Plans Under Advisement
Individual Advisers with the Most Plans Under Advisement
>85 PLANS
Steven F. Charlton
NEPC, LLC
Cambridge, Massachusetts
James F. Sampson
Telamon Insurance & Financial Network
Newton, Massachusetts
Philip Steele
Pension Architects, NRP
Malibu, California
70-85 PLANS
Michael Brown
Clearpoint Financial
Seattle, Washington
Robert A. Goldstein
StoneStreet Equity, Inc.
White Plains, New York
Rich Hultquist
MCM—A Meisenbach Company
Seattle, Washington
William M. Peragine III
Morgan Stanley
Jericho, New York
60-70 PLANS
John Barry
JMB Wealth Management, Inc.
Torrance, California
Dorann Cafaro
Cafaro Greenleaf
Little Silver, New Jersey
Christopher Dubie
Smith Barney
South Burlington, Vermont
Danford Meischen
Merrill Lynch
Houston, Texas
50-60 PLANS
Jason K. Chepenik
Chepenik Financial, NRP
Winter Park, Florida
Gary Handler
UBS Financial Services
Encino, California
Barnaby W. Horton
Merrill Lynch
Hartford, Connecticut
Kristy Lees
ALCOS
Sterling Heights, Michigan
Peter D. Vacheron
IBG Financial Partners, LLC
Foxborough, Massachusetts
Adviser Teams with the Most Plans Under Advisement
>200 PLANS
401(k) Advisors
Nick DellaVedova, Veronica Paredes, Joel Shapiro, Austin Gwilliam, Todd Hoppock, Susann Haas, Michael Viljak, Karen Casillas, Dan Mullarkey, Tim Nihill, Julie Ward, Paul Powell , Peggy Whitmore
Aliso Viejo, California
Yanni Partners, a Division of GBS Investment Consulting, LLC
Terry Scotti, Frank Domieson,
Brian Maxwell
Pittsburgh, Pennsylvania
The Meltzer Group, Meltzer Retirement Plan Services
Andrew Prevost, Brian Lizzi, Brendan Feitelberg, Ann Eversmann , Jeffrey Elvander, Courtney Sindelar, Tony Cavallaro, Eszter Koch, Keith Williams, Lesley Christian, Jennisse Silvestri
Bethesda, Maryland
SageView Advisory Group
Randall Long , Jon Upham, Robert Trethewey, Stephen Popper, Tim Sykes, Sean King, David Stofer, Ed Wagner
Irvine, California
>150-200 PLANS
Henderson Brothers Retirement Plan Services
William Beale, Megan Warzinski, Brendon Costa, Peter Valotta, Jay Hunt, Max Cizausas
Pittsburgh, Pennsylvania
Hylant Financial Services
Paul Abendroth, Mike Bercher, Nathan Cherry, Tom Daney, John Ostrosky, Grey Kennedy, Dan Palmer, Mike Schork, Jennifer Smiljanich
Toledo, Ohio
>115-150 PLANS
J&R Group, Merrill Lynch
James Radler, Tim Jenkins, Joel Gershon, Mike Ribich
Chicago, Illinois
Bukaty Companies Retirement Plan Services
Vincent Morris , Jason Hoffman, Tom Wright, Tristan Talley, Elizabeth Flentie
Leawood, Kansas
Barney & Barney Retirement Services
William Peartree, Rick Skelly, Rick Ferguson, Gary Gunning, Jenece Tegg
San Diego, California
>90-115 PLANS
Fiduciary Investment Advisors
Mark Wetzel, Michael Goss, Karen Paulson , Kate Fournier, Ryan Gardner , Chris Kachmar, Tony Tranghese, Bill Peck
Windsor, Connecticut
Longfellow Benefits
Kendall Storch, David Boucher, Adam Miloro, Larry Karle, Philip LeBlanc, Kendall B. Storch
Boston, Massachusetts
The Myers Wolfe Myers Group, Morgan Stanley
Marshall Myers, Noel J. Wolfe , Scott E. Myers, Suzette Erninger
Jenkintown, Pennsylvania
Pensionmark Retirement Group
Troy Hammond , Laura Battle, Devyn Duex, Deanna Bamford
Santa Barbara, California
The Traum Group, Morgan Stanley
Brannan Vaughan, Jeffrey Traum, Sarah Browning
Palo Alto, California
80-90 PLANS
Christiansen Investments, Inc.
James Marshall, Manuel Rosado, Cheryl Luedtke-Stoehr, Jon Marshall
Mequon, Wisconsin
The Hagwood Tomoda Group, Morgan Stanley
Aaron Hagwood, Scott Tomoda, Andres Castano, Tricia Phillips
Wellesley, Massachusetts
Heffernan Financial Services
Blake Thibault, John Prichard, John Clark
San Francisco, California
The Howell & Sharp Group, Merrill Lynch
Brett Howell, Craig Sharp, Andy Zeno, Steve Jones, Joel Barrett, Jim Harding
Grand Rapids, Michigan
Kelliher Group at Morgan Stanley
Stephen Kelliher, Joseph McLaughlin ,
Bennett White
Norwell, Massachusetts
The Maresh-Yoshida Group, Merrill Lynch
Michael Maresh, Henry Yoshida, Linda Lim
Austin, Texas
The Prince Group, Stifel Nicolaus
Doug Prince, Brea Dantin, Deana Harmon
Indianapolis, Indiana
Advisers with 10 or more 403(b) plans
>50 PLANS
Gary Handler
UBS Financial Services
Encino, California
The Meltzer Group, Meltzer Retirement Plan Services
Andrew Prevost, Brian Lizzi, Brendan Feitelberg, Ann Eversmann , Jeffrey Elvander, Courtney Sindelar, Tony Cavallaro, Eszter Koch, Keith Williams, Lesley Christian, Jennisse Silvestri
Bethesda, Maryland
>15-50 PLANS
Henderson Brothers Retirement Plan Services
William Beale, Megan Warzinski, Brendon Costa, Peter Valotta, Jay Hunt, Max Cizausas
Pittsburgh, Pennsylvania
Moreton Retirement Partners, NRP
Chad J. Larsen , M. Corey Whitehead, Ginny Redmon
Denver, Colorado
James F. Sampson
Telamon Insurance & Financial Network
Newton, Massachusetts
10-15 PLANS
401(k) Advisors
Nick DellaVedova, Veronica Paredes, Joel Shapiro, Austin Gwilliam, Todd Hoppock, Susann Haas, Michael Viljak, Karen Casillas, Dan Mullarkey, Tim Nihill, Julie Ward, Paul Powell , Peggy Whitmore
Aliso Viejo, California
The Howell & Sharp Group, Merrill Lynch
Brett Howell, Craig Sharp, Andy Zeno, Steve Jones, Joel Barrett, Jim Harding
Grand Rapids, Michigan
Resources for Retirement
Trisha Brambley, Carmela Elco, Abraham Nel
Newtown, Pennsylvania
SageView Advisory Group
Randall Long , Jon Upham, Robert Trethewey, Stephen Popper, Tim Sykes, Sean King, David Stofer, Ed Wagner
Irvine, California