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active and involved advisor.

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Become an informal advisor to your
representatives on industry matters.

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Support candidates for state and
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securing America's financial future.

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Washington, DC on May 19-20, 2020.

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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.

How to Nominate
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. 
 
Awards are closed for 2024 and will be given out at Apex/National Leadership Conference in Arizona September 19-21, 2024.

Advisor Today's 
4 Under 40
Chapter Awards

Connecticut

Florida

Greater Washington, D.C. 

Iowa

Massachusetts

 4 UNDER 40 WINNERS

Christopher Roper

NAIFA-MO | 2024

X

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

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National Association of Insurance and Financial Advisors
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