InvestmentNews introduces 40 top advisers and associated professionals in the financial planning industry under age 40
Founder and financial planner, Gen Y Planning
Vice president, WealthCare Advisors
Founder, Upperline Financial Planning
Partner, New Planner Recruiting
CEO, Ritholtz Wealth Management
Branch manager, vice president of investments, Raymond James & Associates
President and CEO, WealthBridge Inc.
Co-Founder and CEO, Aspiration
Founder, managing partner, NexGen Wealth Management
Executive director and private wealth adviser, Coren-Edelman Group at Morgan Stanley Private Wealth Management
Founder, Nocturne Capital
Financial planner and retirement plans specialist, Provenance Wealth Advisors
Financial adviser, Financial Services Advisory
President and CEO, Protected Investors of America Inc.
Principal, chief investment officer, ThirtyNorth Investments
Chief investment officer and co-founder, Cambria Investment Management
Wealth planning adviser, Sagemark Consulting
Associate professor of taxation, The American College
Certified financial planner, AXA Advisors
Wealth adviser, Grinkmeyer Leonard Financial
Investment advisor representative, Wealth Advisors of Iowa
Principal, Homrich Berg
Senior VP, portfolio management director, financial adviser, The Vector Group at Morgan Stanley Wealth Management
Founder, president and CEO, Dynasty Financial Partners
Registered principal, financial adviser, VLP Financial Advisors
CEO and co-founder, Quovo Inc.
President, Azimuth Wealth Management Inc.
Financial adviser, Edward Jones
CEO, managing partner, Pension Resource Institute; Retirement Law Group
Founder, Orcam Financial Group
Managing partner and founder, Independent Advisor Alliance
President, Clear Financial Advisors
CEO and wealth adviser, Shard Financial Services
Founder and financial planner, Pavlov Financial Planning
CEO and founder, Clarity 2 Prosperity Mastermind Group and Prosperity Capital Advisors
Senior financial adviser, Grand Wealth Management
CEO and founder, Workable Wealth
CEO and co-founder, FeeX Inc.