Five HUB RPW Advisors have been named 2025 finalists for one of the industry’s most prestigious recognitions, the PLANADVISER Retirement Plan Adviser of the Year Award. The award is issued in six categories, and our HUB advisors have been recognized as finalists in four of them:
- Closing the Coverage Gap — Multiple Employer Plans (MEPs)/Pooled Employer Plans (PEPs)
Finalists and winners in this category stand out for their dedication to helping more Americans save for retirement in the workplace via multiple employer plans and pooled employer plans—especially those who work for small businesses or who are members of underrepresented communities.
HUB Finalists:
Jason Jeskey, Executive Vice President – San Clemente, CA
Russell Warye, Area President, Libertyville, IL - Inclusivity and Career Development
Finalists and winners in this category are recognized for their focus on the importance of creating equitable and fair workplaces and their commitment and success in supporting the personal and professional growth of their firm’s staff, their fellow advisers and their industry peers.
HUB Finalist:
Francisco Abril, VP, Financial Wellness and Employee Engagement – McLean, VA - 403(b) Plan Service
Finalists and winners in this category stand out for their innovation and dedication in the service of 403(b) retirement plan sponsor clients, with a particular focus on the efficient and effective delivery of plan-level support for the special needs of this market.
HUB Finalist:
Kelli Davis, Executive Vice President – Indianapolis, IN - Plan Participant Service
Finalists and winners in this category stand out for their innovation and dedication in the service of retirement plan participants, with a particular focus on the efficient and effective delivery of individual-level advice and education.
HUB Finalist:
Jim Keenehan, Senior Consultant, Retirement Plans – Bethesda, MD
The winner of each category will be announced at PLANADVISER’s annual Industry Leader Awards celebration in May.
About the Award: The PLANADVISER Retirement Plan Adviser of the Year finalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry. Nominees are judged on a mixture of qualitative and quantitative measures, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a fiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected.
We are so proud of these five advisors who stand out for their expertise in their specific categories. From creating retirement savings opportunities for small businesses and underrepresented communities, to focusing on furthering equitable and fair workplaces, and even designing and delivering innovative education and advice – these leaders are making important impacts on the individuals they serve, and the industry as a whole.
These five finalists are just some of the many outstanding advisors at HUB Retirement and Private Wealth. Contact Us to discover what HUB RPW can do for you, your employees and your organization.
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