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Atlanta Retirement Partners (ARP), founded in 2013 in Georgia’s capital, strives to be the go-to firm for clients who value participant education. In fact, most of ARP’s new...

If you ask advisers in The Beacon Group at Morgan Stanley, the biggest retirement challenge facing individuals is “staring down age 60-plus” and realizing they have not saved...

The advisers at Channel Financial in Golden Valley, Minnesota, believe the retirement industry needs to be more aware of how human beings make decisions in a “noisy world.”“We...

The D’Aiutolo Malcolm & Associates Investment Consulting Group, in Rochester, New York, has a motto in the office: “Family first.” Not only does the internal team feel like...

Over the past 12 months, LHD Retirement, in Indianapolis, has been on a mission to help non-savers address the financial concerns of today that keep them from saving...

The team at StoneStreet Equity, in White Plains, New York, is driven by its pride in helping participants who have a diversity of job types, ages, backgrounds and...

“Cafaro Greenleaf is constantly evolving our comprehensive service model to reflect where the industry is going, not where it is today,” says Jamie Greenleaf. “As advisers, our role...

Chepenik Financial in Orlando, Florida, was founded in 1973 by Barney Chepenik as a boutique firm selling life and health insurance. In 1999, when his son, Jason, joined...

Oswald Financial, in Cleveland, was founded in 1999, when there were virtually no retirement plan specialists. “From the beginning, and throughout the growth of our practice, the focus...

Plante Moran Financial Services’ culture and philosophy is ultimately rooted in helping participants retire successfully: “We care about our clients. We care about our work. We care about...

Tom Parks, founder of The Parks Group at Graystone Consulting in Milwaukee, says he became motivated to enter the retirement planning industry when he witnessed his parents work...

To improve participants’ retirement readiness, Bukaty Companies Financial Services, in Overland Park, Kansas, launched its own financial wellness program last year.“What makes our program unique is not our...

Sentinel Pension Advisors, headquartered in Wakefield, Massachusetts, has evolved into a “participant-focused fiduciary,” notes Julie Doran Stewart, senior vice president, retirement plan advisory services. “Our ultimate goal is...

“Retirement and financial goals are moving targets, which means my role is to provide new ideas and flexible guidance,” says Dan Peluse, director of retirement plan services, at...

James Lyday spent the first two decades of his retirement industry career working for several of the largest service providers. His varied roles across the provider spectrum showed...

Ellen Lander, a principal and founder of Renaissance Benefit Advisors Group (RBA) in New York City, has dedicated her entire career to working with qualified retirement plan sponsors...