The National Association of Plan Advisors (NAPA) recently announced its 2020 list of NAPA Top Women Advisors, honoring 115 women over three different categories.
401k Specialist is proud to note that both our 2019 and 2020 Top Advisor by Participant Outcomes winners, Jamie Greenleaf and Jania Stout, made the list, as did 2019 TAPO finalists Kristi Baker, Kathleen Kelly, Marcy Supovitz and Jeanne Fisher and 2018 finalists Kristina Keck and Barbara Delaney.
The NAPA Top Women Advisors accolade was created in 2015 to acknowledge the contributions of a growing number of women who are making significant contributions to the retirement industry, as well as bringing excellence to the profession.
This year, as in years past, nominees—more than 550 of them—were asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice, as well as their accomplishments, their contributions to the industry, the state of workplace retirement plans, and in what way(s) they “give back.”
Those questionnaires were then reviewed on an anonymized basis by a panel of judges who, over the course of several weeks, selected the women honored by the program in three separate categories:
- Captains: NAPA recognized 50 all-stars who happen to be principals, owners or team captains of their organizations.
- All-Stars: NAPA recognized 50 top producers who have their own practice.
- Rising Stars: 15 top producers who have less than five years of experience with retirement plans as a financial advisor (some have been working with retirement plans longer, but not as a financial advisor)
NAPA thanked the judges’ panel for volunteering their time and expertise, as well as the NAPA Firm Partners who nominated these outstanding individuals, and offered its heartiest congratulations to those top women advisors recognized on this year’s list for the excellence they bring to the retirement industry.
What follows are the winners in each of the three categories.
2020 Captains
(All-stars who happen to be principals, owners or team captains of their organizations)
Julie Babcock, Lockton Investment Advisors, LLC
Kari Baker, 401K Resources
Kristi Baker, CSi Advisory Services
Jessica Ballin, 401k Plan Professionals
Pam Basse, NFP
Carly Bell, Lockton Investment Advisors, LLC
Kathleen Branconier, Pensionmark
Linda K. Bright, Precept Advisory Group
Mary Caballero, Impact Benefits & Retirement
Deana Calvelli , Lockton Investment Advisors, LLC
Kelly S. Carlson, Advizrs, Inc.
Nicole Corning, Buckman & Corning Financial Strategies Group
Brea Dantin, ProCourse Fiduciary Advisors, LLC
Barbara Delaney, SS/RBA
Devyn Duex, CAPTRUST
Kelly Famiglietta, Charles Stephen and Company, Inc.
Francesca Federico, Twelve Points Retirement Advisors
Rita Fiumara, UBS Financial Services
Janet Ganong, The Kieckhefer Group
Jamie Greenleaf, Cafaro Greenleaf, a One Digital Company
Jamie Hayes, NFP
Shelly Horwitz, Pensionmark Financial Group
Eva Kalivas, EPIC Retirement Services (division of HUB Intl. Northeast)
Kristina Keck, Woodruff Sawyer
Kathleen Kelly, Compass Financial Partners
Nichole Labott, SageView Advisory Group
Ellen Lander, Renaissance Benefit Advisors Group, LL
Shannon Main, Pensionmark
Shannon Maloney, Strategic Retirement Partners, LLC
Deborah Matustik, Pensionmark Austin
Karen McArthur, HUB International Mid Atlantic
Dawn McPherson, Mariner Wealth Advisors
Janine Moore, Peak Financial Group (division of HUB Intl.)
Kimberly Oros, CBIZ Retirement Plan Services & CBIZ Investment Advisory Services
Cindy Orr, CBIZ Retirement Plan Services & CBIZ Investment Advisory Services
Jennifer Pearson, Clearview Advisory
Lisa Petronio, Strategic Retirement Partners/Walsh Duffield Retirement Plan Solutions
Renee Scherzer, 401K Resources
Mandie Scott, intellicents
Courtenay Shipley, Retirement Planology, Inc.
Heidi Sidley, StoneStreet Equity, LLC
Kaci Skidgel, Summit Financial Group, Inc.
