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Advisor Today 4 Under 40 Award

Applications being accepted March 15, 2026 through June 30, 2026.

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.

APPLY NOW



2025 Recipients

Nicholas Limongelli

Nicholas Limongelli,
CLU

X

Nicholas Limongelli,
CLU

Grayson Owen, @3x

Grayson Owen,
CLU, REBC

X

Grayson Owen,
CLU, REBC

Carson Porter, @3x

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

X

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

Rachel Sayyad@3x

Rachel Sayyad

X

Rachel Sayyad

[fa icon="plus-square"] Past Recipients

2024

Christopher Roper – NAIFA-MO

Padric Scott – NAIFA-FL

Kevin Tostado – NAIFA-CA

Peter Winovich, III – NAIFA-OH

2023

Matthew Cloutier – NAIFA-CO

Jennifer Lewis – NAIFA-MO

Mike Paffhausen – NAIFA-MT

Joseph Spinelli, III, CLU, FICF, LUTCF – NAIFA-FL

2022

Scott Blake, MBA – NAIFA-OH

Eric Bottolfsen, MBA – NAIFA-AZ

Matthew Daley, MBA, FSCP, LACP, LUTCF – NAIFA-NY

Brett Moore, CFP – NAIFA-GA

2021

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

2020

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

2019

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

2018

Benjamin Yin, MBA – NAIFA-GA

Carmelo Barbaro – NAIFA-IL

Charles Olson II, LUTCF – NAIFA-NE

Kathleen Owings, LACP – NAIFA-CO

2017

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

2016

Samantha Clark, CLF, CLTC – NAIFA-NY

Tyler Hirth – NAIFA-MN

Justin Curtis, LUTCF, ChFC, CLU – NAIFA-TN

Arjes Angulo, LUTCF, RFC – NAIFA-NY

2015

Susan Combs, BPACC – NAIFA-NY

Jason Dorsey, LUTCF – NAIFA-LA

Ryan Pinney – NAIFA-CA

Eszylfie Taylor – NAIFA-CA

2014

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

2013

Joseph Tavernite, CLF – NAIFA-NY

Mark Wilke, CLU, ChFC – NAIFA-IN

Elizabeth Dipp Metzger – NAIFA-TX

Robert Bowden, 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 Pitcairn Musumeci, CRPC, RFC – NAIFA-PA

Joe Tempkin, MBA, ME, CFP, CLU, ChFC, CAP – NAIFA-NY

Benson Terry III, 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. Oliva – NAIFA-NJ

2009

Michael Scott Berry, ChFC – NAIFA-CT

Bryan M. Krupin – NAIFA-CA

Adam Sodano – NAIFA-IL

Clint Fish, RFC – NAIFA-IN

2008

Brian Collins, CFP, CLU, ChFC – NAIFA-WI

Jay Grubbs – NAIFA-GA

C. Mali Phonpadith, CLTC – NAIFA-VA

Ed Deutschlander, CLU, CLF – NAIFA-MN

2007

Paul Adams – NAIFA-NV

Steve Bohn, 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 Szymczyk, CFP – NAIFA-MO

2005

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

2004

Cindy Vance – NAIFA-WI

Ryan Barradas – NAIFA-AZ

David Appel – NAIFA-MA

Lance Kolbet, RHU, LUTCF – NAIFA-ID