advisors by firm name -...

Firm Name Advisor First Name Last Name

401(k) Advisors Intermountain Brady Dall

401(k) Plan Professionals - Member of GRP Advisor Alliance Jessica Ballin

AFS 401(k) Retirement Services Alexander Assaley

Aldrich Wealth, LP Jeff Clark

Aldrich Wealth, LP Casey Mckillip

Aldrich Wealth, LP Neil Plein

Aldrich Wealth, LP Heather Wonderly

Alliance Benefit Group, Inc. - Member of GRP Advisor Alliance Brian Raymond

Alpha Pension Group - Member of GRP Advisor Alliance Mark Salamone

Alpha Pension Group - Member of GRP Advisor Alliance Thomas Vine

Ameriprise - OH Christopher Stiver

ARGI Jeanne Fisher

Ascende, Inc. - Member of GRP Advisor Alliance Rich Eagar

Aspen Wealth Management Samuel Grizzle

Aspen Wealth Management Ryan Nuu

Aspen Wealth Management Erik Sorenson

Assembly Pointe Financial Alexis-Rae Sharma

Asset Strategy Consultants (Pensionmark) Kate Zimmerman

Associated Financial Group, LLC Samuel Sturgis

Assured Partners Colorado (Pensionmark) Chris Strother

Avondale Partners - Member of GRP Advisor Alliance Jordan Sibler

BAC Capital Advisors, LLC Patrick Hopps

Balance Rock Investment Group Jonathan Meczywor

Bank of America Merrill Lynch Edward J. Ahn

Bank of America Merrill Lynch Khalil Andraos

Bank of America Merrill Lynch Ann C. Balvanz

Bank of America Merrill Lynch Troy K. Blodgett

Bank of America Merrill Lynch Goran Bojovski

Bank of America Merrill Lynch Natasha M. Bonelli

Bank of America Merrill Lynch Eric Brunton

Bank of America Merrill Lynch Edmond T. Burkett

Bank of America Merrill Lynch Robert M. Cacchione

Bank of America Merrill Lynch Matthew H. Cahan

Bank of America Merrill Lynch Dominic Casanueva

Bank of America Merrill Lynch Andres Castano

Bank of America Merrill Lynch Benjamin W. Culver

Bank of America Merrill Lynch Matthew Currie

Bank of America Merrill Lynch William Curtis

Bank of America Merrill Lynch Jesse Downing

Bank of America Merrill Lynch Benjamin C. Duenwald

Bank of America Merrill Lynch Jeffrey L. Dykstra

Bank of America Merrill Lynch Eric G. Eschenauer

NAPA Young GunsAdvisors by Firm Name

www.napatop50under40.org401(k) - BoA 1


Bank of America Merrill Lynch Michael P. Fisher

Bank of America Merrill Lynch Christopher S. Fuson

Bank of America Merrill Lynch Kayla M. Gardner

Bank of America Merrill Lynch Evan Georgiou

Bank of America Merrill Lynch Trevor A. Glasgow

Bank of America Merrill Lynch Jeffrey G. Goldwasser

Bank of America Merrill Lynch Jared G. Holden

Bank of America Merrill Lynch Kenneth Hopkins

Bank of America Merrill Lynch Richard Hynes

Bank of America Merrill Lynch Matthew Jankowski

Bank of America Merrill Lynch Randy B. Joseph

Bank of America Merrill Lynch Joseph M. Juliano

Bank of America Merrill Lynch Pearce Klevan

Bank of America Merrill Lynch John Kovacs

Bank of America Merrill Lynch Dustin L. Kuhn

Bank of America Merrill Lynch Isabell Lee

