PLANADVISER - January/February 2019 - 28

Individual Advisers
With $1 Billion or
More in Retirement
Plan Assets Under
Advisement
$1 Billion to $1.5 Billion
Erik K. Tappin
Morgan Stanley
Carlsbad, California
Scott Wertheim
CAPTRUST
Doylestown, Pennsylvania
Philip Chao
Chao & Company
Vienna, Virginia
Jason Chepenik
Chepenik Financial
Orlando, Florida
Stace Hilbrant
401k Advisors Chicago
Wilmette, Illinois
Ellen Lander
Renaissance Benefit
Advisors Group
Pearl River, New York
Josh Ulmer
The SeaPort Group, Morgan Stanley
Portland, Oregon
Rick Wedge
Pensionmark Retirement Group
Novato, California
More Than $1.5 Billion to $2 Billion
Jordan Gelb
Gelb Retirement & Advisory
Team, Merrill Lynch
Northbrook, Illinois
Andrew Harbour, Graystone
Consulting, Morgan Stanley
Atlanta, Georgia
Michael Maresh
CAPTRUST
Austin, Texas
Dan Peluse
Wintrust Retirement Plan Services
Chicago, Illinois
More Than $2 Billion
Freddie Sarno
Morgan Stanley
Las Vegas, Nevada
Individual Advisers
With 100 or
More Retirement
Plans Under
Advisement
100 to 130 Plans
Jason Chepenik
Chepenik Financial
Orlando, Florida
Emmett Dupas
Northwestern Mutual
Metairie, Louisiana
Christopher Soto
Wells Fargo Advisors
Irvine, California
Richard Weisberg
The Weisberg Group,
UBS Financial Services Inc.
Naples, Florida
131 to 150 Plans
Edward Chairvolotti
Chairvolotti Financial
Winter Park, Florida
Jonathon Schultheiss
Gate City Advisors
Greensboro, North Carolina
Russell Warye
Benefit Partners Financial
Group, LLC
Libertyville, Illinois
More Than 150 Plans
John A. Cunningham
Alliant Retirement Consulting
New York, New York
Ross Dahlof
Christensen Group
Eden Prairie, Minnesota
Small Teams With
$1.8 Billion or More
In Retirement Plan Assets
Under Advisement
$1.8 Billion to $2.6 Billion
D'Aiutolo Investment Consulting
Group, UBS Financial Services Inc.
Rochester, New York
Northeast Financial Group,
UBS Financial Services Inc.
Westfield, New Jersey
UBS Retirement Plan
Consulting - Milwaukee,
UBS Financial Services Inc.
Milwaukee, Wisconsin
The Wilshinsky Group,
Morgan Stanley
New York New York
More Than $2.6 Billion to $3 Billion
The Brice Group, Morgan Stanley
Birmingham, Michigan
Hooker & Holcombe
West Hartford, Connecticut
Lowery Asset Consulting
Chicago, Illinois
Sprenkle/Frey Group, Merrill Lynch
Cincinnati, Ohio
Strategies Capital Management
Denver, Colorado
More Than $3 Billion to $3.75 Billion
Kass Freemen Group, Merrill Lynch
New York, New York
The Mott Group - Graystone
Consulting, Morgan Stanley
Houston, Texas
Precept Advisory Group
Irvine, California
Dan Peluse
Wintrust Retirement
Plan Services
Chicago, Illinois
26 | planadviser.com January-February 2019

http://www.planadviserdigital.com/planadviser/january_february_2019/TrackLink.action?pageName=26&exitLink=http%3A%2F%2Fplanadviser.com

