15 HUB RPW Advisors Recognized as PLANADVISER 2025 Top Retirement Plan Advisers

Published

March 28, 2025

Economic Insights 2024

15 HUB RPW Advisors have been named as PLANADVISER 2025 Top Retirement Plan Advisers. We are proud to celebrate:  

Kip Adams 

Fort Worth, TX 

Kim Cochrane 

Rockville, MD 

Patrick Jordan 

Cincinnati, OH 

Alex Assaley 

Bethesda, MD 

Kelli Davis 

Indianapolis, IN 

Jim Keenehan 

Bethesda, MD 

Kristi Baker 

Indianapolis, IN 

Michael Driscoll 

Mequon, WI 

Kris Maleski 

Rockville, MD 

John Biondo 

Melville, NY 

Patrick M. Fay 

Omaha, NE 

Jim O’Shaughnessy 

Northbrook, IL 

Kyle Brown 

Fort Wayne, IN 

Jason Jeskey 

San Clemente, CA 

Jeremy Weith 

Mequon, WI 

 About the Award: This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures. To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. After meeting the minimum plan or asset count, advisers are highlighted if they have what was designated as a special focus in any particular plan type, as well as if they are a female adviser or younger than 40. The 2025 list contains 249 advisers. See the full list here. 

These leading advisors exhibit their expertise on a large scale – making a valuable impact on the retirement outcomes of the clients they serve.  

Whether you’re a start-up, a corporation, a non-profit, or a government agency, HUB can assist you in providing a retirement plan that reduces administrative burden, caters to the needs of a diverse multi-generational workforce, and encourages higher plan participation. Learn more about our retirement plan services here.  

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At HUB RPW, we offer a suite of services to help individuals approach their finances with confidence and help employers lead employees to financial success. Our team of specialists is there to guide employees through every step of their financial journey.

From financial education to private wealth and retirement plans, our advisors work to improve outcomes for your workforce and empower individuals with tools they need to pursue their financial planning goals. With team members in all 50 states, we’re ready to help you be ready for tomorrow.