Alumni Spotlight is pleased to announce The Top 100 Financial Advisors for 2022. We recognize the achievements of these individuals who have made extraordinary contributions to their organizations and professions in the practice of financial planning. This year’s awardees are top-performing advisors who demonstrate market awareness, a hunger to learn, analytical skills, the ability to innovate, and a consistent drive to succeed. They are making substantial contributions to critical conversations about financial literacy, wealth management, investing strategies, and life planning. Their work directly impacts the financial health of individuals and families across the world and creates a sound financial future for many.

Awardees include Corey D'Angelo, Financial Advisor and Certified Financial Planner with UBS Financial Services, who together with his team, manages roughly $1.2 billion for clients across the United States; Mark Kim, Financial Advisor with Prudential Financial, who uses his decades of experience to help individuals, couples, and families grow and protect their assets for the long term; and Sharon Pang, Financial Engineer Advisor for Fannie Mae, who uses her extensive experience in financial modeling and analytics in the areas of mortgage and retail banking to lead the company’s Multifamily Credit Risk Transfer analytics.

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The profession of financial advising varies, but one thing that remains consistent among this year’s awardees is their dedication and commitment to the financial wellbeing of their clients and organizations. Please join us in celebrating the achievements of the Top 100 Financial Advisors of 2022.

 

1. Jean Suhodolsky
Financial Advisor, Cardinal Health
The Ohio State University

Jean Suhodolsky is a Financial Advisor of Cardinal Health. He first joined the company in 2007. Cardinal Health is a distributor of pharmaceuticals, a global manufacturer and distributor of medical and laboratory products, and a provider of performance and data solutions for healthcare facilities. With operations in more than 30 countries and approximately 44,000 employees globally, Cardinal Health is essential to care. They are navigating the complexities of healthcare and providing scaled solutions to help their customers thrive in a changing world.

Previously, Suhodolsky was a business reporting analyst at Gap Inc. and before that, an inventory analyst at Victoria's Secret. Suhodolsky earned an undergraduate degree in microbiology from The Ohio State University.

 

2. John Colling
Financial Advisor, ExxonMobil
Princeton University

John Colling is a Financial Advisor with ExxonMobil. ExxonMobil is the world's largest publicly traded international oil and gas company, providing energy that helps underpin growing economies and improve living standards around the world. ExxonMobil uses innovation and technology to deliver energy to a growing world. They produce and sell crude oil, natural gas and petroleum products. They operate facilities or market products in most of the world’s countries and explore for oil and natural gas on six continents. Colling has nearly 16 years of experience. He began his career in 2006.

Before joining ExxonMobil, Colling was an associate at ALC Advisors. Earlier in his career he worked with Houlihan Lokey as a senior financial analyst. Colling graduated from The University of Chicago Booth School of Business with an MBA and from Princeton University with an undergraduate degree in politics.

 

3. Claudia Palombo
Financial Advisor, Morgan Stanley
The University of Texas at Austin

Claudia Palombo is a Financial Advisor of Morgan Stanley. Morgan Stanley mobilizes capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving, and providing new opportunities for its clients. Palombo has over 19 years in the financial services industry. She began her career in 2003.

Before joining Morgan Stanley, Palombo was a financial advisor at UBS International. Palombo graduated from The University of Texas at Austin with an undergraduate degree in economics.

 

4. Michael Knutson
Financial Advisor, Stifel Financial
University of Wisconsin - Madison

Michael Knutson is a Financial Advisor with Stifel Financial. Established in 1890, Stifel Financial is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 390 locations across the nation. Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. Knutson has over 18 years in the financial services industry. He began his career in 2004.

Before joining Stifel Financial, Knutson was a financial advisor at Ziegler Wealth Management and before that a national business development manager at C.H. Coakley & Company. Earlier in his career he worked with The Southwestern Company as a sales manager and salesperson. Knutson graduated from the University of Wisconsin - Madison with an undergraduate degree in economics and international studies.

 

5. Mark Kim
Financial Advisor, Prudential Financial
Stanford University

Mark Kim is a Financial Advisor with Prudential Financial. He first joined the company in 2019. Prudential Financial, Inc. is a Fortune Global 500 and Fortune 500 company whose subsidiaries provide insurance, investment management, and other financial products and services to both retail and institutional customers throughout the United States and in over 40 other countries. They were founded on the belief that financial security should be within reach for everyone, and for over 140 years, they have helped their customers reach their potential and tackle life's challenges for now and future generations to come.

Previously, Kim was an investment advisor representative at Transamerica Financial Advisors, Inc., and before that, a VP at Headstrong. Earlier in his career he worked with Texas Instruments as an engineer. Kim earned an MBA from the University of Virginia Darden School of Business, and an undergraduate degree in electrical engineering from Stanford University.

 

6. Elias Stambolis
Financial Advisor, Morgan Stanley
University of Michigan

Elias Stambolis is a Financial Advisor with Morgan Stanley. He first joined the company in 2017. Morgan Stanley mobilizes capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined them. At its foundation are their five core values of putting clients first, doing the right thing, leading with exceptional ideas, commitment to diversity and inclusion, and giving back.

Previously, Stambolis was a manager and general partner at Axata Investments LLC. Earlier in his career he worked with Fisher Investments as a client operations associate. Stambolis earned an MBA from the University of Chicago Booth School of Business, and an undergraduate degree in economics from the University of Michigan.

 

7. Richard Stahmer
Financial Advisor, Morgan Stanley
Boston College

Richard Stahmer is a Financial Advisor with Morgan Stanley. Morgan Stanley is a leading global investment bank and wealth management firm, employing more than 60,000 people worldwide. The company focuses primarily on three main units including institutional securities, wealth management, and investment management. Stahmer has over 26 years in the financial services industry. He began his career in 1995.

Before joining Morgan Stanley, Stahmer was the owner of 750 Route 22 LLC, and before that, an equity trader at Gagnon Securities. Earlier in his career he worked with Gabelli Asset Management as a VP of trading. Stahmer graduated from Boston College with an undergraduate degree in finance and information systems.

 

8. Adam Pumphrey
Financial Advisor, New York Life Insurance Company
The Ohio State University

Adam Pumphrey began his professional career 9 years ago. Today, he is a Financial Advisor with New York Life Insurance Company. New York Life is one of America's largest mutual life insurance companies. New York Life and its subsidiaries provide insurance, investment, and retirement solutions. For over 175 years, they have held themselves to the highest standards of transparency, objectivity, and integrity, and have always aimed to provide up-to-date information about the operations and actions of their business.

Pumphrey first got his start in 2013 as a sales consultant at Performance Lexus. From there, he went on to PNC, his most recent venture prior to joining New York Life Insurance Company. Pumphrey graduated from The Ohio State University with an undergraduate degree in economics.

 

9. Brian Reynolds
Financial Advisor, Nationwide
The Ohio State University

Brian Reynolds is a Financial Advisor with Nationwide. He first joined the company in 2016 as a business process management consultant. Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. An industry leader in driving customer-focused innovation, Nationwide provides a full range of insurance and financial services products including auto, business, homeowners, farm and life insurance, public and private sector retirement plans, annuities, and mutual funds, and more. Reynolds is a process management professional that specializes in the field of continuous improvement, updating processes through value stream evaluation, data validation, and change management.

Reynolds earned an undergraduate degree in personal financial planning from The Ohio State University.

 

10. Adam Ruedig
Financial Advisor, UBS Wealth Management
Dartmouth College

Adam Ruedig began his professional career over 15 years ago. Today, he is a Financial Advisor with UBS Wealth Management. As the world's largest wealth manager, UBS Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Their clients include both institutional and wholesale intermediary clients, including both UBS's wealth management businesses and third parties.

Ruedig first got his start in 2007 as an architect. He graduated from Yale University with a master’s degree in architecture and from Dartmouth College with an undergraduate degree in physics.

 

11. Lindsey Michaelides
Financial Advisor, PNC
The Ohio State University

Lindsey Michaelides is a Financial Advisor with PNC. She first joined the company in 2018. For more than 160 years, they have been committed to supporting their customers, communities, employees, and shareholders. At PNC, they are proud of its longstanding history of building strong communities that create financial opportunities for individuals, families, and businesses.

Previously, Michaelides was a client service leader at JPMorgan Securities LLC and before that, a financial advisor at UBS. Earlier in her career she worked with JPMorgan Chase & Co. as a relationship banker. Michaelides earned an undergraduate degree in human ecology from The Ohio State University.

 

12. George Marin
Financial Advisor, Citi
University of California, Los Angeles

George Marin is a Financial Advisor with Citi. He first joined the company in 2007. Citi's mission is to serve as a trusted partner to their clients by responsibly providing financial services that enable growth and economic progress. The company’s core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of their clients. They have 200 years of experience helping their clients meet the world's toughest challenges and embrace its greatest opportunities. They are an institution connecting millions of people across hundreds of countries and cities.

