NAPA Announces 401(k) Advisor Leadership Award Semi-Finalists

NAPA Announces 401(k) Advisor Leadership Award Semi-Finalists


ARLINGTON, VA — The National Association of Plan Advisors is proud to announce the 10 semifinalists for its 2015 401(k) Advisor Leadership Award.

Now in its eighth year, the prestigious NAPA 401(k) Advisor Leadership Award recognizes leadership, innovation and contributions to the retirement plan industry with the sales, marketing and establishment of 401(k) plans.

The semifinalists for the 2015 401(k) Leadership Award are:

  • Corby Dall, AIF, PPA of 401(k) Advisors Intermountain — Sandy, UT
  • Greenspring Wealth Management, Inc. (lead: Josh Itzoe) — Towson, MD
  • Maresh Yoshida Group (lead: Michael W. Maresh) – Austin, TX
  • Channel Financial (lead: Matt Gulseth) – Golden Valley, MN
  • ProCourse Fiduciary Advisors (lead: Douglas Prince), Carmel, IN
  • Don Faller and Jamie Hayes, AIF, CBFA, of FiduciaryFirst – Maitland, FL
  • Spectrum Investment Advisors (lead: Matthew Demet) – Mequon, WI
  • Mark A. Davis, QPFC of CAPTRUST Financial Advisors – Westlake Village, CA
  • Mark Wetzel and Mike Goss of Fiduciary Investment Advisors – Windsor, CT
  • Jim Phillips and Patrick McGinn of Retirement Resources – Peabody, MA

Three finalists will be selected from this group, and acknowledged at the 2015 NAPA 401(k) SUMMIT, March 22-24 in San Diego, CA, where the winner of the 2015 NAPA 401(k) Leadership Award will be announced.

Nominations for the award are reviewed by a blue ribbon panel of judges, including the winner of the 2014 NAPA 401(k) Leadership Award, Kathleen Kelly, representing Compass Financial Partners, LLC.  Previous award winners include Fiduciary Consulting Group @ PSA, represented by Jania Stout, Plan Sponsor Advisors, represented by Jennifer Flodin, Angelo Auriemma and Donald Stone, Michael J. Malone of MJM401K, Sean Waters, Cook Street Consulting, Inc, Fred Reish, of Drinker Biddle & Reath, and Bill Chetney, then of National Retirement Partners.

The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors.  NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors.

More information about NAPA is available at Additional details about the 2015 NAPA 401(k) Summit are available at

Media Contact: Don Jackson, (703) 516-9300 Ext. 169, [email protected]

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