2023 Best in Wealth

SPECIAL REPORT

BEST IN WEALTH 2023 Celebrating the outstanding organizations and professionals in the wealth industry in Canada and the US

SPECIAL REPORT

BEST IN WEALTH 2023

TABLE OF CONTENTS 3

Introduction

15 Top 40 Under 40 Rising Stars

5

5-Star Advisors

17 Top 50 Advisors

8

5-Star Advisory Teams

19 Top 50 Leading Women in Wealth

9

5-Star Brokerages

21 Top 50 Wholesalers

9

Fastest-Growing RIAs

22 Top Employers

10 Hot List 15 Service Provider Awards

2

23 Top Regional RIAs

GLOBAL BEST IN WEALTH 2023

BEST IN WEALTH 2023 Celebrating the outstanding organizations and professionals in the wealth industry in Canada and the US ALL THROUGHOUT 2023, Key Media’s 30-strong Intelligence Unit researched and produced a series of Special Reports, each showcasing the top-performing wealth professionals and companies across a number of important professional categories.

The Best in Wealth recognises the wealth management award winners from 2023’s Special Reports and features a combined 422 individuals and companies from the sector.

All of our 172 published reports over the past 12 months have already attracted 2.4 million online pageviews, as we’ve crowned 5,044 deserving winners globally.

This prestigious list provides a definitive annual collection of those who have delivered outstanding results, introduced new initiatives, refined existing working practices, and also acted as a source of inspiration to colleagues.

In the process, 300,000 readers across Canada and the US have been sent our surveys. The culmination of all that extensive reporting is our annual Best in Wealth digital edition.

One of 2023’s winners, Sheena Schreiner of Cresco Wealth Management says, “To be recognized among this incredible group of

women as one of the Top 50 Leading Women in Wealth, has been an incredible honour.

Women have an important role in wealth management, and this has given me the confidence that I/we belong and we are making a meaningful impact in our client’s lives. I hope that this type of recognition will inspire more women to take that leap and join us.”

Fellow Top 50 Leading Women in Wealth winner, Godfroy Financial’s Alynn Godfroy adds, “To be with the amazing calibre of phenomenal advisors in our industry is an absolute honour. I pride myself in teaching everyone that I meet something about

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SPECIAL REPORT

finances, whether it be a client, prospect, family member, or one of the hundreds of people that attend my taxes in retirement and estate planning workshops.”

This annual guide was curated and published

by Benefits and Pensions Monitor, InvestmentNews, and Wealth Professional Canada.

We also thank the following bodies for their help with our reports: • C anadian Association of Alternative Strategies & Assets

Below is the Best in Wealth 2023. We hope you enjoy discovering those who we believe are shining brightest and building a better future for the wealth industry.

• W omen in Capital Markets • I nvestments & Wealth Institute

SPECIAL REPORTS BY REGION/COUNTRY Asia

6

45

AU

CA

67

NZ

12

UK

13

US

29

HOW WE CHOOSE THE BEST Each year, our research team sends out thousands of surveys to the wealth industry, which it then follows up with phone interviews to find out just who the industry thinks is worthy of recognition. The shortlisted finalists are then put in front of our judging panel to help make a final decision on who to include.

2,357,286

Pageviews of the 'Best In' page

4

216

Surveys we've sent out over the year globally

172

Special Reports we produced over the year globally

GLOBAL BEST IN WEALTH 2023

5-STAR ADVISORS EASTERN CANADA

ONTARIO

Brian Himmelman

Edward Jones Kentville

Christopher Au

Holjevac Financial Group

Christopher Dewdney

Dewdney&Co. Phone: 647 277 1186 Email: christopher@dewdney.ca Website: www.dewdney.ca

Chui Au Family Wealth Management TD Wealth Private Investment Advice

Dan LeBlanc White LeBlanc Wealth Planners iA Private Wealth

Dennis Graves Graves Financial Advisory Group CIBC Wood Gundy

Graham Roy Affinity Financial Group Harbourfront Wealth Management

Kevin Hannay

Hannay Group Wellington-Altus Private Wealth

Thomas Cook

Affinity Financial Group Harbourfront Wealth Management

Wendy Chui

Janet Dawes

JD Wealth Insured

Jason DeJean

The Wealthbuilding Group Harbourfront Wealth Management

Colin White White LeBlanc Wealth Planners iA Private Wealth

Moneystrat Securities

Heather Holjevac

Himmelman & Associates Financial Advisors

Catherine Metzger-Silver

Fraser McKeown

Jason De Thomasis Dillon Garabedian

iA Private Wealth Phone: 905 665 8750 Email: dillon.garabedian@iaprivatewealth.ca Website: www.greatlakeswealth.ca

De Thomas Wealth Management

Jay Nash

NASH Family Wealth Management National Bank Financial

Joe Figliomeni Alex Nayyar

Treegrove Investment Management

KLT Wealth Management Q Wealth Partners

Anthony Gordon

Justin Lim

FiduSure Financial

David Harris

Green Private Wealth Harbourfront Wealth Management

David Little

Blue Oceans Private Wealth iA Private Wealth

Derek Polson

Polson Bourbonniere Derby Wealth Management

LK Wealth Management Echelon Partners

Kerry Rizzo

BlueRidge Private Wealth Harbourfront Wealth Management

Konrad Kopacz

LK Wealth Echelon Wealth Partners

Kris Dureau

Green Private Wealth Harbourfront Wealth Management

TD Wealth Private Investment Advice

Evan Legakis

Retirement Income Group Carte Financial Group

Francine Dick, CFP

Carte Wealth Management

Léony deGraaf Hastings deGraaf Financial Strategies

Martin Grzadka

IG Wealth Management

5

SPECIAL REPORT Michael Capesky

Georges Achkar

Capesky Insurance & Wealth Management

Michael Connon

The McClelland Financial Group Assante Capital Management

Manulife Securities and Diligence Wealth Management

Antoine Niding

Patrimoine Richardson (Richardson Wealth) Phone: 14 821 2951 Email: antoine.niding@richardsonwealth.com Website: https://richardsonwealth.com

