2026 PLANADVISER Retirement Plan Adviser of the Year

Plan Participant Service

Finalists and winners in this category stand out for their innovation and dedication in the service of retirement plan participants, with a particular focus on the efficient and effective delivery of individual-level advice and education.

WINNER

Wendy Eldridge
Retirement Plan Advisor, Carnegie Investment Counsel
FINALISTS

Trent Bryson
CEO, Bryson Wealth Management
Ann-Marie Sepuka
Managing Director, Strategic Retirement Partners
Jenna Spurrier
VP, Investment Advisor, Thurston Capital
Matthew Vandre
Director of Digital Services, Fiduciary Financial Planner, Francis LLC

Plan Participant Service

WINNER

FINALISTS