Six M Member Firms were named to the NAPA 2025 Top DC Advisor Teams list in March.
The recognition highlights leading retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. We appreciate our Member Firms’ dedication to guiding clients through the complexities of retirement planning and are proud to share their achievement.
Join us in celebrating:
Three standout professionals from the M Community were recognized in October as NAPA 2025 Women of Excellence honorees:
Each was honored in the “MVP” category, which recognizes licensed relationship managers whose work centers on client retention and relationship development. Their commitment to building trust and delivering exceptional service is a model for our industry.
In November, three Member Firm professionals earned a spot on the NAPA 2026 Top Young Retirement Advisors (Aces) list, which celebrates rising stars shaping the future of retirement planning:
This recognition reflects their commitment to excellence, client success, and industry leadership. We’re proud to see them set the standard for what’s next in retirement plan advising.
Congratulations to all of the firms and honorees for having a meaningful impact on retirement planning!
About M Financial Group
With more than 140 Member Firms across the United States and in the United Kingdom, M Financial Group is one of the nation's leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance and executive benefit firms has served the needs of high-net-worth individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.
For more information, please contact M Financial’s Marketing & Communications team at communications@mfin.com.