Michael Derby

Wilk Grzadka Group IG Wealth Management

Morris Saad

Apex Private Wealth Harbourfront Wealth Management

Dalpé Wealth Partners Richardson Wealth

Joseph Bakish

Polson Bourbonniere Derby Wealth Management iA Private Wealth

Monika Wilk

Jean-Philippe Phaneuf

Bakish Wealth Richardson Wealth

David Poliquin

BGY Services financiers intégrés iA Private Wealth Phone: 1 877 682 5853 ext. 303 Email: dpoliquin@bgy.ca Website: https://bgy.ca Website: www.francoisjulienduffaud.com

Marc Dalpé

Dalpé Wealth Partners Richardson Wealth

Thierry Tremblay

Shinder Tremblay Private Wealth iA Private Wealth

WESTERN CANADA

Naoshad Pockhanawala Amiko Benefit

Paul Bourbonniere

Polson Bourbonniere Derby Wealth Management iA Private Wealth

Rob McClelland

Gene Kim

Summit Private Wealth Mandeville Private Client Phone: 514 852 5053 ext. 300 Email: gkim@mandevillepc.com Website: www.summitpw.com

The McClelland Financial Group Assante Wealth Management

Sadeki Simpson Edward Jones

Wolfgang Klein

The Wolf on Bay Street Canaccord Genuity Wealth Management

QUEBEC

Thane Stenner

Stenner Wealth Partners+ CG Wealth Management Phone: North America Toll-Free | 1 833 STENNER (783 6637) Email: SWP@cgf.com Website: www.StennerWealthPartners.com

Steve Buisson

iA Private Wealth Phone: 418 781 9905 Email: steve.buisson@iagestionprivee.ca Website: buissongestiondepatrimoine.com

Alexandre Tremblay

Manulife Securities Dorval

Chris Anderson

Riverrock Private Wealth Partners Harbourfront Wealth Management Phone: 780 784 0049 Email: canderson@harbourfrontwealth.com Website: www.riverrockprivatewealth.com

Cleo Carin

Richardson Wealth

François-Julien Duffaud

Manulife Securities Phone: 438 501 3075 Email: fj.duffaud@manulifesecurities.ca Website: https://francoisjulienduffaud.com

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Danny Montessi Richardson Wealth

Francis Sabourin

Sabourin Wealth Management Richardson Wealth

Martin Cloutier

Prestige Private Wealth Harbourfront Wealth Management Email: mcloutier@harbourfrontwealth.com Website: www.prestigeprivatewealth.com

GLOBAL BEST IN WEALTH 2023 Dimitri Korolis

Sarah Mulder

Evan Riddell

Shawna Perron

Cresco Wealth Management Wellington-Altus Private Wealth

Scott Starratt

Starratt Wealth Management Canaccord Genuity Wealth Management Phone: 403 508 3844 Email: sstarratt@cgf.com Website: www.StarrattWealth.com

Riddell Private Wealth Management IG Private Wealth Management

Faisal Karmali

Popowich Karmali Advisory Group CIBC Wood Gundy

Graham Plumb Wenbo (Davis) Zhang

Exempt Market Pinnacle Wealth Brokers Phone: (778) 986 1918 Email: davis.zhang@pinnaclewealth.ca Website: www.pinnaclewealth.ca

MOOLA Financial Coaches & Advisors

Jeff Rask

Hemmett Anseeuw & Associates Harbourfront Wealth Management

Perron & Partners Cumberland Private Wealth Management

Thomas Gilman Gilman Deters Private Wealth Harbourfront Wealth Management

Travis Forman Strategic Advisory Harbourfront Wealth Management

GreyWolf Wealth Management Wellington-Altus Private Wealth

Kathryn Sager

Sager Financial Group Canaccord Genuity Wealth Management

Chris Durno Cresco Wealth Management Wellington-Altus Private Wealth

Kelly Ho

Craig Baun

Kevin Dehod

Baun & Pate Investments Wellington-Altus Private Wealth

President and Portfolio Manager CWB Wealth Partners

Darcie Crowe

Lisa Carter

Crowe Private Wealth Canaccord Genuity Wealth Management

David LePoidevin

LePoidevin Group CG Wealth Management

David Popowich

Popowich Karmali Advisory Group CIBC Wood Gundy

Dean Bradshaw

Cresco Wealth Management Wellington-Altus Private Wealth

Debra Wooding The Wooding Group CIBC Wood Gundy

DLD Financial Group

Westmount Wealth Management

Martin Pelletier TriVest Wealth Wellington-Altus Private Wealth

Omar Duric

Wellington-Altus Private Wealth

Peter Szeto

Peter Szeto Investment Group Harbourfront Wealth Management

Rahim Chatur

Mackie Wealth Group Richardson Wealth

Robert Luft

Luft Financial IA Private Wealth

7

SPECIAL REPORT

5-STAR ADVISORY TEAMS CANADA

Fox Group, IG Private Wealth Management Fundamental Wealth, Harbourfront Wealth Management

LePoidevin Group, CG Wealth Management

Email: lepoidevingroup@cgf.com Phone: 1 855 643 7073 Website: lepoidevingroup.com

Abbott Wealth Management, Harbourfront Wealth Management Allen Private Wealth Angus Watt Advisory Group, National Bank Financial Bakish Wealth, Richardson Wealth BGY, Services financiers intégrés, iA Private Wealth

George Sakkas - Lambert, Klimis, Sakkas & Marsh, ScotiaMcLeod Gilman Deters Private Wealth, Harbourfront Wealth Management Green Private Wealth, Harbourfront Wealth Management GreyWolf Wealth Management Group, Wellington-Altus Private Wealth

NPW Team, Nour Private Wealth Oakwater Private Wealth Counsel, Harbourfront Wealth Management Orser Neuhaus & Associates, Echelon Wealth Partners Perron & Partners, Cumberland Private Wealth Polson Bourbonniere Derby Wealth Management, iA Private Wealth Popowich Karmali Advisory Group, CIBC Wood Gundy PWM Private Wealth Counsel, iA Private Wealth RapportWealth, Rapport Credit Union

