18 CAPTRUST Advisors on 2025 NAPA Top Women of Excellence List

Eighteen CAPTRUST advisors were named to the 2025 National Association of Plan Advisors (NAPA) Top Women of Excellence list. The list recognizes the contributions that women are making to the retirement industry and how they bring excellence to the profession. It includes three categories: Captains, MVPs, and Rising Stars.

These nominees responded to both qualitative and quantitative questions about their practice and experience, as well as their accomplishments, their contributions to the industry, the state of workplace retirement plans, and how they give back. The winners were then selected by a panel of judges.

Captains: Focused on the growth of the organization and business. These are principals, leaders, owners, and producing advisors. Thirteen CAPTRUST advisors were included on this list:

• Beryl Ball
• Lorice Bianchi
• Erica BlomgrenErica Blomgren 
• Karen Casillas  
• Sarah Cathey  
• Heather DarcyHeather Darcy 
• Dori Drayton
• Devyn Duex
• Jean Duffy
• Catherine Ellis
• Abigail Russell
• Peggy Whitmore
• Emily Wrightson

MVPs: Non-producing, licensed relationship managers primarily focused on managing relationships and the retention of clients. One CAPTRUST advisor was named to the list:

• Deanna Bamford

Rising Stars: Top producers who have fewer than five years in the business and are either emerging team leaders or new producers. Four CAPTRUST advisors were highlighted this year:

• Kimberly Bradley-Huppertz
• Katie Colon
• Naomi Soto
• Chandler Uwazie

The full list can be found here. 

Disclosure: CAPTRUST advisors named on the “NAPA Top Women of Excellence” were based on advisor answers to both qualitative and quantitative questions among other metrics, reviewed and scored by a panel of judges. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA).

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