PLANADVISER - January/February 2019

Table of Contents for the Digital Edition of PLANADVISER - January/February 2019

PLANADVISER - January/February 2019 - Cover1
PLANADVISER - January/February 2019 - Cover2
PLANADVISER - January/February 2019 - 1
PLANADVISER - January/February 2019 - 2
PLANADVISER - January/February 2019 - 3
PLANADVISER - January/February 2019 - 4
PLANADVISER - January/February 2019 - 5
PLANADVISER - January/February 2019 - 6
PLANADVISER - January/February 2019 - 7
PLANADVISER - January/February 2019 - 8
PLANADVISER - January/February 2019 - 9
PLANADVISER - January/February 2019 - 10
PLANADVISER - January/February 2019 - 11
PLANADVISER - January/February 2019 - 12
PLANADVISER - January/February 2019 - 13
PLANADVISER - January/February 2019 - 14
PLANADVISER - January/February 2019 - 15
PLANADVISER - January/February 2019 - 16
PLANADVISER - January/February 2019 - 17
PLANADVISER - January/February 2019 - 18
PLANADVISER - January/February 2019 - 19
PLANADVISER - January/February 2019 - 20
PLANADVISER - January/February 2019 - 21
PLANADVISER - January/February 2019 - 22
PLANADVISER - January/February 2019 - 23
PLANADVISER - January/February 2019 - 24
PLANADVISER - January/February 2019 - 25
PLANADVISER - January/February 2019 - 26
PLANADVISER - January/February 2019 - 27
PLANADVISER - January/February 2019 - 28
PLANADVISER - January/February 2019 - 29
PLANADVISER - January/February 2019 - 30
PLANADVISER - January/February 2019 - 31
PLANADVISER - January/February 2019 - 32
PLANADVISER - January/February 2019 - 33
PLANADVISER - January/February 2019 - 34
PLANADVISER - January/February 2019 - 35
PLANADVISER - January/February 2019 - 36
PLANADVISER - January/February 2019 - 37
PLANADVISER - January/February 2019 - 38
PLANADVISER - January/February 2019 - 39
PLANADVISER - January/February 2019 - 40
PLANADVISER - January/February 2019 - 41
PLANADVISER - January/February 2019 - 42
PLANADVISER - January/February 2019 - 43
PLANADVISER - January/February 2019 - 44
PLANADVISER - January/February 2019 - 45
PLANADVISER - January/February 2019 - 46
PLANADVISER - January/February 2019 - 47
PLANADVISER - January/February 2019 - 48
PLANADVISER - January/February 2019 - 49
PLANADVISER - January/February 2019 - 50
PLANADVISER - January/February 2019 - Cover3
PLANADVISER - January/February 2019 - Cover4
https://www.planadviserdigital.com/planadviser/july_august_2021
https://www.planadviserdigital.com/planadviser/may_june_2021
https://www.planadviserdigital.com/planadviser/march_april_2021
https://www.planadviserdigital.com/planadviser/january_february_2021
https://www.planadviserdigital.com/planadviser/november_december_2020
https://www.planadviserdigital.com/planadviser/september_october_2020
https://www.planadviserdigital.com/planadviser/july_august_2020
https://www.planadviserdigital.com/planadviser/may_june_2020
https://www.planadviserdigital.com/planadviser/march_april_2020
https://www.planadviserdigital.com/planadviser/january_february_2020
https://www.planadviserdigital.com/planadviser/november_december_2019
https://www.planadviserdigital.com/planadviser/september_october_2019
https://www.planadviserdigital.com/planadviser/july_august_2019
https://www.planadviserdigital.com/planadviser/may_june_2019
https://www.planadviserdigital.com/planadviser/march_april_2019
https://www.planadviserdigital.com/planadviser/january_february_2019
https://www.planadviserdigital.com/planadviser/november_december_2018
https://www.planadviserdigital.com/planadviser/september_october_2018
https://www.planadviserdigital.com/planadviser/july_august_2018
https://www.planadviserdigital.com/planadviser/may_june_2018
https://www.planadviserdigital.com/planadviser/march_april_2018
https://www.planadviserdigital.com/planadviser/january_february_2018
https://www.planadviserdigital.com/planadviser/november_december_2017
https://www.planadviserdigital.com/planadviser/september_october_2017
https://www.planadviserdigital.com/planadviser/july_august_2017
https://www.nxtbookmedia.com