Tag: Business model

The finalists are:

Retirement Plan Adviser of the Year Finalists

Corporate Advisors Group, NRP, Destin, Florida

Brett Howell, Craig Sharp (Grand Rapids, MI)

Mark Wetzel, Michael Goss, Karen Paulson, Kate Fournier, Ryan Gardner, Chris Kachmar, Tony Tranghese, Bill Peck Windsor, Connecticut

Noble Retirement Group, a Member Firm of NRP (Sugar Land, TX)

New products, highlights, announcements

(Stephen Kelliher, Joseph McLaughlin, Bennett White) Norwell, Massachusetts

O'Hanlon Michener & Douglas, NRP Slingerlands, New York

UBS Rochester, New York

(Troy Hammond, Laura Battle, Devyn Duex, Deanna Bamford, Mike Woods, Daren Alcantar, Denisse Hernandez) Santa Barbara, California

Mark Medlin, Mike Hudson (Raleigh, NC)

Pension Architects, NRP Malibu, California

Barbara Delaney, Cathy O’Halloran, Martha Kelly, Kylee Hall (Pearl River, NY)

The ten finalists for the PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year awards.

Baystate Fiduciary Advisors, Inc., a Member Firm of NRP (Milford, MA)

(Randall Long, Jon Upham) Irvine, California

John Prichard Sr. and Blake Thibault (San Francisco, CA)

Mayflower Advisors, LLC Boston, Massachusetts

Telamon Insurance&Financial Network (Newton, MA)