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About EXCEL 401K and TAPO

Excel 401(k): The Advisors’ Conference is a unique, advisor-driven conference and VIP experience intentionally designed to facilitate valuable conversations and cultivate lasting connections.

Headed by Ross Marino, CFP®, CPFA, an industry-leading advisor himself, Excel 401(k) creates an atmosphere where the advisor’s practice is the focus. The agenda, filled with more than 70 top-producing advisors, includes TED Talks and panels featuring advisors from Sheridan Road, GRP Advisor Alliance, Bukaty Companies, SRP, and other industry-leading firms. Each session is designed to leave attendees with pertinent information, operative ideas, and actionable goals to grow their 401(k) practice.

Excel 401(k) will join with 401(k) Specialist to announce the “Annual Top Advisor By Participant Outcomes (TAPO)” at EXCEL 401(k): The Advisors’ Conference in Las Vegas, Nevada in Fall, 2018.

The award will recognize and celebrate advisors who demonstrate particular expertise in the area of successful retirement plan participant outcomes. More information, as well as submission guidelines in order to potentially be recognized, are available at

Conference attendees overall will have the opportunity to learn from some of the industry’s most successful advisors and business builders in an engaging environment intentionally different from other conferences. Excel 401(k)’s open exhibit hall design, interactive breakout sessions, and engaging after-hours events are all designed to create opportunities for valuable interactions.

“The key to a successful conference experience is interacting with other advisors who want to help you learn,” says Marino. “At Excel 401(k), we facilitate the roundtable discussions, TED talks, and interactive panels. We make sure our environment encourages top advisors to connect with other attendees to have meaningful conversations.”

Past conference speakers include industry-leading advisors like:

  • Jim O’Shaughnessy and Daniel Bryant from Sheridan Road Financial.
  • Vince Morris from Bukaty Companies and Jason Chepenik from Chepenik Financial
  • Jeff Cullen and Shannon Maloney from Strategic Retirement Partners

Other involved industry experts include Bill Chetney, Pete Swisher, Sheri Fitts, Tom Clark, Jane Murphy, Chuck Hammond, Rebecca Hourihan, and Charlie Epstein.

“The success of the conference is measured by what advisors do when they return to their offices” Marino adds. “Our format and closing sessions are strategically designed to help advisors make decisions and act on what they’ve learned.”

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