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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...