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27 OneDigital Advisers Recognized in the 2024 NAPA Top Women of Excellence Award

Leading Women Advisers Honored for Dedication and Excellence in Retirement Planning

Overland Park, KS – October 23, 2024 — OneDigital, a nationally recognized and leading insurance brokerage, financial services, and HR consulting firm, announced today that 27 of its advisers were named to the NAPA 2024 Top Women of Excellence.

The NAPA Top Women of Excellence Award, formerly known as the NAPA Top Women Advisors Award, originated in 2015 to highlight female advisers making significant contributions and strides within the retirement industry. While excelling in their profession, they go the extra mile to move the industry forward.

A record number of almost 800 nominees were considered this year. Out of the 800 nominees, 30.5% were represented on the final list. The list was decided on by a panel of judges who reviewed and scored nominees based on both quantitative and qualitative measures. This was the first year that the list was expanded to include those in supportive roles. To signify this, the list was broken down into three distinct categories that individuals can be recognized for, and they are:

• Captains: Individuals who are principals, owners, or team captains within their organizations
• MVPs: Non-producing licensed relationship managers focused on managing relationships and retention of clients
• Rising Stars: Rising top producers with less than 5 years of experience in the industry

OneDigital is excited to share that this is the largest number of individuals who have been recognized for this prestigious award, and we have individuals recognized in every category. We are proud of their commitment and hard work within the retirement plan industry. Join us in celebrating the winners:

Captains

Principals, owners, or team captains of their organizations

Jennifer Pearson, Regional Vice President of Client Relations and Operations – Financial Services
Renee Scherzer, Senior Vice President
Heidi Sidley, Senior Vice President
Jania Stout, Senior Vice President

MVPs

Top non-producers within their practices

Loretta Besson, Senior Client Relationship Manager – Financial Services
Susan Brown, Retirement Plan Consultant
Tracy Caldwell, Retirement Plan Consultant
Amy Flach, Senior Retirement Plan Consultant
Sydney Haas, Senior Client Relationship Manager – Financial Services
Stephanie Hunt, Managing Director of Operations – Financial Services
Katie Kirchner, Vice President of Client Relations – Financial Services
Kirsten Kirki Fuller, Senior Retirement Plan Consultant
Joyce McLain, Client Relationship Manager
Laurinda Miller, Client Relationship Manager
Katie Odell, Participant Engagement Specialist
Marisa Ricottone, Investment Consultant
Allie Rivera, Vice President of Investments and Retirement Services
Amy Romero, Senior Client Relationship Manager – Financial Services
Jessica Sawyer, Senior Client Relationship Manager – Financial Services
Katrina Taylor, Retirement Plan Consultant
Jennifer Witt, Senior Retirement Consultant – Retirement Services

Rising Stars

Top producers who have less than 5 years of experience with retirement plans as a Financial Advisor

Amber Jones, Retirement Plan Consultant
Jill Kammerer, Client Relationship Manager
Amira Martin, Retirement Plan Consultant
Hailey Moseman, Retirement Plan Consultant
Amy Todd, Retirement Plan Consultant
Nicole Wolfe, Senior Retirement Consultant – Retirement Services

“We are thrilled to celebrate the extraordinary women being recognized for their dedication to their clients and continually moving the retirement industry forward. This is a remarkable milestone to have 27 outstanding women within OneDigital recognized for this prestigious award. We’re immensely proud of these trailblazers who continue to inspire and set new standards of excellence within the retirement industry while helping their clients achieve their goals. Congratulations to all the winners.”
 
-Vince Morris, President, OneDigital Financial Services

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

About OneDigital

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. 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. This rating is not an indication of future performance.

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