John B. Abeyta
Morgan Stanley (San Antonio, Texas)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Glenn P. Able
Creative Planning (Dallas, Texas)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top MEP/PEP 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
Earle Allen
CAPTRUST (New York, New York)
- Qualified by Total Retirement Plan Assets Under Advisement
Gregg Andonian
Baystate Fiduciary Advisors, Inc., a division of HUB International (Boston, Massachusetts)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
TJ Arcuri
SageView Advisory Group (Phoenix, Arizona)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Under 40
Grant Stephen Arends
intellicents (Boulder, Colorado)
- Qualified by Total Retirement Plan Assets Under Advisement
Alex Assaley
AFS 401(k) Retirement Services (Bethesda, Maryland)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Don Atherton
Main Streeet Wealth Management Group, UBS Wealth Management (Houston, Texas )
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
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
- Top 401(k) Plans
- Top 403(b) Plans
- Top SIMPLE Plans
- Women Advisers
Rodney Balbuena
SageView Advisory Group (Studio City, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Jessica Ballin
401k Plan Professionals (Edina, Minnesota)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
Robert Banas
Banas-Yu Wealth Management Group, UBS Wealth Management (Chicago, Illinois)
- Qualified by Total Retirement Plan Assets Under Advisement
Charles Baracco
OneGroup Retirement Advisors (Syracuse, New York)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
John Barry
JMB Wealth Mangement, Inc. (Torrance, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
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
- Top NQDC Plans
Mark Beaton
OneDigital (Denver, Colorado)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Brian Becker
Becker Suffern McLanahan, Ltd. (Mandeville, Louisiana)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
Jeff Belton
intellicents (Southlake, Texas)
- Qualified by Total Retirement Plans Under Advisement
- Top MEP/PEP Plans
Douglas Bermudez
Strategic Retirement Partners (Los Angeles, California)
- Qualified by Total Retirement Plans Under Advisement
Keith Berry
M3 Financial (Wauwatosa , Wisconsin)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
John Biondo
HUB International (Woodbury, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Leland Bishop
Liberty Capitol Group, UBS Wealth Management (Washington, DC)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top SEP Plans
Sean Bjork
Bjork Asset Management, Inc. (Northbrook, Illinois)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Paul Blank
Sequoia Consulting Group (Downingtown, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Lisa Block
Everhart Advisors (Miamisburg, Ohio)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
- Women Advisers
Perry Buckman
Pathlight Advisors (Scottsdale, Arizona)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Lisa Buffington
Marsh McLennan Agency (Boston, Massachusetts)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Andy Bush
Horizon Financial Group (Baton Rouge, Louisiana)
- Qualified by Total Retirement Plans Under Advisement
- Top SIMPLE Plans
Ted Candella
Merrill Lynch (New York, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Jason David Carmack
Pensionmark (Katy, Texas)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
Murray Carter
Janney Montgomery Scott (Washington, DC)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top SEP Plans
Brian Catanella
The Catanella Institutional Consulting Team, UBS Wealth Management (Philadelphia, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Kenneth G. Catanella
The Catanella Institutional Consulting Team, UBS Wealth Management (Philadelphia, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Matt Cellini
Greenspring Advisors (Towson, Maryland)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Under 40
Jon Chambers
SageView Advisory Group (Seattle, Washington)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Ann Cheu
SageView Advisory Group (Woodside, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
Frank Ciotola
Everhart Advisors (Dublin, Ohio)
- Qualified by Total Retirement Plan Assets Under Advisement
Thomas Clark Jr.