Marin earned an undergraduate degree from the University of California, Los Angeles.

 

13. Brennan Turner
Financial Advisor, Raymond James
University of California, Los Angeles

Brennan Turner is a Financial Advisor at Raymond James. Founded in 1962 and a public company since 1983, Raymond James is a Florida-based diversified holding company providing financial services to individuals, corporations, and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. Turner has over 11 years in the financial services industry. He began his career in 2011.

Before joining Raymond James, Turner was a financial advisor at Wells Fargo Advisors and before that a regional marketing analyst at AIG. Earlier in his career he worked with Integra Realty Resources as an analyst. Turner graduated from the University of California, Los Angeles with an undergraduate degree in mathematics and economics.

 

14. Richard Weisberg
Financial Advisor, UBS
The Ohio State University

Richard Weisberg is a Financial Advisor with UBS. He first joined the company in 2008. UBS is a Swiss multinational investment bank and financial services company co-headquartered in the cities of Zürich and Basel. It maintains a presence in all major financial centers as the largest Swiss banking institution and the largest private bank in the world. UBS client services are known for their strict bank, client confidentiality and culture of banking secrecy. Because of the bank's large positions in the Americas, EMEA, and Asia Pacific markets, the Financial Stability Board considers it a global systemically important bank. With more than 71,000 colleagues around the world, they collaborate across all major financial centers in 50 countries.

Previously, Weisberg was a senior financial advisor at Merrill Lynch. Weisberg earned an undergraduate degree in agricultural economics from The Ohio State University.

 

15. Josh Ahart
Financial Advisor, Northwestern Mutual
The Ohio State University

Josh Ahart is a Financial Advisor with Northwestern Mutual. Northwestern Mutual has been dedicated to helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, they’re helping people navigate life and guide them to their goals today, and in the days to come. They combine the expertise of their financial professionals with a personalized digital experience and leading-edge technology to best serve their clients. Ahart has nearly 14 years of experience. He began his career in 2008.

Before joining Northwestern Mutual, Ahart was a director of finance at Citizens For John Cranley, and before that, a deputy campaign manager at Citizens for Cincinnati Parks. Earlier in his career he worked with Kmart Corporation as a supervisor. Ahart graduated from The Ohio State University with an undergraduate degree in public affairs.

 

16. John Park
Financial Advisor, MassMutual
Emory University

John Park is a Financial Advisor with MassMutual. He first joined the company in 2012. The Massachusetts Mutual Life Insurance Company, also known as MassMutual, is a Springfield, Massachusetts-based life insurance company. It provides financial products such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. The company’s major affiliates include Barings LLC and Haven Life Insurance Agency. MassMutual ranked at 93 in the 2018 Fortune 500 list of the largest United States corporations by total revenue.

Previously, Park was an attorney for business and immigration law. Earlier in his career he worked with CPACS, Inc. as a director of legal services. Park earned a JD from Emory University School of Law and an undergraduate degree in history from Emory University.

 

17. Jason Sirmon
Financial Advisor, Edward Jones
Queens University of Charlotte

Jason Sirmon began his professional career over 33 years ago. Today, he is a Financial Advisor of Edward Jones. At Edward Jones, their purpose is to partner for positive impact to improve the lives of their clients and colleagues, and together, better the communities and society. The company currently has relationships with nearly 8 million clients and $1.7 trillion in assets, under management worldwide.

Sirmon first got his start in 1989 as a submarine sailor in the US Navy. From there, he went on to Advanced Realty, before eventually moving on to become a learning and development consultant at Sirmon Training & Consulting Group, his most recent position prior to joining Edward Jones. Sirmon graduated from Northeastern University with an MS in leadership and from the Queens University of Charlotte with an undergraduate degree in leadership and organizational communication.

 

18. Sharon Pang
Financial Advisor, Fannie Mae
University of North Carolina at Charlotte

Sharon Pang began her professional career over 21 years ago. Today, she is a Financial Engineer Advisor for Fannie Mae. Fannie Mae serves the people who house America. It is a leading source of financing for mortgage lenders, providing access to affordable mortgage financing in all markets at all times. Their financing makes sustainable homeownership and workforce rental housing a reality for millions of Americans. Fannie Mae also helps make possible the popular 30-year, fixed-rate mortgage, which provides homeowners with stable, predictable mortgage payments over the life of the loan.

Pang first got her start in 2001 as a senior credit analyst at Wells Fargo. She graduated from the University of North Carolina at Charlotte with a master’s degree in information technology and an undergraduate degree in management information systems.

 

19. Travis Burky
Financial Advisor, Fidelity Investments
Florida State University

Travis Burky is a Financial Advisor with Fidelity Investments. He first joined the company in 2008. At Fidelity, their goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. They do this by focusing on a diverse set of customers. They offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, they have always believed that by providing investors with access to the information and expertise, they can help them achieve better results.

Burky has over 14 years of experience in the financial services industry. He earned an undergraduate degree in business from Florida State University.

 

20. Stephen Zanolli
Financial Advisor, Merrill Lynch
Stanford University

Stephen Zanolli is a Manging Director and Wealth Management Advisor with Merrill Lynch. Founded in 1914, Merrill is one of the largest wealth management businesses in the world. The strategies their financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies. Zanolli has nearly 31 years in the financial services industry. He began his career in 1991.

Zanolli has spent over 30 years with Merrill where he has served in various roles. He graduated from Stanford University with an undergraduate degree in industrial engineering.

 

21. Alex Goldstein
Financial Advisor, Merrill Lynch
Florida State University

Alex Goldstein began his professional career over 6 years ago. Today, he is a Financial Advisor with Merrill Lynch. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want. With deep commitment, they draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to their clients’ needs in many areas of their financial lives.

Goldstein first got his start in 2015 as a legislative assistant at the Florida House of Representatives. From there, he went on to Morgan Stanley, before eventually moving on to become a wealth management associate at UBS Financial Services, his most recent position prior to joining Merrill Lynch Wealth Management. Goldstein graduated from Florida State University with an undergraduate degree.

 

22. Daniel Foley
LPL Financial Advisor, Sleeping Giant Financial Services
University of Northern Colorado

Daniel Foley is an LPL Financial Advisor with Sleeping Giant Financial Services. He first joined the company in 2001. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer. They serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning, and asset management solutions.

Previously, Foley was a financial advisor at AIG VALIC. He earned an undergraduate degree in business administration from the University of Northern Colorado.

 

23. Charles Parkham
Financial Advisor, Principal Financial Group
The Ohio State University

Charles Parkham began his professional career 8 years ago. Today, he is a Financial Advisor with Principal Financial Group. Principal Financial Group is dedicated to improving the wealth and well-being of people and businesses around the world helping more than 45 million customers plan, protect, invest, and retire. Along the way, they commit to supporting the communities where they do business, improving the planet, and building a diverse, inclusive workforce.

Parkham first got his start in 2014 as a supervisor at The Medical Center. From there, he went on to The RedZone, before eventually rising to become a controller at Primus Group Holdings LLC, his most recent position prior to joining Principal Financial Group. Parkham graduated from The Ohio State University with an undergraduate degree in economics.

 

24. Robert Maiocco
Financial Advisor, Ameriprise Financial Services
Stanford University

Robert Maiocco is a Financial Advisor with Ameriprise Financial Services. Ameriprise Financial has helped their clients feel confident about their financial futures for more than 125 years. Their network of more than 10,000 financial advisors delivers personalized financial advice to help clients reach their goals. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Maiocco has 37 years in the financial services industry. He began his career in 1985.

Before joining Ameriprise Financial Services, Maiocco was a VP and investment executive at Fifth Third Securities, and before that, a senior financial advisor at Merrill Lynch. Earlier in his career he worked with Bank of America as vice president. Maiocco graduated from the University of Southern California with an MBA and from Stanford University with an undergraduate degree in economics.

 

25. Kane Vines
Financial Advisor, Ameriprise Financial Services
University of Texas at Austin

Kane Vines is a Financial Advisor with Ameriprise Financial Services. He first joined the company in 2003. Ameriprise Financial is a diversified financial services company and bank holding company headquartered in Minnesota. It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning. More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals.

Vines is proud to have been named a Five Star Wealth Manager for 9 years as of 2022. He earned an undergraduate degree from The University of Texas at Austin.

 

26. Aileen Danley
Financial Advisor, Oak Street Advisory Group
University of California, Los Angeles

Aileen Danley is a Financial Advisor with Oak Street Advisory Group. She first joined the company in 2018. At Oak Street Advisory Group, they specialize in assisting with all elements of their clients’ financial lives. They work in partnership with clients to quantify life goals, develop and implement strategies to help achieve those goals, and manage finances so clients can focus on enjoying life and all it has to offer. They take great pride in the trust their clients share with them and strive to provide the highest quality, personal service for years to come.

