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Advisor Today

Advisor Today has the largest circulation among
insurance and financial planning advising magazines. 

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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.

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. 
 
NOMINATIONS ARE CURRENTLY CLOSED

 NAIFA's 4 UNDER 40 WINNERS

Nicholas Limongelli, CLU

NAIFA-NY | 2025

X

NAIFA-NY | 2025

Nicholas Limongelli, CLU

Nicholas Limongelli, CLU, is Director of Insurance Brokerage at Northeast Financial Network in Roslyn, N.Y., and is a member of Guardian’s Leaders Club Conference for top production. He served on NAIFA-New York’s Young Agent Talent task force for three years and is currently the Membership Chair on the NAIFA-New York Board of Directors.

S. Grayson Owen, CLU, REBC

NAIFA-GA | 2025

X

NAIFA-GA | 2025

S. Grayson Owen, CLU, REBC

Grayson Owen, CLU, REBC is a Disability Insurance Wholesaler with DIBroker East, and resides in Rincon, Ga. He is a member of NAIFA-Georgia. Previously, he served two years as Membership Chair for NAIFA-Greater Washington D.C. and served as a Director-at-Large on the Board of the International DI Society. He created the "D.I. Discussions" video series to provide insurance brokers, benefits consultants, and financial advisors with short informational videos on disability insurance and is the co-host of The Income Protection Podcast.

Carson Porter, CFF, FSS, RICP, LUTCF, CHLU

NAIFA-NV | 2025

X

NAIFA-NV | 2025

Carson Porter, CFF, FSS, RICP, LUTCF, CHLU

Carson Porter is the owner and CEO of Rev Agency Syndicate based in Las Vegas, Nev., a coaching program and mastermind with advisors across the United States and Canada representing nearly every carrier and organization. His mission is to develop the largest community of ethical, honest, productive, and authentic insurance agents in the world. He is working with the NAIFA state chapters in Arizona, New York, and Utah to provide their members with free webinars designed to help grow the NAIFA community.

Rachel Sayyad

NAIFA-MD | 2025

X

NAIFA-MD | 2025

Rachel Sayyad

Rachel Sayyad is a Financial Advisor and Growth and Development Director with Northwestern Mutual in Annapolis, Md. She is licensed in insurance and investments and is actively working on earning her Certified Financial Planner designation (CFP). Rachel runs a highly productive personal practice, leads and mentors a team of 10 advisors in her district, and leads a Women’s Advisor Study Group for the Baltimore Network. She has served on the NAIFA-Maryland Executive Committee for three years and has hosted the chapter’s largest social and networking event, which has been a successful vehicle for recruiting new NAIFA members.

Christopher Roper

NAIFA-MO | 2024

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NAIFA-MO | 2024

Christopher Roper

Padric Scott

NAIFA-FL | 2024

X

NAIFA-FL | 2024

Padric Scott

Kevin Tostado

NAIFA-CA | 2024

X

NAIFA-CA | 2024

Kevin Tostado

Peter Winovich, III

NAIFA-OH | 2024

X

NAIFA-OH | 2024

Peter Winovich, III

Matthew Cloutier

NAIFA-CO | 2023

X

NAIFA-CO | 2023

Matthew Cloutier

Jennifer Lewis

NAIFA-MO | 2023

X

NAIFA-MO | 2023

Jennifer Lewis

Mike Paffhausen

NAIFA-MT | 2023

X

NAIFA-MT | 2023

Mike Paffhausen

Joseph Spinelli, III, CLU, FICF, LUTCF,

NAIFA-FL | 2023

X

NAIFA-FL | 2023

Joseph Spinelli, III, CLU, FICF, LUTCF,

Scott Blake, MBA

NAIFA-OH | 2022

X

NAIFA-OH | 2022

Scott Blake, MBA

Eric Bottolfsen, MBA

NAIFA-AZ | 2022

X

NAIFA-AZ | 2022

Eric Bottolfsen, MBA

Matthew Daley, MBA, FSCP, LACP, LUTCF

NAIFA-NY | 2022

X

NAIFA-NY | 2022

Matthew Daley, MBA, FSCP, LACP, LUTCF

Brett Moore, CFP

NAIFA-GA | 2022

X

NAIFA-GA | 2022

Brett Moore, CFP

Rebecca Schulter

NAIFA-TN | 2021

X

NAIFA-TN | 2021

Rebecca Schulter

Memphis, Tennessee

Loyal Member Since 2015

Recipient Year:2021

J. Cal Anderson, CFP, CLU

NAIFA-GA | 2021

X

NAIFA-GA | 2021

J. Cal Anderson, CFP, CLU

Alpharetta, Georgia

Loyal Member Since 2011

Recipient Year:2021

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

NAIFA-CA | 2021

X

NAIFA-CA | 2021

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

Los Angeles, California

Loyal Member Since 2012

Recipient Year:2021

Steven R. Walker, LUTCF

NAIFA-ND | 2021

X

NAIFA-ND | 2021

Steven R. Walker, LUTCF

Fargo, North Dakota

Loyal Member Since 2009

Recipient Year:2021

Joyce J. Yoo

NAIFA-CA | 2020

X

NAIFA-CA | 2020

Joyce J. Yoo

San Francisco, California

Loyal Member Since 2010

Recipient Year:2020

Samuel G. Sones, LUTCF

NAIFA-MS | 2020

X

NAIFA-MS | 2020

Samuel G. Sones, LUTCF

Brookhaven, Mississippi

Loyal Member Since 2008

Recipient Year:2020

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

NAIFA-TX | 2020

X

NAIFA-TX | 2020

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

Houston, Texas

Loyal Member Since 2015

Recipient Year:2020

Andy Bartling, FIC, LACP

NAIFA-SD | 2020

X

NAIFA-SD | 2020

Andy Bartling, FIC, LACP

Rapid City, South Dakota

Loyal Member Since 2009

Recipient Year:2020

Daniel Thompson, LUTCF, FSCP

NAIFA-MS | 2019

X

NAIFA-MS | 2019

Daniel Thompson, LUTCF, FSCP

Water Valley, Mississippi

Loyal Member Since 2008

Recipient Year:2019

Zachary B. Gray, CRPC, LACP

NAIFA-IL | 2019

X

NAIFA-IL | 2019

Zachary B. Gray, CRPC, LACP

Ashkum, Illinois

Loyal Member Since 2007

Recipient Year:2019

Kate Kilgore Cihon, FSCP

NAIFA-CO | 2019

X

NAIFA-CO | 2019

Kate Kilgore Cihon, FSCP

Denver, Colorado

Loyal Member Since 2009

Recipient Year:2019

Consra R. Rosales Pacheco

NAIFA-TN | 2019

X

NAIFA-TN | 2019

Consra R. Rosales Pacheco

Franklin, Tennessee

Loyal Member Since 2014

Recipient Year: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

Copyright © NAIFA
National Association of Insurance and Financial Advisors
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Arlington, VA 22209
Phone: 877-866-2432
info@naifa.org