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Client Service February 18, 2020
15th Anniversary of Retirement Plan Adviser of the Year
Since 2005, we have honored 39 individuals and teams with the PLANSPONSOR Retirement Plan Adviser of the Year award program.
Reported by PLANADVISER Staff
Since 2005, we have honored 39 individuals and teams with our awards program. Not only are the majority still full-time retirement plan advisers, but they still lead our industry. They serve on industry boards and advisory councils, and their businesses have grown tremendously. We’d like to think our awards played a role in that, and acknowledge how awesome it is to have these ambassadors for our brands.
In light of this 15-year anniversary, 2020 will be a trip down memory lane, as well as a look toward the future. Our past Advisers of the Year will be profiled online, interviewed for the magazine and will help us with a new approach to our PLANADVISER National Conference. As you continue to look to them for insight, we’re doing that too—giving you the opportunity to learn from the best and the brightest.
| 2019 |
Ellen Lander
2020 PANC Advisory Board |
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Atlanta Retirement Partners
Atlanta, Georgia
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Chepenik Financial
2020 PANC Advisory Board (Jason Chepenik) |
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Bukaty Companies Financial Services
2020 PANC Advisory Board (Vince Morris, RIA) |
| 2018 |
Christopher D. Kulick, Jr.
2020 PANC Advisory Board |
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Greenspring Advisors
Towson, Maryland
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Francis Investment Counsel
Brookfield, Wisconsin
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Everhart Advisors
2020 PANC Advisory Board (Brian Hanna) |
| 2017 |
Josh Ulmer
2020 PANC Advisory Board |
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Washington Financial Group
Now part of Hub International |
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401k Advisors Intermountain
Sandy Utah
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Cammack Retirement Group
2020 PANC Advisory Board (Mike Volo) |
| 2016 |
Jania Stout
2020 PANC Advisory Board |
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The Catanella Institutional Consulting Team of UBS
Philadelphia, Pennsylvania
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Newport Capital Group
Red Bank, New Jersey
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Alliance Benefit Group Financial Services, Corp.
Albert Lea, Minnesota
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| 2015 |
L. Rita Fiumara
UBS Financial
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Heffernan Retirement Services
2020 PANC Advisory Board (Blake Thibault) |
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Sheridan Road Financial
Now part of Hub International |
| 2014 |
Joe Connell
2020 PANC Advisory Board |
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Innovest Portfolio Solutions
Denver, Colorado
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SageView Advisory Group
2020 PANC Advisory Board (Randy Long) |
| 2013 |
Jeb Graham
Won as part of CapTrust Advisors |
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Capital Strategies Investment Group
Oakbrook Terrace, Illinois
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Pensionmark Retirement Group
2020 PANC Advisory Board (Troy Hammond and Rick Wedge) |
| 2012 |
Stace Hilbrant
2020 PANC Advisory Board |
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Graystone Consulting – Danvers of Morgan Stanley Smith Barney
Danvers, Massachusetts
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| 2011 |
James L. Worrell
Won as GPS Investment Advisors, LLC |
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FDG Institutional Consulting Group at UBS
Stamford, Connecticut
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| 2010 |
Rick Wedge
Won as part of Northgate Benefits |
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The Prince Group of Stifel Nicolaus
Indianapolis, Indiana
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| 2009 |
Steven Dimitriou
Mayflower Advisors, LLC
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Fiduciary Investment Advisors
2020 PANC Advisory Board (Michael Goss) |
| 2008 |
John Barry
JMB Wealth Management
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FFoA
2020 PANC Advisory Board (Barbara Delaney, StoneStreet Advisor Group) |
| 2007 |
Chad Larsen
Moreton Financial Solutions
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The STAR Group, Merrill Lynch
Akron, Ohio
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| 2006 |
Dorann Cafaro
Won as part of The Cafaro Group |
| 2005 |
John Mott
2020 PANC Advisory Board |