SageView Advisors Recognized On NAPA 2026 Top Retiement Plan Advisors Under 40
NEWPORT BEACH, CA (NOV. 20, 2025) — SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, is proud to announce that three of its retirement plan advisors have been named to the National Association of Plan Advisors (NAPA) 2026 Top Retirement Plan Advisors Under 40 list.
The NAPA “Aces” list recognizes “young, dedicated retirement plan professionals” who stand out “for their leadership and success in raising the bar for the industry as a whole.” More than 600 nominations were submitted.
SageView’s Aces are:
- Ken Barnes, Vice President, Investment Consulting
- Cullen Reif, Director, Retirement Plan Consulting
- Adam Voeste, Director, Retirement Plan Consulting
“Retirement plan consulting is a complex and important factor in supporting the financial wellness and retirement security of Americans, so it’s critical to have advisors who understand the nuances of this aspect of our industry,” said Jon Upham, SageView’s President. “We are thrilled to see Ken, Cullen and Adam recognized by NAPA for their experience and insight.”
NAPA’s 2026 Top Retirement Plan Advisors Under 40 are selected by a panel of senior advisor industry experts who review nominations based on quantitative and qualitative data.
Established in 2014, the list draws from nominations (almost 650 this year) provided by NAPA Broker-Dealer/RIA Firm Partners, who are subsequently vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review.
Learn more about the awards at https://www.napa-net.org/industry-content/accolades-home/NAPA-Top-Retirement-Plan-Advisors-Under-40/2026-napa-aces/.
About SageView Advisory Group
SageView Advisory Group, LLC (“SageView”) is an investment adviser registered with the US 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.