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


2019 Forbes Best-In-State Next-Gen Advisors

  • John Bowker – Rockford, IL
  • Andrew Epstein – Milwaukee, WI
  • Tyson Eubanks – Fort Worth, TX
  • Mickey Fritz – Northern Kentucky, KY
  • Peter Gaffaney – Wausau, WI
  • Jen Haldemann – Milwaukee, WI
  • Drayton Henderson – Charlotte, NC
  • Ben Hoeger – Columbus, OH
  • Daniel Kern – West Bend, WI
  • William Liles – Nashville, TN
  • John Lipe – Charlotte, NC
  • Dan Palm – Denver, CO
  • Greg Pauly – North Shore, WI
  • Chris Peters – Denver, CO
  • Brian Robinson – Denver, CO
  • Jordan Rosenberg – Birmingham, MI
  • Nick Slater – Seattle, WA
  • Greg Sommersberger – North Shore, WI
  • Rick Verthein – Waukesha, WI
  • Cory Wessel – Raleigh, NC

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

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

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

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

  • 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 Top Wealth Advisor Moms

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