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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. 

Submit a 4 Under 40 Application
 
Nominations will be accepted through September 30, 2022.

Advisor Today's 
4 Under 40
Chapter Awards

Greater Washington, D.C. 

PREVIOUS 4 UNDER 40 WINNERS

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-Mississippi | 2020

X

NAIFA-Mississippi | 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-Mississippi | 2019

X

NAIFA-Mississippi | 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