Himmelman & Associates Financial Advisors, Manulife Securities

Richie Feindel Wealth Management, Richardson Wealth

Bridgeport Asset Management

Kelson Financial, Manulife Securities

Riverrock Private Wealth Partners, Harbourfront Wealth Management

Burton Team of Investment Planning Counsel, Investment Planning Counsel

Khajadourian Wealth Management, Richardson Wealth

Rosedale Family Office, Wellington-Altus Private Wealth

Blue Oceans Private Wealth, iA Private Wealth

Clark Financial Advisory Group, Scotia Wealth Management Cresco Wealth Management, Wellington-Altus Private Wealth

8

Generations Financial Solutions, CI Assante Wealth Management

MP Wealth Advisory, Wellington-Altus Private Wealth

Luft Financial, iA Private Wealth McGill Wealth Management, Manulife Securities

Degelman Pruden Group, Wellington-Altus Private Wealth

Miller & Associates Wealth Management, Monarch Wealth Corporation

Fairway Wealth Management, National Bank Financial

MLD Wealth Management, CG Wealth Management

Spire Advisors, CI Assante Wealth Management Stenner Wealth Partners+, CG Wealth Management Stonehaven Family Wealth Partners, Wellington-Altus Private Wealth Strategic Private Wealth Counsel, Harbourfront Wealth Management

GLOBAL BEST IN WEALTH 2023 Tetrault Wealth Advisory Group, CG Wealth Management

IG Private Wealth Management

The CM Group, CIBC Wood Gundy

The Morcom Wealth, Wellington-Altus Private Wealth Management Group

The Kamitakahara Investment Team, CIBC Wood Gundy

The Schmidt Investment Group, CIBC Wood Gundy

TWM Group, iA Private Wealth

The Maggio Group, Scotia Wealth Management

The Wong Group, WellingtonAltus Private Wealth

The McClelland Financial Group, CI Assante Wealth Management

The Wooding Group, CIBC Wood Gundy

Tucker Willson Group, Scotia Wealth Management Vo-Dignard Provost Group, National Bank Financial West Oak Family Office, Wellington-Altus Private Wealth

Tonge McChlery & Associates,

5-STAR BROKERAGES CANADA

Blue Harbour Financial

Richardson Wealth

Harbourfront Wealth Management

Wellington-Altus

iA Private Wealth

Worldsource Wealth Management

Nicola Wealth

Edward Jones

Nour Private Wealth

Phone: (905) 306 8600 Website: www.edwardjones.ca

FASTEST-GROWING RIAs CANADA

Destiny Wealth Partners

Phone: 352 343 2700 Email: truggie@ruggiewealth.com Website: www.ruggiewealth.com

Abound Wealth Management Accretive Wealth Partners Align Impact

Amussen, Hunsaker & Associates (Iron Gate Global Advisors)

Capstone Wealth Advisors

Angeles Wealth Management

CGN Advisors

Apeiron Ria

Circle Wealth Management

Apella Capital

Congress Wealth Management

Arkos Global Advisors

Custos Family Office

Bay Colony Advisory Group

Dakota Wealth

Biechele Royce Advisors

Delap Wealth Advisory

Blue Barn Wealth

Ellevest

BMSS Wesson Wealth Solutions

Elser Financial Planning

Brightside Advisory Partners

EP Wealth Advisors

Canvas Wealth Advisors

Fi3 Financial Advisors

Centered Wealth

9

SPECIAL REPORT Fielder Capital Group

Nia Impact Advisors

Tranquility Partners

Foster Victor Wealth Advisors

Nicholas Hoffman & Company

TRUADVICE

FSM Wealth Advisors

NWK Group

True Wealth Design

Geometric Wealth Advisors

Operose Advisors

Vela Investment Management

Grey Street Capital

Pacific Capital Wealth Advisors

Harbor Advisory

Pathstone Family Office

Walkner Condon Financial Advisors

Hardin Capital Partners

Waypoint Capital Advisors

Harmony Asset Management

Pinnacle Wealth Management Advisory Group

Harpswell Capital Advisors

Prowell Financial Management

Weinberger Asset Management

High Note Wealth

QP Global Family Offices

Winthrop Capital Management

High Probability Advisors

Rainey & Randall Investment Management

JFG Wealth Management Laird Norton Wealth Management

Wealth Management Solutions

Red Door Wealth Management RoseCap Investment Advisors

Life Line Wealth Management

Sachetta

Lindbrook Capital

Sage Mountain Advisors

Madison Wealth Partners

Savant Wealth Management

Mcglone Suttner Wealth Management

Schubert & Company

Moss, Luse & Womble

Smith Shellnut Wilson

NextCapital Advisers (acquired

by Goldman Sachs)

The Mather Group

Single Point Partners

HOT LIST Alistair Almeida

CANADA Dawn Jia Gregory Hourigan

Vice President, Head of Canadian Institutional Mackenzie Investments Phone: 647 382 4929 Email: greg.hourigan@ mackenzieinvestments.com Website: mackenzieinvestments.com

10

President, CEO and Chief Investment Officer UBC Investment Management Phone: 604 761 5349 Email: dawn.jia@ubcim.ca Website: ubcim.ca

Aaron Walker-Duncan

Vice President, Board and Communication Services BC Pension Corporation

Executive Director, Business Development and Segment Lead, Asset Owners CIBC Mellon

Andrea Hansen

President Sutton Benefits & Pension

Andrew Kitchen

Partner and Investment Solutions Leader, Canada Mercer

GLOBAL BEST IN WEALTH 2023 Barbara Zvan

Jeff Sommers

Benoit Durocher

Joy Savage

Chief Executive Officer and President University Pension Plan Ontario

Executive Vice President and Chief Economic Strategist Addenda Capital

Brent Wilkins

Partner Blake, Cassels & Graydon

Founding Partner Fuse

JP Girard

SVP, Head of Institutional Sales, Canada CC&L Financial Group

Executive Vice President and Head of GreenShield Insurance GreenShield

Christopher DeSantis

Julien Ranger

SVP, Institutional Investment Services Hillsdale Investment Management

Cindy Marques

Director: Financial Planning and Education Specialist Open Access

Daniel Brosseau Director Letko Brosseau

Darlene Claes-McKinnon Executive Director, Relationship Management CIBC Mellon

Frederick Henes

Associate Director, Health and Group Benefits Willis Towers Watson

Jean Pierre Laporte

Chief Executive Officer INTEGRIS Pension Management

Jeff Alcock

VP, Group Benefit Claim Equitable Life Of Canada

Jeff Anderson

VP, Commercial Risk and Health Solutions Aon

Jeff Kinch

Vice President, TPA Business Development, Group Insurance, Ontario, West and Atlantic Beneva