Stephanie Stano, Western Wealth Benefits
Jania Stout, Fiduciary Plan Advisors
Marcy Supovitz, Boulay Donnelly & Supovitz Financial Services
Virginia K. Sutton, VKS Consulting/Johnson & Dugan/GRP
Jacinta Thompson, VisionPoint Advisory Group
Vanessa Watkins, NFP
Patricia Wenzel, Merrill Lynch
Heather Wonderly, Aldrich Wealth
2020 All Stars
(Top producers who have their own practice)
Taria Agbelusi, CAPTRUST
Therese Anderson, Plan Sponsor Consultants
Elizabeth Angelone, Merrill Lynch
Beryl Ball, CAPTRUST
Deanna Bamford, CAPTRUST
Natasha Bonelli, Merrill Lynch
Julie Braun, Morgan Stanley
Karen Casillas, CAPTRUST
Tina Alexander Chambers, SageView Advisory Group
Heather Darcy, CAPTRUST
Kristen Deevy, Pensionmark
Dori Drayton, CAPTRUST
Jean Duffy, CAPTRUST
Carmela Elco, Cerity Partners
Jessica Espinoza, NFP
Jeanne Fisher Strategic Retirement Partners, LLC
Jessica Fitzgerald, Morgan Stanley
Allison Kaylor Flink, NFP
Renee Fourcade, UBS Financial Services
Lisa Garcia, SageView Advisory Group
Addie George, Plan Sponsor Consultants
Lisa Gibson, Morgan Stanley
Erin Hall, Strategic Retirement Partners, LLC
Paula Hendrickson, NFP
Cynthia Hodges, Achieve Retirement
Emily Hopkins, NFP
Jenny Yun Hunter, Merrill Lynch
Julie Kim, SageView Advisory Group
Michele Lantz, Pensionmark
Molly Lindert, Marsh McLennan Agency
Alicia Malcolm, UBS Financial Services
Lily Matias, NFP
Rebecca McCormick, Graystone Consulting
Mary Patch, IFP
Kim Pruitt, NFP
Tina Schackman, Benefit Financial Services Group
Mary Scott, First Interstate Wealth Management
Ambler Selway, FRS Advisors
Ann-Marie Sepuka, Strategic Retirement Partners, LLC
Jill Shea, NFP
Susan Shoemaker, CAPTRUST
Courtney Sindelar, Fiduciary Plan Advisors
Peggy Slaughter, Saling Simms Associates
Megan Smith, UBS Financial Services
Martha Spano, UBS Financial Services
Courtney Stroope, Lockton Investment Advisors, LLC
Suzanne Weeden, Spectrum Investment Advisors
Larissa Whittle, SageView Advisory Group
Tina Wisialowski, Morgan Stanley
Rachel Zachary, SageView Advisor Group
2020 Rising Stars
(Top producers who have less than five years of experience with retirement plans as a Financial Advisor; some have been working with plans longer, but not as a Financial Advisor)
Erica Blomgren, CAPTRUST
Lisa Buffington, Marsh & McLennan Agency
Tami Chavez, Mariner Wealth Advisors
Morgan A. Davis, NFP
Pamela de Sena, Kornerstone, Inc.
Calla Gorman, Sheridan Road Financial, a division of HUB International
Lauren K. Loehning, Baystate Fiduciary Advisors
Hailey McLaughlin, Multnomah Group
Allie Rivera, Strategic Retirement Group, a OneDigital Company
Angie Rosson, Mariner Wealth Advisors
Abigail Russell, CAPTRUST
Sara Strasser, Strategic Retirement Partners
Annie Strout, Morgan Stanley
Ji Mi Tsang, SageView Advisory Group
Stacy Walters, SageView Advisory Group
Gina Buchholz, 401(k) Plan Professionals
Kim Cochrane, Raffa Retirement Services
Katie Green, Clearview Advisory
Heather Heron, PlanWise Retirement Strategies
Amy Kinsman, Cafaro Greenleaf, a One Digital Company
Sarah Majeski, Oswald Financial, Inc.
Colleen McNulty, NFP
Sarah Montoya, Morgan Stanley
Linde Murphy, Argent Retirement Plan Advisors
Veronica Taylor, Pensionmark Financial Group
Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.
