30 Kestra Affiliated Advisors recognized by AdvisorHub
Kestra Financial is proud to recognize the thirty advisors from within our community that have been named in AdvisorHub’s annual Advisors to Watch rankings. The 2025 rankings celebrate advisors who have set themselves apart as providing next-level service across multiple categories. Advisors nationwide are evaluated based on the quality of their practices, business growth, and dedication to their clients.
Congratulations to all for earning this well-deserved recognition!
200 Advisors to Watch Over $1 Billion
These advisors have built teams focused on scaling growth over time while maintaining the highest level of service.
- Garrett Taylor – Coastline Wealth Management
- Shiraz Zaidi – Coastline Wealth Management
- Scott Cohen – CD Wealth Management
- Marc L. Tannenbaum – Signature Wealth
- Steven W. Wilson – RS Will Wealth Management
- Frank S. Lovaglio – Security Financial Management
- Matthew DeFelice – U.S. Financial Services
- Stephen A. Engro – Beacon Financial Group
- Selena Krampota – Lifebridge Financial Group
250 Advisors to Watch Under $1 Billion
These advisors received top scores for quality, growth, and professionalism.
- Yanni Niebuhr – BFG Financial Advisors
- Clarke Smith – Provista Wealth Advisors*
- Craig Martucci – Elevated Private Wealth Advisors*
- Girish Navare – Eagle Harbor Advisors*
- Shane Eli Keith – KDI Wealth Management
- Joseph Sarnecki – U.S. Financial Services
- Mitchell W. Allen – Security Financial Management
- Andrew Peters – Goldstein Advisors
100 Women Advisors
This group of women advisors provide white glove service and have shown impressive growth without compromising quality.
- Atricia J. Roberts – Curo Private Wealth
- Carrie Dick – KDI Wealth Management
- M. Alexandra Kelly – RS Will Wealth Management
- Michelle Bender – Potomac Financial Consultant
- Dee Nichols Buckminster – Destination Wealth Advisors*
100 Next Gen Advisors to Watch
These advisors represent rapidly growing teams run by advisors under the age of 45.
- Porter Cunningham – Oklahoma Financial Center
- Nathan Shelton – Shelton Financial Group
- Matthew E. Fry – Shelton Financial Group
- Piercen Harnish – Shelton Financial Group
- Tyler McKean – True Alpha Wealth Management*
- Andre D. Wilkins – Eagle Harbor Advisors*
100 Solo Advisors
These advisors established themselves as trailblazers by serving as the sole advisor for their clients—providing personalized and high-quality advice with the help of firm staff.
- William J. Krivicich – Mundi Financial*
- David Bunin – Interlock Financial
Congratulations again to all advisors recognized on this year’s list!
All eligible nominees for this list have a minimum of seven years of experience, $150 million AUM, and a clean regulatory record. The full rankings and digital magazine can be found here. For more information, please contact AdvisorHub at info@advisorhub.com.
*Denotes advisors affiliated with Kestra Private Wealth Services