Partner, Pensions and Benefits Osler, Hoskin & Harcourt

Karen Adams

CEO and President CloudMD

Kevin Martino Vice President Capital Groiup

Kevin O'Connor

National Director, Private Insurance The Janssen Pharmaceutical Companies of Johnson & Johnson

Ramy Rayes

Executive Vice President, Investment Strategy and Risk BCI

Richard Hughes

Co-Founder and CEO Canada's Best Pension Plan

Rick Holinshead

National Vice President, Distribution, Service & Marketing, Group Benefits and Retirement Solutions iA Financial Group (Industrial Alliance)

Shannan Corey

Executive Director Saskatchewan Pension Plan

Sue McNamara

SVP, Fixed Income, Head of Responsible Investing Beutel, Goodman & Company

Sylvain Boulé

CEO and President Montrusco Bolton Investments

Tracey Wong

Laura Nashman

Chief Executive Officer BC Pension Corporation

Vice President, Sales and Consultant Relations Fidelity Canada

Marie-France Amyot

Tracy Zimak

Senior Vice President, Group Benefits and Retirement Savings Desjardins

Maxime Menard

Director Institutional Asset Management Cidel Asset Management

Walter Viguiliouk

CEO and President Jarislowsky Fraser

Managing Director, Sustainable Investing and Private Markets Manulife Investment Management

Michael Perry

Warren Stoddart

Patrick Sullivan, CFA

Wayne Murphy

SVP, Group Solutions Empire Life

Director, Product, Institutional and Retail Picton Mahoney Asset Management

Paula McDonald

Chief Executive Officer Teachers’ Pension Plan of Newfoundland and Labrador

Chief Executive Officer and President Connor, Clark & Lunn Financial Group

Chief Privacy Officer and Senior Manager, Corporate Services The PBAS Group

Zahid Salman

CEO and President GreenShield

11

SPECIAL REPORT Anna N’Jie Konte

UNITED STATES

President and Director of Financial Planning Re-envision

Jesse Hurst Lynn Chen-Zhang

Chief Executive Officer Zhang Financial Phone: 269 385 5888 Email: lynn.chenzhang@zhangfinancial.com Website: www.zhangfinancial.com

Senior Wealth Manager and CEO Impel Wealth Management Phone: 330 800 0182 Email: Jesse.Hurst@ImpelWealth.com Website: www.impelwealth.com

CEO, Wealth and Investment Management Wells Fargo Founder Riverwalk Wealth Advisors Phone: 813 875 2005 Email: matthew.lytell@nm.com Website: www.riverwalkwealthadvisors.nm.com

Chief Executive Officer Presilium Private Wealth Phone: 215 982 4141 Email: jerry@presiliumpw.com Website: www.presiliumpw.com

Chief Growth Officer and Founding Partner Atria Wealth Solutions Email: kevin.beard@atriawealth.com Website: www.atriawealth.com

President Schwab Charitable Phone: 650 703 5268 Email: sc@neibartgroup.com Website: www.schwabcharitable.org

Abby Johnson

Chief Executive Officer Fidelity Investments

Adam Antoniades Chief Executive Officer Cetera Financial Group

Lawrence Calcano

Chairman and CEO iCapital Phone: 650 703 5268 Email: iCapital@neibartgroup.com Website: www.icapital.com

Adam Cross

Managing Director and Advisor AMC Wealth

Andrew J. McMahon

CEO, President, and Board Director Guardian Life Insurance

Hugh Meyer

Director, Private Wealth Highline Wealth Partners Phone: 310 994 4027 Email: hmeyer@hihglinewp.com Website: www.highlinewp.com

12

Berta Aldrich

President Berta Aldrich Consulting

Bill Crager

Co-Founder and CEO Envestnet

Sam Kang

Kevin Beard

Partner Hightower Wealth Advisor | St. Louis

Barry Sommers Matthew Lytell

Jerry Davidse

Barbara Archer, MBA, CFP, AEP, CPRC

Andrew Krei

Bob Oros

Chairman and CEO Hightower Advisors

Bradley Rosen Owner and President Longevity Financial

Carin Pai

Executive Vice President, Head of Portfolio Management, and Head of Equity Strategy Fiduciary Trust International

Charles Lowrey Chairman and CEO Prudential Financial

Chloe Wohlforth

Partner and Wealth Advisor Angeles Wealth Management

Chris Paulitz

Head of Strategic Initiatives Financial Services Institute

Co-Chief Investment Officer Crescent Grove Advisors and Barrett Upton Capital Partners

Christen Ginter

Ann Alsina

Dan Arnold

Founder and Principal CovingtonAlsina

Financial Advisor Thrivent

Chief Executive Officer and President LPL Financial

GLOBAL BEST IN WEALTH 2023 Dan Moisand

Gary Gensler

Jay Shah

Dana D'Auria

Gregory McCauley

Jenna Brazile, CFP

Hayley Wood Bates

Jenny Johnson

Ian Simm

Joe Duran

Ivan Illán, AIF, CFS

Joffrey Smith, MBA, CFP, CLU, ChFC

Chairman, CFP Board Moisand Fitzgerald Tamayo

Co-Chief Investment Officer and Group President, Envestnet Solutions Envestnet

Daniel Lash, CFP, AIF

Partner and Financial Advisor VLP Financial Advisors

David Garelick

Chief Executive Officer and President Global Financial Advisory Services

David Wood

Chairman Securities and Exchange Commission

Head of Wealth Management Merrill Lynch

Financial Advisor Signature Estate & Investment Advisor

Founder and Chief Executive Officer Impax Asset Management

Founder and Chief Visionary Officer Gateway Financial Partners

Founder and Chief Investment Officer Aligne Wealth Advisors Investment Management (AWAIM)

