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2024 Emerging Leaders — Cameron Heger
PLANADVISER: How did you end up in the retirement advisory industry? Heger: I was introduced to the retirement advisory industry through my father, Steve Heger. In 1999, Steve...
2024 Emerging Leaders — Owen Ramsay
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Ramsay: I currently sit in a hybrid role at Lebel...
2024 Emerging Leaders — Zachary Rosenoff
PLANADVISER: How did you end up in the retirement advisory industry? Rosenoff: I went to Northeastern University, where six-month co-ops are part of the curriculum. My first co-op...
2024 Emerging Leaders — Adam Johnstone
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Johnstone: My role at our firm is leading our employee...
2024 Emerging Leaders — Aubrey Weedman
PLANADVISER: Where do you hope to take your career in the retirement industry in the coming years? Weedman: The easy answer is that I would love to continue...
2024 Emerging Leaders — Bri Ikerd
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Ikerd: As the head of our education and financial wellness...
2024 Emerging Leaders — Calla Gorman
PLANADVISER: How did you end up in the retirement advisory industry? Gorman: I got my start as a wealth adviser for a major wirehouse. At 26, when I...
2024 Emerging Leaders — Christian Stanley
PLANADVISER: Where do you hope to take your career in the retirement industry in coming years? Stanley: I greatly enjoy the analytical and regulatory aspects of the business....
2024 Emerging Leaders — Jack Lockwood
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Lockwood: Since joining SageView, my role has continued to evolve...
2024 Emerging Leaders — Reiley Crosby
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Crosby: My role as a senior financial adviser varies day-to-day,...
2024 Emerging Leaders — Max Rosenthal
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Rosenthal: I am an adviser at Everhart Advisors and lead...
2024 Emerging Leaders — Jacqui Skiffington
PLANADVISER: Where do you hope to take your career in the retirement industry in coming years? Skiffington: I see a tremendous future in the retirement industry, especially for...
2024 Emerging Leaders — Liz Ulrichson
PLANADVISER: Where do you hope to take your career in the retirement industry in coming years? Ulrichson: My goal is to make a meaningful impact by helping people...
2024 Emerging Leaders — Raymond Pedrick
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Pedrick: I’ve been a part of the SFP Wealth team...
2024 Emerging Leaders — Ted Wilson
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Wilson: At Newfront Retirement Services, I have the privilege to...
2024 Emerging Leaders — Terra Jahns
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Jahns: As a relationship manager for retirement plans, my primary...
2024 Emerging Leaders — Michael Parsons
PLANADVISER: How did you end up in the retirement advisory industry? Parsons: I started my career right out of college as a procurement professional for a Fortune 500...
2024 Emerging Leaders — Jess Hurley
PLANADVISER: What have you done that you are most proud of? Hurley: Being a mentor for my team, college students and even high school students is something I...
2024 Emerging Leaders — Jess DeGabriele
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. DeGabriele: At LHD Retirement, I wear several hats. As a...
2024 Emerging Leaders — Hailey Fields
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress Fields: Like many others who work in small firms, I...