Bank of America Merrill Lynch Grace J. Lin

Bank of America Merrill Lynch Mark D. Malone

Bank of America Merrill Lynch Jared D. Marshall

Bank of America Merrill Lynch Patrick M. Martin

Bank of America Merrill Lynch Ioannis K. Mitsis

Bank of America Merrill Lynch Ashley L. Pantone

Bank of America Merrill Lynch Jens Pascucci

Bank of America Merrill Lynch Kevin M. Pearly

Bank of America Merrill Lynch Brian A. Premo

Bank of America Merrill Lynch Anthony L. Ranallo

Bank of America Merrill Lynch Joshua Rayburn

Bank of America Merrill Lynch Michael C. Ribich

Bank of America Merrill Lynch Tony Robke

Bank of America Merrill Lynch Evan Rothstein

Bank of America Merrill Lynch John L. Ruminski

Bank of America Merrill Lynch Dane Runia

Bank of America Merrill Lynch Walker W. Shiflet

Bank of America Merrill Lynch Catherine Smith

Bank of America Merrill Lynch John P. Stockard

Bank of America Merrill Lynch Andrew Swedlund

Bank of America Merrill Lynch Christopher T. Tierney

Bank of America Merrill Lynch Robert S. Tuzza

Bank of America Merrill Lynch Matthew J. Vanbeek

Bank of America Merrill Lynch Vincent T. Vella

Bank of America Merrill Lynch Shane R. Waarbroek

Bank of America Merrill Lynch John V. Weindler


www.napatop50under40.orgBoA 2


Bank of America Merrill Lynch Andrew J. Wright

Bank of America Merrill Lynch David A. Wyman

BCI Group, Inc. - Member of GRP Advisor Alliance Nicholas Kralj

Beacon Wealth Management Group Anthony Calabrese

Blue Prairie Group Paul Sommerstad

Borhart Spellmeyer & Co. - Private Wealth Management Jeffrey Dehaan

Bukaty Companies Financial Services Mark Beaton

Bukaty Companies Financial Services Krystle Kaufman

Bukaty Companies Financial Services Travis Power

Cafaro Greenleaf Amy Kinsman

Cafaro Greenleaf Kevin Mundy

Cambridge Investment Research, Inc. John Atkins

Cambridge Investment Research, Inc. Derek Bailey

Cambridge Investment Research, Inc. Mark Berger

Cambridge Investment Research, Inc. Michael Billingsley

Cambridge Investment Research, Inc. Samuel Boyd

Cambridge Investment Research, Inc. Adam Bray

Cambridge Investment Research, Inc. Christopher Carracedo

Cambridge Investment Research, Inc. Jonnathan Davis

Cambridge Investment Research, Inc. Melanie Dickinson

Cambridge Investment Research, Inc. Christopher Diederich

Cambridge Investment Research, Inc. Matthew Eickman

Cambridge Investment Research, Inc. William Elwell

Cambridge Investment Research, Inc. Dewey Engelsma

Cambridge Investment Research, Inc. Jeremy Frazie

Cambridge Investment Research, Inc. Arthur Hazen

Cambridge Investment Research, Inc. Grant Holdren

Cambridge Investment Research, Inc. Jason Irons

Cambridge Investment Research, Inc. Cole Kimball

Cambridge Investment Research, Inc. Shannon Kropp

Cambridge Investment Research, Inc. Adam Ludwig

Cambridge Investment Research, Inc. Douglas Lund

