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Press Release

Eleven OneDigital Retirement Advisers Win PlanAdviser’s Top Retirement Plan Advisers for 2023

Issued by OneDigital

Mar. 30, 2023

Overland Park, KS  – OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital ("OneDigital"), focused on corporate retirement plans with over $100 billion in assets under advisement, today announced that 11 of its advisers have been named to the PlanAdviser Top Retirement Plan Advisers List.

The PlanAdviser’s Top Retirement Plan Advisers List rewards those with a minimum requirement of 50 plan clients or $400 million in retirement plan assets under advisement. Advisers are also highlighted within the list if they focus on a particular plan type. OneDigital was recognized across many different categories and plan types. It is great to have so many OneDigital advisers named to the PlanAdviser Top Retirement Plan Adviser List and be among the best and brightest advisers in the retirement industry.

Advisers named to the list are below.

  • Mark Beaton, OneDigital - Denver, Colorado
  • Jason Chepenik, OneDigital Orlando - Orlando, Florida
  • Brady Dall, OneDigital Utah Team - Sandy, Utah
  • Joe DeBello, OneDigital Orlando - St. Petersburg, Florida
  • Ronald Letaw, OneDigital Tampa - Tampa, Florida
  • Michael Markovic, OneDigital Team DMV - Baltimore, Maryland
  • David Montgomery, OneDigital Tampa - Tampa, Florida
  • Vince Morris, OneDigital - Overland Park, Kansas
  • Neil Netoskie, OneDigital Keystone - Houston Texas
  • Amy Romero, OneDigital Colorado - Denver, Colorado
  • Jania Stout, OneDigital - Baltimore, Maryland

Being featured among so many of my amazing colleagues is a great honor. The PlanAdviser Top Retirement Plan Adviser's list is always a prestigious achievement. We are so proud of the culture we are creating and the team we are building within OneDigital Retirement + Wealth. To have so many outstanding advisers recognized by the 2023 list shows the value of our continued effort for excellence in retirement plan consulting.   — Vince Morris, President, OneDigital Retirement + Wealth

The 2023 list came to a total of around 205 advisers. This year's list also highlighted advisers who were female or who were younger than 40. We are so proud to have advisers at OneDigital from both those groups that continue to push the retirement industry forward. We want to thank all the advisers across our entire organization for their continued effort and excellence in plan consulting. We believe that everyone at OneDigital helps us provide an excellent experience to our valued clients.

For the comprehensive PlanAdviser Top Retirement Plan Advisers List, please click here.

Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

About OneDigital

OneDigital delivers strategic advisory consulting and technology-forward solutions to more than 85,000 employers across the nation. As employee health care, wellness and workplace benefits continue to converge, businesses of all sizes have relied on OneDigital’s exceptional advisory teams for counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. OneDigital’s commitment to technology and innovation enables its 2,800 advisors to deliver the most modern and intuitive customer experience anywhere in the industry.

OneDigital has been named as a Best Place to Work in Insurance by Business Insurance. For more information, visit www.onedigital.com.

About PLANADVISER

Over the past decade, retirement plan advisers have fundamentally reshaped the face of retirement benefits programs, and PLANADVISER has been there every step of the way. Our mission is to provide deep insight into the most pressing retirement planning challenges and opportunities facing this specialized group, who do so much every day to help improve the financial future of many millions of Americans. Through our diverse media channels, we seek to identify, explore and supply insight on the critical and evolving topics that retirement plan advisers grapple with every day—from highly sensitive compliance issues to breaking news about the markets. Launched in 2006, PLANADVISER remains the only magazine to solely address the specific needs and concerns of advisers who specialize in the sale and servicing of institutional retirement plans and related products and services, including 401(k), 403(b) and 457 plans, health savings accounts (HSAs) and defined benefit (DB) pension plans. plans.

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Editor's note: This press release has been issued by the company named above, not BenefitsLink. Reliance on information in this press release might be prudent only after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink.