committee-heroimage

Advisor Today's
4 Under 40

Recognizing Accelerated Career Excellence

Each year, Advisor Today magazine recognizes four financial advisors who achieve excellence in their profession by or before the age of 40 with Advisor Today’s 4 Under 40 Award.

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 the application deadline and award recognition.

Awards are closed for 2024 and will be given out at Apex/National Leadership Conference in Arizona September 19-21, 2024.

Advisor Today's
4 Under 40
Chapter Awards

Greater Washington, D.C.

4 UNDER 40 WINNERS

Matthew Cloutier

NAIFA-CO | 2023

Jennifer Lewis

NAIFA-MO | 2023

Mike Paffhausen

NAIFA-MT | 2023

Joseph Spinelli, III, CLU, FICF, LUTCF,

NAIFA-FL | 2023

Scott Blake, MBA

NAIFA-OH | 2022

Eric Bottolfsen, MBA

NAIFA-AZ | 2022

Matthew Daley, MBA, FSCP, LACP, LUTCF

NAIFA-NY | 2022

Brett Moore, CFP

NAIFA-GA | 2022

Rebecca Schulter

NAIFA-TN | 2021

J. Cal Anderson, CFP, CLU

NAIFA-GA | 2021

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

NAIFA-CA | 2021

Steven R. Walker, LUTCF

NAIFA-ND | 2021

Joyce J. Yoo

NAIFA-CA | 2020

Samuel G. Sones, LUTCF

NAIFA-MS | 2020

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

NAIFA-TX | 2020

Andy Bartling, FIC, LACP

NAIFA-SD | 2020

Daniel Thompson, LUTCF, FSCP

NAIFA-MS | 2019

Zachary B. Gray, CRPC, LACP

NAIFA-IL | 2019

Kate Kilgore Cihon, FSCP

NAIFA-CO | 2019

Consra R. Rosales Pacheco

NAIFA-TN | 2019

2018

Benjamin Yin, MBA – NAIFA-GA

Carmelo Barbaro – NAIFA-IL

Charles Olson II, LUTCF – NAIFA-NE

Kathleen Owings, LACP – NAIFA-CO

2017

Matthew Cuplin, CFP – NAIFA-WI

Brian Haney, CLTC, CFS, CFBS, LACP – NAIFA-MD

Chauvon McFadden – NAIFA-VA

Stephanie Rivas, MBA, CLU, ChFC, LUTCF – NAIFA-NY

2016

Samantha Clark, CLF, CLTC – NAIFA-NY

Tyler Hirth – NAIFA-MN

Justin Curtis, LUTCF, ChFC, CLU – NAIFA-TN

Barjes Angulo, LUTCF, RICP – NAIFA-NY

2015

Susan Combs, PPACA – NAIFA-NY

Jason Doise, LUTCF – NAIFA-LA

Ryan Pinney – NAIFA-CA

Eszylfie Taylor – NAIFA-CA

2014

Jason J. Peplinski, MBA, FSS, LUTCF – NAIFA-NE

Taylor M. Sledge – NAIFA-MS

Danny O’Connell, LACP – NAIFA-TX

Deanna A. Calabrisotto-Brown, CFP – NAIFA-FL

2013

Joseph Tavernite, CLF – NAIFA-NY

Mark Wise, CLU, ChFC – NAIFA-IN

Elizabeth Dipp Metzger – NAIFA-TX

Robert Elwood Donlan, CLU – NAIFA-PA

2012

Ronco Johnson – NAIFA-GA

Rob Hendrickson, LUTCF, CLU, ChFC, CASL, CFP – NAIFA-MO

Anna Marie Downs – NAIFA-MN

David Simkowitz – NAIFA-NY

2011

Corey Metz, CLU – NAIFA-TX

Christine Pikutis-Musuneggi, CRPC, RFC – NAIFA-PA

Joe Templin, MBA, ME, CFP, CLU, ChFC, CAP – NAIFA-NY

Benson “Barry” Terrell, Jr., CFP – NAIFA-LA

2010

Meredith C. Moore, LUTCF, CLTC – NAIFA-GA

Craig Lytle, CFP, MBA – NAIFA-DE

Brad M. Maruschak, LUTCF – NAIFA-LA

Michael H. Olivia – NAIFA-NJ

2009

Michael Scott Berry, ChFC – NAIFA-CT

Bryan M. Krupin – NAIFA-CA

Adam Solano – NAIFA-IL

Clint Fish, RFC – NAIFA-IN

2008

Brion Collins, CFP, CLU, ChFC – NAIFA-WI

Jay Grubb – NAIFA-GA

C. Mali Phonpadith, CLTC – NAIFA-VA

Ed Deutschlander, CLU, CLF – NAIFA-MN

2007

Paul Adams – NAIFA-NV

Steve Bohr, LUTCF – NAIFA-IA

Michael Lynch – NAIFA-CT

Bryan Nakamoto, CFP – NAIFA-HI

2006

John Enright – NAIFA-NY

Jennifer Alford – NAIFA-OH

Tim Harrison, CFP, CLU, ChFC – NAIFA-NE

Brent Spicuzza, CFP – NAIFA-MO

2005

Gregory Large, CLU, ChFC, CLTC – NAIFA-NY

Marcus T. Henderson, Sr., LUTCF – NAIFA-TN

Michael R. McNaughton, CFP, CLU, LUTCF – NAIFA-NY

Amy Scott, LTCP – NAIFA-OH

2004

Cindy Vance – NAIFA-WI

Ryan Barradas – NAIFA-AZ

David Appel – NAIFA-MA

Lance Kolbet, RHU, LUTCF – NAIFA-ID