Forbes’ Top Next-Gen Wealth Advisors Best-in-State rankings are based on the 12-month period ending March 31 of the year of publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.