SageView Advisors Named to PlanAdviser's Emerging Leaders List

Inaugural ranking recognizes Jack Lockwood and Aubrey Weedman

NEWPORT BEACH (Aug. 20, 2024) – SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, announced that Jack Lockwood and Aubrey Weedman have been named to PlanAdviser’s 2024 Emerging Leaders list.

The inaugural list recognizes “members of the retirement plan advisory industry whose managers and peers believe are poised to advance the profession in the future.” Candidates must have worked in the retirement plan advisory industry for at least three years, but no more than 10.

“Retirement Plan Sponsors have increasingly complex needs and responsibilities to their employees. We are proud to have NextGen professionals like Jack and Aubrey, who strengthen the client experience and build strong, long-standing relationships with their colleagues and clients, honored by PlanAdviser,” said Jon Upham, SageView’s President. “We are thrilled to have two outstanding SageView team members included on this inaugural list of emerging leaders and know that they will continue to make a positive impact.”

Lockwood is based in Boston. He is an Investment Consultant and member of SageView’s Investment Research Committee. Jack helps clients with their fiduciary investment decisions on behalf of plan participants and provides employee education locally and nationally.

Weedman is based in Newport Beach, California. She is an Account Executive at SageView helping clients develop tailored retirement plan solutions. Aubrey was among the 11 SageView women named to the 2023 National Association of Plan Advisors (NAPA) Top Women Advisors list.

About SageView Advisory Group

SageView Advisory Group, LLC (“SageView”) is an investment adviser registered with the U.S. Securities and Exchange Commission serving retirement plan sponsors and individuals throughout the United States since 1989. SageView services include consulting and investment management for plan sponsors of 401(k), 403(b), 457, defined benefit and deferred compensation plans, and comprehensive wealth management and financial planning services for individuals and families. SageView is headquartered in Newport Beach, California, and has more than 30 offices nationwide.

SageView makes recommendations based on the specific needs and circumstances of each client. Clients should consider their own investment objectives and not rely on any single article, marketing piece, fact sheet, graph, or similar material to make investment decisions. The information contained herein is intended for informational purposes only and is not a recommendation to buy or sell any securities. SageView does not provide legal, tax or accounting advice. Clients should obtain their own independent advisors for such services. SageView advisory services are only offered to clients or prospective clients where SageView Advisory Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is not a guarantee of future results.

The PLANADVISER Emerging Leaders recognition is given to members of the retirement plan advisory industry whose managers and peers believe are poised to advance the profession in the future. To be considered, potential recipients must be nominated and have worked in the retirement plan advisory industry for at least three years, but no more than 10. The award is open to individuals across all areas of the business—advising, operations, client relations, data, participant education, etc. Each nominee must get support from their lead adviser to be considered. Nominees are asked to opt in to the awards program and complete a Q&A. Judges review the nominations and Q&As and select recipients. For the 2024 awards, 81 nominations were received, and 30 award recipients were selected. No individual or firm pays, or is paid, a fee to participate in the program. Nominees can apply again in subsequent years as long as they continue to meet the requirements.

For more information about SageView, visit www.sageviewadvisory.com or call (800) 814-8742