Day No. 2 of Wealth@wor(k) kicked off in Nashville on Tuesday with the highly anticipated announcement of the overall ‘2021 Top Advisor By Participant Outcomes (TAPO)’ designee.
This year’s theme, “Triumph in a Tough Year,” saw incredible creativity with the 12 top advisors in solving complex retirement plan issues—intertwined with an ongoing pandemic—which raised the bar for the industry as a whole.
The 2021 TAPO was awarded to August TAPO Jim Sampson, Director with the Hilb Group Retirement Services, who “thanked the Academy” to laughter at the beginning of his acceptance speech.
Image credit: Brian Anderson
“John made a mistake by giving me a mic and letting me just go unchecked,” he added, clearly a natural with crowds.
While Sampson was named the overall 2021 TAPO, each monthly TAPO was commended for going above and beyond in the area of successful participant outcomes. They are:
2021 TAPOs
- January Top Advisor by Participant Outcomes (TAPO)—Brian Hartstein, Bayntree Wealth Advisors
- February Top Advisor by Participant Outcomes (TAPO)—Steven Glasgow, Tower Circle Partners of Janney Montgomery Scott
- March Top Advisor by Participant Outcomes (TAPO)—Brent Sheppard, Cadence Financial Management
- April Top Advisor by Participant Outcomes (TAPO)—Josh Itzoe, FeeMetri(k)s
- May Top Advisor by Participant Outcomes (TAPO)—Syed Nishat, Wall Street Alliance Group
- June Top Advisor by Participant Outcomes (TAPO)—David Kulchar, Oswald Financial
- July Top Advisor by Participant Outcomes (TAPO)—Jessica Fitzgerald, The Fitzgerald Group, Morgan Stanley Wealth Management
- August Top Advisor by Participant Outcomes (TAPO)—Jim Sampson, Hilb Group Retirement Services
- September Top Advisor by Participant Outcomes (TAPO)—Erin Hall, SRP
- October Top Advisor by Participant Outcomes (TAPO)—Jean Duffy, CAPTRUST
- November Top Advisor by Participant Outcomes (TAPO)—David Stofer, Mariner Retirement Advisors
- December Top Advisor by Participant Outcomes (TAPO)—John Glomski, MFP
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.
