115 Recognized on 2020 NAPA Top Women Advisors List

NAPA Top Women Advisor stars

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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:

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

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