Forbes - USA (2019-12-31)

(Antfer) #1

At Our Top Advisor


Summit We Stood for the


Children... with Cancer


OUR TOP-ADVISOR


COMMUNITY STANDS


BEHIND THEIR


CLIENTS EVERY DAY


$1 Million


will fund critically


needed treatments


Todd Battaglia, Sean O’Halloran,
Hugo Calenzani
D.K. Brede Investment Managment Co.,
Debra Brede
Wade & Stephanie Carpenter,
Michelle Poston, Mike Ball, Christine Leyva,
Susan Hill, Nick Kirk
Nick and Julia Cirbo
Jeff Erdmann, Erdmann Group
The Fries Wealth Management Group:
Daniel Fries, Mike Emanuele, Kristina Noth,
Bill Gomolinski, Jessica Bates, Bob O’Neill,
Stephen Konsler, Connor McHugh, Bradley
Gines, McGuire Saffi n, Garrett Brown,
Braxton Troyer, Tara Nwakudu,
Nick Giordano
The Heim Group, Christine Heim, Cristy
Kaur, Monique Van Nispen, Madeline Rosa
Mainstay Capital Management, David
Kudla, Cheryl Kudla
The MPW Group of Morgan Stanley,
Scott Magnesen, Malcolm Proudfoot,
Lance Walker, Ryan Magnesen, Jennifer
Magnesen, Brett Proudfoot
Stutzmann-Moore Wealth Management
Group of Wells Fargo Advisors, Peg Moore,
Mark Stutzmann, Ashley Stutzmann, Jason
Bockrath, Karen Grozenski
John D. Olson, Kyle E. Olson, Omar
I. Baadarani, Ashley Rush, Catherine
Papanayotou, John Ciskanik,
Shayna Guillory
Pence Wealth Management, Laila Pence,
Dryden Pence, Richard Sorensen, Douglass
Frazier, William Boggs, Robert Mustafa
Prentis Wealth Management of Wells Fargo
Advisors, Peter Prentis, Michael Knuff , Stuart
Bevan, Andrew Bevan, Joseph Bennett,
Edita Mertira
Travis Propst, Trent Douglas, Ryan Brady,
Jaimie Crook, and Amber Strokoff
Shaff er Wealth Advisors, Sheila Shaff er,
Shannon McGreevy, Dan Spainhour, Eric
Walker, Keith Cohen, Allyson Albert
David Singer, Joseph Evelo, Linnell Sullivan,
Kevin Bruegge, Jamie Morgan
The Schwartzbaum Urfer Group at Morgan
Stanley, Judith Schwartzbaum, Thomas
Urfer, Lisa Simoneau, Annette Celentano,
Elise Near
Tiras Wealth Management, Scott Tiras
VMT Wealth Management, Nestor Vicknair,
Darin Mast, Kyle Kelley
Jay D. Westmoreland, Nicole Blumenthal
Charles and Lynn Zhang
Kevin and Bernadette Long
SHOOK Research
RJ & Liz Shook
Frank & Jodi Berland
Erika Strom
Chiara Goodman
Blake Pastore
Brooke DeGirolmo
Lindsey Nacht
Callie Almes
Brooke Galmarini
Joni Abalos
David and Jeanie Abelson
Neal Abravanel
Guy M. Acerra
John and Lisa Acker
Marc Ackerman
Jason S. Adams

Christian and Ahliea Aguirre
Douglas Aldridge
Stan Alpert
Jonathan Amoia
Charlie and Julie Anderson
Dan and Jen Anderson
Lee Ann Coburn
Steve Arcos
Christine Armstrong
Wanda M. Austin
Jim and Shanna Axelson
Paul Azzaretto
Kent Baker
Charles Balducci
Marc A. Balducci
Moshe Banin
Bonner C. Barnes
John H. Barnes
John C. Barrett
Michael Barron
Mike and Tricia Barry
David Basich
Noel A. Becker
Gary and Lois Berg
Brett Berkman
Bradford Bernstein
Rob Bertino
Gary T. Bezilla
David Bieber
Erik and Wendel Boe
Mr. and Mrs. Larry D. Boggs
Jack Bohnet
Gary Bonnewell
Christina and Dustin Boyd
Tricia and James Brady
Douglas Braff
Mara Bralove
Alan Brende
Michael A. Brener
Patti Brennan
Shane Brisbin
Jack Broderick
The Bromberg Group at Morgan Stanley
Bobby Brooks
Benjamin and Katherine Bryce
Andy and Teri Buchta
Robert and Kara Bult
Andrew Burish
Michael Campopiano
Kyle Caouette
Dave and Kathy Carey
Louis Chiavacci
Chipps Family Charitable Fund
Ash Chopra
Joe Chornyak
Michael Chudd
Kyle Chudom
Christina Cleveland in memory of Gerald
Mazzara
Robert Coe
Aimee and Chris Cogan
Carrie Coghill
Cohen & Son
Richard and Rhonda Coleman
Cinda Collins
Sally and Steve Comiskey
Allison and David Comito
Christopher Cook
Terry Cook
Cooke Financial Group
John and Debra Cooper
William J. Corbellini
Lee Corey
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