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.

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.

 

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.

 

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.

 

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.

 

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.

 

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.

View the complete list of awardees.

 

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.

 

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
The 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.

 

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.

 

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.

 

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.

 

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 Florida State University and an undergraduate degree in political science from The University of South Florida.

View the complete list of awardees.

 

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.

 

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.

 

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.

 

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.

 

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 an 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.

 

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.

View the complete list of awardees.

 

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.

 

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.

 

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.

 

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.

 

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.

View the complete list of awardees.