta

Stonebridge Financial Group, LLC (Wormleysburg, Pennsylvania)

  • Qualified by Total Retirement Plans Under Advisement
  • Top 401(k) Plans
  • Under 40

Matthew Lasko

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

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

Ronald Letaw

OneDigital (Tampa, Florida)

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

Brian Lizzi

TriBridge Partners (Columbia, Maryland)

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

Jack Lockwood

SageView Advisory Group (Boston, Massachusetts)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Under 40

Todd Lohman

Strategic Retirement Partners (Urbandale, Iowa)

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

David Lum

SageView Advisory Group (Honolulu, Hawaii)

  • Qualified by Total Retirement Plan Assets Under Advisement

Kevin Mahoney

intellicents (Austin, Texas)

  • Qualified by Total Retirement Plans Under Advisement

Brian Mahoney

SageView (Boston, Massachusetts)

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

Kevin Major

OneDigital Investment Advisors (Baltimore, Maryland)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 401(k) Plans
  • Under 40

Alicia Malcolm

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

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Under 40
  • Women Advisers

Kris Maleski

HUB Retirement & Wealth Management (Rockville, Maryland)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Under 40

Shannon Maloney

Strategic Retirement Partners (Northville, Michigan)

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

Michael Markovic

OneDigital (Baltimore, Maryland)

  • Qualified by Total Retirement Plan Assets Under Advisement

Patrick Martin

Siegel, Martin & Associates (Washington, D.C.)

  • Qualified by Total Retirement Plans Under Advisement

Robert Massa

Prime Capital Retirement (Houston, Texas)

  • Qualified by Total Retirement Plan Assets Under Advisement

Danielle Maxwell

OneDigital (Baltimore, Maryland)

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

Patrick McCallister

HB Retirement, Henderson Brothers Financial Partners (Pittsburgh, Pennsylvania)

  • Qualified by Total Retirement Plan Assets Under Advisement

Anthony McCracken, Jr.

Newcleus (Yardley, Pennsylvania)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 401(k) Plans
  • Under 40

Jamie McCrary

SageView Advisory Group (Rancho Palos Verdes, California)

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

Ed McIlveen

Francis LLC (Milwaukee, Wisconsin)

  • Qualified by Total Retirement Plan Assets Under Advisement

Matt McLaughlin

Morgan Stanley (Middleton, Massachusetts)

  • Qualified by Total Retirement Plan Assets Under Advisement

Greg F. Mendoza

Integrated Wealth Management Group, UBS Financial Services Inc. (Hartford, Connecticut)

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

Thomas Ming

Pensionmark Financial Group/ World Investment Advisors (Bakersfield, California)

  • Qualified by Total Retirement Plans Under Advisement

John Mitsis

Morgan Stanley (Ponte Vedra Beach, Florida)

  • Qualified by Total Retirement Plans Under Advisement
  • Top Cash Balance Plans

Linda Modico

Park Avenue Institutional Consulting Group, UBS Financial Services Inc. (New York, New York)

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

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
  • Top 457 Plans

Loraine Montanye

DBR & CO (Pittsburgh, Pennsylvania)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Under 40
  • Women Advisers
  • Top MEP/PEP Plans

Nate Moody

Lebel & Harriman Retirement Advisors (Portland, Maine)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 403(b) Plans
  • Under 40

Scott Myers

Morgan Stanley (Blue Bell, Pennsylvania)

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

Neil C. Netoskie

OneDigital Financial Services (Houston, Texas)

  • Qualified by Total Retirement Plans Under Advisement

Joe Nilsen

Sequoia Consulting (Scottsdale, Arizona)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 401(k) Plans
  • Under 40

Jon Nolan

Francis LLC (Milwaukee, Wisconsin)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 401(k) Plans
  • Under 40

Chad Noorani

Benefit Financial Services Group, LLC (Irvine, California)

  • Qualified by Total Retirement Plan Assets Under Advisement

John T. O'Brien

Venture Visionary Partners (Sylvania, Ohio)

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

Doug O'Rear

SageView Advisory Group (Middletown, Maryland)

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

Jim O'Shaughnessy

HUB Retirement and Wealth Management(Legacy Sheridan Road Financial) (Northbrook, Illinois)

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

Ryan O'Toole

Sequoia Consulting Group, A World Investment Advisors Firm (Madison, Connecticut)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Under 40

