2024 PLANADVISER Emerging Leaders

The PLANADVISER Emerging Leaders recognition is given to members of the retirement plan advisory industry whose managers and peers believe are poised to advance the profession in the future.

To be considered, potential recipients must be nominated and have worked in the retirement plan advisory industry for at least three years, but no more than 10. The award is open to individuals across all areas of the business—advising, operations, client relations, data, participant education, etc.

Nominations for Emerging Leaders open in May. Anyone working with a person who has Emerging Leader qualities may nominate that person, and self-nomination is allowed. Each nominee must get support from their lead adviser to be considered. Nominees are asked to opt in to the awards program and complete a Q&A. Judges review the nominations and Q&As and select recipients. The recipients are announced in August. Nominees who do not make the list can apply again in subsequent years as long as they continue to meet the requirements.

The 2024 PLANADVISER Emerging Leaders get extra recognition at the PLANADVISER 360 event in November. Additionally, a half-day of networking and educational opportunities is dedicated to this up-and-coming group along with others early in their retirement plan advisory industry careers.

2024 PLANADVISER Emerging Leaders

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Ali Ahmadi
Retirement Plan Advisor, Newfront Retirement Services

Casey Crawford
Relationship Manager, Greenspring Advisors

Reiley Crosby
Senior Financial Adviser, Greenspring Advisors

Jess DeGabriele
Partner|Financial Advisor, LHD Retirement

Hailey Fields
Principal, Consultant, Multnomah Group

Calla Gorman
Vice President, Retirement Plan Services, Finspire LLC

Cameron Heger
Retirement Plan Adviser, HUB International Mid-Atlantic Insurance Services Inc.

Zack Hubbard
Director of Financial Planning & Participant Engagement, Greenspring Advisors

Jess Hurley
Strategy and Operations Leader, Oswald Financial Inc.

Bri Ikerd
Retirement Education Consultant Manager, Wealth Adviser, CSi Advisory Services, a division of HUB International

Terra Jahns
Relationship Manager, Retirement Plan Services, HUB Retirement & Wealth Management

Adam Johnstone
Partner, Financial Adviser, Cadence Financial Management

Jack Lockwood
Investment Consultant, SageView Advisory Group

Molly Magnuson
Financial Consultant, intellicents

Sam Matheson
Financial Consultant, intellicents

Jon Metz
Retirement Plan Specialist, Deschutes Investment Consulting

Alexandria Miller
Financial Wellness Advocate, KerberRose Wealth Management

Michael Parsons
Retirement Plan Consultant, HB Retirement

Raymond Pedrick
Managing Director, Financial Adviser, SFP Wealth

Owen Ramsay
Retirement Advisor & Counselor, Lebel & Harriman

Beth Rehbehn
Director of Financial Wellness, HUB International

Zachary Rosenoff
Director of Investments, Marsh McLennan Agency, Northeast

Max Rosenthal
Wealth Manager, Everhart Advisors

Jacqui Skiffington
Vice President, Business Operations, Strategic Retirement Partners

Jennifer Sommerville
Manager, Client Success, Newfront Retirement Services

Christian Stanley
Partner, Senior Financial Adviser, Greenspring Advisors

Maranda Tufte
Marketing Manager, intellicents

Liz Ulrichson
Financial Adviser, Relationship Manager, CAPTRUST

Aubrey Weedman
Relationship Manager, SageView Advisory Group

Ted Wilson
Investment Committee Lead, Account Executive, Newfront Retirement Services

PLANADVISER Emerging Leaders Nominations Open: May List Makers Announced: August List makers are recognized at PLANADVISER 360 in November. To receive invitations and reminders for the PLANADVISER Emerging Leaders Listing, click here.