InvestmentNews introduces 40 top advisers and associated professionals in the financial planning industry under age 40

About 40 Under 40


The InvestmentNews 40 Under 40 project aims to provide a glimpse of the tremendous potential in the financial advice industry by finding often unrecognized young talent doing remarkable things. The key attributes the editorial staff looked for among the 1,200 nominations we received in each of this project’s first two years were: accomplishment to date, contribution to the industry, leadership and promise.


But it’s not just about the future. Our 40 advisers and associated professionals are making a difference today. Their stories will entertain and inform, as well as illustrate the best of what this profession can be.


Honorees in the class of 2015 are every bit as impressive as our inaugural class last year. We had a tough time narrowing the pool to just 40 — and that’s good news. Despite the recurring reports of a thinning in the industry’s younger ranks, many of those among us have an encouraging tale to tell.


— Christina Nelson, managing editor