Cambridge Investment Research, Inc. Jasper Mallard

Cambridge Investment Research, Inc. Jim McCormick

Cambridge Investment Research, Inc. Timothy McCutchen

Cambridge Investment Research, Inc. Michael Merrill

Cambridge Investment Research, Inc. Ross Reinhart

Cambridge Investment Research, Inc. Gary Rider

Cambridge Investment Research, Inc. Kevin Rush

Cambridge Investment Research, Inc. Matthew Rzepka

Cambridge Investment Research, Inc. Joel Shirey

Cambridge Investment Research, Inc. Rickey Thomas


www.napatop50under40.orgBoA - Cambridge 3


Cambridge Investment Research, Inc. Colby Valenta

Cambridge Investment Research, Inc. Steven Wilkinson

Cambridge Investment Research, Inc. Richard Williams

Cambridge Investment Research, Inc. David Younis

Cambridge Investment Research, Inc. Colin Zizzi

CapRock Wealth Advisors Jonathan Bridges

CAPTRUST Troy Anderson

CAPTRUST Erica Blomgren

CAPTRUST Keaton Brewer

CAPTRUST Kyle Campbell

CAPTRUST Heather Darcy

CAPTRUST John Davenport

CAPTRUST Shaun Eskamani

CAPTRUST Patrick Flint

CAPTRUST John Frady

CAPTRUST Tyler Gupton

CAPTRUST Christopher Kulick

CAPTRUST Aaron Morris

CAPTRUST Andrew Shimp

CAPTRUST Sean Teesdale

CAPTRUST Chris Winters

CBIZ Financial Solutions, Inc. Michael Parsons

CBIZ Financial Solutions, Inc. Sarah Cathey

CBIZ Financial Solutions, Inc. Patrick Donnelly

CBIZ Financial Solutions, Inc. Eric Endress

CBIZ Financial Solutions, Inc. Sy Farris

CBIZ Financial Solutions, Inc. Christine Ferry

CBIZ Financial Solutions, Inc. Gilbert (Jack) Keller

CBIZ Financial Solutions, Inc. Kevin Kocsis

CBIZ Financial Solutions, Inc. Alexandra Saywell

CBIZ Financial Solutions, Inc. Bradley Sieniawski

CBIZ Financial Solutions, Inc. Daniel Stevens

CBIZ Retirement Plan Services - Member of GRP Advisor Alliance Eric Endress

CBIZ Retirement Plan Services - Member of GRP Advisor Alliance Michael Kasecamp

CBIZ Retirement Plan Services - Member of GRP Advisor Alliance Molly Magnuson

CBIZ Retirement Plan Services - Member of GRP Advisor Alliance Cory McComas

Cetera Advisors Networks Tracy Miller

Cetera Financial Institutions Julie Gurkowski

CG Financial Services Adam Lesperance

CG Financial Services Matt O’Neil

CG Financial Services Jeff Roman

CG Financial Services Christian Whitehead


www.napatop50under40.orgCambridge - CG Financial 4


Chandler, O'Rear & Associates Doug O'Rear

Chaney Marin Financial Planning Erika Marin

Charter Advisory Corp Alex Sylvester

Chase Dominion Advisors James Jamison

Clear Financial Group Glenn Fischer

Clearview Advisory - Member of GRP Advisor Alliance Edward Wojton

CLS Partners Retirement Services Aaron Pottichen

Compass Financial Partners Jake Connors

Compass Financial Partners Zachary Hull

Compensation Systems Inc. - Member of GRP Advisor Alliance Kelli Davis

Connor & Gallagher Benefit Services, Inc. - Member of GRP Advisor Alliance Josh Kopec

