2026 PLANADVISER Retirement Plan Adviser of the Year

Plan Sponsor Service

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

WINNER

Erin Hall
Managing Director, Strategic Retirement Partners
FINALISTS

Sarah Colotto
Client Experience Leader, Strategy, Oswald Financial, Inc.
Devyn Duex
Principal, Financial Advisor, CAPTRUST
Shane Hanson
President and CEO, Freedom Fiduciaries
Bruce Lanser
Senior Retirement Plan Consultant, TruSource Advisors, a UBS Financial Services firm
Thomas P. Simonson
Partner, Managing Director, Creative Planning Retirement Services
Jenna Witherbee
Financial Advisor, 401(k) Plan Professionals
Larry Witzel
President, Strategic Financial Solutions

Plan Sponsor Service

WINNER

FINALISTS