SageView Advisors Recognized as Top Retirement Plan Advisors by PLANADVISER

Twenty-five advisors were designated as leaders in annual ranking

NEWPORT BEACH, Calif. (April 8, 2025) – SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, is pleased to announce that 25 of its retirement plan consultants were named as 2025 PlanAdviser Top Retirement Plan Advisers.

Each year, PlanAdviser honors advisors who have a minimum of 50 plan clients or retirement plan assets under advisement of $400 million or more. The publication highlights advisors with a special focus on any particular plan type. “This means 91 percent – 100 percent of clients that are 401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients,” according to PlanAdviser.

This is the third year SageView had more than 20 advisors on the list.

The advisors are:

TJ Arcuri – Phoenix

Rodney Balbuena – Los Angeles

Jon Chambers – Seattle

Tom Demko – Newport Beach, California

Mark Forkey – Boston

Mark Foster – Boston

Jeff Gratton – Wayzata, Minnesota

Clint Heine – Chicago

Nick Jahn – Knoxville, Tennessee

Nichole Labott – Richmond, Virginia

Jack Lockwood – Boston

David Lum – Honolulu

Brian Mahoney – Boston

Jamie McCrary – Newport Beach, California

Doug O’Rear – Frederick, Maryland

Scott Ondek – Woodside, California

Jeff Petrone – West Palm Beach, Florida

Lisa Quinn – Boston

Chris Reagan – Chicago

Steve Sansone – Valencia, California

Marc Schmeeckle – Denver

Jonathan St. Clair – Atlanta

Dan Stewart – Eden Prairie, Minnesota

Garrett Stinson – Newport Beach, California

Doug Webster – Knoxville, Tennessee

See the complete list of Top Retirement Plan Advisers here.

As this recognition is based solely on quantitative figures, there is no judging or subjective measurement, and it is not indicative of any adviser’s future performance. Neither advisory firms nor their employees pay a fee in exchange for this recognition.

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.