Cornerstone Financial Partners, Inc. Katherine Gilbert

Cornerstone Wealth Management Matthew Stutes

Cornerstone Wealth Strategies Matthew Riesenweber

Cornerstone Wealth Strategies Matthew Wiser

Cuellar Financial Group Ilan Cuellar

Discovery Financial Jonathan Wendt

Eminent Wealth Strategies Paul Watko

Enterprise Investment Services James O'Hearn

Farrall Wealth Joshua Kozel

Fidelis Fiduciary Management David Montgomery

Fiduciary Advisors, LLC Jason Colin Patrick

FiduciaryFirst Jamie Hayes

Financial Design Weston Reinbolt

First Allied Tim VerSchure

First Interstate Bank Wesley Golie

Flynn Financial Partners, Ltd. Mark Libersher

Flynn Financial Partners, Ltd. Brandon Livrago

FRS Capital Management - Member of GRP Advisor Alliance Joshua Walker

Global Retirement Partners - Member of GRP Advisor Alliance Austin Gwilliam

Global Retirement Partners - Member of GRP Advisor Alliance Jason Jeskey

Global Retirement Partners - Member of GRP Advisor Alliance Kyle Posvistak

Gordon Asset Management, LLC - Member of GRP Advisor Alliance J.T. Stilley

Gordon Asset Management, LLC - Member of GRP Advisor Alliance Todd Zempel

Graystone Consulting Michael Hill

Grinkmeyer Leonard Financial Jamie Kertis

Hastie Financial Haley Ellerston

Hays Financial Group - Member of GRP Advisor Alliance Brian Whinnery

HB Retirement Peter Valotta

Heffernan Financial Services - Member of GRP Advisor Alliance Anthony Calomeni

Heffernan Financial Services - Member of GRP Advisor Alliance John Clark


www.napatop50under40.orgChandler - Heffernan 5


Heffernan Financial Services - Member of GRP Advisor Alliance Sean Kelly

Heffernan Financial Services - Member of GRP Advisor Alliance Rebecca Tapia

Heirloom Wealth Management Michael Euston

Heirloom Wealth Management William Miller

HighPoint Planning Partners Jackson Vandiver

IBG Financial Partners, LLC Christopher Hersel

IBS Financial Group Jonathan McCarty

Idaho Trust Financial Joshua Hoisington

Independent Financial Partners Aaron Gilman

Independent Wealth Management Kurt Rossi

Insight Financial Solutions Kevin Price

Integrated Financial Partners Andrew Ross

James Financial Group David James

JMB Financial Services Group, LLC Ryan Quinn

Kainos Pertners (Pensionmark) Amanda Chan

Kathmere Capital Management Geoffrey Forcino

Korol Financial Group LLC - Member of GRP Advisor Alliance Tyler Schultz

KWB Wealth Manager Group Michael Razzouk

Lagrange Wealth Group Robert Buoy

LAMCO Advisory Services Inc. - Member of GRP Advisor Alliance Andrew Zito

LCJ Associates, Inc. Daniel Galluzzo

Legacy Wealth Planning Steven Rose

LEON L. LEVY & ASSOC., INC. John King

Lone Star Financial Partners Inc. Dayle Scheinman

Longbow Financial Advisors Stacer Varga

Lorio Wealth Management Steven Lorio

LPL Financial Brian Babb

LPL Financial Luke Barnett

LPL Financial Brett Baskin

LPL Financial Milton Booth

LPL Financial Loren Brandrup

LPL Financial Mary Clark

LPL Financial James Cochran

LPL Financial Kelli Davis

LPL Financial Blaine Douglas

LPL Financial Bryan Flanagan

LPL Financial Andrew Fraley

LPL Financial Erica Gargol

LPL Financial Krysztof Garlewicz

LPL Financial Jeffrey Gritis

LPL Financial Charles Hatch

LPL Financial David Hopkins


www.napatop50under40.orgHeffernan - LPL 6


LPL Financial Eric Kaleal

LPL Financial Marcus Mcglasson

LPL Financial Jaron Miller

LPL Financial Rodd Miller

LPL Financial Sean O'Shea

LPL Financial Brandon Olson

LPL Financial John Pomroy

LPL Financial Eric Poole

LPL Financial Adam Prewett

LPL Financial Jared Reynolds