Scott Ondek

SageView Advisory Group (Woodside, California)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 401(k) Plans
  • Under 40

Paul Owen

CAPTRUST (Birmingham, Alabama)

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

David Park

Northwestern Mutual (Schaumburg, Illinois)

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

Thomas Parks

Graystone Consulting at Morgan Stanley (Milwaukee, Wisconsin)

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

Michael Patton

Creative Planning Retirement Services (Overland Park, Kansas)

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

Joey Payne

CAPTRUST (Lexington, Kentucky)

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

Dennis Pearlman

Everhart Advisors (Fort Myers, Florida)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top MEP/PEP Plans

Bryan Peebles

Strategic Retirement Partners (Bowling Green, Kentucky)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 401(k) Plans
  • Under 40

Dan Peluse

OneDigital (Nashville, Tennessee)

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

Jeffrey M. 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

AP Pensionmark (Newport Beach, California)

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

Tony Powers

KerberRose Retirement Plan Services (Shawano, Wisconsin)

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

Kevin Price

Insight Financial (Grand Junction, Colorado)

  • Qualified by Total Retirement Plan Assets Under Advisement

Braden Priest

Benefit Financial Services Group, LLC (Irvine, California)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Under 40

Steven Puckett

Fiduciary Pension Partners (Westfield, New Jersey)

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

Lisa Quinn

SageView Advisory Group (Boston, Massachusetts)

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

Mark Ratay

Morgan Stanley (Fort Myers, Florida)

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

Chris Rawley

Sequoia Consulting Group (Philadelphia, Pennsylvania)

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

Chris Reagan

SageView Advisory Group (Chicago, Illinois)

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

Jan Rezler

CAPTRUST (New York, New York)

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

Ken Rinehart

The Retirement Strategies Group-UBS, UBS Financial Services Inc. (Cincinnati, Ohio)

  • 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 Plan Assets Under Advisement

Patrick Roth

World Investment Advisors (Reston, Virginia)

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

Fred Rutler

Creative Planning (Chicago, Illinois)

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

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 403(b) Plans
  • Top 401(k) Plans
  • Top 457 Plans

Michael Sanders

CAPTRUST (New York, New York)

  • Qualified by Total Retirement Plan Assets Under Advisement

Steve Sansone

SageView Advisory Group (Valencia, California)

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

Michael Saulnier

Aprio Retirement Plan Services (Atlanta, Georgia)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Under 40
  • Top MEP/PEP Plans

Allen Saunders

The Saunders Investment Group, UBS Financial Services Inc. (New York, New York)

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

Tina Schackman

Benefit Financial Services Group, LLC (Irvine, California)

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

Robert J. Scherzer

World Investment Advisors (New York City, New York)

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

Marc A. Schmeeckle

SageView Advisory (Louisville, Colorado)

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

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

Richard Schwamb

Morgan Stanley (Rehoboth Beach, Delaware)

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

Steve Scott

RSG Advisory (Portsmouth, New Hampshire)

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

Chris Securcher

HB Retirement, Henderson Brothers Financial Partners (Pittsburgh, Pennsylvania)

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

Phillip Senderowitz

Strategic Retirement Partners (Maitland, Florida)

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

L. Marc Shegoski

Princeton Investment Consulting, UBS Financial Services Inc. (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

Brent Sheppard

Cadence Financial Management (Lake Mary, Florida)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 401(k) Plans
  • Under 40

Philip Sherman

Deschutes Investment Consulting, LLC (Portland, Oregon)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Under 40

Tom Simonson

Creative Planning (Charlotte, North Carolina)

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

Kaci Skidgel

Summit Financial Group, Inc (Dallas, Texas)

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

Kevin Skow

Francis LLC (St. Paul, Minnesota)

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

Jason M. 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

Neal Smith

Retirement Plan Services Group at Cerity Partners (Chicago, Illinois)

  • Qualified by Total Retirement Plan Assets Under Advisement

Bill Sobers

Bahbah Sobers Wealth Management, UBS Financial Services Inc. (Phoenix, Arizona)

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

Paul Sommerstad

Retirement Plan Services Group at Cerity Partners (Minneapolis, Minnesota)

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

Alan Spierer

Northeast Financial Group, UBS Financial Services Inc. (Westfield, New Jersey)

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

Leif Springer

Liberty Capitol Group, UBS Financial Services Inc. (Washington, D.C.)

