2018 | 2019
2022 | 2023
Forbes’ Top Next-Gen Wealth Advisors and Best-in-State Next-Gen Wealth Advisors rankings are based on the 12-month period ending March 31 of the year in which published and selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch rankings are based on the 12-month period ending December 31 of the year prior to publication. Each are selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.