11.17.2025

2026 NAPA Aces List Recognizes Four CAPTRUST Advisors

Four CAPTRUST advisors have been named among the industry’s top emerging retirement plan professionals.

This honor comes from the National Association of Plan Advisors (NAPA), which announced its 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list. The annual recognition highlights advisors affiliated with registered investment advisors and broker-dealer partners who demonstrate exceptional dedication to their clients and profession. These individuals are regarded as future leaders in the retirement plan advisory space.

This year, more than 500 nominations were submitted, and only 100 advisors received a spot on the list.

The CAPTRUST Aces are:

To view the full list of NAPA’s Top 100 Retirement Plan Advisors Under 40, click here.

Congratulations to all the winners!

Disclosure: CAPTRUST advisors named on the “NAPA’s 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list” were based on a combination of data submitted by the nominees including the following: Plan size managed, advisor revenue percentage relative to total assets under advisement, total dollar value of defined contribution/defined benefit book of business managed, and other criteria as of October 2025. CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.

Legal Notice

This material is intended to be informational only and does not constitute legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes. It may not apply to all investors or all situations and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not guaranteed by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.

© 2026 CAPTRUST Financial Advisors