Previously, Danley was a wealth advisor at Warren Street Wealth Advisors and before that, a financial planner at RGT Wealth Advisors. Earlier in her career she worked with Boeing as a system analyst. Danley earned an MBA in business from Pepperdine University and an undergraduate degree in computer engineering from the University of California, Los Angeles.

 

27. Angela Ostendarp
Private Wealth Financial Advisor, Wells Fargo Advisors
University of North Carolina at Chapel Hill

Angela Ostendarp began her professional career over 33 years ago. Today, she is a Private Wealth Financial Advisor with Wells Fargo Advisors. At Wells Fargo, their mission is to help individuals and families achieve financial independence without undue stress or overexposure to risk. In her role, Ostendarp helps her client clarify their financial goals, to efficiently organize their financial life and to build a comprehensive structure designed to help maximize the likelihood of achieving their goals.

Ostendarp first got her start in 1989 as a personal banker and branch manager at Wachovia Bank & Trust. She graduated from the University of North Carolina at Chapel Hill with an undergraduate degree in business administration with a concentration in finance.

 

28. Craig Lannaman
Financial Advisor, Raymond James
The Ohio State University

Craig Lannaman is a Financial Advisor with Raymond James. Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. Lannaman has 14 years in the financial services industry. He began his career in 2008.

Before joining Raymond James, Lannaman was a financial advisor at Morgan Stanley. Earlier in his career he worked with Columbus AIDS Task Force as a prevention outreach assistant. Lannaman graduated from The Ohio State University with an undergraduate degree in psychology.

 

29. Gabriel Nehrbass
Financial Advisor, Edward Jones
Carnegie Mellon University

Gabriel Nehrbass is a Financial Advisor with Edward Jones. He first joined the company in 2015. Edward Jones is a leader in the financial-services industry with an approach that starts with a face-to-face meeting between a financial advisor and client. The company believes that building long-term relationships with their nearly 7 million clients is key to serving their needs. Edward Jones offers investments services that align with their philosophy of diversifying quality investments and holding them for the long-term. These investments include stocks, bonds, mutual funds, CDs, annuities, insurance, Roth and Traditional IRAs, 529 education savings plans, 401k rollovers, SEP IRAs, advisory services, and more.

Previously, Nehrbass was a program manager of food security and livelihoods in the Coffee Lands at Save the Children US - Latin America and the Caribbean. Earlier in his career he worked with the Peace Corps as a natural resources management extension agent. Nehrbass earned a master’s in international humanitarian action from the Université Catholique de Louvain, and an undergraduate degree in political science from Carnegie Mellon University.

 

30. Ryan Lavielle
Financial Advisor, Wright-Patt Credit Union
The Ohio State University

Ryan Lavielle is a Financial Advisor at Wright-Patt Credit Union. He first joined the company in 2017. Wright-Patt Credit Union is Ohio’s largest member-owned credit union and currently one of the 50 largest credit unions in the United States. Serving central and southwest Ohio, they are an equal housing lender and a not-for-profit, member-owned financial institution, dedicated to giving all of their members the products and resources they need to make life a little easier with lower fees, higher interest rates, professional advice, and more.

Previously, Lavielle was a financial advisor with Telhio Credit Union and before that, a licensed financial consultant with PNC Investments. Lavielle earned an undergraduate degree in family financial management from The Ohio State University.

 

31. Christopher McCullick
Financial Advisor, Edward Jones
University of Wisconsin-Whitewater

Christopher McCullick is a Financial Advisor with Edward Jones. At Edward Jones, their purpose is to partner for positive impact to improve the lives of their clients and colleagues, and together, better communities and society. Edward Jones is a full-service firm founded in 1922. It takes a personal approach to investing by placing advisors in many areas around the U.S. It provides investment advice and help with retirement planning. The firm built its seven-million-strong clientele by placing locations all around the U.S. and Canada. It has more than 41,000 financial advisors and other employees in more than 16,000 branches around the country.

Before joining Edward Jones, McCullick was an audit senior at BDO USA, LLC. Earlier in his career he worked with Smith & Gesteland as a staff accountant. McCullick graduated from the University of Wisconsin-Whitewater with an undergraduate degree in business.

 

32. Chas Puntillo
Financial Advisor, Thrivent
University of Wisconsin-Madison

Chas Puntillo is a Financial Advisor with Thrivent. Thrivent is a Fortune 500, not-for-profit financial services organization headquartered in Minnesota and Wisconsin, and founded by Lutherans. As a member-owned fraternal benefit society, it operates under a chapter system, serving nearly 2.3 million members. Operating through its local chapters nationwide, Thrivent and its subsidiaries offer financial products and services including life insurance, annuities, mutual funds, disability income insurance, credit union products, money management, brokerage services, retirement planning and more. Puntillo has nearly 14 years of experience. He began his career in 2008.

Before joining Thrivent, Puntillo was an associate landscape architect at Sheldon Landscape LLC. Puntillo graduated from the University of Wisconsin-Madison with an undergraduate degree in landscape architecture.

 

33. Samantha Grissom
Financial Advisor, Vanguard
University of Notre Dame

Samantha Grissom began her professional career nearly 10 years ago. Today, she is a Financial Advisor with Vanguard. Vanguard is a registered investment advisor based in Pennsylvania with about $7 trillion in global assets under management, as of 2021. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world. Vanguard also offers brokerage services, variable and fixed annuities, educational account services, financial planning, asset management, and trust services. Vanguard is owned by the funds managed by the company and is therefore owned by its customers.

Grissom graduated from the University of Notre Dame with an undergraduate degree in economics.

 

34. David Monteith
Financial Advisor, Vanguard
University of North Carolina at Charlotte

David Monteith is a Financial Advisor with Vanguard. He first joined the company in 2007 in client services. Since their founding in 1975, helping investors achieve their goals has been their main reason for existence. Vanguard is investor-owned, meaning the fund shareholders own the funds, which in turn own Vanguard. Their mutual funds are the industry's gold standard thanks to low costs and a wide range of choices that consistently deliver superior investment returns.

Monteith earned a master’s degree in criminal justice and criminology and an undergraduate degree in criminal justice and psychology from the University of North Carolina at Charlotte.

 

35. Jason Isenberg
Financial Advisor, Interactive Brokers
Massachusetts Institute of Technology

Jason Isenberg is a Financial Advisor with Interactive Brokers. Throughout its history, Interactive Brokers’ mission of creating technology to provide liquidity on better terms has remained unchanged. Competing on price, speed, size, diversity of global products, and advanced trading tools are all behind the company’s success. Isenberg has over 22 years in the financial services industry. He began his career in 2000.

Before joining Interactive Brokers, Isenberg was a stockbroker at LPL Financial. Isenberg graduated from the Massachusetts Institute of Technology with an undergraduate degree in engineering.

 

36. Amanda Logan
Financial Advisor, Baird
University of Colorado Boulder

Amanda Logan began her professional career over 10 years ago. Today, she is a Financial Advisor with Baird. Founded in 1919, Baird has guided families, businesses, communities, and institutions toward their financial goals for a century. Today, employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance, and private equity services through more than 160 offices in the United States, Europe, and Asia. Baird manages and oversees more than $305 billion in assets for clients around the world and employs more than 4,600 associates.

Logan graduated from Regis University with an MBA in strategic management and from the University of Colorado Boulder with an undergraduate degree in psychology.

 

37. Michael Tita
Financial Advisor, Navy Federal Credit Union
University of Notre Dame

Michael Tita is a Financial Advisor with Navy Federal Credit Union. Navy Federal Credit Union is the world's largest credit union with over 10 million members, over $149 billion in assets and over 23,000 employees. At their campuses in Virginia and Florida, and in their more than 345 branches, they serve the men and women of the Armed Forces, Department of Defense, veterans, and their families. Navy Federal Credit Union delivers world-class service, rooted in the belief that it is an honor and privilege to serve their members. Tita has nearly 12 years in the financial services industry. He began his career in 2010.

Before joining Navy Federal Credit Union, Tita was a financial advisor at Merrill Lynch. Earlier in his career he worked with Traditum Group as a fixed income trader. Tita graduated from the University of Notre Dame with an undergraduate degree in finance and history.

 

38. Nora Thomas
Financial Advisor, LPL Financial
University of North Carolina at Charlotte

Nora Thomas is a Financial Advisor with LPL Financial. She has over 28 years of experience in the financial services industry. Thomas works with individuals, families, and business owners to create a personalized financial strategy. She is committed to educating and helping her clients pursue their financial goals. Thomas has experience working with personal investments, institutional investments, mutual funds, separately managed accounts, college savings (529 plans, UTMA, etc.), annuities, financial planning, and more.

Prior to joining LPL Financial, Thomas was VP and product manager for Wells Fargo. Her responsibilities were to manage the separately managed accounts business line for Evergreen Investments. Additionally, Thomas was the product liaison for business partners and senior management. Prior to joining Evergreen Investments, Thomas was an AVP and senior product analyst for Bank of America/Merrill Lynch. Thomas developed and executed competitive analysis and was the product liaison for the management of performance analysis tools and software databases. Thomas graduated from the University of North Carolina at Charlotte with an undergraduate degree in economics, emphasis in business administration. She maintains Series 7 and Series 66 securities registrations and is registered in the following states: North Carolina, South Carolina, Georgia, Florida, Virginia, Delaware, Maryland, Pennsylvania, New York, Ohio, Oregon, West Virginia, and Hawaii.

 

39. Mark Farnham
Financial Advisor, LPL Financial
The Ohio State University

Mark Farnham is a Financial Advisor with LPL Financial. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer. They serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. Farnham has nearly 24 years in the financial services industry. He began his career in 1998.

Before joining LPL Financial, Farnham was a financial advisor at Edward Jones. He graduated from The Ohio State University with an undergraduate degree in business administration.

 

40. John Dvorak
Financial Advisor, LPL Financial
University of California, Los Angeles

John Dvorak began his professional career nearly 26 years ago. Today, he is a Financial Advisor with LPL Financial. LPL Financial was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, over US$1 trillion in advisory and brokerage assets, and generated approximately $5.9 billion in annual revenue for the 2020 fiscal year. LPL Financial was formed in 1989 through the merger of two brokerage firms, Linsco and Private Ledger, and has since expanded its number of independent financial advisors both organically and through acquisitions.

Dvorak first got his start in 1996 as a director at Premiere Global Services. From there, he went on to BusinessLink International, before eventually moving on to become a financial advisor at Wells Fargo Advisors, LLC, his most recent position prior to joining LPL Financial. Dvorak graduated from the University of California, Los Angeles with an undergraduate degree in psychology.

 

41. Rusty Sipe
Financial Advisor, Mutual of Omaha
University of North Carolina at Charlotte

Rusty Sipe began his professional career over 22 years ago. Today, he is a Financial Advisor with Mutual of Omaha. Founded in 1909, Mutual of Omaha is a highly rated, Fortune 300 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers.

Sipe first got his start in 1999 as a district sales manager at All About Cellular. From there, he went on to Mobile Now as general sales manager, his most recent position prior to joining Mutual of Omaha. Sipe graduated from the University of North Carolina at Charlotte with an undergraduate degree in business administration and marketing.

 

42. Larry Copeland
Financial Advisor, Wells Fargo Advisors
University of California, Berkeley

Larry Copeland is a Financial Advisor with Wells Fargo Advisors. Wells Fargo Advisors provides advice and guidance to help maximize all elements of their client’s financial life, whenever and however they need it. It is a premier financial services firm, serving investors nationwide through more than 12,400 financial advisors. Driven by a strong and abiding commitment to service, the firm helps their clients succeed financially with investment planning and advice designed to help them achieve their life needs and financial goals. With financial advisors serving their clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. Copeland has nearly 28 years in the financial services industry. He began his career in 1994.

Copeland graduated from Arizona State University with a PhD in political science, from Seattle University with an MS in finance, from Utah State University - Jon M. Huntsman School of Business with an MBA and from the University of California, Berkeley with an undergraduate degree in political science.

 

43. David Arakelyan
Financial Advisor, Cetera Advisor
University of California, Los Angeles

David Arakelyan is a Financial Advisor with Cetera Advisor. He first joined the company in 2005. Cetera Advisor Networks is an independent broker-dealer that was founded in 1983 as Financial Network Investment Corporation, a pioneer on the emergent independent-contractor broker-dealer scene. It was built on the belief that financial advisors could enjoy even greater success by joining high-performance teams offering local support and guidance while sharing best practices across a nationwide network. From that belief, the firm's hallmark regional model was born, a model that built the firm into one of the nation's largest and most successful independent broker-dealer.

Arakelyan earned an undergraduate degree in political science and Middle Eastern and North African Studies from the University of California, Los Angeles.

 

44. Nathan Siegal
Financial Advisor, Valic Financial Advisors
Colgate University

Nathan Siegal is a Financial Advisor for Valic Financial Advisors of AIG Retirement Services. He first joined the company in 2011. For more than half a century, AIG Retirement Services has served as a leading retirement plan provider for healthcare, government, higher education, K-12 schools and school districts, and other not-for-profit institutions. They are focused on helping their customers achieve financial wellness and retirement security. Siegal has over 16 years of experience within the financial services industry. He began his career in 2006.

Prior to joining AIG, Siegal was an analyst for fixed income with Credit Suisse before rising to become an associate. He earned an undergraduate degree in economics and psychology from Colgate University and earned his Certificate in Financial Planning from the University of California, Los Angeles.

 

45. Andrew Chapman
Financial Advisor, HighTower
University of Michigan

Andrew Chapman is a Financial Advisor with HighTower. Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, foundations, and family offices, as well as 401K consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size, and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of wealth. Based in Chicago with advisors across the United States, the firm operates as a registered investment advisor. Chapman has over 12 years in the financial services industry. He began his career in 2010.

Chapman graduated from the University of Michigan with an undergraduate degree in history and economics.

 

46. Florence Brown
Financial Advisor, Westpoint Financial Group
University of Indianapolis

Florence Brown began her professional career over 33 years ago. Today, she is a Financial Advisor with Westpoint Financial Group. WestPoint Financial Group is dedicated to educating their clients to help them fulfill their financial goals. They offer relevant experience, personalized attention, and outstanding resources. Their financial and insurance associates listen intently, recommend thoughtfully, and care genuinely about their clients, their families, their businesses. Their associates are highly competent professionals, respected for their precise expertise, product knowledge and commitment to professional growth.

Brown first got her start in 1989 as a manager at Ameritrust National Bank. From there, she went on to become a retail banking officer before eventually rising to become a financial advisor with PrimeTrust Federal Credit Union, her most recent position prior to joining Westpoint Financial Group. Brown graduated from the University of Indianapolis with an undergraduate degree in banking and finance.

 

47. Pamela Kimmel
Financial Advisor, Bernstein Private Wealth Management
Northwestern University

Pamela Kimmel began her professional career over 19 years ago. Today, she is a Principal and Financial Advisor with Bernstein Private Wealth Management. Bernstein Private Wealth Management serves as confidants to some of the world’s most astute investors, helping them solve complex challenges, ones that extend well beyond wealth management. With innovative research, sophisticated modeling, and cutting-edge investment solutions, Bernstein’s advisors serve as dedicated fiduciary partners offering transparency, empathy, impactful insights, real-world experience, and a shared sense of purpose. Each client is supported by a team of specialists aligned with his or her values and needs.

Kimmel graduated from Northwestern University with an undergraduate degree.

 

48. Will Johnson
Financial Advisor, Baird
Georgetown University

Will Johnson began his professional career nearly 18 years ago. Today, he is a Financial Advisor with Baird. Founded in 1919, Baird has guided families, businesses, communities, and institutions toward their financial goals for a century. Today, employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance, and private equity services through more than 160 offices in the United States, Europe and Asia. Baird manages and oversees more than $305 billion in assets for clients around the world and employs more than 4,600 associates.

Johnson first got his start in 2014 as a consultant at Booz Allen Hamilton. He graduated from Georgetown University with an undergraduate degree in health care administration and management.

 

49. Laura Murray
Financial Advisor, Robert W. Baird
University of Wisconsin-Madison

Laura Murray is a Financial Advisor with Robert W. Baird. She first joined the company in 2014. Robert W. Baird & Co. is a multinational independent investment bank and financial services company. It is the principal U.S. operating subsidiary of Baird, an international, employee-owned financial services firm providing investment banking, capital markets, private equity, wealth management, and asset management services to individuals, corporations, institutional investors, and municipalities. With more than 4,500 employees, Baird has offices in the United States, Europe, and Asia, and is one of the largest privately held, full-service investment firms in the United States.

Previously, Murray was a director of marketing at HGMR Investment Management. Earlier in her career she worked with Balisle & Roberson as a paralegal, legal secretary, and administrative assistant. Murray earned an undergraduate degree in behavioral science and law from the University of Wisconsin-Madison.

 

50. Sam Ferrell
Senior Financial Advisor, City National Bank
Harvard University, UCLA Anderson

Sam Ferrell is a Senior Financial Advisor with City National Securities, an affiliate of City National Bank, and has 18 years of experience in the financial services industry. Since its founding in 1954, City National Bank has always prioritized helping clients, colleagues, and communities flourish, and its legacy of integrity and unparalleled client relationships continues to drive strong growth today. A subsidiary of the Royal Bank of Canada, City National Bank offers wealth management and trust service solutions, along with personal, private, and business banking. City National Bank has nearly $60 billion in assets under management.

Before joining City National, Ferrell worked in investment banking, commercial real estate, and at an NGO for impoverished women in India. Because of his investment banking background, he is experienced in working with equity and debt securities like those used in client portfolios. When working with clients, Ferrell seeks to understand what’s most important in their lives, and then to design a goals-based financial plan. Working on a team of three with a dedicated Portfolio Manager and a Registered Assistant, he uses this plan to implement a highly customized investment strategy. Ferrell graduated from the UCLA Anderson School of Management with an MBA in finance and entrepreneurship, and from Harvard University with an undergraduate honors degree in philosophy, politics, and economics. He holds the Accredited Asset Management Specialist designation.

 

51. Kevin Brock
Financial Advisor, William Blair
The University of Akron

Kevin Brock is a Financial Advisor with William Blair. He first joined the company in 2002. William Blair is the premier global boutique with expertise in investment banking, investment management, and private wealth management. They provide advisory services, strategies, and solutions to meet their clients’ evolving needs. As an independent and employee-owned firm, together with their strategic partners, they operate in more than 20 offices worldwide. The firm currently reports $17 billion of reportable assets.

Brock earned an undergraduate degree in finance from The University of Akron.

 

52. Matt Steinke
Financial Advisor, Kindling Financial Group
The Ohio State University

Matt Steinke is a Financial Advisor with Kindling Financial Group. He first joined the company in 2021. Kindling Financial Group’s mission is to provide the foundation and the spark to their clients’ financial future. Regardless of their life stage, income, or goals, Kindling can work with clients to create a financial plan to help them manage their short-term goals, long-term aspirations, and work toward meeting their financial targets. As financial advisors, Kindling offers investments, access to insurance, and comprehensive financial planning.

Previously, Steinke was a financial advisor at New England Financial. Steinke earned an undergraduate degree from The Ohio State University.

 

53. Al Gumb
Financial Advisor, Waddell & Reed
Duke University

Al Gumb began his professional career nearly 31 years ago. Today, he is a Financial Advisor with Waddell & Reed. Waddell & Reed, Inc. has been dedicated to helping people achieve their financial goals since 1937 when World War I veterans Chauncey Waddell and Cameron Reed founded the company. Now Waddell & Reed has become part of LPL, a leader in the retail financial advice market and the nation’s largest independent broker‐dealer.

Gumb graduated from Claremont Graduate University with a master’s degree in business economics, and from Duke University with an undergraduate degree in physics.

 

54. Katherine Johnston
Senior Financial Advisor, CAPTRUST
Duke University

Katherine Johnston is a Senior Financial Advisor with CAPTRUST. She first joined the company in 2017. CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. They specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.

Previously, Johnston was a principal at The Johnston Group, Inc., and before that, an executive vice president, chief operating officer, general counsel, and secretary at Flagship Financial Corporation. Earlier in her career she worked with First American Savings as a staff attorney. Johnston earned a JD from Wake Forest University School of Law and an undergraduate degree in economics from Duke University.

 

55. Sabrina Hartley
Financial Advisor, The Gabor Agency
The University of South Florida

Sabrina Hartley is a Financial Advisor with The Gabor Agency. She first joined the company in 2017. Since 1947, Gabor Financial Solutions has provided the employees of the state universities of Florida with custom-designed retirement, protection, and financial planning solutions. This long-standing partnership with the State University System of Florida enables them to help meet the unique challenges and needs facing university and college personnel.

Previously, Hartley was a financial advisor at Waddell & Reed and before that, a senior legislative analyst at the Office of Program Policy Analysis and Government Accountability (OPPAGA). Hartley earned a master’s degree in public administration from The Florida State University and an undergraduate degree in political science from The University of South Florida.

 

56. John Difabio
Financial Advisor, Levinson & Associates
Florida State University

John Difabio is a Financial Advisor with Levinson & Associates. Levinson & Associates is an insurance marketing company that specializes in the distribution of the most competitive products for a term, universal life, whole life, simplified issue, annuities, and survivorship. Difabio has over 21 years in the financial services industry. He began his career in 2001.

Before joining Levinson & Associates, Difabio was a director of client performance at
Optimized Biomechanics and before that, a field underwriter at Equis Financial. Earlier in his career he worked with Body Of Change Inc as a general sales manager. Difabio graduated from Florida State University with an undergraduate degree in finance.

 

57. Steve Shwaiko
Financial Advisor, Appreciation Financial
University of Wisconsin - Madison

Steve Shwaiko began his professional career over 31 years ago. Today, he is a Financial Advisor with Appreciation Financial. Appreciation Financial thrives on creating meaningful relationships with people who share the same values and passion for their life, business, and families. Public servants and Middle Market America are at the heart of their business. They help people make and save money and provide peace of mind, ensuring their client's retirement, family, and livelihood are secure and protected.

Shwaiko first got his start in 1991 as a derivatives trader at Hull Trading Company. From there, he went on to Archelon, before eventually rising to become a client service senior investment specialist at J.P. Morgan, his most recent position prior to joining Appreciation Financial. Shwaiko graduated from Loyola University Chicago with an MBA in economics and from the University of Wisconsin - Madison with an undergraduate degree in economics.

 

58. Antonio Savarese
Financial Advisor, SagePoint Financial
United States International University

Antonio Savarese began his professional career 45 years ago. Today, he is a Financial Advisor with SagePoint Financial. SagePoint’s exclusive focus is on providing the support and services independent financial professionals need to take care of their clients, stay ahead of the competition, and thrive as small business owners. SagePoint's operational, technology, and regulatory support is all about increasing efficiency. In a constantly changing marketplace, SagePoint provides resources to help advisors market their services to clients and prospects, increase productivity, and even find the right acquisition opportunity.

Savarese first got his start in 1977 as a registered representative at Merrill Lynch. From there, he went on to Spelman & Co. before eventually rising to become a transition suite manager at AIG Advisor Group, his most recent position prior to joining SagePoint Financial. Savarese graduated from Thunderbird School of Global Management with a master’s degree in international management, and from United States International University with an undergraduate degree in political science.

 

59. Christopher Anest
Financial Advisor, Octagon Financial Services
University of Michigan

Christopher Anest began his professional career 16 years ago. Today, he is a Financial Advisor with Octagon Financial Services. Octagon Financial Services is a professional financial advice firm providing a wide range of protection, investment, retirement planning and mortgage services to private individuals and small businesses across the UK. Founded in January 2012, the firm has five highly qualified professional advisers, all of which hold the most up-to-date qualifications from the Chartered Insurance Institute and the Institute of Financial Planning.

Anest first got his start in 2006 as a law clerk at Churchill, Quinn, Richtman & Hamilton, LLC. From there, he went on to the Office of the Cook County Public Defender, before eventually rising to become a senior territory manager at CrossAmerica Partners LP, his most recent position prior to joining Octagon Financial Services. Anest graduated from DePaul University with a JD and an MBA, and from the University of Michigan with an undergraduate degree in history.

 

60. John Driscoll
Private Wealth Advisor, Lincoln Financial Advisors
University of Wisconsin-Madison

John Driscoll is a Private Wealth Advisor for Lincoln Financial Advisors. He first joined the company in 2019. Headquartered in the Philadelphia region, Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas including life insurance, annuities, retirement plan services, and group protection, the business is built around supporting, preserving, and enhancing their customer's lifestyles and providing better retirement outcomes. Led by over 9,000 employees, Lincoln Financial provides the tools and advice to help individuals take charge of their futures.

Previously, Driscoll was a director of investments and financial advisor at Guardian Life, and before that, a VP of investments and financial advisor at Wells Fargo Advisors. Earlier in his career, he worked with the United States Air Force in administration security. Driscoll earned an undergraduate degree in business administration from the University of Wisconsin-Madison.

 

61. Amy-Nicole Fernandez
Financial Advisor, Rocket Mortgage
University of Michigan

Amy-Nicole Fernandez is a Financial Advisor with Rocket Mortgage. Rocket Mortgage (formerly known as Quicken Loans) is a mortgage loan provider. It is headquartered in the One Campus Martius building in the heart of the financial district of Downtown Detroit, Michigan. In January 2018, the company became the largest overall retail lender in the U.S. and is also the largest online retail mortgage lender. Unlike other large mortgage lenders that depend on deposits, Rocket Mortgage relies on wholesale funding to make its loans and uses online applications rather than a branch system. Fernandez has nearly 26 years in the financial services industry. She began her career in 1996.

Before joining Rocket Mortgage, Fernandez was a president club banker at Quicken Loans. Fernandez graduated from the University of Michigan with an undergraduate degree.

 

62. Wei Jiang
Financial Advisor, World System Builder
University of California, Los Angeles

Wei Jiang is a Financial Advisor with World System Builder. He first joined the company in 2019. World System Builder is a community of financial professionals on a mission to deliver the best financial education and revolutionize the financial service industry through a reliable, build-able system. They uphold the professionalism of a proper institution without the confusing and complex jargon. They also remember where they came from, keeping the authenticity and excitement of a grass-roots movement.

Previously, Jiang was an office associate at Pasadena City College and before that, the owner of Yanshanlou. Jiang graduated from the University of California, Los Angeles.

