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.

2018 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
  • Jonathan Thornberry – Cincinnati, OH
  • Nicholas Wallace – Winnetka, 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

2018 Forbes Best-In-State Wealth Advisors

  • Don Barry – Wichita, KS
  • Michael Boosel – Atlanta North Point, GA
  • Curt Brewer – Waukesha, WI
  • Chris Calvelli – Milwaukee, WI
  • Chris Chlupp – West Bend, WI
  • Philip Dallman – Milwaukee, WI
  • David Epstein – Milwaukee, WI
  • Ron Farley – Eau Claire, WI
  • Tim Forster – Eau Claire, WI
  • Lori Gervais – North Shore, WI
  • Jen Haldemann – Milwaukee, WI
  • Simon Hamilton – Reston, VA
  • Kim Haws Falasco – Akron, OH
  • Stephen D. Hoch – Milwaukee, WI
  • Lisa Keverian-Press – Sarasota, FL
  • Michael Klein – Milwaukee, WI
  • Malcolm Liles –Nashville, TN
  • Thomas Olson – Mishawaka, IN
  • Greg Pauly – North Shore, WI
  • Michael Perrini – Columbus, OH
  • Nancy Popovich – McLean, VA
  • Rob Shick – Portland, OR
  • Michael Smith – Cincinnati, OH
  • Gregory Smith – Reston, VA
  • Greg Sommersberger – North Shore, WI
  • Paul Stscherban – Mishawaka, IN
  • Craig Vander Leest – 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
  • Cameron Ragen – Seattle, WA
  • Gregory Smith – Reston, VA
  • Paul Stscherban - Mishawaka, IN

Forbes America’s Top Women Advisors

  • Lisa Keverian-Press – Sarasota, FL
  • Nancy Popovich – McLean, VA

Barron's Top 100 Advisors

  • Mike Klein – Milwaukee, WI

Forbes Next Gen Advisors

  • Jonathon Bowker – Rockford, IL
  • Andrew Epstein – Milwaukee, WI
  • Tyson Eubanks – Fort Worth, TX
  • Peter Gaffaney – Wausau, WI
  • Jennifer Haldemann – Milwaukee, WI
  • William Liles – Nashville, TN
  • John Lipe – Charlotte, NC
  • Daniel Palm – Denver, CO
  • Greg Pauly – North Shore, WI
  • Brian Robinson – Denver, CO
  • Nick Slater – Seattle, WA
  • Gregory Sommersberger – North Shore, WI
  • Richard Verthein – Waukesha, 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
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