Recent Financial Advisor Recognitions

Serving as your true wealth management partner requires hiring top Financial Advisors and giving them all the support and freedom they need to succeed. The following advisors were recently recognized for their excellence and unwavering commitment to their clients’ best interests.

Recent Recognitions and Winners


Financial Times 401 Top Retirement Advisors

  • Robert Brann – Houston, TX
  • Steve Ellsworth  – Houston, TX
  • Scott A. George – M. Griffith – Utica, NY
  • David Marshall – Portland, OR

Forbes Top Wealth Advisors

  • Michael Klein – Milwaukee, WI
  • Simon Hamilton – Reston, VA
  • Gregory Smith – Reston, VA

On Wall Street Top 25 Under 40 Regional Advisors

  • Andrew Epstein – Milwaukee, WI
  • Gregory Sommersberger – North Shore, WI
  • Will Strong - Seattle, WA
  • Nicholas Wallace - Chicago, IL

Financial Times Top 400

  • Richard Ashcroft – Houston-Memorial City, TX
  • Don Barry – Wichita, KS
  • Chris Calvelli – Milwaukee, WI
  • Ed DeFrance – Milwaukee, WI
  • Simon Hamilton – Reston, VA
  • Mike Klein – Milwaukee, WI
  • Dave Klenke – Milwaukee, WI
  • Greg Smith – Reston, VA
  • Paul Stscherban – Mishawaka, IN

2019 Forbes Best-In-State Wealth Advisors

  • Christopher Aime - Reston, VA
  • Richard Ashcroft - Houston Memorial City, TX
  • Donald Barry – Wichita, KS
  • Thomas Boh – Denver, CO
  • Michael Boosel - Atlanta North Point, GA
  • Curt Brewer - Waukesha, WI
  • Chris Calvelli - Milwaukee, WI
  • Allen Campbell - Eau Claire, WI
  • Christopher Chlupp - West Bend, WI
  • Jack Cohen - Atlanta North Point, GA
  • Anthony Consiglio - Waukesha, WI
  • Gray Coulton - Charleston, SC
  • Philip Dallman - Milwaukee, WI
  • Edward DeFrance - Milwaukee, WI
  • Jacob Duffy Scottsdale, AZ
  • Kent Elliott - Roseville, CA
  • Andrew Epstein - Milwaukee, WI
  • David Epstein - Milwaukee, WI
  • Ronald Farley - Eau Claire, WI
  • Matthew Fields - Portland, OR
  • Tim Forster - Eau Claire, WI
  • Phillip Garrison - Wichita, KS
  • Lori Gervais - North Shore, WI
  • Neil Grant - Dallas, TX
  • Simon Hamilton - Reston, VA
  • Kimberly Haws Falasco - Akron, OH
  • Jeffrey Hedley - Columbus, OH
  • Stephen Hoch - Milwaukee, WI
  • James Hodge - Madison, WI
  • Leah Hoffman - Phoenix, AZ
  • Lisa Keverian -Press - Sarasota, FL
  • Michael Klein - Milwaukee, WI
  • Catina Koenig - Edina, MN
  • Malcolm Liles - Nashville, TN
  • Travis McCollum - Charlotte, NC
  • Karen Ogard - Denver, CO
  • Thomas Olson - Mishawaka, IN
  • Greg Pauly - North Shore, WI
  • Michael Perrini - Columbus, OH
  • Nancy Popovich - McLean, VA
  • Rob Shick - Portland, OR
  • Nick Slater - Seattle, WA
  • Michael Smith - Cincinnati, OH
  • Gregory Smith - Reston, VA
  • Alexander Smith - Milwaukee, WI
  • Gregory Sommersberger - North Shore, WI
  • Paul Stscherban - Mishawaka, IN
  • John Tennant - Portland, OR
  • Craig Vander Leest - Cedar Rapids, IA
  • Douglas Wenzel - Cedar Rapids, IA
  • Scott Woods - Sarasota South, FL

Barron’s State by State

  • Richard Ashcroft – Houston-Memorial City, TX
  • Chris Calvelli – Milwaukee, WI
  • Philip Dallman – Milwaukee, WI
  • Jacob Duffy – Scottsdale, AZ
  • David Epstein – Milwaukee, WI
  • Simon Hamilton – Reston, VA
  • Michael Klein – Milwaukee, WI
  • Malcolm Liles – Nashville, TN
  • John Mockovciak – Dallas, TX
  • Cameron Ragen – Seattle, WA
  • Gregory Smith – Reston, VA

Forbes America’s Top Women Advisors

  • Nancy Popovich – McLean, VA

Barron's Top 100 Advisors

  • Mike Klein – Milwaukee, WI

Forbes Next Gen Advisors

  • Andrew Epstein - Milwaukee, WI
  • Gregory Sommersberger - North Shore, WI

Working Mother and SHOOK Research's 2018 Top Wealth Advisor Moms

  • Lori Gervais – North Shore, WI
  • Jennifer Haldemann – Milwaukee, WI
  • Catina Koenig – Edina, MN
  • Nancy Popovich – McLean, VA
  • Meg Prestigiacomo – Madison, WI
  • Melissa Sanchez – Waukesha, WI