Navigate 401K, LLC

Sean Forbes is a retirement plan advisor at Navigate 401K with a focus on helping small business owners design and manage 401(k) plans that work for both their company and their employees. Sean started his career at Vestwell, a national recordkeeper, where he worked with employers of all sizes and developed a deep appreciation for what retirement planning looks like from the ground up. He later joined Meridiem Advisory Group as part of a dedicated retirement advisory team, focusing on participant education, financial wellness, and plan design. At Navigate 401K, Sean works closely with small businesses to simplify the retirement plan process—handling everything from plan design and onboarding to participant education and one-on-one financial guidance. He also serves individual clients through the firm's TrailGuide program, bringing the same personalized approach to people planning for retirement outside of an employer plan. Sean holds the Certified Plan Fiduciary Advisor (CPFA) designation and the Nonqualified Plan Consultant (NQPC) credential. His goal is straightforward: make sure every business owner and employee feels confident about their retirement.

Justin Ladden is an investment advisor at Navigate 401K, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kreativ Retirement Plan Solutions, LLC, BCR Wealth Strategies, and Mass Mutual Investors Services. In addition to his advisory role, he is a licensed insurance agent offering non-variable insurance products including traditional life insurance and fixed annuities. Navigate 401K, LLC provides retirement plan consulting and management services to corporate plan sponsors, pension, and profit-sharing plans. The firm focuses on aligning investment lineups with each plan’s Investment Policy Statement and offers fiduciary governance, vendor management, and participant education services.

Christopher Hussar is a financial advisor at Navigate 401K, LLC in Birmingham, AL, holding Series 63 and Series 66 licenses with 20 years of industry experience. Prior to joining Navigate 401K in 2020, he worked at Regions Financial Corporation from 2016 to 2020. He is also the managing partner of Accelerated Partners, LLC, where he evaluates direct investment opportunities in privately held companies. Navigate 401K, LLC advises corporate plan sponsors, pension and profit-sharing plans, providing retirement plan consulting and management services. The firm manages approximately $318 million in discretionary assets, focusing on aligning plan investment lineups with Investment Policy Statements and offering fiduciary governance, benchmarking, and participant education.