Creative Planning (Forest Hill, Maryland)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top NQDC Plans
- Top DB Plans
- Top MEP/PEP Plans
Matthew Compton
Brio Benefit Consulting, Inc., an Alera Group company (New York, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Joe Connell
Sikich Financial (Maple Grove, Minnesota)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Christopher Ryan Connolly
Retirement Team at CANE (Braintree, Massachusetts)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
Nicole Corning
Pathlight Advisors (Scottsdale, Arizona)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
Joseph Cravotta
HB Retirement (Pittsburgh, Pennsylvania)
- 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
Paul D'Aiutolo
The D'Aiutolo Malcolm and Associates Investment Consulting Group, UBS Wealth Management (Rochester, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Erik Daley
Multnomah Group (Portland, Oregon)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top NQDC Plans
Brea Dantin
MJ Retirement (Carmel, Indiana)
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
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
Larry Deatherage
SageView Advisory Group (San Diego , California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Joe DeBello
OneDigital (St.Petersburg, Florida)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top 457 Plans
- Under 40
Tom Demko
SageView Advisory Group (Newport Beach, California)
- Qualified by Total Retirement Plan Assets Under Advisement
Joseph DeNoyior
HUB International (McLean, Virginia)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Valerie DiGennaro
Pensionmark (St. Petersburg, Florida)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
Steve Dimino
RBC Wealth Management (Red Bank, New Jersey)
- Qualified by Total Retirement Plans Under Advisement
Steven Dimitriou
Mayflower Advisors (Boston, Massachusetts)
- Qualified by Total Retirement Plan Assets Under Advisement
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
- Top 457 Plans
- Top DB Plans
William Brian Drake
Summit Business Solutions (Greenwood, Indiana)
- Qualified by Total Retirement Plans Under Advisement
Lisa M. Drake
SageView Advisory Group (Orlando, Florida)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
Dori Drayton
CAPTRUST (Grand Rapids , Michigan)
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Michael Driscoll
HUB International (Mequon, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
- Under 40
Bob Driscoll
Miracle Mile Advisors (Sausalito, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top Cash Balance Plans
- Under 40
Christopher Dubie
Morgan Stanley (Burlington, Vermont)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Devyn Duex
CAPTRUST (Santa Barbara , California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Jean Duffy
CAPTRUST (Des Moines, Iowa)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Women Advisers
Clifford Dunteman
Francis LLC (Brookfield, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Emmett G. Dupas III
Northwestern Mutual (Metairie, Louisiana)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top SEP Plans
Dan Esch
CAPTRUST (Minneapolis, Minnesota)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top NQDC 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
- Top NQDC 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
Kelly Famiglietta
Charles Stephen (Albuquerque, New Mexico)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
- Women Advisers
Angela Faridnia-Brumm
Sequoia Consulting Group (Phoenix, Arizona)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
Chris Farrell
Envision Financial Group, UBS Wealth Management (Wilton, Connecticut)
- Qualified by Total Retirement Plans Under Advisement
- Top DB Plans
Patrick M. Fay
HUB International (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
- Women Advisers
- Under 40
Hailey Fields
Multnomah Group (Portland, Oregon)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Women Advisers
- Under 40
L. Rita Fiumara
UBS Wealth Management (Chicago , Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Lee Forehand
Morgan Stanley (Dothan, Alabama)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
Mark Foster
SageView Advisory Group (Boston, Massachusetts)
- Qualified by Total Retirement Plan Assets Under Advisement
Renee Fourcade
Flagship Financial Partners, UBS Wealth Management (Los Angeles , California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Anthony Franchimone
SageView Advisory Group (San Diego, California)
- Qualified by Total Retirement Plan Assets Under Advisement
Kirki Fuller
OneDigital (Richmond, Virginia)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
Daniel Gaertner
Gaertner Investment Consulting Group, UBS Wealth Management (Westlake, Ohio)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Darrien Gaines
Sequoia Consulting Group (East Norriton, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Under 40
Alvaro Galvis
Merrill Lynch (Alpharetta, Georgia)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top Cash Balance Plans
