DENVER, Colo., October 18, 2019—401(k) Specialist, the only website, magazine and e-newsletters dedicated exclusively to helping financial advisors ensure a secure retirement for hardworking Americans through the 401(k), has announced the finalists for the “2019 Top Advisor By Participant Outcomes (TAPO).”
The finalists are:
- Corby Dall, 401k Advisors Intermountain
- Jamie Greenleaf, Cafaro Greenleaf
- Blake Thibault, Heffernan Financial Services
- Marcy Supovitz, Boulay Donnelly & Supovitz Financial Services
- Daniel Peluse, Wintrust Wealth Management
- Kristi Baker, CSI Advisory Services
- Brad Arends, intellicents
- Todd Kading, LeafHouse Financial
- Kathleen Kelly, Compass Financial Partners
- Dan Boardman, Hickok & Boardman Retirement Solutions (HBRS)
- Daniel Tacktill, The Stanger Tacktill Group of Oppenheimer & Co.
- Jeanne Fisher, ARGI Investment Services
- David Griffin, Atlanta Retirement Partners
- Jerry Lynch, JFL Total Wealth Management
This year’s finalists will be celebrated prior to the selection of the overall 2019 Top Advisor in a ceremony at the opening general session of Excel 401(k): The Advisors’ Conference, to be held October 27th – 29th, 2019, at the Gaylord Texan Resort & Convention Center in Dallas.
“These top advisors, all of whom are profiled monthly at 401kspecialist.com, have distinguished themselves in the all-important area of participant outcomes, the only true measure of 401(k) plan success,” said John Sullivan, 401(k) Specialist’s editor-in-chief. “Whether it’s developing and deploying innovative plan benchmarking and scoring techniques or connecting with sponsors and participants on a human level, the results are raising the bar for the industry as a whole.”
401(k) Specialist is extremely excited to partner with TAPO’s 2019 sponsor, J.P. Morgan Asset Management.
The company’s innovative “Let’s solve it” campaign is dedicated to assisting advisors with their most pressing challenges. It presents a natural synergy, as participant outcomes is one of the premier challenges with which 401(k) advisors, sponsors and participants currently wrestle.
“Every day, we actively work to empower better decisions and build stronger portfolios,” J.P. Morgan Asset Management noted. “We’re laser-focused on helping our clients achieve long-term success and getting more participants over the retirement finish line.”
Although J.P. Morgan Asset Management is a partner in the recognition and celebration, it was in no way involved with, or responsible for, the selection of the Top Advisors by Participant Outcomes (TAPO), as it is strictly an editorial process.
About 401(k) Specialist
401(k) Specialist is exclusively dedicated to equipping retirement plan advisors with the vision, specialized knowledge and cutting-edge technology that are vital to their success in a dynamic marketplace, in order to ensure a secure retirement for hardworking Americans through the 401(k) savings vehicle.
About J.P. Morgan Asset Management
J.P. Morgan Asset Management helps build stronger portfolios to solve real client needs. With over $1.7 trillion in assets under management1, it offers solutions across all asset classes in service of both intermediary and institutional clients. J.P. Morgan Asset Management is committed to understanding clients’ investment objectives and applying intellectual capital to deliver superior investment outcomes.
J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. and its affiliates worldwide.
1Source: J.P. Morgan Asset Management as of June 30, 2018. Stated AUM figures exclude retail advisory and glide path portfolios.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