 

63. Patrick Resch
Financial Advisor, Janney Montgomery Scott
Dartmouth College

Patrick Resch is a Financial Advisor with Janney Montgomery Scott. Janney Montgomery Scott is a leading financial services firm dedicated to putting client needs first. It provides advice to individual, corporate and institutional clients. Their expertise includes guidance about asset management, corporate and public finance, equity, and fixed income investing, investment strategy, financial planning, and much more. Resch has nearly 7 years in the financial services industry. He began his career in 2015.

Resch graduated from Duke University - The Fuqua School of Business with a master’s in management studies, and from Dartmouth College with an undergraduate degree.

 

64. Grace Benson
Financial Advisor, RBC Wealth Management
Georgetown University

Grace Benson began her professional career 8 years ago. Today, she is a Financial Advisor with RBC Wealth Management. RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families, and institutions for more than a century. As part of Royal Bank of Canada, Canada’s largest bank and a leading global bank, RBC Wealth Management serves the needs of high net worth and institutional clients worldwide through private banking, credit, investment management, asset management, estate and trust and other services. By offering the breadth of their global reach, their deep capabilities, and an integrated team of experts, they aim to bring the best possible solutions to their clients.

Benson first got her start as a business development specialist at UBS. Benson graduated from Georgetown University with an undergraduate degree in marketing and management.

 

65. Matthew Wollmann
Financial Advisor, Wedbush Securities
Florida State University

Matthew Wollmann is a Financial Advisor of Wedbush Securities. He first joined the company in 2021. Since its founding in 1955, Wedbush has been a leader in the financial services industry, providing their clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services. Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.

Previously, Wollmann was a VP and financial advisor at Hilltop Securities Inc., and before that, a financial advisor at Morgan Stanley. Earlier in his career he worked with M.L. Stern as a financial advisor. Wollmann earned an undergraduate degree in criminology from Florida State University.

 

66. Avery Hasenauer
Wealth Advisor, Rehmann
Cornell University

Avery Hasenauer is a Wealth Advisor for Rehmann, a fully integrated financial services and business advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. Hasenauer supports business owners, high net worth individuals, and their families by specializing in comprehensive financial planning, investment analysis, portfolio design, risk management, qualified and non-qualified retirement plans.

Hasenauer achieved the CFP® certification from the Certified Financial Planner Board of Standards and the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies. Hasenauer is a member of the Washtenaw Estate Planning Council, Ann Arbor Chamber Leadership Program, and has been a lecturer for Wealth Management classes at Cornell University, and The University of Michigan School of Dentistry.

 

67. Su-Yen Kuhn
Financial Advisor, Zeiders Enterprises
Stanford University

Su-Yen Kuhn is a Financial Advisor with Zeiders Enterprises. Zeiders is a veteran-owned government contractor, delivering solutions to Defense, Federal and commercial customers with a focus on Military and Veteran communities. Zeiders is committed to the success of their customers and delivers program solutions and end-user services that increase the quality of life for individuals and families, meet command mission requirements, and solve management, delivery, and program challenges. Kuhn has 27 years in the financial services industry. She began her career in 1995.

Before joining Zeiders Enterprises, Kuhn was a tax specialist at H&R Block, and before that, an investment advisor at AKJ Asset Management. Earlier in her career she worked with Deloitte Consulting as an IT consultant. Kuhn graduated from MIT Sloan School of Management with an MBA and from Stanford University with an undergraduate degree in human biology.

 

68. Michael Espinoza
Financial Advisor, Cetera Financial Specialists
University of Michigan

Michael Espinoza began his professional career over 10 years ago. Today, he is a Financial Advisor with Cetera Financial Specialists. Cetera Financial Specialists is a premier independent broker-dealer focused on building the practices of independent tax and accounting professionals. It has a unique perspective on what it takes to help independent financial advisors thrive in today's ultra-competitive marketplace. Cetera delivers the technology, insight, support, and expertise needed to not only to provide the highest level of service to clients, but also to help advisors build the business they want and achieve a vision of success.

Espinoza graduated from the University of Michigan with an undergraduate degree in history.

 

69. Tim Conner
Financial Advisor, Pinnacle Financial
University of North Carolina at Chapel Hill

Tim Conner is a Financial Advisor with Pinnacle Financial. Pinnacle Financial provides a full range of banking, investment, trust, mortgage and insurance products and services designed for businesses and their owners and individuals interested in a comprehensive relationship with their financial institution. Pinnacle's focus begins in recruiting top financial professionals. Conner has over 12 years in the banking industry. He began his career in 2009.

Before joining Pinnacle Financial, Conner was a premier banker at Wells Fargo. He graduated from the University of North Carolina at Chapel Hill with an undergraduate degree in psychology.

 

70. Tom Henske
Financial Advisor, Fifth Avenue Financial
University of Virginia

Tom Henske is a Financial Advisor with Fifth Avenue Financial. Fifth Avenue Financial is a well-established general agency of Massachusetts Mutual Life Insurance Company. They are an award-winning company of industry-leading financial service professionals who excel in a wide variety of areas in order to help their clients establish the financial security they want for themselves, their families, and their businesses. Henske has over 27 years in the financial services industry. He began his career in 1995.

Before joining Fifth Avenue Financial, Henske was a partner at Lenox Advisors and before that, he served with Cowan Financial Group as a managing director. Henske graduated from the University of Virginia with an undergraduate degree in government and foreign affairs.

 

71. Alexa Pao
Paoerhouse Financial Group
University of Virginia

Alexa Pao is the Co-Founder and Principal of Paoerhouse Financial Group. Paoerhouse Financial Group provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. The company offers a variety of products that can help individuals meet several insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.

For the past ten years, Pao has been successfully empowering her clients with the knowledge needed to make the best financial decisions resulting in keeping more of their hard-earned income. Because of this success and her leadership qualities, Pao was appointed to the New York Life Agents Advisory Council, a group of 24 advisors that work directly with Senior Management, to exchange ideas and provide perspective on ways to improve business. It was during this time that Pao became the model “advisor of the future.” In April 2018, she presented her theory that eventually all business will be done in a virtual and digital world to the C-Suite Executives. After the pandemic hit, New York Life asked Pao to put together a video series to teach the entire company how to go virtual. Pao graduated from the University of Virginia with a master’s in commerce and concentration in financial services and an undergraduate degree in financial mathematics.

 

72. Charles Kotzin
Financial Advisor, Bankers Life
The Ohio State University

Charles Kotzin is a Financial Advisor with Bankers Life. He first joined the company in 2015 as an insurance agent. Bankers Life offers life and health insurance products, annuities and investments that are designed for Americans who are near or in retirement. More than 5,000 Bankers Life exclusive insurance agents, including more than 600 financial representatives, offer advice and help consumers safeguard against unexpected health costs, generate guaranteed income, protect loved ones, and promote an enduring legacy.

Kotzin earned undergraduate degrees in aerospace engineering and international studies from The Ohio State University.

 

73. Scott Schechter
Financial Advisor, Eagle Strategies
Northwestern University

Scott Schechter began his professional career 28 years ago. Today, he is a Financial Advisor with Eagle Strategies. Eagle Strategies offers a robust platform of financial solutions including financial planning, investment advisory programs, charitable investing, and brokerage services. Through their parent company New York Life, advisors can also offer risk protection products including life insurance, long-term care insurance, and annuities. This wide range of high-quality financial products allows them to construct a tailored strategy designed to meet specific financial goals.

Schechter first got his start in 1994 as an associate at A.T. Kearney. From there, he went on to Driehaus Capital Management LLC as international investment analyst, his most recent position prior to joining Eagle Strategies. Schechter graduated from the University of Chicago with an MBA in finance and from Northwestern University with a MA in economics.

 

74. Paul Culbertson
Financial Advisor, Allworth Financial
The University of Texas at Austin

Paul Culbertson is a Financial Advisor with Allworth Financial. He first joined the company in 2020 as associate financial advisor. Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Previously, Culbertson was a founder and financial planner at Blue Sky Financial Planning, and before that, a math instructor at Spring Branch ISD. Earlier in his career he worked with Ronald Blue Trust as a financial planner. Culbertson earned an undergraduate degree in economics from The University of Texas at Austin.

 

75. Jeff Dierksheide
Financial Advisor, Allegacy Federal Credit Union
The Ohio State University

Jeff Dierksheide is a Financial Advisor with Allegacy Investment Group at Allegacy Federal Credit Union. He first joined the company in 2015. Allegacy Investment Group offers complimentary products and services for every stage of life, with free, no-obligation financial advice. They provide a wide array of options including investment, retirement and retirement income planning, life, and long-term care insurance as well as estate planning.

Previously, Dierksheide was a senior financial advisor at CME Credit Union and before that, a VP of sales and operation manager at Metro Cleaners Group. Earlier in his career he worked with St. James Mortgage as a branch manager and loan originator. Dierksheide earned an undergraduate degree from The Ohio State University.