Christian Garces
Key Client Fiduciary Advisors (Fairfield, New Jersey)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
- Top SEP Plans
- Top SIMPLE Plans
- Under 40
Blanton Garnett
HUB International (St. Petersburg, Florida)
- Qualified by Total Retirement Plans Under Advisement
Harris Gignilliat
Trillium Partners, UBS Wealth Management (Atlanta, Georgia)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Chris Giovinazzo
Accelerate Retirement (Aliso Viejo, California)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
- Under 40
Steven Glasgow
Janney Montgomery Scott (Franklin, Tennessee)
- Qualified by Total Retirement Plan Assets Under Advisement
Peter Godfrey
OneDigital (Baltimore , Maryland)
- Qualified by Total Retirement Plan Assets Under Advisement
Chad Goerner
RBC Wealth Management (Princeton, New Jersey)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top SEP Plans
- Top SIMPLE Plans
Benjamin Gottlieb
Merrill Lynch (Schaumburg, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Jeff Gratton
SageView Advisory Group (Wayzata, Minnesota)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top NQDC Plans
Keith J. Gredys
Kidder Advisers, Inc. (Urbandale, Iowa)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Austin Gwilliam
HUB International (San Clemente, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Erin Hall
Strategic Retirement Partners (Los Angeles, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
Keith Hamann
Plexus Financial Solutions, Inc. (Deer Park, Illinois)
- Qualified by Total Retirement Plan Assets Under Advisement
Joel Handorf
Morgan Stanley (Cincinnati, Ohio)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top SEP Plans
- Top SIMPLE Plans
Brian Hanna
Everhart Advisors (Dublin, Ohio)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Carl Hanson
IIS Financial Services (South Portland, Maine)
- Qualified by Total Retirement Plans Under Advisement
- Top 457 Plans
David Hanson
IIS Financial Services (South Portland, Maine)
- Qualified by Total Retirement Plans Under Advisement
- Top 403(b) Plans
- Top SEP Plans
- Under 40
Andy Harbour
Morgan Stanley (Atlanta, Georgia)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Ian W. Hartley
Westgate Capital Consultants (Tacoma, Washington)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Matt Hedley
OneDigital (Richmond, Virginia)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Under 40
Clint Heine
SageView Advisory Group (Plainfield, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Greg Hobson
Greenspring Advisors (Towson, Maryland)
- Qualified by Total Retirement Plan Assets Under Advisement
Emily Hopkins
Sequoia Consulting Group (Los Angeles, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
- Under 40
Barnaby W. Horton
Merrill Lynch (Hartford, Connecticut)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Shelly Howard-Horwitz
Pensionmark (Alpharetta, Georgia)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Douglas Igel
Woodruff Sawyer (Irvine, California)
- 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
- Top 457 Plans
- Top NQDC Plans
- Under 40
Nick Jahn
SageView Advisory Group (Knoxville, Tennessee)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Jason Jeskey
HUB International (San Clemente, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Greg Johnson
Multnomah Group (Denver, Colorado)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top NQDC Plans
Sally Johnson
Creative Planning (Phoenix, Arizona)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
Patrick Jordan
HUB International (Cincinnati, Ohio)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Steven Kaczynski Jr.
DBR & CO (Pittsburgh, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Under 40
Eva Kalivas
Epic Retirement Services Consulting, a division of HUB International (New York, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Michael Kane
Plan Sponsor Consultants, a division of HUB International (Alpharetta, Georgia)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Kristina Keck
Woodruff Sawyer (San Francisco, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
Jim Keenehan
AFS 401(k) Retirement Services (Bethesda, Maryland)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Stephen Kelliher
Kelliher Group at Morgan Stanley (Norwell, Massachusetts)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top DB Plans
- Top SEP Plans
- Top SIMPLE Plans
Sean Kelly
Heffernan Financial - Orange County (Orange County, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
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
- Top NQDC Plans
- Women Advisers
Akira Kido
Morgan Stanley (Jericho , New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
Julie Kim
SageView Advisory Group (Newport Beach, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top NQDC Plans
- Women Advisers
Shaun T. King
Hickok & Boardman Retirement Solutions (Burlington, Vermont)
- Qualified by Total Retirement Plan Assets Under Advisement
Jeffrey Kline
Stonebridge Financial Group (Lancaster, Pennsylvania)
- Qualified by Total Retirement Plans Under Advisement
