CAPTRUST Advisors Named to PLANADVISER’s 2026 Top Retirement Plan Advisers List
PLANADVISER has recognized 21 CAPTRUST advisors on its 2026 Top Retirement Plan Advisers list, an annual ranking that highlights leading retirement plan advisers across the industry.
This award is based on quantitative measures, including retirement plan assets under advisement and number of plans served, and recognizes advisers who demonstrate a strong commitment to serving retirement plan sponsors and participants nationwide. Certain advisors also receive recognition in the Under 40 or Women Advisers categories, as well as highlighting of the specific plan types they service.
- Joe DeBello | Tampa, Florida
- Dan DiGiacomo | Lake Mary, Florida
- Dori Drayton | Grand Rapids, Michigan
- Devyn Duex | Santa Barbara, California
- Jim Edwards | Allentown, Pennsylvania
- Tim Egan | Chicago, Illinois
- Shaun Eskamani | Raleigh, North Carolina
- Patrick Flint | Raleigh, North Carolina
- Tim Irvin | New York City, New York
- Christopher Kulick | Wayne, Pennsylvania
- Paul Owen | Birmingham, Alabama
- Joey Payne | Lexington, Kentucky
- John Pickett | Dallas, Texas
- Michael Sanders | New York City, New York
- Barry Schmitt | Richmond, Virginia
- Andrew Shimp | Des Moines, Iowa
- Jason Stanicek | Raleigh, North Carolina
- Jon Strickland | Raleigh, North Carolina
- James Strodel | Charlotte, North Carolina
- Michael Volo | Boston, Massachusetts
- Emily Wrightson | New York City, New York
Congratulations to all the CAPTRUST advisors who made the list!
To see the full list of winners, click here.
Disclosure: CAPTRUST advisors named on the “PLANADVISER Magazine 2026 Top Retirement Plan Advisers list” were based on advisor assets among other quantitative metrics, as of Dec. 31, 2025. To be listed, advisors had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Neither CAPTRUST nor its advisors paid a fee to PlanAdviser to obtain or use the ranking.