Diego Verdugo

Jack Ginter

Managing Director Principal Financial Group

Divam Mehta

Founder, Wealth Manager, and Financial Planner Mehta Financial Group

Emmanuel Roman Chief Executive Officer PIMCO

Eric Clarke

Chief Executive Officer Orion

Eric Boyle, MS, CFP

Co-Owner and Wealth Manager Crest Financial Group

Ethel Davis

CEO and Portfolio Manager VZD Capital Management

Evan Schmidt

Principal and Financial Advisor Schmidt Financial Group

Garrett Taylor

Founder and Managing Partner Coastline Wealth Management

CEO and Founding Partner Callan Family Office

Jaime Raskulinecz

Founder and CEO Next Generation Trust Company and Next Generation Services

James Gorman

Chairman and Chief Executive Officer Morgan Stanley

James Belardi

Co-Founder, CEO, and Chief Investment Officer Athene

James Stewart

SVP Investments and Senior PIM Portfolio Manager Wells Fargo

Jamie Dimon

Chairman of the Board and CEO JPMorgan Chase

Jamie Hopkins

Founder and President FinServ Foundation

Chief Executive Officer Edelman Financial Engines

Managing Director and Client Advisor Freestone Capital Management

Chief Executive Officer and President Franklin Templeton

Founder Rise Growth

Chief Executive Officer Joffrey Smith Financial Group

John Erickson

Vice President and Financial Advisor Ameriprise Financial

John Kailunas II Founder and CEO Regal Holdings

John O’Connell

Founder and Chief Executive Officer The Oasis Group

Jon Dauphiné

Chief Executive Officer Foundation for Financial Planning

Ken Herring

Chief Executive Officer and President Highpoint Wealth Advisors

Ken Schapiro

Chief Executive Officer Condor Capital Wealth Management

Kevin Thompson Founder 9i Capital Group

Kristi Martin Rodriguez Senior Vice President Nationwide Retirement Institute

13

SPECIAL REPORT Kristin Bartlow

Michael Kim

Scott Sheehan

Larry Fink

Michael Kothakota

Chief Executive Officer BlackRock

Chief Executive Officer WolfBridge Wealth

Ted Halpern

Laura Prieskorn

Michael Roberge

Chief Executive Officer and President Jackson National

Chair and Chief Executive Officer MFS Investment Management

Laurence Stanger

Mike Walther

Managing Director and Financial Advisor Journey Strategic Wealth

Executive Director, Investments, Private Client Division Oppenheimer & Co.

Chief Executive Officer and President AssetMark

Founder and President Oak Wealth Advisors

Neal McGrath Lindsey Lewis

Chair and Director, Center for Women in Financial Services The American College of Financial Services

Louis Barajas

Founder and Chief Executive Officer International Private Wealth Advisors

Maddi (Napier) Keegan

Director of Operations and Financial Advisor Frazier Financial Advisors

Mark Pearson

Chief Executive Officer and President Equitable

Marty Herrmann

Business Development The Cash Edge

Mary Callahan Erdoes

Chief Executive Officer, Asset and Wealth Management JPMorgan Chase

Managing Director, Partner, Wealth Advisor Carson Wealth

Neesha Hathi

Managing Director and Head of Wealth and Advice Solutions Charles Schwab

Nicole Simpson, CFP Founder and CEO Harvest Wealth Financial

14

Teresa Rasmussen

Chief Executive Officer and President Thrivent Financial

Terrence Murphy

Chief Executive Officer Clearbridge Investments

Tim Buckley

Chairman and Chief Executive Officer Vanguard

Timothy O'Neill

Founder and President Berthold Capital

Tom Haught

Chief Executive Officer and President Sequoia Financial Group

Wayne Bloom

Chair and CEO Raymond James

Chief Executive Officer Commonwealth Financial Network

Peter Mallouk

William Sealey

Chief Executive Officer and President Creative Planning

Wealth Manager Sealey Investment Group

Rich Bielen

Zack Hubbard

Chief Executive Officer and President Protective Life

Robert Auclair

Principal Balanced Wealth Management

Robert Trunzo

Chief Executive Officer and President CUNA Mutual Group

Matthew Boersen

Founder and President Straight Path Wealth Management

President Halpern Financial

Paul Reilly

Matt Regan

Chief Executive Officer and President Wealthcare

Founder and President 1031 Investment Services

Rod Sayegh

MD and Head of Digital Strategy Fiduciary Trust International

Director of Financial Planning and Participant Engagement Greenspring Advisors

GLOBAL BEST IN WEALTH 2023

SERVICE PROVIDER AWARDS CANADA

Gahnic Services and Consulting Phone: 450 984 1246 Email: Info@Gahnic.com Website: https://en.gahnic.com

Association

iA Financial

Aria Benefits

Matheis Financial Group

benefitsConnect

OneLife Benefits & Consulting

Blake, Cassels & Graydon

Open Access

Blue Cross

People Corporation

Brown Mills Klinck Prezioso

Pillway

Ceridian

Pocketpills

CIBC Mellon

RWAM Insurance

Acera Insurance Services

Gowan Consulting

TFG Global Insurance Solutions

Actuarial Analytics

Hicks Morley Hamilton Stewart Storie

Vita Assure

Alberta Retired Teachers’

Wawanesa Life

TOP 40 UNDER 40 RISING STARS CANADA Evan Riddell

Jonathan Rathwell

Associate Financial Advisor Rathwell Financial Phone: 403 342 6882 Email: jonathan.rathwell@raymondjames.ca Website: raymondjames.ca/rathwellfinancial

Darren Ryan

Financial Planner Ryco Financial Phone: 709 722 4100 Email: dryan@ryco.ca Website: ryco.ca

Financial Planner Riddell Private Wealth Management Phone: 250 704 4047 Email: Riddell.Clients@igpwm.ca Website: www.evanriddell.com