- Top Cash Balance Plans
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
Mark Kordonsky
SageView Advisory Group (Los Angeles, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Robert Kotler
RCM&D (Baltimore, Maryland)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Tom A. Krusic
intellicents (Golden, Colorado)
- Qualified by Total Retirement Plans Under Advisement
- Top MEP/PEP Plans
Nichole Labott
SageView Advisory Group (Richmond, Virginia)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top 457 Plans
- Women Advisers
Ellen Lander
Renaissance Benefit Advisors Group LLC (New York, New York)
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Bruce Lanser
UBS Retirement Plan Consulting, UBS Wealth Management (Milwaukee, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Matthew Lasko
Flagship Financial Partners, UBS Wealth Management (Stamford, Connecticut)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top NQDC Plans
- Top Cash Balance Plans
Ronald Letaw
OneDigital (Tampa, Florida)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 457 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
Mayflower Advisors (Boston, Massachusetts)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
John Ludwig
LHD Retirement (Indianapolis, Indiana)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
David W. Lum
SageView Advisory Group (Honolulu, Hawaii)
- Qualified by Total Retirement Plan Assets Under Advisement
Ian Lund
NWK Group, Inc (San Francisco, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Under 40
James A. Lyday
Pensionmark (Brentwood, Tennessee)
- Qualified by Total Retirement Plan Assets Under Advisement
Alicia Malcolm
The D'Aiutolo Malcolm and Associates Investment Consulting Group, UBS Wealth Management (Buffalo, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
- Under 40
Kris Maleski
HUB International (Rockville, Maryland)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Under 40
Michael Malz
Morgan Stanley (Allentown, Pennsylvania)
- 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 and Associates, UBS Wealth Management (Washington, DC)
- Qualified by Total Retirement Plans Under Advisement
Tara Mashack-Behney
Conrad Siegel Investment Advisors, Inc (Harrisburg, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Robert Massa
Qualified Plan Advisors (Houston, Texas)
- Qualified by Total Retirement Plan Assets Under Advisement
Patrick McCallister
HB Retirement (Pittsburgh, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
Anthony McCracken
Newcleus (Yardley, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Under 40
Jamie McCrary
SageView Advisory Group (Newport Beach, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Dan McCusker
Meridian Wealth Partners (Blue Bell, Pennsylvania)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
Edward McIlveen
Francis LLC (Brookfield, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
Timothy P. McLanahan
Becker Suffern McLanahan, Ltd. (Mandeville, Louisiana)
- Qualified by Total Retirement Plans Under Advisement
- Top SEP Plans
Joseph McLaughlin
Morgan Stanley (Norwell, Massachusetts)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top SEP Plans
- Top SIMPLE Plans
Jeffrey Mehne
Mayflower Advisors (Boston, Massachusetts)
- Qualified by Total Retirement Plan Assets Under Advisement
Greg F. Mendoza
Integrated Wealth Management, UBS Wealth Management (Hartford, Connecticut)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Judy Mesecher
Sequoia Consulting Group (Tempe, Arizona)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
Thomas Ming
Pensionmark (Bakersfield, California)
- Qualified by Total Retirement Plans Under Advisement
John Mitsis
Morgan Stanley (Ponte Vedra Beach, Florida)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
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
- Top NQDC Plans
Loraine Montanye
DBR & CO (Pittsburgh, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
- Under 40
Nate Moody
Lebel & Harriman Retirement Advisors (Falmouth, Maine)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Under 40
Janine J. Moore
HUB International (Houston, Texas)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Scott Myers
Morgan Stanley (Blue Bell, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Neil C. Netoskie
OneDigital (Houston, Texas)
- Qualified by Total Retirement Plans Under Advisement
Joe Nilsen
Sequoia Consulting Group (Scottsdale, Arizona)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Under 40
Jonathan Nolan
Francis LLC (Brookfield, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Under 40
Robert O'Brien
Merrill Lynch (Chicago, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) 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
Doug O'Rear
OnTrack 401(k) (Frederick, Maryland)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
Jim O'Shaughnessy
HUB International (Northbrook, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Ryan O'Toole
Sequoia Consulting Group (Madison, Connecticut)
- Qualified by Total Retirement Plan Assets Under Advisement
- Under 40
