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