Wealth Enhancement is excited to announce that 12 of its financial advisors have been named to the 2025 Forbes ranking of Top Next-Gen Wealth Advisors Best-In-State.
- Brad Baxter, #23 – Texas
- Patrick Bobbins, #18 – North Carolina
- Joel Callagan, #15 – Southern California
- Andrew Fentress, #14 – Maryland
- Bret Kaye, #34 – New Jersey
- Ryan Marshall, #62 – NYC, New York
- Chris Mattern, #34 – NYC, New York
- Zach Nelson, #11 – Utah
- Evan Quinn, #20 – Georgia
- Nicole Roberts, #12 – Utah
- Chason Trahan, #45 – North Carolina
- Alex Vaccarella, #12 – New Jersey
This prestigious list aims to acknowledge exceptional financial advisors, particularly those who are considered up-and-coming professionals, also known as the Next-Gen, and are under the age of 40. With a typical tenure of a dozen years, there's a reason millions of families are entrusting their futures with this group of next-generation advisors: they have proven that they stand among the very best in wealth management.
Wealth Enhancement is proud to have 12 advisors named to the list this year.
About the Research Process
The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
SHOOK Disclosures
SHOOK is completely independent and objective and does not receive compensation from the advisors, firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. Since every investor has unique needs, investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions for how to choose the right financial advisor and not indicative of future performance or representative of any one client’s experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results.
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi processes that go far beyond the standard approach. We proudly provide tailored financial plans and investment management services to serve the unique needs of our clients from our 150 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Awarded 8/6/25 for the period 3/31/24-3/31/25.
