Senior Vice President, Financial Advisor
CFP®, ChFC®, CEPA, BFA™
Forbes
Forbes Top Next-Gen Wealth Advisors Best-In-State (2026)
Awarded 8/11/26 for the period 3/31/25-3/31/26.
Award recipients
Senior Vice President, Financial Advisor
CFA®, CIMA®
Senior Vice President, Financial Advisor
CFP®, CEPA®, CLTC®, NSSA®
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®, CEPA®, AIF®
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor | Partner Programs
CFP®
Senior Vice President, Financial Advisor
CFP®, AIF®
Senior Vice President, Financial Advisor
CFP®
Vice President, Financial Advisor
CFA®, CEPA®
Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
MBA, CFP®
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®, CRPC®, EA
Senior Vice President, Financial Advisor
CFP®
Vice President, Financial Advisor
CFP®, CLU®
Senior Vice President, Financial Advisor
CFP®
Team recipients
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Baxter Team
Houston, TX
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Carroll Team
Charlotte, NC Multiple locations
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Hoggatt Team
Denver, CO Multiple locations
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Kuring Team
Danbury, CT
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Merriweather Team
Columbia, MD
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New York-Grand Central Team
New York, NY
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North Orlando Team
Winter Springs, FL
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Oakwood Team
Los Angeles, CA
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Platt Team
Houston, TX
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Rock House Team
Farmington, UT
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Sandy Springs Team
Atlanta, GA
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Trahan-Bowyer Team
Charlotte, NC
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Warren Team
Warren, NJ