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

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

Douglas Stalter

Oswald Financial (Cleveland , Ohio)

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

Neal Stamper

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 DB Plans
  • Top NQDC Plans

Craig Stanley

Summit Group 401(k) Consulting, an Alera Group Company (Virginia Beach, Virginia)

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

Dan Stewart

SageView Advisory Group (Eden Prairie, Minnesota)

  • Qualified by Total Retirement Plan Assets Under Advisement

Garrett Stinson

SageView Advisory Group (Newpoprt Beach, California)

  • Qualified by Total Retirement Plan Assets 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 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
  • Top 401(k) Plans
  • Women Advisers

Patrick W. Suffern

Becker Suffern McLanahan, Ltd. (Mandeville, Louisiana)

  • Qualified by Total Retirement Plans Under Advisement
  • Top 401(k) Plans
  • Top SEP Plans

Jeanne Sutton

Strategic Retirement Partners (Bowling Green, Kentucky)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 401(k) Plans
  • Under 40
  • Women Advisers

Leah Sylvester

Shepherd Financial (Carmel, Indiana)

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

Erik K. Tappin

Graystone Consulting at Morgan Stanley (Carlsbad, California)

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

Josh Ulmer

Graystone Consulting at Morgan Stanley (Portland , Oregon)

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

Rick Unser

Creative Planning (Hermosa Beach, California)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top MEP/PEP Plans

Kevin VandenHaute

Titan Wealth Advisors, LLC (Bloomfield Hills, Michigan)

  • Qualified by Total Retirement Plan Assets Under Advisement

Robert Vaughan

UBS - South Central Group, UBS Financial Services Inc. (The Woodlands , Texas)

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

Roger F. Vierra, Jr.

The Vierra Group, UBS Financial Services Inc. (Boston, 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

Chris Vordemesche

Graystone Consulting (Cincinnati, Ohio)

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

Matt Watson

Strategic Retirement Partners (Charleston, South Carolina)

  • Qualified by Total Retirement Plan Assets Under Advisement

Joseph Weber

Integrated Financial Solutions (Tempe, Arizona)

  • Qualified by Total Retirement Plans Under Advisement

Doug Webster

SageView Advisory (Knoxville, Tennessee)

  • Qualified by Total Retirement Plan Assets Under Advisement

Jesse Weissberger

Forte Capital Group (New York , New York)

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

Jeremy Weith

HUB Retirement and Wealth Management(Legacy Sheridan Road Financial) (Mequon, Wisconsin)

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

Scott Weneck

Creative Planning Retirement Services (Denver, Colorado)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top MEP/PEP Plans

Patricia Wenzel

Merrill Lynch (Houston, Texas)

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

Marte R. Werner

NWK Group (San Francisco, California)

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

Nate White

OneDigital (Walnut Creek, California)

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

Rob Whited

Creative Planning Retirement Services (Santa Monica, California)

  • Qualified by Total Retirement Plan Assets Under Advisement

Renn Williams

Advo(k)ate Advisors (Birmingham, Alabama)

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

David Williams

Multnomah Group (Portland, Oregon)

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

Jake Williquette

Graystone Consulting/Morgan Stanley (Green Bay, Wisconsin)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Under 40

Chad J. Wilson

OneDigital Investment Advisors (Baltimore, Maryland)

  • Qualified by Total Retirement Plan Assets Under Advisement

Ted Wilson

Newfront Retirement Services (Phoenix, Arizona)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 401(k) Plans
  • Under 40

Tony J. Winkeljohn

World Investment Advisors (Fort Wayne, Indiana)

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

Chris Winters

TFO Wealth Partners (Maumee, Ohio)

  • Qualified by Total Retirement Plans Under Advisement
  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top MEP/PEP Plans

Tina Wisialowski

Graystone Consulting at Morgan Stanley (Milwaukee, Wisconsin)

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

Noel Wolfe

Morgan Stanley (Blue Bell, Pennsylvania)

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

Jamie Worrell

Strategic Retirement Partners (Providence, Rhode Island)

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

Emily Wrightson

CAPTRUST (New York, New York)

  • Qualified by Total Retirement Plan Assets Under Advisement
  • Top 403(b) Plans
  • Under 40
  • Women Advisers

Limei Yu

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

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

Ken Zarske

Creative Planning (Minneapolis, Minnesota)

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