• Guardian

    Matt S. Buchanan

    Founder

    Buchanan Wealth Management

  • Maverick Leader

    Andy Swan

    Co-founder

    LikeFolio

  • Connoisseur

    Wade Edward Curry

    Vice president

    Kish Financial Solutions

  • Trendsetter

    Eric Roberge

    Founder

    Beyond Your Hammock

  • Victor

    Douglas A. Boneparth

    Partner

    Longwave Financial

  • Wise Owl

    Michelle Lynch

    Vice president of the Network for Women Advisors

    Raymond James Financial Inc.

  • Change Agent

    Joe O'Boyle

    Principal

    O'Boyle Wealth Management

  • Trendsetter

    Nina O'Neal

    Partner

    Archer Investment Management

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    Aaron David Bauer

    Executive managing director

    Envestnet Inc.

  • Diplomat

    Andrew Sivertsen

    Partner

    The Planning Center

  • Victor

    Brad S. Bernstein

    Senior vice president, wealth management

    UBS Financial Services

  • Trendsetter

    Michael Lien Liang

    Co-founder

    Liang & Quinley Wealth Management

  • Maestro

    Neela Bushnell Hummel

    Partner and chief planning officer

    Abacus Wealth Partners

  • Ringleader

    Frank M. DeVincentis

    Senior vice president

    Morgan Stanley Wealth Management

  • Victor

    Amy Hubble

    Principal investment adviser

    Radix Financial

  • Trendsetter

    Greg Smith

    President

    Blooom

  • Maestro

    Nathan Harness

    TD Ameritrade director of financial planning

    Texas A&M University

  • Good Citizen

    Grant Moore

    Adviser

    Savant Capital Management

  • Change Agent

    Stephen Rischall

    Co-founder and financial adviser

    1080 Financial Group

  • Talent

    William D. Jarry

    Senior wealth director

    BNY Mellon Wealth Management

  • Talent

    Yusuf Abugideiri

    Financial planner

    Yeske Buie

  • Victor

    Kristen Moosmiller

    Senior financial planner

    Partnership Financial

  • Guardian

    Rachel Moran

    Financial planner

    RTD Financial Advisors

  • Connoisseur

    Nora Yousif

    Associate vice president

    RBC Wealth Management

  • Change Agent

    Coventry Edwards-Pitt

    Chief wealth advisory officer

    Ballentine Partners

  • Architect

    Taylor R. Schulte

    Founder

    Define Financial

  • Editor-in-Chief

    Eddie William Kramer

    Financial adviser

    Abacus Planning Group

  • Beloved

    Michael McDaniel

    Co-founder and chief investment officer

    Riskalyze

  • Quick-Start

    Lance R. Scott

    Founder and president

    Bay Harbor Wealth Management

  • Diplomat

    Brandon Averill

    Partner

    Athlete Wealth Management Group

  • Avant-Garde

    Darin Robert Shebesta

    Vice president and wealth adviser

    Jackson/Roskelley Wealth Advisors

  • Maestro

    Kasia A. Marczyk

    Founder

    Anchor Wealth Management Group

  • Guardian

    Jason McGarraugh

    Senior financial adviser

    Neal Financial Group

  • Victor

    Tony T. Chan

    Financial adviser

    Crossroads Planning

  • Provocateur

    William Brantley Bissett

    Senior financial planner

    Secrest Blakey & Associates

  • Authentic

    Michelle Lynn Smalenberger

    Vice president

    Kabareck Financial Advisors

  • Maestro

    Divam N. Mehta

    Founder

    Mehta Financial Group

  • Maestro

    Alexey Sokolin

    Chief operating officer

    Vanare

  • People's Champion

    Kate Holmes

    Founder

    Belmore Financial

  • Maestro

    Nick Crow

    President

    Motley Fool Wealth Management

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