John B. Abeyta
Abeyta Benton Childress & Sanders Group at Morgan Stanley (San Antonio, Texas)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
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
Vincent Allegra
Creative Planning (Chicago, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Manny Alonso
The 401(k) Lab (Miami, Florida)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Stacia Apostolos
RBC Wealth Management (Vienna, Virginia)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Women Advisers
TJ Arcuri
SageView Advisory Group, a Creative Planning company (Phoenix, Arizona)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Alex Assaley
HUB Retirement and Wealth Management (Bethesda, Maryland)
- 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
- Women Advisers
Chuck Baracco
OneGroup Retirement Advisors / LPL Financial (Syracuse, New York)
- Qualified by Total Retirement Plans Under Advisement
- 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
- Qualified by Total Retirement Plan Assets 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
- Top 403(b) Plans
- Top MEP/PEP Plans
Brian Becker
Becker Suffern McLanahan, Ltd. (Mandeville, Louisiana)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
Michael Patrick Beczkowski
Bolton Investment (Baltimore, Maryland)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top 457 Plans
Jeff Belton
intellicents (Southlake, Texas)
- Qualified by Total Retirement Plans Under Advisement
- Top MEP/PEP Plans
Ross Berge
Northwestern Mutual (Reston, Virginia)
- Qualified by Total Retirement Plans Under Advisement
- Under 40
Douglas E. Bermudez
Strategic Retirement Partners (Palos Verdes, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Alison Bettonville
SageView Advisory Group, a Creative Planning company (Chicago, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Under 40
- Women Advisers
John Biondo
HUB International Retirement & Private Wealth (Melville, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Sarah Bishop
Moneta (St. Louis, Missouri)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Under 40
- Women Advisers
Leland Bishop
Capitol Group, UBS Financial Services Inc. (Washington, D.C.)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Sean Bjork
Bjork Asset Management (Northbrook, Illinois)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Andrew Blankenship
Advo(k)ate Advisors, a branch office of Osaic Wealth, Inc. (Birmingham, Alabama)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
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
Nate Bodart
Creative Planning (Green Bay, Wisconsin)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Under 40
Jonathan Bottema
Bottema Callahan Financial Partners, UBS Financial Services Inc. (Wayzata, Minnesota)
- Qualified by Total Retirement Plans Under Advisement
Christopher Brasher
Creative Planning, Inc. (Lexington, Kentucky)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Under 40
Julie Braun
The Braun-Dubie Group at Morgan Stanley (Burlington, Vermont)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Joe Brummel
Strategic Retirement Partners (Harrisburg, South Dakota)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Lisa Buffington
Marsh McLennan Agency (Boston, Massachusetts)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Jason Carmack
World Investment Advisors, LLC (Katy, Texas)
- Qualified by Total Retirement Plans 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
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
John C. Cate
Merrill (Indianapolis, Indiana)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top DB Plans
Jon Chambers
SageView Advisory Group, a Creative Planning company (Seattle, Washington)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Mark Chua
Wilmington Trust (Radnor, Pennsylvania)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Peter Ciovacco
Graystone Consulting at Morgan Stanley (Middleton, Massachusetts)
- Qualified by Total Retirement Plan Assets Under Advisement
Scott Ciullo
KerberRose Wealth Management (Marquette, Michigan)
- Qualified by Total Retirement Plans Under Advisement
Tom Clark
Creative Planning Retirement Services (McLean, Virginia)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
John Clark
Heffernan Financial (Walnut Creek, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) 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
Christine Condeni
Creative Planning (Saint Petersburg, Florida)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) 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 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
Matthew Conway
The Parks Group, Graystone Consulting at Morgan Stanley (Milwaukee, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Paul Coyner
The Coyner Group, UBS Financial Services Inc. (Oakbrook, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Joseph Cravotta
Henderson Brothers Financial Partners (Pittsburgh, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
William J. Cronin
Integrity Wealth Management, Inc. (Waukesha, Wisconsin)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
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 Advisors LLC (Melville, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top Cash Balance Plans
- Top MEP/PEP Plans
John Cunningham
Alliant Retirement Consulting (New York, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) 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
- Top 403(b) Plans
Javid Dabestani
Creative Planning, LLC (Omaha, Nebraska)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
Erik Daley
Multnomah Group (Portland, Oregon)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
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
- Top 403(b) Plans
- Under 40
- Top MEP/PEP Plans
Tom Demko
