Cadence Financial Management Named to Two National Retirement Plan Recognition Lists for 2026
We are pleased to share that Cadence Financial Management has been included on two national recognition lists for 2026, the PLANADVISER Top Retirement Plan Advisers list and the NAPA Top DC Advisor Teams list.
2026 PLANADVISER Top Retirement Plan Advisers
Brent Sheppard, CRPS®, AIF®, has been named to the 2026 PLANADVISER Top Retirement Plan Advisers list. PLANADVISER compiles this annual list based on self-reported data including assets under advisement and number of plans serviced.
"Being included on this list is meaningful to our team," said Brent Sheppard, Partner at Cadence Financial Management. "It reflects the growth of our practice and the trust our clients place in us to help manage their retirement programs."
https://www.planadviser.com/awards/2026-top-retirement-plan-advisers/
2026 NAPA Top DC Advisor Teams
Cadence Financial Management has also been named to the 2026 NAPA Top DC Advisor Teams list by the National Association of Plan Advisors. This list is compiled based on self-reported defined contribution plan assets under advisement, with a minimum threshold of $100 million as of December 31, 2025.
Looking Ahead
At Cadence Financial Management, we believe every organization deserves a retirement plan advisor who acts as a true partner. One who brings institutional-quality expertise with a boutique, personalized approach. These recognitions from PLANADVISER and NAPA affirm the standard we set for ourselves and motivate us to continue raising the bar.
2026 Top Retirement Plan Advisers award was issued by PlanAdviser on 03/20/2026 for the period covering 03/20/2026-03/20/2027. Winners are selected based solely on self-reported quantitative data about an adviser’s practice, including amount of plan assets, number of plans, and percentage of business coming from defined benefit, 403(b), nonqualified plans and other plan types. The award is not an endorsement or indicative of future performance of the financial adviser. Compensation was paid for use of marketing materials. For more information, visit www.planadviser.com. 2026 Top DC Advisor Teams, published on 03/17/2026 by the National Association of Plan Advisors (NAPA), is issued to teams defined as being at a single physical location and having at least $100,000,000 in self-reported defined contribution (DC) plan assets under advisement (AUA) as of 12/31/2025. AUA is defined as the total value of DC plan assets on which the advisor team provides guidance and receives a fee or commission. These assets are generally held away at 3rd party plan providers. AUA is not to be confused with Regulatory Assets Under Management (“AUM”) as defined by the Securities and Exchange Commission. The award is not an endorsement or indicative of the future performance of the financial adviser. MML Investors Services, a MassMutual subsidiary, is a member firm and pays an annual fee to maintain its membership. MassMutual is not involved in the nomination or final selection process. For more information, visit www.napa-net.org. CRN202905-10976624