Forbes

Forbes Ranks 17 LPL Financial Advisors Among Top Next-Gen Advisors

August 09, 2018

LPL Financial

LPL Financial is proud to announce that 17 affiliated advisors are included in the 2018 Next-Gen Wealth Advisors list published by Forbes.

According to Forbes, advisors were selected for the list based on insights from SHOOK Research™, which compiles quantitative and qualitative data. Advisors were evaluated using a variety of criteria and must have been born after 1980 to qualify for the award*.

LPL advisors recognized on the list include, in alphabetical order:

  • Gregory Armstrong, ADE, Baltimore
  • Hugh Breslin, ADE, Baltimore
  • Michael Carpenter, Danielson Financial Group, Las Vegas
  • Brandon Collier, Collier Financial, Denver
  • Conor Delaney, Good Life Advisors, Wyomissing, Pa.
  • Justin Gibson, Silverleaf Wealth Management, Omaha, Neb.
  • Matthew Iantosca, Gerber Kawasaki Wealth & Investment Management, Santa Monica, Calif.
  • Andy Knowles, FNB Wealth Management Services, McMinnville, Tenn.
  • Nathan Krampe, Summit Investment Advisors, Roseville, Minn.
  • Craig Macomber, Stratos Wealth Partners, Irvine, Calif.
  • Courtnie Nein, Good Life Advisors, Wyomissing, Pa.
  • Enzo Pelligrino, Texas Legacy Wealth Management, San Antonio
  • Christopher Shematek, Cobalt Financial Partners, Columbia, Md.
  • Marc Specht, Prager Metis Wealth Management, New York
  • Anh Tran, JanHobbs Financial Group, Orange, Calif.
  • Daniel Wallach, Beacon Wealth Advisors, Brookline, Mass.
  • Lucas Winthrop, Winthrop Wealth Management, Boston

“Congratulations to this group of talented advisors for demonstrating a commitment to supporting their clients and for changing the face of our industry to address the needs of more investors,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “We are proud to support them in their work to help more Americans pursue bright financial futures, and we look forward to supporting them for years to come.”

LPL Financial, SHOOK Research, Forbes and the advisor firms listed are separate entities.

*The Forbes ranking of Top-Next Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for ratings.