Top Advisers Recognized for Their Dedication and Commitment to Retirement Planning

Overland Park, KS – November 28, 2023 – OneDigital, a nationally recognized and leading insurance broker, financial services, and HR consulting firm, announced today that nine of their retirement advisers were named to the 2024 Aces: Top 100 Retirement Plan Advisors Under 40 by the National Association of Plan Advisors this November.

The NAPA Top Retirement Plan Advisors, also referred to as “Aces,” was established in 2014. The applications for this prestigious award are based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. The applications are vetted by a distinguished and esteemed panel of senior advisory experts based on a combination of qualitative and quantitative data submitted by the nominees and a broker-check review. This year's winners were selected from a pool of over 600 nominations.

“Aces” are seen as the future leaders of the retirement plan industry who will continue to push the industry forward and remain committed to providing clients with an outstanding level of service and guidance on their journey to financial security.

OneDigital is excited to celebrate the advisers who were recognized for this award. Join us in congratulating the winners:

• Brady Dall, Regional Vice President, OneDigital Retirement + Wealth
• Joe DeBello, Managing Principal, OneDigital Retirement + Wealth
• Matthew Hedley, Vice President, OneDigital Retirement + Wealth
• Keith Huber, Investment Advisor, OneDigital Retirement + Wealth
• Kevin Major, Vice President, OneDigital Retirement + Wealth
• David Morehead, Vice President of Retirement Plan Consultant, OneDigital Retirement + Wealth
• Allie Rivera, Senior Consultant and Director of Investment Consulting, OneDigital Retirement + Wealth
• Adam Rivett, Retirement Plan Consultant, OneDigital Retirement + Wealth
• Blade Zych, Retirement Plan Consultant, OneDigital Retirement + Wealth

We are thrilled and proud to recognize these outstanding leaders being celebrated for their dedication and hard work to the retirement plan industry and their clients. Each adviser being highlighted are exemplary leaders, at the core of our heart and hustle culture, and a great advocate for the retirement industry. We are so proud of each one of them.
 
— Vince Morris, President, OneDigital Retirement + Wealth

To view the full list of winners and the criteria to be considered, click here.

About OneDigital

OneDigital delivers strategic advisory consulting and technology-forward solutions to more than 85,000 employers across the nation. As employee health care, wellness and workplace benefits continue to converge, business of all sizes has relied on OneDigital’s exceptional advisory teams for counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, as well as the retirement and wealth management services provided through OneDigital Investment Advisors LLC. OneDigital’s commitment to technology and innovation enables its 2,800 advisors to deliver the most modern and intuitive customer experience anywhere in the industry.

OneDigital has been named as a Best Place to Work in Insurance by Business Insurance. For more information,  visit onedigital.com.

About the National Association of Plan Advisors

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. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.

Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.