Wealth Enhancement is proud to announce that 33 of its financial advisors have been named to the 2026 Forbes ranking of Best-In-State Wealth Advisors.
- Joel Callagan, #101 in California – Los Angeles (High Net Worth)
- Debbie Pursey, #89 in California - Northern CA (High Net Worth)
- Dan Gensler, #38 in California – Southern CA (High Net Worth)
- Sarah Keys, #72 in Colorado - Denver Area (High Net Worth)
- Patrick Doherty, #128 in Connecticut – High Net Worth
- Lane Marmon, #91 in Connecticut – High Net Worth
- Paul Papapostolou, #110 in Connecticut – High Net Worth
- Alex Moore, #106 in Florida – North
- Tammy Mogilski, #53 in Florida – Southwest
- Mike Scroggins, #49 in Florida – Southwest
- Evan Quinn, #74 in Georgia - Atlanta (High Net Worth)
- Todd Diven, #113 in Illinois – Chicago Suburbs
- Adria Siewert, #17 in Illinois – Chicago Suburbs
- Andrew Fentress, #133 in Maryland – State (High Net Worth)
- Nate Hanft, #66 in Maryland – State (High Net Worth)
- Brian Kuhn, #147 in Maryland – State (High Net Worth)
- Zeke Waisel, #83 in Massachusetts – Boston (High Net Worth)
- Preston Koenig, #30 in Minnesota – Minneapolis Area (High Net Worth)
- Ryan McKeown, #6 in Minnesota – State
- Nicole Webb, #39 in Minnesota – Minneapolis Area (High Net Worth)
- Mark Williamson, #22 in Minnesota – State
- Bret Kaye, #119 in New Jersey – North NJ (High Net Worth)
- Peter Hoglund, #140 in New Jersey – North NJ (High Net Worth)
- Alex Vaccarella, #135 in New Jersey – North NJ (High Net Worth)
- Bill Cafero, #94 in New York – NYC (High Net Worth)
- Patrick Bobbins, #136 in North Carolina – West
- Kris Carroll, #6 in North Carolina – West
- Bryan Grisak, #94 in Ohio – Cincinnati
- Zach Nelson, #66 in Utah
- Vince Cimino, #7 in Wisconsin – State
- Dan Hyland, #27 in Wisconsin – State
- Bryan Sadoff, #3 in Wisconsin – Milwaukee
- Michael Sadoff, #2 in Wisconsin – Milwaukee
This elite list annually recognizes the country’s top-performing financial advisors who are leading the way in offering best practices and providing a high-quality experience for their clients. Top advisors are presented on a state-by-state basis, and the ranking is based on industry-specific qualitative and quantitative factors.
Wealth Enhancement is honored to have 33 advisors named to the list this year.
About the Research Process
The Forbes ranking of Best-In-State Wealth Advisors is developed by SHOOK Research. Each advisor selected by SHOOK Research is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue production, and assets under management. SHOOK Research is the only rating firm that interviews advisors via telephone and in person.
About Forbes
Forbes champions success by celebrating those who have made it, and those who aspire to make it. Forbes convenes and curates the most influential leaders and entrepreneurs who are driving change, transforming business and making a significant impact on the world. The Forbes brand today reaches more than 150 million people worldwide through its trusted journalism, signature LIVE and Forbes Virtual events, custom marketing programs and 47 licensed local editions in 80 countries.
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 over 182 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 4/7/26 for the period 6/30/24-6/30/25.
