ARLINGTON, Va., June 26,
2024 /PRNewswire/ -- Patrick
Gano and Chad Azara have
again been named as Advisor Allies by the National Association of
Plan Advisors (NAPA) in their recognition of DC wholesalers who
best exemplify their role in the industry. Both individuals
represent PCS Retirement, a leader in the retirement plan industry,
known for its independent and conflict-free recordkeeping
platform.
The selection of the 2024 Advisor Allies, NAPA's 100 Top DC
Wholesalers, was based on votes from thousands of registered NAPA
Net users and NAPA members from a pool of nominees submitted by
NAPA Firm Partners.
Patrick Gano, AIF®, is the
Regional Sales Director for the Mid-Atlantic. And Chad Azara, AIF®, MBA, is the Senior Vice
President of Strategic Sales Initiatives.
Azara stated that he is motivated to help bridge America's
retirement savings gap, and in that role, has made it his goal to
be the subject matter expert to those advisors he works with. "I am
grateful for the opportunity to contribute to this dynamic industry
and look forward to continuing to make a positive impact," he
said.
Gano added that he's thrilled at being honored a second time in
as many years. "It's especially rewarding knowing that our valued
advisor partners are the ones that helped get us here."
According to NAPA, nominations for the list are provided by NAPA
DCIO and Recordkeeping Firm Partners. Nominees are required to
submit responses to an application comprising a series of
quantitative and qualitative questions about their experience, the
size and composition of their practice, awards and recognitions,
and industry contributions. Finalists are ranked according to votes
received by retirement plan advisors.
In the past, award recipients were known as "Wingmen" for their
commitment to "having advisors' backs." But the award committee
recognized that the most successful wholesalers do more than this,
acting as true partners, and often working side-by-side with
advisors. Thus the name for the award became Advisor Allies.
About NAPA
The National Association of Plan Advisors, an affiliate
organization of the American Retirement Association, was created by
and for retirement plan advisors. Membership is also open to other
retirement industry professionals who support the interests of plan
advisors. While the financial services industry is well represented
in Washington by a number of trade
associations, NAPA is the only advocacy group exclusively focused
on the issues that matter to retirement plan advisors.
About PCS Retirement
PCS Retirement is among the nation's largest independent and
conflict-free retirement solution providers in the industry. PCS
Retirement offers Recordkeeping services to over 32,000 plans and
850,000 eligible participants representing $28+ billion in
retirement assets. PCS allows mutual fund companies, investment
managers and other financial institutions to offer leading white
label and branded retirement solutions for the complete spectrum of
retirement plans and accounts. To learn more, visit
https://www.pcsretirement.com/.
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SOURCE PCS Retirement, LLC