Eleven OneDigital Retirement Advisers Win PLANADVISER’s Top Retirement Plan Advisers for 2025

Overland Park, KS – March 25, 2025 – OneDigital Investment Advisors ("OneDigital"), focused on corporate retirement plans announced that 11 of its advisers have been named to the PLANADVIS0R Top Retirement Plan Advisers List.

The PLANADVISER’s Top Retirement Plan Advisers List rewards those with a self-reported minimum requirement of 50 plan clients or $400 million in retirement plan assets under advisement as of December 31, 2024 (award announced on March 21, 2025). Advisers were also highlighted if they met the following criteria: 91% - 100% of clients that are 401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients.

Advisers named to the list are below.

Mark Beaton - Denver, Colorado
Amy Flach - Baltimore, MD
Matt Hedley - Richmond, Virginia
Ronald Letaw - Tampa, Florida
Kevin Major - Baltimore, Maryland
Michael Markovic - Baltimore, Maryland
Danielle Maxwell - Baltimore, Maryland
Neil C. Netoskie - Houston, Texas
Dan Peluse - Nashville, Tennessee
Nate White - Walnut Creek, California
Chad Wilson - Baltimore, Maryland

We are deeply honored to have numerous OneDigital advisers recognized on the PLANADVISER Top Retirement Plan Adviser List and to be at the forefront of future of the retirement industry. It is a testament to the amazing group of advisers we have here at OneDigital. At OneDigital, our unwavering passion lies in delivering the highest level of service to our clients, and the outstanding advisers on this list exemplify that perfectly.
 
— Vince Morris, President, OneDigital Retirement + Wealth

The 2025 list recognized a total of 249 advisers. At OneDigital, we are steadfast in our commitment to driving innovation and progress within the retirement industry. We are profoundly grateful for our outstanding advisers and dedicated support staff who form the backbone of our organization.

For the comprehensive PLANADVISER Top Retirement Plan Advisers List, please click here.

Want to read more on OneDigital? Check out this article: Thirty-Seven OneDigital Advisor Teams Named in the 2025 NAPA Top DC Advisor Teams Awards.

Investment advice offered through OneDigital Investment Advisors LLC

This year’s PLANADVISER list recognized 249 advisers. This recognition is based solely on quantitative figures, there is no judging or subjective measurement. No compensation was provided to obtain or promote the award. This award is not an indication of future performance or client experience.

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. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. For more information, visit onedigital.com.

OneDigital® is a registered trademark of Digital Insurance LLC (“OneDigital”) and is the marketing name used by Digital Insurance LLC and its affiliates to market their products and services. Each company has financial responsibility only for its own products and services. Investment advisory services offered through OneDigital Investment Advisors, a wholly owned subsidiary of OneDigital.

About PLANADVISER

Over the past decade, retirement plan advisers have fundamentally reshaped the face of retirement benefits programs, and PLANADVISER has been there every step of the way. Our mission is to provide deep insight into the most pressing retirement planning challenges and opportunities facing this specialized group, who do so much every day to help improve the financial future of many millions of Americans. Through our diverse media channels, we seek to identify, explore and supply insight on the critical and evolving topics that retirement plan advisers grapple with every day—from highly sensitive compliance issues to breaking news about the markets. Launched in 2006, PLANADVISER remains the only magazine to solely address the specific needs and concerns of advisers who specialize in the sale and servicing of institutional retirement plans and related products and services, including 401(k), 403(b) and 457 plans, health savings accounts (HSAs) and defined benefit (DB) pension plans. plans.

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