Applications being accepted March 15, 2026 through June 30, 2026.
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.
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.
Christopher Roper – NAIFA-MO
Padric Scott – NAIFA-FL
Kevin Tostado – NAIFA-CA
Peter Winovich, III – NAIFA-OH
Matthew Cloutier – NAIFA-CO
Jennifer Lewis – NAIFA-MO
Mike Paffhausen – NAIFA-MT
Joseph Spinelli, III, CLU, FICF, LUTCF – NAIFA-FL
Scott Blake, MBA – NAIFA-OH
Eric Bottolfsen, MBA – NAIFA-AZ
Matthew Daley, MBA, FSCP, LACP, LUTCF – NAIFA-NY
Brett Moore, CFP – NAIFA-GA
Rebecca Schulter – NAIFA-TN
J. Cal Anderson, CFP, CLU – NAIFA-GA
Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU – NAIFA-CA
Steven R. Walker, LUTCF – NAIFA-ND
Joyce J. Yoo – NAIFA-CA
Samuel G. Sones, LUTCF – NAIFA-MS
Richard M. Demko, II, CLU, RICP, LUTCF, LACP – NAIFA-TX
Andy Bartling, FIC, LACP – NAIFA-SD
Daniel Thompson, LUTCF, FSCP – NAIFA-MS
Zachary B. Gray, CRPC, LACP – NAIFA-IL
Kate Kilgore Cihon, FSCP – NAIFA-CO
Consra R. Rosales Pacheco – NAIFA-TN
Benjamin Yin, MBA – NAIFA-GA
Carmelo Barbaro – NAIFA-IL
Charles Olson II, LUTCF – NAIFA-NE
Kathleen Owings, LACP – NAIFA-CO
Matthew Culpin, CFP – NAIFA-WI
Brian Haney, CLTC, CFS, CFBS, LACP – NAIFA-MD
Chauvon McFadden – NAIFA-VA
Stephanie Rivas, MBA, CLU, ChFC, LUTCF – NAIFA-NY
Samantha Clark, CLF, CLTC – NAIFA-NY
Tyler Hirth – NAIFA-MN
Justin Curtis, LUTCF, ChFC, CLU – NAIFA-TN
Arjes Angulo, LUTCF, RFC – NAIFA-NY
Susan Combs, BPACC – NAIFA-NY
Jason Dorsey, LUTCF – NAIFA-LA
Ryan Pinney – NAIFA-CA
Eszylfie Taylor – NAIFA-CA
Jason J. Pepinski, MBA, FSS, LUTCF – NAIFA-NE
Taylor M. Sledge – NAIFA-MS
Danny O’Connell, LACP – NAIFA-TX
Deanna A. Cabaribbo-Brown, CFP – NAIFA-FL
Joseph Tavernite, CLF – NAIFA-NY
Mark Wilke, CLU, ChFC – NAIFA-IN
Elizabeth Dipp Metzger – NAIFA-TX
Robert Bowden, CLU – NAIFA-PA
Ronco Johnson – NAIFA-GA
Rob Hendrickson, LUTCF, CLU, ChFC, CASL, CFP – NAIFA-MO
Anna Marie Downs – NAIFA-MN
David Simkowitz – NAIFA-NY
Corey Metz, CLU – NAIFA-TX
Christine Pitcairn Musumeci, CRPC, RFC – NAIFA-PA
Joe Tempkin, MBA, ME, CFP, CLU, ChFC, CAP – NAIFA-NY
Benson Terry III, CFP – NAIFA-LA
Meredith C. Moore, LUTCF, CLTC – NAIFA-GA
Craig Lytle, CFP, MBA – NAIFA-DE
Brad M. Maruschak, LUTCF – NAIFA-LA
Michael H. Oliva – NAIFA-NJ
Michael Scott Berry, ChFC – NAIFA-CT
Bryan M. Krupin – NAIFA-CA
Adam Sodano – NAIFA-IL
Clint Fish, RFC – NAIFA-IN
Brian Collins, CFP, CLU, ChFC – NAIFA-WI
Jay Grubbs – NAIFA-GA
C. Mali Phonpadith, CLTC – NAIFA-VA
Ed Deutschlander, CLU, CLF – NAIFA-MN
Paul Adams – NAIFA-NV
Steve Bohn, LUTCF – NAIFA-IA
Michael Lynch – NAIFA-CT
Bryan Nakamoto, CFP – NAIFA-HI
John Enright – NAIFA-NY
Jennifer Alford – NAIFA-OH
Tim Harrison, CFP, CLU, ChFC – NAIFA-NE
Brent Szymczyk, CFP – NAIFA-MO
Gregory Large, CLU, ChFC, CLTC – NAIFA-NY
Marcus T. Henderson, LUTCF – NAIFA-TN
Michael R. McNaughton, CFP, CLU, LUTCF – NAIFA-NY
Amy Scott, LTCP – NAIFA-OH
Cindy Vance – NAIFA-WI
Ryan Barradas – NAIFA-AZ
David Appel – NAIFA-MA
Lance Kolbet, RHU, LUTCF – NAIFA-ID
Thank you Sponsors!
Copyright © NAIFA
National Association of Insurance and Financial Advisors
1000 Wilson Boulevard, Suite 1890
Arlington, VA 22209
Phone: 877-866-2432
info@naifa.org