Scott Ondek
SageView Advisory Group (Woodside, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Under 40
Kevin Oser
Merrill Lynch (Winter Park, Florida )
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Paul Owen
CAPTRUST (Birmingham, Alabama)
- Qualified by Total Retirement Plan Assets Under Advisement
Thomas Parks
Graystone Consulting from Morgan Stanley (Milwaukee, Wisconsin)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Michael Patton
Creative Planning (Overland Park , Kansas)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Joey Payne
CAPTRUST (Lexington, Kentucky)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top NQDC Plans
Dennis Pearlman
Everhart Advisors (Fort Myers, Florida)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top MEP/PEP Plans
Daniel Peluse
Wintrust Retirement Benefits Advisors (Chicago, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top 403(b) Plans
William Peragine
HUB International (Woodbury, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Jeffrey Petrone
SageView Advisory Group (West Palm Beach, Florida)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Tuyen Pham
Pensionmark (Santa Ana, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top 457 Plans
- Top Cash Balance Plans
John Pickett
CAPTRUST (Dallas, Texas)
- Qualified by Total Retirement Plan Assets Under Advisement
Stephen Popper
SageView Advisory Group (Boston, Massachusetts)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top 457 Plans
William Posch
SageView Advisory Group (Woodside, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Tony Powers
KerberRose Retirement Plan Services (Shawano, Wisconsin)
- Qualified by Total Retirement Plans Under Advisement
- Top 403(b) Plans
- Top 457 Plans
- Top SIMPLE Plans
Kevin Price
Insight Financial Solutions (Grand Junction, Colorado)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
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
Mark Ratay
Morgan Stanley (Fort Myers, Florida)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Robert Craig Rathjen
Rathjen Consulting Group, UBS Wealth Management (Houston, Texas)
- Qualified by Total Retirement Plan Assets Under Advisement
Chris Reagan
SageView Advisory Group (Chicago, Illinois)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top NQDC Plans
Jan Rezler
CAPTRUST (New York, New York)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top 457 Plans
- Top NQDC Plans
Ken Rinehart
The Retirement Strategies Group, UBS Wealth Management (Cincinnati, Ohio)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Thomas G. Robertson
Graystone Consulting from Morgan Stanley (Columbus, Ohio)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Breion Rollins
Multnomah Group (Houston, Texas)
- Qualified by Total Retirement Plan Assets Under Advisement
Fred Rutler
Creative Planning (Chicago, Illinois)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Dean Salyer
Pensionmark (Garden Ridge , Texas)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Top 457 Plans
- Top NQDC Plans
- Top SEP Plans
- Top SIMPLE Plans
- Top MEP/PEP Plans
Jim Sampson
Hilb Group Retirement Services (Cranston, Rhode Island)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top 403(b) Plans
Steven S. Sansone
SageView Advisory Group (Valencia, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top Cash Balance Plans
Michael Saulnier
Aprio Wealth Management (Atlanta, Georgia)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top Cash Balance Plans
- Top MEP/PEP Plans
- Under 40
Robert Scherzer
Pensionmark (New York, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Marc Schmeeckle
SageView Advisory Group (Louisville, Colorado)
- 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
- Top 457 Plans
- Top NQDC Plans
Richard Schwamb
Morgan Stanley (Jericho, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top Cash Balance Plans
Steve Scott
Retirement Solution Group (Portsmouth, New Hampshire)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Phillip Senderowitz
Strategic Retirement Partners (Maitland, Florida)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Ann-Marie Sepuka
Strategic Retirement Partners (Houston, Texas)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
L. Marc Shegoski
Princeton Investment Consulting, UBS Wealth Management (Princeton, New Jersey)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top DB Plans
Matt Sheldahl
RBC Wealth Management (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
- Top 401(k) Plans
- Under 40
Courtenay Shipley
Retirement Planology, Inc (Alexandria, Virginia)
- Qualified by Total Retirement Plans Under Advisement
- Women Advisers
David Shnapek
SageView Advisory Group (Walnut Creek, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Tom Simonson
Creative Planning (Charlotte, North Carolina)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Courtney Sindelar
OneDigital (Baltimore, Maryland)
- Qualified by Total Retirement Plan Assets Under Advisement
- Women Advisers
Kaci Skidgel
Summit Financial Group (Dallas, Texas)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top 403(b) Plans
