Two Team Members Recognized on the Forbes 2026 America’s Top Wealth Advisors List

We are proud of our advisors who focus on making a genuine difference in their clients’ lives. They are often deeply rooted in their local community and understand the nuances of their clients’ industries, backgrounds, and regional markets. 

Read the full listing here.

Forbes 2026 America’s Top Wealth Advisor awards were received on April 7, 2026, for data as of June 30, 2025. Data was provided and ranking was developed by SHOOK® Research, LLC and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Fees were paid to Forbes for use and promotion of Debra Brede’s and Randy Conner’s ranking, but not to be considered for the awards.

 Learn more about the methodology here.