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

2021 Forbes Best-In-State Wealth Advisors

  • Margaret Price - Anchorage AK
  • Grant Shearer - Anchorage AK
  • Sarah Springer - Anchorage AK
  • Lana Hock - Phoenix AZ
  • Leah Hoffman - Phoenix AZ
  • Jacob Duffy - Scottsdale AZ
  • Kent Elliott - Roseville CA
  • Thomas Boh - Denver CO
  • Karen Ogard - Denver CO
  • Scott Woods - Sarasota FL
  • Michael Boosel - Alpharetta GA
  • Craig Vander Leest - Cedar Rapids IA
  • Douglas Wenzel - Cedar Rapids IA
  • Gail Bivens-Rose - Sioux City IA
  • Daniel Holzrichter - Sioux City IA
  • Bradley Angeletti - Chicago IL
  • David Poitras - Chicago IL
  • Richard Wholey - Chicago IL
  • Loren Snyder - Bloomington IN
  • Ronald Boren - Evansville IN
  • John Schutz - Evansville IN
  • Thomas Olson - Mishawaka IN
  • Donald Barry - Wichita KS
  • Pete Mahurin - Bowling Green KY
  • Shawn Perry - Bowling Green KY
  • Shannon Vitale - Bowling Green KY
  • Michael Dempsey - Ft Wright KY
  • Dan Foutch - Glasgow KY
  • Thomas Kessinger - Lexington KY
  • Catina Koenig - Edina MN
  • Gene Jester - Chapel Hill NC
  • John Lipe - Charlotte NC
  • William McCollum - Charlotte NC
  • Paisley Dennehy Wessel - Raleigh NC
  • Theresa Flemma - New Hartford NY
  • Kimberly Haws Falasco - Akron OH
  • Michael Smith - Cincinnati OH
  • Jeffrey Hedley - Columbus OH
  • Michael Perrini - Columbus OH
  • John Bradley - Miamisburg OH
  • Rob Shick - Portland OR
  • Gray Coulton - Charleston SC
  • Malcolm Liles - Nashville TN
  • Jayson Bales - Dallas TX
  • Neil Grant - Dallas TX
  • Richard Ashcroft - Houston TX
  • Paul McWane - Lynchburg VA
  • Nancy Popovich - McLean VA
  • Christopher Aime - Reston VA
  • Simon Hamilton - Reston VA
  • Gregory Smith - Reston VA
  • Ann Summerson - Reston VA
  • Sarah Power - Seattle WA
  • Nicholas Slater - Seattle WA
  • Allen Campbell - Eau Claire WI
  • Ronald Farley - Eau Claire WI
  • Tim Forster - Eau Claire WI
  • James Hodge - Madison WI
  • Lori Gervais - Mequon WI
  • Dan Hawley - Mequon WI
  • Greg Pauly - Mequon WI
  • Gregory Sommersberger - Mequon WI
  • Chris Calvelli - Milwaukee WI
  • Philip Dallman - Milwaukee WI
  • Andrew Epstein - Milwaukee WI
  • David Epstein - Milwaukee WI
  • Jennifer Haldemann - Milwaukee WI
  • Stephen Hoch - Milwaukee WI
  • Michael Klein - Milwaukee WI
  • Alexander Smith - Milwaukee WI
  • Curt Brewer - Waukesha WI
  • Joseph Buday - Waukesha WI
  • Anthony Consiglio - Waukesha WI
  • Christopher Chlupp - West Bend WI

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