- Top SIMPLE Plans
- Women Advisers
Jason M. Smith
Creative Planning (Omaha, Nebraska)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top MEP/PEP Plans
Neal Smith
Cerity Partners (Chicago, Illinois)
- Qualified by Total Retirement Plan Assets Under Advisement
Paul Sommerstad
Cerity Partners (Minneapolis, Minnesota)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top NQDC Plans
Alan Spierer
Northeast Financial Group, UBS Wealth Management (Westfield, New Jersey)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Leif Springer
Liberty Capitol Group, UBS Wealth Management (Washington, DC)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Jonathan St.Clair
SageView Advisory Group (Atlanta, Georgia)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Clay Stafford
Newfront Retirement Services (San Francisco, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Doug 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
Morgan Stanley (Atlanta, Georgia)
- Qualified by Total Retirement Plans Under Advisement
- 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
- Top 457 Plans
- Top NQDC Plans
- Top DB 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
Dan Stewart
SageView Advisory Group (Golden Valley, Minnesota)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Garrett Stinson
SageView Advisory Group (Newport Beach, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Jeremy Stoker
Newfront Retirement Services (San Francisco, California)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
Jania Stout
OneDigital (Baltimore , Maryland )
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Women Advisers
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
- Top NQDC 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
Patrick W. Suffern
Becker Suffern McLanahan, Ltd. (Mandeville, Louisiana)
- Qualified by Total Retirement Plans Under Advisement
- Top 401(k) Plans
- Top SEP Plans
Virginia Sutton
Johnson & Dugan/GRP (Redwood City, California)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
Erik K. Tappin
Graystone Consulting from Morgan Stanley (Carlsbad, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top NQDC 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
Mark Tonelli
HUB International (Denver, Colorado)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Josh Ulmer
Graystone Consulting from Morgan Stanley (Portland , Oregon)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Rick Unser
Creative Planning (Hermosa Beach, California)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top MEP/PEP Plans
Kevin VandenHaute
Titan Wealth Advisors, LLC (Bloomfield HIlls, Michigan)
- Qualified by Total Retirement Plan Assets Under Advisement
Robert Vaughan
UBS Institutional Consulting - South Central Group, UBS Wealth Management (The Woodlands, Texas)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Roger F. Vierra Jr.
The Vierra Group, UBS Wealth Management (Rockland, Massachusetts)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Mike Volo
CAPTRUST (New York, New York)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Chris Vordemesche
Graystone Consulting from Morgan Stanley (Cincinnati, Ohio)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Top SEP Plans
- Top SIMPLE Plans
Joseph Weber
Integrated Financial Solutions (Tempe, Arizona)
- Qualified by Total Retirement Plans Under Advisement
Doug Webster
SageView Advisory Group (Knoxville, Tennessee)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Jeremy Weith
HUB International (Mequon, Wisconsin )
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Scott Weneck
Creative Planning (Denver, Colorado)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Bennett White
Morgan Stanely (Norwell, Massachusetts)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top SEP Plans
- Top SIMPLE Plans
David Williams
Multnomah Group (Portland, Oregon)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Jake Williquette
Graystone Consulting from Morgan Stanley (Green Bay, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
- Under 40
Chad Wilson
OneDigital (Baltimore, Maryland)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
Tony Winkeljohn
Pensionmark (Fort Wayne, Indiana)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
Tina Wisialowski
Morgan Stanley (Milwaukee, Wisconsin)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Women Advisers
Noel Wolfe
Morgan Stanley (Blue Bell, Pennsylvania)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
James Worrell
Strategic Retirement Partners (Providence, Rhode Island)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement
Emily Wrightson
CAPTRUST (New York, New York)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 403(b) Plans
- Women Advisers
- Under 40
Ken Zarske
Creative Planning (Minneapolis, Minnesota)
- Qualified by Total Retirement Plan Assets Under Advisement
- Top 401(k) Plans
- Under 40
Andrew Ziergiebel
MMC Securites, LLC (Boston, Massachusetts)
- Qualified by Total Retirement Plans Under Advisement
- Qualified by Total Retirement Plan Assets Under Advisement