LPL Financial Dennis Richardson

LPL Financial Jonathan Roberts

LPL Financial Michael Schindler

LPL Financial Todd Sink

LPL Financial P. David Soliman

LPL Financial Richard Spriano

LPL Financial Brandan Teague

LPL Financial David Todd

LPL Financial Nicholas Tyburski

LPL Financial Jay Torgerson

LPL Financial Joseph Vidmar

LPL Financial Christopher White

LPL Financial Keith Witt

LPL Financial Yuanyuan Yang

LPL Financial Justin Zoromski

Marketplace Advisory Partners Bryce Wergeland

Marsh & McLennan Agency Andrew Bayliss

Marsh & McLennan Agency Andrew Ziergiebel

Mayflower Advisors LLC Joseph Kendall

Mayflower Advisors LLC Justin Londergan

Mayflower Advisors LLC Jeffrey Mehne

MHK Retirement Partners Ashley Haubrich

MHK Retirement Partners P. Christopher Krueger

Mid Atlantic Planning Services James Reimold

Morgan Stanley Jon Bratincevic

Morgan Stanley Julie Braun

Morgan Stanley Jessica Fitzgerald

Morgan Stanley Thomas Ford

Morgan Stanley Seth Gansman

Morgan Stanley Richard Gumina

Morgan Stanley Mary Guza

Morgan Stanley Jonathan Karelitz


www.napatop50under40.orgLPL - Morgan Stanley 7


Morgan Stanley Wang Kar Lee

Morgan Stanley Joseph Matis

Morgan Stanley Scott McEwan

Morgan Stanley Chris Moseley

Morgan Stanley Matthew Offen

Morgan Stanley Jeremy Piwnicki

Morgan Stanley Jason Schultz

Morgan Stanley Marshall Shields

Morgan Stanley Annie Strout

Morgan Stanley Brian Wiese

Morgan Stanley Wealth Management Mitch Ryan

MRP - Member of GRP Advisor Alliance Zachory Huish

MRP - Member of GRP Advisor Alliance Scott Preston

National Pension Professionals, LLC Corry Johnson

NFP Jonathan Coombs

NFP Cameron Domenico

NFP Kellen Foley

NFP Matthew Giovinazzo

NFP Emily Hing

NFP Natalie Holton

NFP Kameron Jones

NFP Christopher Langstaff

NFP Vince Learned

NFP Brennan Moore

NFP Kyle Olson

NFP Rick Sauerman

NFP Stuart Scholten

NFP Solomon Stewart

NFP Ryan Williams

Northeast Planning Associates Inc Lauren Colby

Oswald Financial, Inc. - Member of GRP Advisor Alliance Deena Rini

Oswald Financial, Inc. - Member of GRP Advisor Alliance Brent Teague

Pangea Wealth Management Clay Kazmierski

Pangea Wealth Management Matthew Kory

Peachtree Wealth Strategies Amanda Barton

Peak Financial Group Joseph Conzelman

Pension Corporation of America - Member of GRP Advisor Alliance Seth Priestle

Pension Point Retirement Advisors, Inc. Matthew Bryant

Pensionmark Financial Group, LLC Taylor Clark

Pensionmark Financial Group, LLC Ronnie Cox

Pensionmark Financial Group, LLC Alex Kahn

Pensionmark Financial Group, LLC Veronica Taylor


www.napatop50under40.orgMorgan Stanley - Pensionmark 8


Pensionmark Financial Group, LLC Emilio Vela

Perennial Financial Services, LLC Brad Harris

Plan Sponsor Consultants Garrett Anderson

Plan Sponsor Consultants Mary George

Plante Moran Financial Advisors Justin Domber

Plante Moran Financial Advisors Steven Gibson

Plante Moran Financial Advisors Cameron Kleinheksel

Plante Moran Financial Advisors Brett Reardon

Plante Moran Financial Advisors Jeremy Tollas

PPS Pension Services - Member of GRP Advisor Alliance Anthony Tomasula

Precept Advisory Group LLC Vincent Ko

Procyon Partners, LLC Amber Kendrick

Prosperion Financial Advisors Patrick Alfano

Provence Wealth Management Avinash Pai

Quad City Investment Center Blake Schaeffer

Raymond James Financial Services Matthew Callan

Raymond James Financial Services Sean Deviney

Raymond James Financial Services Craig Houck

Raymond James Financial Services Jaun Munoz

Raymond James Financial Services Joey Rose

