LAKE OSWEGO, OR, March 18, 2026—Aldrich Wealth’s Casey McKillip, Lead Retirement Plan Consultant, was named to the National Association of Plan Advisors’ (NAPA) 2026 Top 100 Retirement Plan Advisors Under 40 list, also known as the Aces. This marks Casey’s sixth consecutive year on the list, highlighting his continued leadership and dedication to his practice, as well as his standing as a future leader in the retirement plan advisory industry. More than 500 nominations were submitted, and only 100 advisors received a spot on the list.
“Casey’s recognition on the NAPA Under 40 list for the sixth consecutive year reflects the thoughtful guidance he provides to plan sponsors navigating complex fiduciary responsibilities,” said Kathy Peterson, Director of Corporate Retirement Plans at Aldrich Wealth. “He brings a deep understanding of our clients’ goals and helps turn that into prudent plan governance, fiduciary oversight, and strategies that support better outcomes for their organizations and employees.”
“Helping employers strengthen their retirement plans is one of the most meaningful parts of my work,” said Casey. “I’m grateful to partner with organizations that are intentional about improving outcomes and creating better financial futures for their employees.”
About Casey McKillip, MBA, CPFA™, AIF®
Casey specializes in guiding corporate retirement plan sponsors through fiduciary governance, investment oversight, and plan design considerations. As part of Aldrich Wealth’s Corporate Retirement Plans team, he partners with business owners and organizational leaders to support retirement programs that align with organizational objectives and enhance participant engagement.
Before joining Aldrich Wealth, he served as a retirement plan consultant and portfolio manager at Northwest Capital Management and began his career at Merrill Lynch in Portland, providing analytical and asset allocation support to financial advisors.
Casey holds a Series 65 securities license and maintains the Certified Plan Fiduciary Advisor (CPFA) designation and the Accredited Investment Fiduciary® (AIF®) accreditation.
About NAPA’s Top 100 Retirement Plan Advisors Under 40 Aces List
The NAPA Top 100 Retirement Plan Advisors Under 40 list’s (announced November 13, 2025) recipients were selected based on a combination of data submitted by the nominees including the following: plan size managed, advisor revenue percentage relative to total assets under advisement, total dollar value of defined contribution/defined benefit book of business managed, and other criteria as of October 2025. No compensation was paid by Aldrich Wealth or Casey McKillip to participate in or be considered for this award.
Third-party rankings and recognitions are not indicative of future investment performance and do not guarantee that a client or prospective client will experience a certain level of results. For additional information, please visit: https://www.napa-net.org/industry-content/accolades-home/NAPA-Top-Retirement-Plan-Advisors-Under-40/2026-napa-aces/
About Aldrich Wealth
Aldrich Wealth LP is a fee-based Registered Investment Advisory firm that provides a comprehensive and customized financial services suite to individuals, businesses, and trusts. These integrated services offer clients the opportunity to grow and preserve their personal and business wealth. Aldrich Wealth’s services weave together goal–based wealth management, financial and estate planning, and tax compliance and advisory. Aldrich Wealth’s Corporate Retirement Plans services include investment management, recordkeeping consulting, fiduciary governance services, and employee education services. Aldrich Wealth is part of the Aldrich group of companies, Aldrich CPAs + Advisors, Aldrich Capital, and Aldrich Solutions.