SageView Advisory Group, a Creative Planning company (Beverly Hills, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top DB Plans
- Top Cash Balance Plans
David Dermenjian
Creative Planning LLC (Nashville, Tennessee)
- Qualified by Total Retirement Plan Assets Under Advisement
Dan DiGiacomo
CAPTRUST (Lake Mary, Florida)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Steven Dimino
The Dimino Group, RBC Wealth Management (Red Bank, New Jersey)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Andrew DiPaola
MPD Park Avenue Group, a UBS Financial Services company (New York, New York)
- 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
Timothy J. Dougherty
Financial Guide, LLC (Horsham, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Paul Douglas
The Clevenger Douglas Group, UBS Financial Services, Inc. (Austin, Texas)
- Qualified by Total Retirement Plans Under Advisement
Dori Drayton
CAPTRUST (Grand Rapids, Michigan)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Michael Driscoll
HUB International (Mequon, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Christopher Dubie
The Braun-Dubie Group at 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 403(b) Plans
Devyn Duex
CAPTRUST (Santa Barbra, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Clifford 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
James Dyer
Creative Planning (Chicago, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
- Under 40
Jeffrey Dykstra
Axiom Wealth Partners, Rockefeller Capital Management (Grand Rapids, Michigan)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) 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
Tim Egan
CAPTRUST (Chicago, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top DB 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 457 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
Josh Falbe
Creative Planning (Chicago, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
- Under 40
Kelly Famiglietta
Charles Stephen and Company, Inc. (Albuquerque, New Mexico)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- 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 Partners, LLC (Omaha, Nebraska)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Francesca Federico
Twelve Points Retirement Advisors (Concord, Massachusetts)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Under 40
- Women Advisers
Hailey Fields
Multnomah Group (Portland, Oregon)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Under 40
- Women Advisers
Tyler Finlinson
Soltis Investment Advisors (St. George, Utah)
- Qualified by Total Retirement Plan Assets Under Advisement
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
TruSource Advisors, a UBS Financial Services company (Chicago, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Women Advisers
Amy Flach
OneDigital (Baltimore, Maryland)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Women Advisers
Joe Fleischmann
Multnomah Group, Inc. (Portland, Oregon)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Patrick Flint
CAPTRUST (Raleigh, North Carolina)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Lee Forehand
LCG Wealth Management (Dothan, Alabama)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
Mark Foster
SageView Advisory Group, a Creative Planning company (Boston, Massachusetts)
- Qualified by Total Retirement Plan Assets Under Advisement
Renee Fourcade
UBS Financial Services (Los Angeles, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Women Advisers
Anthony M. Franchimone
SageView Advisory Group, a Creative Planning company (San Diego, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Michael Francis
Francis LLC (Milwaukee, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top DB Plans
Scott Fremer
Henderson Brothers Financial Partners (Pittsburgh, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Daniel Gaertner
UBS Financial Services (Cleveland, Ohio)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Alvaro Galvis
THE MG GROUP at Merrill Lynch (Alpharetta, Georgia)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Greg Gavran
Strategic Retirement Partners (Chicago, Illinois)
- 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
Michael J. Gheen
Oswald Financial (Cleveland, Ohio)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
James Giordano
Mountain Wealth Management, UBS Financial Services Inc. (Pasadena, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Chris Giovinazzo
Accelerate Retirement (Aliso Viejo, California)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
- Under 40
Chad Goerner
Princeton Financial Partners, RBC Institutional Consulting (Princeton, New Jersey)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Zachary Golen
Broad Street Financial, LLC. (Radnor, Pennsylvania)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top SIMPLE Plans
Benjamin Gottlieb
DCG Group at Merrill Lynch (Schaumburg, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Keith J. Gredys
Kidder Advisers, Inc. (Urbandale, Iowa)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top NQDC Plans
- Top Cash Balance Plans
Korey Grow
Summit Financial Group (Fort Wayne, Indiana)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
Chad Gruett
Morgan Stanley (Waukesha, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Rick Gumina
Morgan Stanley (Shewsbury, New Jersey)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Mitchell Guralski
Creative Planning (Wausau, Wisconsin)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Under 40
Todd Gutkin
Graystone Consulting at 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
Mark Gutrich
Fi401k Advisors, LLC (Centennial, Colorado)
- 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 (Rancho Palos Verdes, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Women Advisers
Daniel L. Halle
Trust Capital Fiduciary Advisors (Warren, Pennsylvania)