 

76. Bennett Lang
Financial Advisor, Focus Financial
University of Wisconsin-Madison

Bennett Lang is a Financial Advisor with Focus Financial. Focus Financial advisors have dynamic sets of professional skills and experiences they use to create a financial plan, review a portfolio, or work towards generating retirement income for clients. As one of the nation’s largest, non-proprietary advisory firms with more than $5 billion in assets under management, Focus Financial continues to be ranked as one of the Twin Cities metro area’s Top 50 Wealth Management Firms and one of the Top 10 Certified Financial Planning® Firms by the Minneapolis/St. Paul Business Journal. Lang has nearly 17 years of experience. He began his career in 2005.

Lang graduated from the University of Wisconsin-Madison with an undergraduate degree in finance, investments, and banking.

 

77. Ed Bohnslav
Financial Advisor, Davenport & Company
University of Virginia

Ed Bohnslav is a Financial Advisor with Davenport & Company. Established in 1863, Davenport & Company is one of the oldest employee-owned, independent financial services firms in America. Headquartered in Richmond, Virginia, the firm offers a complete range of investment services, including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance, and corporate finance services. Davenport employs over 400 associates and has offices located in Virginia, North Carolina, Maryland, and Georgia. Bohnslav has nearly 9 years in the financial services industry. He began his career in 2013.

Before joining Davenport & Company, Bohnslav was a financial advisor at Truist Wealth. Earlier in his career he worked with Merrill Lynch Wealth Management as a financial advisor. Bohnslav graduated from the University of Virginia with an undergraduate degree.

 

78. Samantha Coulombe
Financial Advisor, Barnum Financial Group
Duke University

Samantha Coulombe is a Financial Advisor and Investment Advisor Representative with Barnum Financial Group. Founded in 1950, Barnum Financial Group helps over a quarter million clients nationwide, creates wealth, and makes smart money decisions through their financial planning and consulting services. At Barnum Financial Group, they provide a full range of investment and risk management products and services to individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states. Coulombe has over 19 years in the financial services industry. She began her career in 2003.

Before joining Barnum Financial Group, Coulombe was a financial representative at Northwestern Mutual, and before that, an SVP and consumer group head at Rubenstein Public Relations. Earlier in her career she worked with ACORN as a community organizer. Coulombe graduated from Georgetown University Law Center with a JD and from Duke University with an undergraduate degree in literature.

 

79. Jason Green
Financial Advisor, Huntington Financial Advisors
The Ohio State University

Jason Green began his professional career nearly 19 years ago. Today, he is a Financial Advisor with Huntington Financial Advisors. At Huntington, they believe that a successful relationship starts with building trust. Their financial advisors are committed to active listening so they can partner with their clients to create a clear, smart path for the future. Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. Also known as the Huntington Investment Company, the firm operates as a registered investment advisor and a broker-dealer.

Green first got his start in 2003 as a branch manager at Hobart Corporation. From there, he went on to New York Life Insurance Company, before eventually moving on to become a financial services professional at Leichner Financial Group, his most recent position prior to joining Huntington Financial Advisors. Green graduated from The Ohio State University with an undergraduate degree in economics.

 

80. Zachary Shepard
Senior Financial Advisor, The Huntington Investment Company
The Ohio State University

Zachary Shepard began his professional career over 15 years ago. Today, he is a Senior Financial Advisor with The Huntington Investment Company. The Huntington Investment Company is located in Columbus, Ohio, and is part of the Securities and Commodity Contracts Intermediation and Brokerage Industry. They have a total of 212 employees across all of its locations and generate $11.55 million in sales.

Shepard first got his start as a financial advisor with PNC. He graduated from The Ohio State University Fisher College of Business with an undergraduate degree in business administration.

 

81. Patrick Hill
Financial Advisor and Owner, Independent Financial Partners
Florida State University

Patrick Hill is a Financial Advisor and Owner of Independent Financial. He founded the company in 2001. Independent Financial Partners is a broker-dealer and registered investment adviser based out of Tampa, Florida. The firm’s independent platform empowers advisors through freedom of choice and a constantly evolving technology suite that’s designed to build better client experiences.

Previously, Hill was a senior financial advisor at PaineWebber, and before that, a financial advisor at Barnett Securities Inc. Earlier in his career he worked with Merrill Lynch as an investment officer. Hill earned an undergraduate degree in political science from Florida State University.

 

82. Robert Rizzuto
Financial Advisor & Registered Representative, Park Avenue Securities
Cornell University

Robert Rizzuto is a Financial Advisor and Registered Representative with Park Avenue Securities. He first joined the company in 2016. Park Avenue Securities (PAS) is a wholly owned subsidiary of The Guardian Life Insurance Company of America, which has a rich heritage of promises kept since 1860. PAS provides financial professionals with the products and tools that help clients step forward to take charge of their financial future and achieve financial success. PAS stands for entrepreneurialism, holistic planning, and leading tools providing industry-leading technology.

Previously, Rizzuto was a financial services professional at NYLIFE Securities LLC, and before that, a licensed agent at New York Life Insurance Company. Earlier in his career he worked with RPR Consulting as an advertising and branding consultant. Rizzuto earned an undergraduate degree in business administration and management from Cornell University.

 

83. Joel Cundick
Financial Advisor, Savant Wealth Management
Brigham Young University

Joel Cundick is a Financial Advisor with Savant Wealth Management. He first joined the company in 2008. Savant Wealth Management encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans. Because the world of financial services can be complex, Savant Wealth Management works to help their clients have peace of mind. The firm makes investment decisions based on evidence, focuses on keeping costs low, and acts with their client’s best interests at all times. Savant is fee-only, independent, and always ready to give the individualized attention their clients deserve.

Previously, Cundick was a VP at The Corcoran Group Ltd., and before that, a director of operations and financial planner at the Financial Services Advisory, Inc. Earlier in his career he worked with Renaissance Harborplace Hotel as an assistant controller. Cundick earned an undergraduate degree in business management and finance from Brigham Young University.

 

84. Jacob Reid
Financial Advisor, Capital Insight Financial Group
University of California, Berkeley

Jacob Reid is a Financial Advisor with Capital Insight Financial Group. Capital Insight Financial Group partners with individuals and families who are thinking about retirement, already retired, or focused on their career or small business. As life planning strategists, they engage in a relationship to help recognize investment opportunities and wealth protection measures to assist their clients in achieving financial freedom. Reid has over 22 years in the financial services industry. He began his career in 2000.

Before joining Capital Insight Financial Group, Reid was a financial advisor at Foothill Securities and before that, a registered representative and stockbroker at Beckman Investments. Reid graduated from the University of California, Berkeley with an undergraduate degree in economics and psychology.

 

85. Sam Strum
Financial Advisor, Field Financial Strategies
The University of Texas at Austin

Sam Strum began his professional career over 7 years ago. Today, he is a Financial Advisor of Field Financial Strategies. At Field Financial Strategies, they provide unbiased, comprehensive financial planning and wealth management services. They are a boutique financial practice and relationships are at the heart of its business.

Strum first got his start in 2015 as an executive assistant to the president at Broadway Asia, his most recent position prior to joining Field Financial Strategies. Strum graduated from The University of Texas at Austin with an undergraduate degree.

 

86. Michael Delap
Financial Advisor, Securities America Advisors
University of California, Berkeley

Michael Delap is a Financial Advisor with Securities America Advisors. Securities America focuses on helping financial professionals create a more effective, profitable and satisfying practice by providing exceptional financial counsel, product offerings and service to their clients. Securities America is part of Advisor Group, one of the largest networks of independent wealth management firms in the United States, with more than 9,500 affiliated financial professionals. Delap has over 29 years in the financial services industry. He began his career in 1992.

Before joining Securities America Advisors, Delap was a banking advisor at EverBank, and before that, a manager and financial advisor at Cambridge Investment Research. Earlier in his career he worked with Quest Capital Strategies, Inc. as a manager and investment advisor. Delap graduated from Walsh College with an undergraduate degree in taxation accounting, and from the University of California, Berkeley with an undergraduate degree in tax and law.

 

87. Amanda Diliberti
Financial Advisor, North Star Resource Group
Florida State University

Amanda Diliberti is a Financial Advisor with North Star Resource Group. She first joined the company in 2018. North Star Resource Group is a Minneapolis-based financial services firm that provides individuals, families and businesses with the resources needed to create, preserve and protect their wealth. With a network of 170 advisors in 22 states, North Star has contributed to the financial security and well-being of over 140,000 individuals. Additionally, North Star contributes 10 percent of profits each year to worthy nonprofits through the Scott Richards North Star Foundation, totaling $5 million donated since 2004.

Diliberti earned an undergraduate degree in finance and real estate from Florida State University.

