Brent Sheppard Recognized as a 2024 NAPA Top 100 Retirement Plan Advisor Under 40
Brent Sheppard was recognized as a 2024 NAPA Top 100 Retirement Plan Advisor Under 40.
Published by NAPA:
“Established in 2014, this list - officially the NAPA Top Retirement Plan Advisors Under 40, a.k.a. “Aces” - is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Aces" are widely seen as the future leaders of the retirement plan advisor industry.
These outstanding individuals were drawn from a pool of more than 600 nominations. ”
See the full list and publication here.
2024 Top Retirement Plan Advisors Under 40 list published on 11/14/2023 by the National Association of Plan Advisors (NAPA), is based on annual nominations provided by NAPA broker-dealer/investment adviser members for the period covering 01/01/2024-12/31/2024. Nominees must be retirement plan advisors with their own book of business. Award determinations are based on the experience, practice size and composition, awards and recognition, and industry contributions. The award is not an endorsement or indicative of the future performance of the financial adviser. MML Investors Services, LLC., a MassMutual subsidiary, is a NAPA member firm and pays an annual fee to maintain its membership. MassMutual is not involved in the final selection process. A fee was not paid for consideration. For additional information, please visit www.napa-net.org. CRN202604-5376495