Forbes "Best-in-State Wealth Management Teams" - Jan 2025 *Source: The Forbes "Best-in-State Wealth Management Teams" list, published on January 9, 2025. Rankings based on data as of March 31, 2024.2025 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and… Show more *Source: The Forbes "Best-in-State Wealth Management Teams" list, published on January 9, 2025. Rankings based on data as of March 31, 2024.2025 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC. Show less

Forbes "Top Next-Generation Wealth Advisors Best-in-State" - Aug 2024 *Source: The 2024 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list, published on August 8, 2023. Rankings based on data as of March 31, 2023.2024 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1985 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is… Show more *Source: The 2024 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list, published on August 8, 2023. Rankings based on data as of March 31, 2023.2024 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1985 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook's rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC. Show less

Forbes "Best-in-State Wealth Management Teams" - Jan 2024 *Source: The Forbes "Best-in-State Wealth Management Teams" list, published on January 12, 2024. Rankings based on data as of March 31, 2023.Data provided by SHOOK(R) Research, LLC. Forbes "Best-in-State Wealth Management Teams" ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records… Show more *Source: The Forbes "Best-in-State Wealth Management Teams" list, published on January 12, 2024. Rankings based on data as of March 31, 2023.Data provided by SHOOK(R) Research, LLC. Forbes "Best-in-State Wealth Management Teams" ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative or indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC Show less

Forbes "Best-in-State Wealth Management Teams" - Jan 2023 *Source: The Forbes "Best-in-State Wealth Management Teams" list, published on January 12, 2023. Rankings based on data as of March 31, 2022.Data provided by SHOOK(R) Research, LLC. Forbes "Best-in-State Wealth Management Teams" ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records… Show more *Source: The Forbes "Best-in-State Wealth Management Teams" list, published on January 12, 2023. Rankings based on data as of March 31, 2022.Data provided by SHOOK(R) Research, LLC. Forbes "Best-in-State Wealth Management Teams" ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative or indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC Show less

Forbes "Best-in-State Next Generation Wealth Advisors" - Sep 2019 *Source: The Forbes "Best-in-State Next-Generation Wealth Advisors" list, published on September 4, 2019. Rankings based on data as of March 31, 2019.Forbes "Best-in-State Next-Generation Wealth Advisors" list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both… Show more *Source: The Forbes "Best-in-State Next-Generation Wealth Advisors" list, published on September 4, 2019. Rankings based on data as of March 31, 2019.Forbes "Best-in-State Next-Generation Wealth Advisors" list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client's experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor. Show less