Redstone Advisors, LLC (Pensionmark) Casey Taylor

Renaissance Benefit Advisors - Member of GRP Advisor Alliance Patrick Morrell

Resources Investment Advisors Taylor Dance

Retirement Benefits Group Darren Burke

Retirement Benefits Group Shawna Christiansen

Retirement Benefits Group Benjamin Hodge

Retirement Benefits Group David Morehead

Retirement Plan Analytics - Member of GRP Advisor Alliance Brandon Helms

Retirement Plan Consulting Group Damon Marra

Retirement Planology, Inc. Courtenay Shipley

Retirement Solution Group - Member of GRP Advisor Alliance Christopher Underwood

RetireRight Pittsburgh Mark Brenneman

RMR Wealth Builders, Inc. - Member of GRP Advisor Alliance Ryan DeGrau

Rogers Financial Group (Pensionmark) Brittney Marshall

SageView Advisory Group Matt Anderson

SageView Advisory Group Ken Barnes

SageView Advisory Group Brock Becker

SageView Advisory Group Ryan Biggs

SageView Advisory Group Kristen Cardey

SageView Advisory Group Chris Donnelly

SageView Advisory Group Joe Dunbar

SageView Advisory Group Maria Fantoni


www.napatop50under40.orgPensionmark - SageView 9


SageView Advisory Group Rich Ginel

SageView Advisory Group Joyce Jennings

SageView Advisory Group Vanessa Larareo

SageView Advisory Group Jason McCoy

SageView Advisory Group Stuart Payment

SageView Advisory Group Jeffrey Petrone

SageView Advisory Group Dan Quirk

SageView Advisory Group Patrick Raynor

SageView Advisory Group Kevin Schmeits

SageView Advisory Group Rebecca Searles

SageView Advisory Group David Shnapek

SageView Advisory Group Jonathan St. Clair

SageView Advisory Group Todd Stewart

SageView Advisory Group Erica Washburn

SageView Advisory Group Doug Webster

Samuel Financial, LLC Chad Gutner

Sentinel Benefits & Financial Group - Member of GRP Advisor Alliance Ryan Campagna

SevenHills Benefit Partners (Pensionmark) Tony Black

SevenHills Benefit Partners (Pensionmark) Matt Voecks

Sheridan Road Financial, LLC James Jaramillo

Sherr Financial Associates Daniel Sherr

Spectrum Investment Advisors - Member of GRP Advisor Alliance Jon Marshall

StoneStreet Equity, Inc. - Member of GRP Advisor Alliance Spencer Goldstein

Strategic Wealth Group Ryan Hagan

Stratos Wealth Partners Grant Butson

The Beacon Group of Companies Sean Menickella

The Beacon Group of Companies Mark Schatzel

The Good Life Financial Group Conor Delaney

The Good Life Financial Group Courtnie Nein

The Heestand Company Mary Caballero

The Michigan Pension Group - Member of GRP Advisor Alliance Ben Duval

The Philadelphia Group Jordan Norley

The Private Wealth Management Group, LLC James Couture

The Private Wealth Management Group, LLC Michael Lemay

The Summit Group Associates, Inc. Derek Fiorenza

Thiesen Dueker Michael Muhareb

Troxell Financial Advisors Ryan Davlin

Tsukazaki & Associates, LLC Cody Momohara

Tutton Insurance Services (Pensionmark) Stephanie Reese

Twelve Points Retirement Advisors Emanuel Frangiadakis

UBS Financial Services Peter Alminas


www.napatop50under40.orgSageView - UBS 10


UBS Financial Services Donald Atherton

UBS Financial Services Willcox K. Bailey

UBS Financial Services Robert Banas

UBS Financial Services Darin Beeghley

UBS Financial Services John Benitoa

UBS Financial Services Royce Bergman

UBS Financial Services Robert Bickham

UBS Financial Services Jon Bottema

UBS Financial Services Barry Bowen

UBS Financial Services Craig Brass

UBS Financial Services Karen Breed

UBS Financial Services John Brunello

UBS Financial Services Brian Cahill

UBS Financial Services Ross Cammarata, Jr.

