Celebrating 21 Kestra-Affiliated Advisors Recognized in AdvisorHub's Annual Rankings
Kestra Financial and its affiliates are thrilled to share that multiple associated advisors have again been featured in AdvisorHub's annual Advisors to Watch rankings. The 2024 rankings celebrate outstanding advisors across multiple categories, assessing financial professionals nationwide based on the quality of their practices, business growth, and dedication to professionalism. This year, twenty-one advisors affiliated with Kestra have been acknowledged.
We’re proud to support this committed and distinguished group of financial professionals. Congratulations to all for earning this well-deserved recognition!
150 Advisors to Watch Over $1 Billion
These advisors have established high-performing teams and maintained robust growth over time, all while never straying from quality service.
-
Shiraz Zaidi, Coastline Wealth Management — #41
-
Michael D. Allen, Security Financial Management — #47
-
Matthew Defelice, U.S. Financial Services — #69
-
Scott Cohen, CD Wealth Management— #82
-
Marc Tannebaum, Signature Financial Planning — #95
-
Grayson Palmer, LifeBridge Financial Planning — #146
250 Advisors to Watch Under $1 Billion
These advisors received top scores for quality, growth, and professionalism.
-
Jennifer Hatch, Christopher Street Financial — #30
-
Tyler McKean, True Alpha Wealth Management— #163
-
Porter Cunningham, Oklahoma Financial Center — #186
-
Girish Navare, Eagle Harbor Advisors — #212
-
Matthew Eric Fry, Shelton Financial Group — #225
These outstanding women lead the charge in growing assets and production.
-
Selena Krampota, LifeBridge Financial Planning — #26
100 Next Gen Advisors to Watch
This group of advisors under 45 are behind some of the fastest-growing firms in the U.S.
-
Joseph Sarnecki, U.S. Financial Services — #9
-
Nathan Shelton, Shelton Financial Group — #53
-
Jacob R. Rinvelt, Rinvelt and David — #93
These advisors established themselves by gaining new clients and increasing revenue at an impressive rate.
-
Bill Krivicich, Mundi Financial — #2
-
Jeffrey J. Smith, OWL Private Wealth Advisors — #16
-
Todd Mitman, Element Wealth Advisors — #49
-
Edie Barber, Barber Investment Partners — #57
-
Roger J. David, Rinvelt and David — #58
-
Craig Martucci, Elevated Private Wealth Advisors — #79
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