- Qualified by Total Retirement Plans Under Advisement
Al Hammond
Graystone Consulting at 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
David Hanson
Pine Harbor Advisors/Cetera (South Portland, Maine)
- Qualified by Total Retirement Plans Under Advisement
- Top 457 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
Andy Harbour
Graystone Consulting at Morgan Stanley (Atlanta, Georgia)
- Qualified by Total Retirement Plan Assets Under Advisement
Ian W. Hartley
Westgate Capital Consultants, a HUB International Company (University Place, Washington)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Nathan Hildre
The Beacon Ridge at Morgan Stanley (Bloomington, Minnesota)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Steven Hocking
THG Retirement Solutions, Raymond James (Irvine, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Shelly Horwitz
World Investment Advisors (Alpharetta, Georgia)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
- Top MEP/PEP Plans
Jonathan Houk
Wealth Impact Advisors (Akron, Ohio)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Brett Howell
Rockefeller Capital Management (Grand Rapids, Michigan)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
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
- Under 40
Nick Jackson
Cerity Partners Retirement Plan Advisers (Louisville, Kentucky)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Under 40
Nick Jahn
SageView Advisory Group, a Creative Planning company (Knoxville, Tennessee)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Jason Jeskey
HUB Retirement (Newport Beach, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top MEP/PEP Plans
Greg Johnson
Multnomah Group (Denver, Colorado)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Sally Johnson
Creative Planning (Phoenix, Arizona)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top DB Plans
- Women Advisers
Patrick Jordan
HUB International (Cincinnati, Ohio)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Michael Kane
Plan Sponsor Consultant, a division of Hub International (Roswell, Georgia)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
John Keenan
SEIA (Tysons, Virginia)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Jim Keenehan
HUB Retirement and Wealth Management (Bethesda, Maryland)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Roblyn Kelly
Henderson Brothers Financial Partners (Pittsburgh, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Women Advisers
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
- Women Advisers
Sean Kelly
Heffernan Financial - Southern California (Orange County, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top 401(k) Plans
Shawn Kersjes
PearlStreet Investment Management of Stifel (Grand Rapids, Michigan)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Amanda J. Kesler
Cornerstone Advisors Asset Management, LLC (Bethlehem, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Women Advisers
Jeffrey Kline
Stonebridge Financial Group (Wormleysburg, Pennsylvania)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Joshua Kohnhorst
Nicolet Retirement Plan Services (Green Bay, Wisconsin)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Under 40
Josh Kopec
Connor & Gallagher OneSource (Lisle, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Michael Kozemchak
Institutional Investment Consulting (Bloomfield Hills, Michigan)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Austin Krise
Henderson Brothers Financial Partners LLC (Pittsburgh, Pennsylvania)
- Qualified by Total Retirement Plans Under Advisement
- Top 403(b) Plans
- Under 40
Christopher Kulick
CAPTRUST (Wayne, Pennsylvania)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Nichole Labott
SageView Advisory Group, a Creative Planning company (Richmond, Virginia)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Women Advisers
Russell LaGreca
The J.K. Meek Group, Graystone Consulting at Morgan Stanley (Baltimore, Maryland)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Bruce Lanser
TruSource Advisors at 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
Byung Sun Lee
The Pacific Alpha Group at 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
- Top NQDC Plans
Michael J. Lemay
PWMG 401(k) Advisors (Worcester, Massachusetts)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top MEP/PEP Plans
Mario Lepore, II
The Lepore Group, UBS Financial Services, Inc. (Birmingham, Michigan)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top Cash Balance Plans
Ronald Letaw
OneDigital Investment Advisors LLC (Tampa, Florida)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 457 Plans
Brian Lizzi
TriBridge Partners, LLC (Middletown, Maryland)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Brendan Loflin
Evolve Advisor Group (Orlando, Florida)
- Qualified by Total Retirement Plans Under Advisement
- Top MEP/PEP Plans
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
Justin Londergan
Ardea Fiduciary Advisors (Lexington, Massachusetts)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Roger Machlin
Power Financial Partners (Tampa, Florida)
- Qualified by Total Retirement Plans Under Advisement
Alicia Malcolm
D'Aiutolo Malcolm & Associates Investment Consulting Group, UBS Financial Advisors (Buffalo, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- 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
- Top 403(b) Plans
- Under 40
Michael E. Malz
Graystone Consulting at Morgan Stanley (Allentown, Pennsylvania)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top DB Plans
Mike Mammini
The Mammini Company (Solana Beach, California)
- Qualified by Total Retirement Plan Assets Under Advisement
Michael Markovic
OneDigital (Baltimore, Maryland)
- Qualified by Total Retirement Plan Assets Under Advisement
Patrick Martin
Siegel, Martin & Associates, UBS Financial Services Inc. (Washington, D.C.)
