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

  • Tony Backert – Louisville, KY
  • Stephen Ellsworth – Houston, TX

Forbes Top Wealth Advisors

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

On Wall Street Top 40 Under 40 Advisors

  • Greg Sommersberger – North Shore, WI

On Wall Street Top Regional BD Advisors Under 40 (# 1 – 20)

  • Greg Sommersberger – North Shore, WI
  • Andrew Epstein – Milwaukee, WI

On Wall Street Top Regional BD Advisors Under 40 (# 21 – 40)

  • John Lipe – Charlotte, NC
  • Greg Pauly – North Shore, WI
  • Will Strong – Seattle, WA

Financial Times Top 400

  • Chris Calvelli – Milwaukee
  • Simon Hamilton - Reston
  • Mike Klein – Milwaukee
  • Malcolm Liles – Nashville
  • Cameron Ragen - Seattle

2020 Forbes Best-In-State Wealth Advisors

  • Christopher Aime - Reston, VA
  • Richard Ashcroft - Houston-Memorial City, TX
  • Donald Barry - Wichita, KS
  • Gail Bivens-Rose - Sioux City, IA
  • Thomas Boh - Denver, CO
  • Michael Boosel - Atlanta, GA
  • Curt Brewer – Waukesha, WI
  • Chris Calvelli - Milwaukee, WI
  • Allen Campbell - Eau Claire, WI
  • Jack Cohen – Atlanta, GA
  • Anthony Consiglio - Waukesha, WI
  • Gray Coulton - Charleston, SC
  • Philip Dallman - Milwaukee, WI
  • Mark Dolenshek - Wausau, WI
  • Jacob Duffy - Scottsdale, AZ
  • Kent Elliott - Roseville, CA
  • David Epstein - Milwaukee, WI
  • Andrew Epstein - Milwaukee, WI
  • Ronald Farley - Eau Claire, WI
  • Matthew Fields - Portland, OR
  • Theresa Flemma - Utica, NY
  • Tim Forster - Eau Claire, WI
  • Lori Gervais - North Shore, WI
  • Ned Gillette - Rockford, IL
  • Jennifer Haldemann - Milwaukee, WI
  • Simon Hamilton - Reston, VA
  • Kimberly Haws Falasco - Akron, OH
  • Stephen Hoch - Milwaukee, WI
  • James Hodge - Madison, WI
  • Leah Hoffman - Phoenix, AZ
  • Daniel Holzrichter - Sioux City, IA
  • Gene Jester - Chapel Hill, NC
  • Michael Klein - Milwaukee, WI
  • 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
  • David Poitras - Chicago, IL
  • Nancy Popovich - McLean, VA
  • Margaret Price - Anchorage, AK
  • Grant Shearer - Anchorage, AK
  • Rob Shick - Portland, OR
  • Nicholas Slater - Seattle, WA
  • Gregory Smith - Reston, VA
  • Alexander Smith - Milwaukee, WI
  • Gregory Sommersberger - North Shore, WI
  • Sarah Springer - Anchorage, AK
  • Paul Stscherban - Mishawaka, IN
  • Craig Vander Leest - Cedar Rapids, IA
  • Douglas Wenzel - Cedar Rapids, IA
  • Richard Wholey - Chicago, IL
  • Scott Woods - Siesta Key, FL

Barron’s State by State

  • Jacob Duffy – Scottsdale, AZ
  • Dan Foutch – Glasgow, KY
  • Pete Mahurin – Bowling Green, KY
  • Mitch Settle – Owensboro, KY
  • Elias Hassan – Murfreesboro, TN
  • Malcolm Liles – Nashville, TN
  • Richard Ashcroft – Houston, TX
  • Simon Hamilton – Reston, VA
  • Gregory Smith – Reston, VA
  • Cameron Ragen – Seattle, WA
  • Chris Calvelli – Milwaukee, WI
  • Anthony Consiglio – Waukesha, WI
  • Philip Dallman – Milwaukee, WI
  • David Epstein – Milwaukee, WI
  • Michael Klein – Milwaukee, WI

Forbes America’s Top Women Advisors

  • Gail Bivens-Rose, Sioux City, IA
  • Catherine Coleman, Abilene, TX
  • Theresa Flemma, New Hartford, NY
  • Lori Gervais, Mequon, WI
  • Jennifer Haldemann, Milwaukee, WI
  • Kimberly Haws Falasco, Akron, OH
  • Leah Hoffman, Phoenix, AZ
  • Catina Koenig, Edina, MN
  • Karen Ogard, Denver, CO
  • Nancy Popovich, McLean, VA
  • Sarah Power, Seattle , WA
  • Margaret Price, Anchorage, AK
  • Sarah Springer, Anchorage, AK
  • Ann Summerson, Reston, VA
  • Paisley Dennehy Wessel, Raleigh, NC
  • Stacy Williams, Milwaukee, WI

Barron's Top 100 Advisors

  • Mike Klein – Milwaukee, WI

Forbes Next Gen Advisors

  • June Brown - Madison, WI

Working Mother and SHOOK Research's 2020 Top Wealth Advisor Moms

  • Nancy Popovich – McLean, VA
  • Sarah Springer – Anchorage, AK
  • Catina Koenig – Edina, MN
  • June Brown – Madison, WI
  • Lori Gervais – North Shore, WI
  • Cathie Coleman – Abilene, TX
  • Jen Haldemann – Milwaukee, WI