Qualified and non-qualified retirement plan consulting-design, advice, fiduciary assessments and financial wellness consulting2023 and 2024 PLANADVISER TOP 100 Retirement Plan Team2024 NAPA Top DC Teams and NAPA Top DC Multi-Office Teams2018 PLANSPONSOR Retirement Plan Adviser Large Team of the Year2015, 2016. 2018 & 2019 Financial Times Top US Retirement Advisers2013 ASPPA/NAPA 401(K) Advisor Leadership Award FinalistCentre for Fiduciary Excellence AnalystSecurities and advisory services offered through LPL Financial, a registered investment advisor, and member FINRA/SIPC. For hyperlinks to FINRA and SIPC, refer to contact info above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​ASPPA/NAPA 401(k) Leadership: nominated and selected by industry peers based on leadership, innovation and contributions to the retirement plan industry. FT Top 401 Retirement Advisors: selected based on assets under management in defined contribution (DC) plans, degree of specialization, growth in number of plans and assets under management, average participation rate in advised DC plans, years of experience, industry certifications, and compliance record. PLANADVISER Top 100 Retirement Plan Advisors: selected based solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees.