PA Top 100 Specialty Focus - 403b plans

Specialty Focus

10% or more in 403(b) plans


Thomas S. Anthony
McKinley Carter Wealth Services, Inc.
Wheeling, West Virginia 

Barney & Barney Retirement Services
Bill Peartree, Rick Skelly,
Rick ­Ferguson, Gary Gunning,
Jenece Tagg, Peggy Aldape
San Diego, California 

Cafaro Greenleaf
Jamie Greenleaf, Dorann Cafaro PRP logo,
John Peters, Barbara Meyer
Little Silver, New Jersey 

Domenic DiPiero, III
Newport Capital Group
Red Bank, New Jersey 

The Dubie Group
Morgan Stanley Smith Barney

Christopher Dubie, Julie Braun
South Burlington, Vermont 

F.D.G. Institutional Consulting Group,
UBS Financial Services Inc.

Phil Fiore, Steve DesRochers PRP logo,
Jeff Farrar, Dean Gaugler,
Lou Gloria, Tom Gahan
Stamford, Connecticut 

The Hagwood Tomoda Group
Morgan Stanley Smith Barney
Wellesley, Massachusetts 

Henderson Brothers Retirement
Plan Services

William Beale PRP logo, Megan Warzinski,
Peter Valotta, Brendon Costa,
Jay Hunt, Max Cizauskas, Joe Johns
Pittsburgh, Pennsylvania 

Stace Hilbrant PRP logo

401k Advisors LLC
(NRP Member Firm)
Wilmette, Illinois 

Tony Madera PRP logo
Gallagher Retirement Services
Clarks Summit, Pennsylvania 

The MHC Group at
Graystone Consulting

Matt McLaughilin PRP logo, Al Hammond PRP logo,
Peter Ciovacco PRP logo, Dan O’Shea
Danvers, Massachusetts 

Moreton Retirement Partners
Chad J. Larsen PRP logo, Corey Whitehead,
Kirk Welch, Paul Lamb,
Cynthia Krulac, Melinda Dransfield
Denver, Colorado 

Oswald Financial, Inc.
David Kulchar PRP logo
Cleveland, Ohio 

Plan Sponsor Advisors, LLC
Jennifer Flodin PRP logo, Donald Stone,
Tess Malone PRP logo, Rhonda Berg,
Chris Murphy, Jane Belcher,
Angelo Auriemma, Mark Pliska
Chicago, Illinois 

SageView Advisory Group, Northeast

Robert Trethewey, Jack Evans,
Rachel Zachary, Stephen Popper,
Mark Forkey, Jeffrey Gratton
Fulton, Maryland 

SageView Advisory, South Region

Sean G. King, Tim D. Sykes,
Douglas Webster, Ryan Manaker,
Brien "Todd" Stewart, Larissa Whittle,
John Majors, Nichole Labott,
Jeff Petrone, Jamie Lynn Lyons
Knoxville, Tennessee 

Sheridan Road Financial
James O’Shaughnessy PRP logo,
Daniel Bryant, Charles Williams,
Chris Karam, Michael Kerrigan,
Jeremy Weith, Sean Gilmore,
Daniel Lundquist, Steve Kellar,
Tom Daney
Northbrook, Illinois 

Snook Housey Advisors
Kelley Snook, Dave Anderson PRP logo
Troy, Michigan 

John W. Spach
401(k) & 403(b) Advisors, Los Angeles
Woodland Hills, California  


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PRP logo 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 PRP logo 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.