Financial Advisor
CFP®
InvestmentNews
InvestmentNews’ Rising Stars (2026)
Awarded 10/28/26 for the ranking year 2026.
Award recipients
Senior Vice President, Financial Advisor
CFP®, ChFC®, CEPA, BFA™
Vice President, Financial Advisor
CFP®
Financial Advisor
CFP®
Senior Vice President, Financial Advisor
MBA, CFP®
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®, BFA