Laura Paradiso

Adam Watson

Senior Wealth Advisor, Portfolio Manager Fairway Wealth Management, National Bank Financial Phone: 519 351 8218 Email: adam.watson@nbc.ca Website: fairwaywealth.ca

Investment Associate and Associate Portfolio Manager ScotiaWealth Phone: 905 695 1526 Email: laura.paradiso@scotiawealth.com Website: lpeterkin.com

Andrew Labbad

Nathan Amor

Charles-Éric Lapierre

Private Wealth Advisor connectFirst Credit Union Phone: 403 807 1448 Email: namor@connectfirstwealth.com Website: connectfirstwealth.com

Senior Portfolio Manager Wealhouse Capital Management Email: Andrewl@wealhouse.com Website: wealhouse.com

Financial Security Advisor ¶ Financial Planner Jolicoeur Lapierre Gestion Financière Phone: 1 888 780 2042 ext. 2 Email: charles-eric.lapierre@jolicoeurlapierre.com Website: www.jolicoeurlapierre.com

15

SPECIAL REPORT Jennifer Hochstein

Associate Vice President, Western Canada Wellington-Altus Private Wealth

Chris Kerlow

Senior Portfolio Manager and Investment Advisor Canaccord Genuity Phone: 1 647 990 7046 Email: ckerlow@cgf.com Website: teamlwc.com/making-sense-of-themarkets

Youssef Haidar

Wealth Associate National Bank Financial - Fairway Wealth Management Phone: 519 258 0504 Email: youssef.haidar@nbc.ca Website: fairwaywealth.ca

Adrian LeRoy David Poliquin

Portfolio Manager BGY, Services financiers intégrés Phone: 1 877 682 5853 ext. 303 Email: dpoliquin@bgy.ca Website: bgy.ca

Wealth Advisor LeRoy Wealth Management Group, IPC Securities Corporation

Alexandre Tremblay Financial Advisor Manulife Securities

Amadeo Martinez Moya Evan Inglis

Senior Financial Consultant IG Wealth Management Phone: 403 869 6736 Email: evan.inglis@ig.ca Website: advisor.investorsgroup.com/en/ evan_inglis#about

Wealth Advisor Ballast Wealth Management, iA Private Wealth

Arif Kanji

Portfolio Manager Qopia Financial

Becky Howarth

Wealth Advisor Stenner Wealth Partners+, CG Wealth Management

Justin Anis

Senior Portfolio Manager Wealhouse Capital Management Email: justina@wealhouse.com Website: wealhouse.com

Bryan Jaskolka

Chief Executive Officer CMI Financial Group

Derrek Funk

Senior Investment Advisor Tetrault Wealth Advisory Group

Associate Portfolio Manager TWM Group - iA Private Wealth Phone: 514 227 2700 Email: maxime.lagace-carter@twmgroup.ca Website: twmgroup.ca

16

Partner and CFP Professional DLD Financial Group

Kristin Ramlal Chair of the Society of Real Wealth Managers VP, Institutional Investment Sales Canada Life

Laura De Sousa

Wealth Advisor and Client Relationship Manager Nicola Wealth

Laurie Bossé

Financial Security Advisor and Financial Planner RGP Gestion de patrimoine

Mark Walsh

Senior Financial Advisor CIBC Imperial Service

Matthew Arthur

Certified Financial Planner, Arthur Wealth Management Desjardins Financial Security Independent Network - Ottawa Financial Centre

Mike Hennessey

Executive Financial Consultant IG Private Wealth Management

Nick Mombourquette Founder and President NewGround Financial

Nicole Mensink

Financial Advisor Manulife Securities

Insurance Specialist and Wealth Advisor Georgijev Financial Group/Worldsource Financial Management

James Nickerson

Piotr Rajca

Francois-Julien Duffaud Maxime Lagacé-Carter

Kelly Ho

Portfolio Manager Cumberland Private Wealth Management

Invesment Analyst National Bank Financial, Vo-Dignard Provost Group

GLOBAL BEST IN WEALTH 2023 Riley Gorman

Ruben Antoine

Shannon Tatlock

Roba Elakawy

Sarah Fakhoury

Shawna Perron

Investment Advisor CIBC Wood Gundy

Private Wealth Advisor and Portfolio Manager CWB Wealth

Portfolio Manager Tulett, Matthews & Associates

Financial Advisor Manulife Securities

Financial Planner Red Sky Financial

Portfolio Manager Cumberland Perron & Partners

TOP 50 ADVISORS CANADA Kathy Sager

Chad Larson

MLD Wealth Management Group CG Wealth Management Phone: 403 691 7815 Email: clarson@cgf.co Website: www.mywealthmanagement.ca

Sager Financial Group CG Wealth Management Phone: 604 643 7504 Email: ksager@cgf.com Website: www.sagerfinancialgroup.com

David Baker

Nicola Wealth Phone: 514 885 6244 Email: dbaker@nicolawealth.com Website: www.nicolawealth.com

Dwight Mann Maurice Pallone Kelvin Rampersad

Rothenberg Wealth Management Email: inforequest@rothenberg.ca Website: www.rothenberg.ca

Mann Team Wealth Management CG Wealth Management Phone: 604 643 7478 Email: dmann@cgf.com Website: www.mannteamwealth.com

Carte Wealth Management Phone: 416 457 7526 Email: kelvin.rampersad@cartewm.com Website: www.askkelvin.ca

Rob McClelland

Thane Stenner

Assante Capital Management Ltd. Phone: 905 771 5200 Email: tmfg@assante.com Website: www.tmfg.ca

Stenner Wealth Partners+ CG Wealth Management Phone: 6046437739 Email: SWP@CGF.com Website: www.stennerwealthpartners.com

Adam Watson

National Bank Financial Phone: 519 351 8218 Email: adam.watson@nbc.ca Website: www.jmrdwealth.com

Jamie Suprun

Suprun Wealth Management iA Private Wealth Phone: 519 428 7525 Email: jamie.suprun@suprunwealth.com Website: www.suprunwealth.com

Joseph Alfie

Myriad Private Wealth iA Private Wealth Phone: 514 885 6244 Email: joseph@myriadprivatewealth.com Website: www.myriadprivatewealth.com

