2021 | 2023
Forbes’ Best-in-State Wealth Advisors, February 11, 2021 and April 4, 2023, each based on the 12-month period ending June 30 of the year prior to publication, are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Forbes is a registered trademark of Forbes, Inc. All rights reserved. AdvisorHub’s Advisors to Watch, June 20, 2023, based on the 12-month period ending December 31 of the year prior to publication, are selected from a pool of nominations as indicated in the methodology. SHOOK Research, Forbes, and AdvisorHub do not receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. For more information on the selection methodology, see www.stifel.info/award-disclosures.