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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Broadridge Advisor Solutions to provide information on a topic that may be of interest. Broadridge Advisor Solutions is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Data provided by SHOOK® Research, LLC — Data as of 6/30/25. The Forbes | SHOOK® America’s Top Wealth Advisors and Best-in-State Wealth Advisors rankings were developed by SHOOK Research, LLC. Data as of June 30, 2025. Published by Forbes (April 2026). The rankings are based on SHOOK Research’s independent methodology and ranking algorithm, which includes in-person, virtual and telephone due diligence meetings to qualitatively evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Investment performance is not a criterion, as client objectives and risk tolerances vary and advisors rarely have audited performance reports. SHOOK Research’s rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not indicative of future results. SHOOK Research's rankings is for informational purposes only and should not be construed as a recommendation or endorsement to hire any specific investment advisor and SHOOK Research does not assume any liability for actions taken based on the rankings. Neither SHOOK Research nor Forbes receives compensation in exchange for placement on the rankings. For a full description of the methodology, please visit www.SHOOKresearch.com. SHOOK® is a registered trademark of SHOOK Research, LLC.

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About Us
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Contact Us

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