17

SPECIAL REPORT Andrew Feindel

Karen Ikeda

Brad Coutts

Kyle Richie

Bradley Jardine

Luke Kratz

Richardson Wealth

Kevin Hegedus

PWM Private Wealth Counsel, iA Private Wealth Phone: 306 975 9500 Email: khegedus@pwmprivate.com Website: www.pwmprivatewealth.com

Nicola Wealth

CIC Financial Group

Brian Kadey

CG Wealth Management

Nader Hamid

TWM Group, iA Private Wealth Phone: 1 (514) 227 2700 Email: nader.hamid@twmgroup.ca Website: www.twmgroup.ca

Brian Peters

CG Wealth Management

Colin Andrews CIBC Wood Gundy

Reg Jackson

JMRD Watson Wealth Management Team National Bank Financial Phone: 519 439 6566 Email: reg.jackson@nbc.ca Website: www.jmrdwealth.com

Craig Baun

Wellington-Altus Private Wealth

Darcie Crowe

CG Wealth Management

David Harris

Harbourfront Wealth Management

Robert Tetrault

Tetrault Wealth Advisory Group CG Wealth Management Phone: 204 259 2859 Email: rtetrault@cgf.com Website: www.robtetrault.com

David LePoidevin

CG Wealth Management

Elie Nour

Nour Private Wealth

Erik Dekker

CG Wealth Management

Roderick L. Mahrt

Mahrt Investment Group Wellington-Altus Private Wealt Phone: (778) 746 7620 Email: mahrtinvestmentgroup@wellingtonaltus.ca Website: www.mahrtinvestmentgroup.com

Ethan Astaneh Nicola Wealth

Nicola Wealth

Richardson Wealth

CIBC Wood Gundy

Mark Hewett

CG Wealth Management

Marvin J. Schmidt CIBC Private Wealth

Matthew Langsford CG Wealth Management

Michael Holden QWealth Partners

Nathalie Racine

RBC Dominion Securities

Robert Luft

iA Private Wealth

Ron Haik

Nicola Wealth

Sophia Ito

Nicola Wealth

Tim Esplen Nicola Wealth

Todd Degelman

Wellington-Altus Private Wealth

Francis Gingras Roy Manulife Securities

Travis Forman

Harbourfront Wealth Management

Gerald L Goertsen

DeThomas Wealth Management

Vanessa Flockton Nicola Wealth

Sean O'Connor

O'Connor and Associates, IG Wealth Phone: 403 226 5531 Email: sean.oconnor@igpwm.ca Website: www.oconnorandassociates.ca

18

Ida Khajadourian Richardson Wealth

Wes Ashton

Harbourfront Wealth Management

Jason Nicola Nicola Wealth

GLOBAL BEST IN WEALTH 2023

TOP 50 LEADING WOMEN IN WEALTH CANADA Gillian Kunza Alynn Godfroy

Financial Advisor Godfroy Financial Email: alynn@godfroyfinancial.com Website: www.godfroyfinancialgroup.com

Heather Holjevac

Financial Planner, Financial Wellness Expert Holjevac Financial Group Phone: 416 527 2553 Email: heather@heatherholjevac.com Website: www.heatherholjevac.com

Oricia Smith

President, SLGI Asset Management and SVP, Investment Solutions, Sun Life Canada Sun Life Global Investments Phone: 416 408 7976 Email: oricia.smith@sunlife.com Website: www.sunlifeglobalinvestments. com/en

Co-Founder and CEO Designed Wealth Management Phone: 705 482 7646 Email: gkunza@designedsecurities.ca Website: www.designedwealthmanagement.ca

Janine Guenther

Senior Wealth Advisor and Financial Planner MLD Wealth Phone: 403 691 7817 Email: sderlago@cgf.com Website: mywealthmanagement.ca

Senior Wealth Advisor IPC Securities Corporation Phone: 403 203 0998 Email: melanie.twietmeyer@ipcc.ca Website: www.legacywealthmanagement.com

Sheena Schreiner

President Dixon-Mitchell Phone: +1 604 669 3136 Email: janine@dixonmitchell.com Website: www.dixonmitchell.com

Investment Advisor, Cresco Wealth Management, Wellington-Altus Private Wealth Phone: 587 323 5644 Email: sheena.schreiner@wellington-altus.ca Website: advisor.wellington-altus.ca/ crescowealthmanagement/

Jennifer Williams

Tina Tehranchian

Investment Advisor, Cresco Wealth Management, Wellington-Altus Private Wealth Phone: 587 323 5643 Email: jennifer.williams@wellington-altus.ca Website: advisor.wellington-altus.ca/ crescowealthmanagement/

Laurel Marie Hickey Sue Derlago CFP, CIM, AFDS

Melanie Twietmeyer

Portfolio Manager and Wealth Advisor iii Global Wealth, National Bank Financial Phone: 403 531 8429 Email: laurel.hickey@nbc.ca Website: www.nbfwm.ca/advisor/iii-globalwealth.html

Senior Wealth Advisor Assante Capital Management Phone: 905 707 5220 ext. 2223 Email: ttehranchian@assante.com Website: tinatehranchian.com

Trina Odd

Financial Planning Advisor Spire Advisors, Assante Capital Management Phone: 705 724 2400 Email: todd@assante.com Website: spireadvisors.ca

Andréa Miljkovic, CFA

Vice - President & Portfolio Manager The RaeLipskie Partnership

Aman Lidder

President OceanFront Wealth Phone: 6046842200 Email: cassidy@oceanfrontwealth.com Website: oceanfrontwealth.com

Leony deGraaf Hastings, CFP Certified Financial Planner deGraaf Financial Strategies Phone: 905 632 9900 Email: hello@dgfs.ca Website: www.dgfs.ca

Annie Sinigagliese Special Advisor Berkindale Analytics

19

SPECIAL REPORT Crista Brooks

Kerry Rizzo

Neela White

Danielle Skipp

Kimberly Hu

Nicole Deters

Vice President, Investment Counsellor Guardian Partners

Senior Investment Advisor Gilman Deters Private Wealth

Laurie Bonten

Pamela Yoon

Senior Wealth Advisor Wellington-Altus Private Wealth

Senior Portfolio Manager RBC Dominion Securities

Laurie Peterkin

Rhonda Hymers

Vice President, Advisor Growth Investment Planning Counsel

Managing Director, Ontario & Chief Legal Officer Nicola Wealth

Darcie Crowe

Senior Wealth Advisor and Senior Portfolio Manager Canaccord Genuity Wealth Management