UBS Financial Services Michael Carelli

UBS Financial Services Brian Catanella

UBS Financial Services Ken Catanella

UBS Financial Services Gerald L, Chasin

UBS Financial Services Dan Chillemi

UBS Financial Services Jared Clauss

UBS Financial Services Marc Cobane

UBS Financial Services Jacob Creydt

UBS Financial Services Anthony Cristiano

UBS Financial Services Sandra Cunningham

UBS Financial Services Michael DiGrazia

UBS Financial Services Gayle Dilla

UBS Financial Services John Dolloff

UBS Financial Services Claude Pete Edmonds

UBS Financial Services David Eisen

UBS Financial Services John Ellis

UBS Financial Services Louise Emerson

UBS Financial Services Kevin Fiscus

UBS Financial Services Ozzie Fishman

UBS Financial Services Lucia Rita Fiumara

UBS Financial Services Renee Fourcade

UBS Financial Services Brian Funkhouser

UBS Financial Services Joseph Galbraith

UBS Financial Services Frank Gallo

UBS Financial Services Richard Gamboa

UBS Financial Services Dean Gaugler

UBS Financial Services Harris Gignilliat

UBS Financial Services James Giordano


www.napatop50under40.orgUBS 11


UBS Financial Services Michael Giordano

UBS Financial Services Chad Goerner

UBS Financial Services Austin Greer

UBS Financial Services Roy Gutierrez

UBS Financial Services Brendon Harbron

UBS Financial Services Sean Hardy

UBS Financial Services David Harris

UBS Financial Services Tammy Head

UBS Financial Services Brett Henderson

UBS Financial Services Shawn Hintz

UBS Financial Services Jennifer Hocking

UBS Financial Services Steven Hocking

UBS Financial Services Greg Holbrook

UBS Financial Services Steven Horky

UBS Financial Services Jennifer Hoselton

UBS Financial Services Piers Hurley

UBS Financial Services Andrew Hutcheson

UBS Financial Services William Hyde

UBS Financial Services Michael Jefferies

UBS Financial Services Wayne Jorgenson

UBS Financial Services John Kamprath

UBS Financial Services Jason Katz

UBS Financial Services Michael Kelly

UBS Financial Services Douglas Kincart

UBS Financial Services Tom Kret

UBS Financial Services Matt Lasko

UBS Financial Services Tad Lawrence

UBS Financial Services Jason Maas

UBS Financial Services Vania Markarian

UBS Financial Services Danford Meischen

UBS Financial Services Greg Mendoza

UBS Financial Services James Merkley

UBS Financial Services Dominick Minicucci

UBS Financial Services Raymond Minicucci

UBS Financial Services Linda Modico

UBS Financial Services Anthony Montemagni

UBS Financial Services Colin Murphy

UBS Financial Services Charles Oddo

UBS Financial Services Scott Olsen

UBS Financial Services Mark Paone

UBS Financial Services Samantha Parker-Hopkins

UBS Financial Services Antony Pougnet




UBS Financial Services Vandyke "Van" Price

UBS Financial Services Paul Ramus

UBS Financial Services Timothy Rauwald

UBS Financial Services James W. Rimmel

UBS Financial Services Daniel Rothenberg

UBS Financial Services William Royer

UBS Financial Services Trent Sanden

UBS Financial Services Allen Saunders

UBS Financial Services Michael Scandalios

UBS Financial Services Adam Schaller

UBS Financial Services Robert Schneider

UBS Financial Services David Sears

UBS Financial Services Charles Sessa

UBS Financial Services Marc Shegoski

