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Advisor Today's
4 Under 40

Recognizing Accelerated Career Excellence

 

Each year, Advisor Today magazine recognizes four financial advisors with Advisor Today’s 4 Under 40 Award, who achieve excellence in their profession by or before the age of 40.
 
Someone you know is a leader. He or she is successful, of course, but also committed to their community, family, and team. They’re already a great example for their peers. Nominate them for Advisor Today’s 4 Under 40 Award. It’s the recognition they deserve and the next step in their amazing career.

Past winners have a proven track record of continued success through industry leadership roles, speaking engagements, and increased peer recognition.

How to Nominate
You do not have to be a member to nominate a potential candidate for Advisor Today’s 4 Under 40 Award, nor do you have to be a member to submit your own application. However, recipients must be a NAIFA member at the time of application deadline and award recognition. 
 
Application Fees
Each candidate application is $40. You can conveniently pay online through our secure credit card system or contact our Member Services team to take your payment over the phone. 
 
We will begin taking applications for 2023 nominees in February, 2023.

Advisor Today's 
4 Under 40
Chapter Awards

Greater Washington, D.C. 

PREVIOUS 4 UNDER 40 WINNERS

Scott Blake, MBA

NAIFA-OH | 2022

X

NAIFA-OH | 2022

Scott Blake, MBA

Eric Bottolfsen, MBA

NAIFA-AZ | 2022

X

NAIFA-AZ | 2022

Eric Bottolfsen, MBA

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Matthew Daley, MBA, FSCP, LACP, LUTCF

NAIFA-NY | 2022

X

NAIFA-NY | 2022

Matthew Daley, MBA, FSCP, LACP, LUTCF

Brett Moore, CFP

NAIFA-GA | 2022

X

NAIFA-GA | 2022

Brett Moore, CFP

Rebecca Schulter

NAIFA-TN | 2021

X

NAIFA-TN | 2021

Rebecca Schulter

Memphis, Tennessee

Loyal Member Since 2015

Recipient Year:2021

J. Cal Anderson, CFP, CLU

NAIFA-GA | 2021

X

NAIFA-GA | 2021

J. Cal Anderson, CFP, CLU

Alpharetta, Georgia

Loyal Member Since 2011

Recipient Year:2021

Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU

NAIFA-CA | 2021

X

NAIFA-CA | 2021

Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU

Los Angeles, California

Loyal Member Since 2012

Recipient Year:2021

Steven R. Walker, LUTCF

NAIFA-ND | 2021

X

NAIFA-ND | 2021

Steven R. Walker, LUTCF

Fargo, North Dakota

Loyal Member Since 2009

Recipient Year:2021

Joyce J. Yoo

NAIFA-CA | 2020

X

NAIFA-CA | 2020

Joyce J. Yoo

San Francisco, California

Loyal Member Since 2010

Recipient Year:2020

Samuel G. Sones, LUTCF

NAIFA-MS | 2020

X

NAIFA-MS | 2020

Samuel G. Sones, LUTCF

Brookhaven, Mississippi

Loyal Member Since 2008

Recipient Year:2020

Richard M. Demko II, CLU, RICP, LUTCF, LACP

NAIFA-TX | 2020

X

NAIFA-TX | 2020

Richard M. Demko II, CLU, RICP, LUTCF, LACP

Houston, Texas

Loyal Member Since 2015

Recipient Year:2020

Andy Bartling, FIC, LACP

NAIFA-SD | 2020

X

NAIFA-SD | 2020

Andy Bartling, FIC, LACP

Rapid City, South Dakota

Loyal Member Since 2009

Recipient Year:2020

Daniel Thompson, LUTCF, FSCP

NAIFA-MS | 2019

X

NAIFA-MS | 2019

Daniel Thompson, LUTCF, FSCP

Water Valley, Mississippi

Loyal Member Since 2008

Recipient Year:2019

Zachary B. Gray, CRPC, LACP

NAIFA-IL | 2019

X

NAIFA-IL | 2019

Zachary B. Gray, CRPC, LACP

Ashkum, Illinois

Loyal Member Since 2007

Recipient Year:2019

Kate Kilgore Cihon, FSCP

NAIFA-CO | 2019

X

NAIFA-CO | 2019

Kate Kilgore Cihon, FSCP

Denver, Colorado

Loyal Member Since 2009

Recipient Year:2019

Consra R. Rosales Pacheco

NAIFA-TN | 2019

X

NAIFA-TN | 2019

Consra R. Rosales Pacheco

Franklin, Tennessee

Loyal Member Since 2014

Recipient Year:2019