November 2022 – Nate Moody is named to the “Aces” list by the National Association of Plan Advisors (NAPA) for a second year.
Established in 2014, this list – officially the NAPA Top Retirement Plan Advisors Under 40, a.k.a. “Aces” – is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are then 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. These “Aces” are widely seen as the future leaders of the retirement plan advisor industry. These Top Retirement Plan Advisors Under 40 will be featured in the Spring issue of NAPA Net the Magazine and acknowledged at the 2023 NAPA 401(k) Summit in San Diego, California, in April 2023.