Nick Jackson, Neal Smith, and Paul Sommerstad PLANADVISER’s 2025 Top Retirement Plan Advisers List

We are pleased to announce that Nick Jackson, Neal Smith, and Paul Sommerstad have been named to the 2025 PLANADVISER Top Retirement Plan Advisers list. This designation recognizes retirement plan professionals based on quantitative benchmarks, including number of plan clients and total retirement plan assets under advisement.

Nick Jackson received special recognition as one of the top advisers under the age of 40, a notable accomplishment that highlights his early and impactful leadership in the retirement plan advisory space.

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