- Qualified by Total Retirement Plans Under Advisement
- Top MEP/PEP Plans
Robert Massa
Prime Capital Retirement (Houston, Texas)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Danielle Maxwell
OneDigital (Union, Kentucky)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
Patrick McCallister
Henderson Brothers Financial Partners (Pittsburgh, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Anthony McCracken, Jr.
Newcleus (Yardley, Pennsylvania)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Jamie McCrary
SageView Advisory Group, a Creative Planning company (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
Edward McIlveen
Francis LLC (Milwaukee, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top DB Plans
Timothy McLanahan
Becker Suffern McLanahan, Ltd. (Mandeville, Louisiana)
- Qualified by Total Retirement Plans Under Advisement
- Top SEP Plans
Joe McLaughlin
The Kelliher Corbett Group at Morgan Stanley (Norwell , Massachusetts)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top DB Plans
Matt McLaughlin
Graystone Consulting at Morgan Stanley (Middleton, Massachusetts)
- Qualified by Total Retirement Plan Assets Under Advisement
William McMillan
Henderson Brothers Financial Partners (Pittsburgh, Pennsylvania)
- Qualified by Total Retirement Plans Under Advisement
- Top 403(b) Plans
- Under 40
- Top MEP/PEP Plans
Greg 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 D. Ming
Pensionmark world Investment Advisors (Bakersfield, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top MEP/PEP Plans
John Mitsis
The Sentinel Ponte Vedra Group at Morgan Stanley (Ponte Vedra Beach, Florida)
- Qualified by Total Retirement Plans Under Advisement
Linda Modico
Park Avenue Investment Consulting, a UBS Financial Services company (New York, New York)
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Laura Mongon
Summit Financial Group (Indianapolis, Indiana)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
- Under 40
- 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
Loraine Montanye
DBR & CO (Pittsburgh, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Under 40
- Women Advisers
Nate Moody
Lebel & Harriman Retirement Advisors (Falmouth, Maine)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Under 40
Janine J. Moore
HUB Retirement and Wealth Management, HUB International (Houston, Texas)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Chris Moseley
Graystone Consulting at Morgan Stanley (Atlanta, Georgia)
- Qualified by Total Retirement Plan Assets Under Advisement
Stephen Mumford
Valley Forge Financial Group (Audubon, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Scott Myers
The Beacon Group at 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
- Qualified by Total Retirement Plan Assets Under Advisement
Justin Newhard
Sequoia Consulting Group, World Investment Advisors LLC (New York, New York)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Under 40
Joe Nilsen
Sequoia Consulting (Tempe, Arizona)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Under 40
Jonathan Nolan
Francis LLC (Milwaukee, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Under 40
Chad Noorani
BFSG, LLC (Irvine, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top 457 Plans
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
James O'Grady
Marsh McLennan Agency (Boston, Massachusetts)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Doug O'Rear
SageView Advisory Group, a Creative Planning company (Frederick, 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 (Northbrook, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top NQDC Plans
Ryan O'Toole
Sequoia Consulting Group (Madison, Connecticut)
- Qualified by Total Retirement Plan Assets Under Advisement
- Under 40
- Top MEP/PEP Plans
Scott Ondek
SageView Advisory Group, a Creative Planning company (Napa, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Under 40
Kevin Oser
PAR Wealth Management at Merrill Lynch (Winter Park, Florida)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Paul Owen
CAPTRUST (Homewood, Alabama)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
David Park
Northwestern Mutual (Schaumburg, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
Tyler Parks
The Parks Group, Graystone Consulting at Morgan Stanley (Milwaukee, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Under 40
Tom Parks
Annex Wealth Management (Brookfield, Wisconsin)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Craig Pastolove
Excelsior Wealth Management, Graystone Consulting at Morgan Stanley (New York, New York)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Tom Patnode
Intersect Financial, Northwestern Mutual (Mendota Heights, Minnesota)
- Qualified by Total Retirement Plans Under Advisement
- Top Cash Balance Plans
Michael Patton
Creative Planning (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 Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Dennis Pearlman
Everhart Advisors (Fort Myers, Florida)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Bryan Peebles
Strategic Retirement Partners (Bowling Green, Kentucky)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Under 40
Dan Peluse
Wintrust Retirement Benefits Advisors, OneDigital (Nashville, Tennessee)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
William Peragine
HUB International RPW (Melville, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
John Pickett
CAPTRUST (Dallas, Texas)
- Qualified by Total Retirement Plan Assets Under Advisement
Byron Pogir
Newfront Retirement Services (San Francisco, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Christopher Pohlman
Creative Planning LLC (Chicago, Illinois)
- Qualified by Total Retirement Plan Assets Under Advisement
Stephen R. Popper
SageView Advisory Group, a Creative Planning company (Boston, Massachusetts)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Tony Powers
KerberRose Wealth Management (Shawano, Wisconsin)
- Qualified by Total Retirement Plans Under Advisement
- Top 403(b) Plans
Mark Pratt
Creative Planning (Overland Park, Kansas)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Braden L. Priest
BFSG, LLC (Irvine, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top 457 Plans
- Under 40
Jeff Prince
MJ Retirement (Carmel, Indiana)
- Qualified by Total Retirement Plan Assets Under Advisement
Doug Prince
MJ Retirement (Carmel, Indiana)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Kimberly Pruitt
Clearsight Advisors of Raymond James (Fort Worth, Texas)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
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
Mark Ratay
Ratay Group at Morgan Stanley (Fort Myers, Florida)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Chris Rawley
Sequoia Consulting, World Investment Advisors (Philadelphia, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Michael Ready
Summit Financial Group (Indianapolis, Indiana)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
Don Recker
Creative Planning (Overland Park, Kansas)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Ken Rinehart
The Retirement Strategies Group, UBS Financial Services Inc. (Cincinnati, Ohio)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Thomas G. Robertson
The Robertson Group, Graystone Consulting at Morgan Stanley (Columbus, Ohio)
- Qualified by Total Retirement Plan Assets Under Advisement
Jean Karlo Rocafort
Rocafort Group (San Juan, Puerto Rico)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
Fred Rutler
Creative Planning (Elmhurst, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Mitch Ryan
The Ryan Klein Group at Morgan Stanley (Denver, Colorado)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Matthew Ryba
Oakbourne Advisors (West Chester, Pennsylvania)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
- Under 40
Jim Sampson
Hilb Group Retirement Services (Cranston, Rhode Island)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Michael Sanders
CAPTRUST (New York, New York)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 457 Plans
Richard Sauerman
ClearSight Advisors, Raymond James (Miami, Florida)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Allen Saunders
The Saunders Investment Group, a UBS Financial Services company (New York, New York)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Tina Schackman
Benefit Financial Services Group (BFSG) (Irvine, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
Robert J. Scherzer
World Investment Advisors, LLC. (New York, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top DB Plans
Marc Schmeeckle
SageView Advisory Group, A Creative Planning Company (Louisville, Colorado)
- Qualified by Total Retirement Plans Under Advisement
- 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
Jonathon Schultheiss
Strategic Retirement Partners (Greensboro, North Carolina)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Richard Schwamb
The Legacy Group at Morgan Stanley (Rehoboth Beach, Delaware)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Jason Schwartz
Premier Consulting Partners LLC/Equitable Advisors (Melville, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Steve Scott
Retirement Solution Group (Portsmouth, New Hampshire)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top MEP/PEP Plans
Phil Senderowitz
Strategic Retirement Parters (Maitland, Florida)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Ann-Marie Sepuka
Strategic Retirement Partners (Sugar Land, Texas)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
Craig Sharp
Axiom Wealth Partners, Rockefeller Capital Management (Grand Rapids, Michigan)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
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
Philip Sherman
Deschutes Investment Consulting, LLC (Portland, Oregon)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 457 Plans
- Under 40
Andrew Shimp
CAPTRUST (Des Moines, Iowa)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Thomas P. Simonson
Creative Planning, LLC (Charlotte, North Carolina)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Kaci Skidel
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
Kevin Skow
Francis LLC (Minneapolis, 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
Bill Sobers
Bahbah Sobers Wealth Management, UBS Financial Services Inc. (Phoenix, Arizona)
- Qualified by Total Retirement Plans Under Advisement
- Top 457 Plans
Jennifer Solis
Creative Planning (Los Angeles, California)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
- Women Advisers
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
- Top 403(b) Plans
- Top 401(k) Plans
- Top DB Plans
- Top NQDC Plans
- Top 457 Plans
- Top Cash Balance Plans
