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 Tops Advisors by Participant Outcomes (TAPO)
- January —Brian Hartstein, Bayntree Wealth Advisors
- February —Steven Glasgow, Tower Circle Partners of Janney Montgomery Scott
- March —Brent Sheppard, Cadence Financial Management
- April – Josh Itzoe, FeeMetri(k)s
- Top Advisor by Participant Outcomes —Syed Nishat, Wall Street Alliance Group
- June —David Kulchar, Oswald Financial
- July —Jessica Fitzgerald, The Fitzgerald Group, Morgan Stanley Wealth Management
- August —Jim Sampson, Hilb Group Retirement Services
- September —Erin Hall, SRP
- October —Jean Duffy, CAPTRUST
- November —David Stofer, Mariner Retirement Advisors
- December —John Glomski, MFP
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of 401(k) Specialist and 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. Experienced financial services content executive specializing in creative new media delivery. He joined the American Retirement Association in 2023 as Chief Content Officer, overseeing communications for the organization, as well as its sister organizations.