We are proud to announce that one of our advisors, Garrett Rohrbaugh, has been selected for the National Association of Plan Advisors (NAPA) 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list.
This designation recognizes Garrett’s outstanding dedication, expertise, and leadership in the retirement-plan advisor industry. From hundreds of nominations, NAPA selected the top young advisors who demonstrate strong client service and potential as future industry leaders.
Please join us in congratulating Garrett on this achievement — we look forward to seeing his continued impact in the years ahead!
If you’d like to learn how Garrett and our team can help your organization with retirement-plan advisory services, we’d be happy to connect.
Source: NAPA
NAPA’s Top Plan Advisors Under 40 was awarded in November, 2025. Candidates for the list were nominated and voted on by industry associates as well as evaluated by a NAPA panel of judges based on information about their practice, experience and accomplishments. The rating is not indicative of the investment adviser’s future performance; and the investment adviser representative was not paid a fee to participate in the survey.