- Top SEP Plans
- Top SIMPLE Plans
- Top MEP/PEP Plans
Leif Springer
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, a Creative Planning company (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
Neal Stamper
Graystone Consulting at 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
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
Michael Steinhardt
Clear Path Advisory (Baltimore, Maryland)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
Dan Stewart
SageView Advisory Group, a Creative Planning company (Eden Prairie, Minnesota)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Garrett Stinson
SageView Advisory Group, a Creative Planning company (Newport Beach, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Jon Strickland
CAPTRUST (Raleigh, North Carolina)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top DB Plans
- Top NQDC Plans
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
Courtney Stroope
Creative Planning (Dallas, Texas)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
Annie Strout
The Wilkins Strout Group, Morgan Stanley (Colchester, Vermont)
- Qualified by Total Retirement Plans Under Advisement
- Under 40
- Women Advisers
Patrick Suffern
Becker Suffern McLanahan, Ltd. (Mandeville, Louisiana)
- Qualified by Total Retirement Plans Under Advisement
- 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
- Top MEP/PEP Plans
Alex Sylvester
Shepherd Financial (Carmel, Indiana)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Under 40
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
- Top 403(b) Plans
- Top DB Plans
Nicholas Tardy
Graystone Consulting at Morgan Stanley (New York, New York)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Under 40
Matt Tendler
Shepherd Financial (Wilmington, Delaware)
- Qualified by Total Retirement Plans Under Advisement
- Top 403(b) Plans
- Under 40
- Top MEP/PEP Plans
Deb Teske
Creative Planning (Green Bay, Wisconsin)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
- Women Advisers
Blake Thibault
Heffernan Financial (Walnut Creek, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
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
Jason Traino
The TSF Group at Morgan Stanley (Middleton, Massachusetts)
- 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 Retirement Services (Hermosa Beach, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Tricia Uttech
The Parks Group, Graystone Consulting at Morgan Stanley (Milwaukee, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Women Advisers
Teddy van der Velden
Peninsula Financial Group, a UBS Financial Services company (San Francisco, California)
- Qualified by Total Retirement Plans Under Advisement
- Top 457 Plans
- Under 40
Robert Vaughan
South Central Group, UBS Financial Services Inc. (The Woodlands, Texas)
- Qualified by Total Retirement Plan Assets Under Advisement
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
- Top 401(k) Plans
Vivek Vishal
Sequoia Consulting Group (New York, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Under 40
Mike Volo
CAPTRUST (Boston, Massachusetts)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Matt Watson
Strategic Retirement Partners (Charleston, South Carolina)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top DB Plans
Austin Webb
DeNovo Advisory Group (Houston, Texas)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Under 40
Joseph Weber
Integrated Financial Solutions (Tempe, Arizona)
- Qualified by Total Retirement Plans Under Advisement
Doug Webster
SageView Advisory Group, A Creative Planning Company (Knoxville, Tennessee)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Jesse Weissberger
Forte Capital Group (New York, New York)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
Jeremy Weith
HUB Retirement and Wealth Management (Mequon, Wisconsin)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Patricia Wenzel
The Wenzel Group at Merrill Lynch (Houston, Texas)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
Bennett White
Kelliher Corbett Group at Morgan Stanley (Norwell, Massachusetts)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top DB 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
- Top 457 Plans
David Williams
Multnomah Group (Portland, Oregon)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Renn Williams
Osaic Wealth, Inc. (Birmingham, Alabama)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Jake Williquette
Graystone Consulting at Morgan Stanley (Green Bay, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
- Under 40
Andrew Wilshinsky
The Wilshinsky Group, Graystone Consulting at 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
Tony 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 403(b) Plans
- Top MEP/PEP Plans
Tina Wisialowski
The Robertson Group, Graystone Consulting at Morgan Stanley (Milwaukee, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
Noel Wolfe
The Beacon Group at 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
- Top 401(k) 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
- Women Advisers
Ken Zarske
Creative Planning (Minneapolis, Minnesota)
- Qualified by Total Retirement Plan Assets Under Advisement
- Under 40
- Top MEP/PEP Plans
Andrew Ziergiebel
MarshMcLennan Agency (Boston, Massachusetts)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top MEP/PEP Plans