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*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria gained through telephone, virtual, and in-person due diligence interviews and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and a need for audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. This acknowledgment has no compensation. https://www.forbes.com/sites/rjshook/2022/04/07/methodology-forbes-best-in-state-wealth-advisors-2022/?sh=64db76147fee
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***This message is presented for informational purposes only and it is not a solicitation to purchase or sell any securities or advisory services.