UBS Financial Services Kevin Shepherd

UBS Financial Services Megan Smith

UBS Financial Services Kathleen Snodgrass

UBS Financial Services William Sobers

UBS Financial Services Eric Soos

UBS Financial Services Martha Spano

UBS Financial Services Alan Spierer

UBS Financial Services Harlan Spinner

UBS Financial Services Jim Spooner

UBS Financial Services Roger Stephens

UBS Financial Services C. Scott Sutcliff

UBS Financial Services Hal Tabb

UBS Financial Services Kristi Thelen

UBS Financial Services Glen Titan

UBS Financial Services Timothy Torretta

UBS Financial Services Robert Vaughan

UBS Financial Services Roger Vierra

UBS Financial Services Victor Villagracia

UBS Financial Services Todd Vralsted

UBS Financial Services Raymond Vuicich

UBS Financial Services Keith A. Weidemann

UBS Financial Services Jon P. Willhite

UBS Financial Services Mark Williams

UBS Financial Services Herman Wipperfurth

UBS Financial Services Kenneth Wise

UBS Financial Services J. Allen Wright

UBS Financial Services Michael Yochum

UBS Financial Services Limei Yu




UBS Financial Services James Yurak

UBS Financial Services Christopher Zangari

V Wealth Management Grant Trimble

Valtrum Retirement Plan Consulting, LLC Brandon Day

Vision Financial Group, LLC Joshua Weszka

VisionPoint Ryan Krome

VisionPoint Donald Peterson

VisionPoint - Member of GRP Advisor Alliance Pete Peterson

WD Pensionmark Jesus Rodriguez

WD Pensionmark Dean Salyer

Wealth Enhancement Group, LLC Dustin Kriengsak-Obhas

Wealth Enhancement Group, LLC Adria Siewert

WealthPath Investment Advisors (Pensionmark) Matt Cooper

WealthPath Investment Advisors (Pensionmark) Brent Harless

WealthWise Financial Letitia Berbaum

Wells Fargo Advisors Phillip Anderson

Wells Fargo Advisors Brenden Bosmans

Wells Fargo Advisors Tom Braile

Wells Fargo Advisors Robert Canzani

Wells Fargo Advisors King Cavalier

Wells Fargo Advisors Melissa Combs

Wells Fargo Advisors Dominic Corleto

Wells Fargo Advisors Kevin Gilligan

Wells Fargo Advisors Erin Hall

Wells Fargo Advisors Brad Harber

Wells Fargo Advisors Patrick M. Healey

Wells Fargo Advisors Larry Holmes Jr.

Wells Fargo Advisors Jason J. Howard

Wells Fargo Advisors Brian J. Konish

Wells Fargo Advisors Jason Minor

Wells Fargo Advisors Nicholas Ravella

Wells Fargo Advisors Scott Schechinger

Wells Fargo Advisors Jennifer R. Scott

Wells Fargo Advisors Shaughn Scott

Wells Fargo Advisors Michael E. Sherman

Wells Fargo Advisors Christopher Soto

Wells Fargo Advisors Sarah K. Springer

Wells Fargo Advisors Justin Tart

Wells Fargo Advisors Kyle Trippel

Wells Fargo Advisors Alan B. Watts

Wells Fargo Advisors Financial Network Christian Garces

Wells Fargo Advisors Financial Network James Guilbeaux


www.napatop50under40.orgUBS - Wells Fargo 14


Wells Fargo Advisors Financial Network Jeffrey Kline

Wells Fargo Advisors Financial Network Peter Kotkas

Wells Fargo Advisors Financial Network Gregory Ohl

WhartonHill Advisors - Member of GRP Advisor Alliance Jessica Barba

Winthrop Wealth Management Richard St. Onge

Young Financial Services, LLC Austin Duvall

Yuma Investment Group Wealth Management Adrian Elder


www.napatop50under40.orgWells Fargo - Yuma 15

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