 

88. Noah Morgan
Financial Advisor, Acorn Wealth Advisors
University of Michigan

Noah Morgan is a Financial Advisor with Acorn Wealth Advisors. He first joined the company in 2014. Acorn Wealth Advisors operates as an investment advisory firm. The company provides financial planning and asset management services to individuals, high net worth individuals, trusts, corporations, partnerships, retirement plan participants, charitable organizations, and other legal entities. Acorn Wealth Advisors serves customers across the United States.

Previously, Morgan was a financial advisor at Ameriprise Financial Services, Inc., and before that, a private client advisor and senior financial advisor at JPMorgan Chase. Earlier in his career he worked with Wayne State University as a resident advisor. Morgan earned an MBA from the University of Michigan, and an undergraduate degree in liberal arts and sciences from Wayne State University.

 

89. Justin Haywood
Financial Advisor, AIG Retirement Services
University of North Carolina at Chapel Hill

Justin Haywood is a Financial Advisor with AIG Retirement Services. AIG Retirement Services has served as a leading retirement plan provider for healthcare, government, higher education, K-12 schools and school districts, and other not-for-profit institutions for more than half a century. AIG Retirement Services has an unwavering commitment to helping their clients and employees envision more when it comes to planning for the future. Haywood has over 7 years in the financial services industry. He began his career in 2015.

Before joining AIG Retirement Services, Haywood was a co-founder at Kub Klub. Haywood graduated from the University of North Carolina at Chapel Hill with an undergraduate degree in philosophy.

 

90. Dan Smith
Financial Advisor, Allstate Financial Services
University of Virginia

Dan Smith began his professional career nearly 17 years ago. Today, he is a Personal and Business Financial Representative of Allstate Financial Services. Allstate Financial Services is the proprietary registered broker-dealer of the Allstate Corporation. They help people realize their hopes and dreams through products and services designed to protect them from life’s uncertainties and to prepare for the future. Their financial service products offered include life, annuities, mutual funds, retirement, and college savings programs.

Smith first got his start in 2005 as an account executive at The Hartford. Smith graduated from the University of Virginia with an undergraduate degree in accounting.

 

91. Jimmy Lopez
Financial Advisor, Foresters Financial Services
University of California, Los Angeles

Jimmy Lopez is a Financial Advisor with Foresters Financial Services. He first joined the company in 2017 as assistant branch manager. Foresters Financial is a purpose-driven financial services provider offering life insurance, annuities, and mutual funds to over three million clients and members in Canada, the United States, and the United Kingdom.

Previously, Lopez was an assistant branch manager at Cetera Investor. Lopez earned an undergraduate degree in political science from the University of California, Los Angeles.

 

92. Rishi Narang
Financial Advisor, Equeum
University of California, Berkeley

Rishi Narang began her professional career over 25 years ago. Today, she is a Financial Advisor with Equeum. Equeum harnesses the intellectual firepower of the world’s top developers to create software resources for crypto investors. They are a global workshop supporting the financial services industry by bridging the gap between citizen data scientists and domain experts.

Narang first got her start in 1996 as an analyst at Citibank. From there, she went on to Tradeworx, Inc. before eventually rising to become a research affiliate of scientific data management at Berkeley Lab, her most recent position prior to joining Equeum. Narang graduated from the University of California, Berkeley with an undergraduate degree in economics.

 

93. Randy Kinsey
Financial Advisor, Equitable Advisors
Bluffton University

Randy Kinsey is a Financial Advisor with Equitable Advisors. He first joined the company in 2020. Equitable Advisors provides investment advisory services. The company offers portfolio construction, estate and retirement planning, asset allocation, insurance, brokerage, financial planning, and other investment services. It also manages assets for individuals with and without a high net worth, as well as charitable organizations, pension plans and corporations.

Previously, Kinsey was a financial professional at AXA Advisors, and before that, a recruiter at Compass Search Partners, LLC. Earlier in his career he worked with Ada Exempted Village Schools as an elementary education teacher. Kinsey earned an MS in exercise science from Miami University, an MA in exercise science from The Ohio State University, and an undergraduate degree in elementary education from Bluffton University.

 

94. Melinda Cloobeck
Financial Advisor, JP Morgan Securities
Yale University

Melinda Cloobeck began her professional career over 15 years ago. Today, she is a Financial Advisor with JP Morgan Securities. JP Morgan Securities offers innovative services to help their clients navigate today’s complex financial landscape. It provides investor service solutions to global institutional investors and helps clients clear and settle transactions, provide safekeeping for assets, manage collateral and finance investment activities. The world’s largest investors entrust JP Morgan Securities with over $20 trillion in assets under custody.

Cloobeck first got her start in 2006 as a global wealth manager at Morgan Stanley. Cloobeck graduated from Yale University with an undergraduate degree in economics.

 

95. Gregory Averesch
Financial Advisor, Ameriprise Financial
The Ohio State University

Gregory Averesch is a Financial Advisor with Ameriprise Financial. Ameriprise Financial has helped their clients feel confident about their financial futures for more than 125 years. Their network of more than 10,000 financial advisors delivers personalized financial advice to help clients reach their goals. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Since 1894, Ameriprise Financial has been helping millions of clients invest towards their financial goals and dreams. Averesch has nearly 22 years in the financial services industry. He began his career in 2000.

Averesch graduated from The Ohio State University with an undergraduate degree in business administration.

 

96. Hunt Salembier
Principal, Financial Advisor & Owner, The Sterling Group
University of Virginia

Hunt Salembier is the Principal, Financial Advisor and Owner of The Sterling Group. He founded the company in 1998. The Sterling Group provides comprehensive wealth management to its clients with fee-based financial planning and investment management. Overseeing their clients'​ assets requires the skill and knowledge of people with exceptional legal, tax, economic, and market analysis capabilities. The group has built a team of professionals centralized around these qualifications. The Sterling Group excels at assisting clients in formulating and implementing complex wealth management strategies. The organization was created in response to a demand for comprehensive financial counsel that was objective, professional and personalized. For many of its clients, these considerations include retirement planning, tax planning, estate planning and insurance protection.

Salembier earned an undergraduate degree in economics from the University of Virginia.

 

97. Kent Walker
Financial Advisor, Truist Wealth
University of North Carolina at Charlotte

Kent Walker began his professional career over 22 years ago. Today, he is a Financial Advisor with Truist Wealth. Truist Wealth is a wholly owned non-bank subsidiary of Truist Financial Corporation. With Truist Wealth, individuals work closely with an advisor who learns about their distinctive vision and values, then coordinates them with Truist’s capabilities.

Walker first got his start in 2000 as a VP and commercial relationship manager at Centura Bank. From there, he went on to Edward Jones, before eventually rising to become a senior financial advisor and investment officer at First Citizens Wealth Management, his most recent position prior to joining Truist Wealth. Walker graduated from the University of North Carolina at Charlotte with an MBA and an undergraduate degree in computer science.

 

98. Jason Oestreicher
Financial Advisor, VALIC Financial Advisors
Florida State University

Jason Oestreicher is a Financial Advisor of VALIC Financial Advisors. VALIC, now known as AIG Retirement Services, has served as a leading retirement plan provider for healthcare, government, higher education, K-12 schools and school districts, and other not-for-profit institutions for more than half a century. Oestreicher has over 15 years in the financial services industry. He began his career in 2006.

Before joining VALIC Financial Advisors, Oestreicher was a financial advisor at Merrill Lynch. Earlier in his career he worked with Ameriprise Financial Services as a financial advisor. Oestreicher graduated from Florida State University with an undergraduate degree in business administration and management.

 

99. Alan Brubaker
Financial Advisor, Voya Financial Advisors
The University of Texas at Austin

Alan Brubaker is a Financial Advisor with Voya Financial Advisors. Voya Financial is a leading health, wealth and investment company that provides products, solutions and technologies that help Americans become well-planned, well-invested and well-protected. Serving the needs of 14.8 million individual, workplace and institutional clients, Voya is a Fortune 500 company that had $7.6 billion in revenue in 2020 and $718 billion in total assets under management and administration as of 2021. Brubaker has over 15 years in the financial services industry. He began his career in 2006.

Brubaker graduated from The University of Texas at Austin with an undergraduate degree in business administration, finance, and financial management services.

 

100. Marcus Hafner
Financial Advisor, McNally Financial Services
The University of Texas at Austin

Marcus Hafner is a Financial Advisor of McNally Financial Services. McNally Financial Services is an independent contractor firm that serves as an investment advisor and offers services through qualified investment advisors. They offer financial planning and portfolio management based on their clients’ individual investment objectives and existing investments, tailoring their recommendations to their current financial positions, risk tolerance and investment objectives. Hafner has over 17 years in the financial services industry. He began his career in 2005.

Before joining McNally Financial Services, Hafner was a financial professional at AXA Advisors LLC and before that, a senior financial analyst in corporate finance at Goldsmith International. Earlier in his career he worked with Well Fargo as a personal banker. Hafner graduated from Texas State University with an MBA and from The University of Texas at Austin with an undergraduate degree in sports management.