OneDigital Advisors Recognized as Future Leaders Within the Retirement Plan Industry

Overland Park, KS – November 21, 2024 – OneDigital Investment Advisors “OneDigital,” a nation’s leading insurance brokerage, financial services and HR consulting firm, announced today that eight of their advisers have been named to the 2025 Aces: Top 100 Retirement Plan Advisors Under 40.

NAPA’s 2025 Aces: Top 100 Retirement Plan Advisors Under 40 is an awards program created in 2014 to recognize future leaders in the retirement plan industry. This year, more than 650 nominees were considered, with 100 making the final list (approximately 15.38%)

The list is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Award winners are determined by a panel of senior industry advisors who considered quantitative and qualitative criteria from those applications. The eight OneDigital advisers are listed below in alphabetical order.

Allie Rivera, Vice President, Retirement Plan Consulting

Amy Todd, Retirement Plan Consultant, OneDigital Financial Services

Blade Zych, Retirement Plan Consultant, OneDigital Financial Services

Brady Dall, Regional Senior Vice President, OneDigital Financial Services

Garrett Shimell, Vice President, Retirement Plan Consulting

Kevin Major, Vice President, Retirement Plan Consulting

Robert Culberson, Director, Retirement Plan Consulting

Sean Bayne, Vice President, Retirement Plan Consulting

We are thrilled to see our exceptional advisers recognized for the continued excellence they bring to our industry. At OneDigital, we are always looking to the future, focusing on growth and innovation. Having this outstanding group of advisers as part of our team is truly invaluable. We eagerly anticipate their continued contributions to advancing the retirement plan industry.
 
— Vince Morris, President, OneDigital Retirement + Wealth

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 LLC. This rating is not an indication of future performance, quality of investment advice or client experience. No compensation was provided to obtain or use this rating.