Teams with 75 or more plans
More than 180
401(k) Advisors
Veronica Lee, Joel Shapiro,
Michael McGuire, Michael Viljak,
Austin Gwilliam, Susann Haas,
Pamela Watson, Mindy Marburger
Aliso Viejo, California
Oswald Financial, Inc.
David Kulchar 
Cleveland, Ohio
Pensionmark Retirement Group
Troy Hammond , Mike Woods,
Devyn Duex, Laura Battle ,
Mike Devlin, Craig Christo,
Christine Powell, Michelle Lantz,
Andre Kaluna, Sean O’Flaherty,
Daren Alcantar, Krista Hauser,
Deanna Bamford, Brooks Allen
Santa Barbara, California
Siegel, Martin & Associates
Merrill Lynch
Washington, D.C.
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PLANSPONSOR Retirement ProfessionalTM
Methodology: The advisers listed here are taken from entries for the 2011 PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year awards. Nominations were solicited online from retirement plan advisers, their employers and/or broker/dealers, and plan sponsors, as well as from working partners of these advisers, including investment vendors, accountants and attorneys, and pension administrators. Advisers who have attained the PLANSPONSOR Retirement Professional (PRP) designation receive an automatic nomination. To enter the awards process, nominees must complete a form providing various details of their practice, including the details displayed here. These lists are based solely on quantitative factors, while the PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year awards consider both qualitative and quantitative factors, including factors not considered in determining the most successful lists. Due to the differences in evaluation factors, finalists for the PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year awards are not necessarily included on the “Top 100” listing.