Erin McKee

Vice President, Wealth Services and Insurance Echelon Wealth Partners

Francine Dick

Financial Planner Carte Wealth Management

Jane Lapointe

Senior Wealth Advisor Assante Financial Management, Fenlon Division

Jasmit Bhandal

Chief Operating Officer Horizons ETFs Management (Canada)

Jennifer Sinopoli

EVP, Head of Distribution CI Global Asset Management -

Julie Gallagher

SVP and Chief Compliance Officer iA Private Wealth

Kalee Boisvert

Financial Advisor, Author, Speaker Kalee Boisvert Wealth Advisory, Raymond James

Kathy Sager

Senior Investment Advisor CG Wealth Management, Sager Financial Group

Kelly Ho

Certified Financial Planner DLD Financial Group

20

Investment Advisor BlueRidge Private Wealth

Senior Wealth Advisor, Portfolio Manager Scotia Wealth Management

Liz Bouthiller

Senior Vice President, Sales Franklin Templeton Canada

Liz Lepore

VP, Advisor and Client Experience and Digital Transformation iA Private Wealth

Lynn Curtin Lange

Portfolio Manager, Senior Wealth Advisor North Shore Wealth Management, Manulife Securities

Senior Portfolio Manager Raymond James

Senior Portfolio Manager and Wealth Advisor RBC Dominion Securities

Robyn K. Thompson

President and Founder Castlemark Wealth Management

Shauna Clarke

Vice President, Mortgage and Banking Solutions IG Wealth Management

Susan St. Amand President Sirius Group

Marie Darlene Phillips

Terry Lynn Adamson

Mary Throop

Tracey Lundell

Wealth Advisor Next Steps Planning with IPC Securities

President and Founding Partner Summerhill Capital Management

Melissa Seglie

Senior Associate Wealth Advisor The Schmidt Investment Group

Michelle Connolly

Senior Vice President, Advanced Tax and Estate Planning Wellington-Altus Private Wealth

Natalie Jamison

Senior Wealth Advisor Scotia Wealth Management

Portfolio Manager Adamson Wealth Group

Senior Investment Advisor Sea Glass Wealth Advisory Group Harbourfront Wealth Management

Vanessa Flockton

Senior Vice President, Advisory Services and Client Relationship Manager Nicola Wealth

GLOBAL BEST IN WEALTH 2023

TOP 50 WHOLESALERS CANADA David Roy Kevin Geiger

ICM Asset Management Phone: 403 850 4457 Email: kgeiger@icmgroup.ca Website: www.icmassetmanagement.com

Invico Capital Corporation Phone: (416) 200 3782 Email: droy@invicocapital.com Website: www.invicocapital.com

Dimitri Antonopoulos

Alain Desbiens

BMO Global Asset Management Phone: 514 449 6627 Email: alain.desbiens@bmo.com Website: www.bmoetfs.ca/specialists/ alain-desbiens

Dynamic Funds Phone: 514 448 2089 Email: dantonopoulos@dynamic.ca Website: www.dynamic.ca

Giuliano Savini

Ryan Cipolla

Sun Life Global Investments Phone: 604 353 0392 Email: ryan.cipolla@sunlife.com Website: www.sunlifeglobalinvestments.com

Sara Dowlatshahi

Dynamic Funds Phone: 416 302 5353 Email: sdowlatshahi@dynamic.ca Website: www.dynamic.ca

Scott Hickerson

Equitable Life of Canada Email: gsavini@equitable.ca Website: www.equitable.ca

Picton Mahoney Asset Management Phone: 416 845 8646 Email: shickerson@pictonmahoney.com Website: www.pictonmahoney.com

Jad Hilal

Tesha Gray

Alyssa Moody

Dynamic Funds Phone: 416 300 4140 Email: amoody@dynamic.ca Website: www.dynamic.ca/en.html

Sun Life Global Investments Phone: 514 833 3844 Email: jad.hilal@sunlife.com Website: www.sunlifeglobalinvestments.com

Allan MacDonald

Amélie Laferriere

Sun Life Global Investments Phone: 514 247 6204 Email: amelie.laferriere@sunlife.com Website: www.sunlifeglobalinvestments.com

Mackenzie Investments Phone: 902 221 4118 Email: Tesha.Gray@MackenzieInvestments.com Website: www.mackenzieinvestments.com/en

TD Asset Management

Jessie Dawe

Dynamic Funds Phone: 9024010767 Email: jdawe@dynamic.ca Website: www.dynamic.ca

Andrew D'Iorio

Manulife Investment Management

Andrew Gardiner Beneva

Chris Lutes

Middlefield Group Phone: 416 362 0714 Email: invest@middlefield.com Website: www.middlefield.com

Marc Parent

Dynamic Funds Phone: 514 228 2024 Email: mparent@dynamic.ca Website: www.dynamic.ca/en

Brent Paul

Mackenzie Investments

Caroline Yi

Ninepoint Partners

21

SPECIAL REPORT Chris Lorenzin

Jean-François Laurin

Patrick Graham

Christian Rancourt

Jennifer Kuta

Patrick Landucci

Christian Tucci

John Leong

Philip Douglas

Jordan Kaczmarzyk

Rachid Boufarsi

Jordan Tostenson

Rafael Turcotte

Joseph Varone

Rene Dinter

NCM Investments

BMO Global Asset Management

Eric Desrosiers

Josh Mays-Quinn

Stephen Andrus

Greg McNaughton

Lyes Birem

Thomas Galikowski

Gregory Rank

Malcolm King

Capital Group

Next Edge Capital

Manulife Investment Management

Cynthia Maisonneuve CMLS Asset Management

Ed Gorrell

Renaissance Investments/CIBC Asset Management

Edyta Bujak

TD Asset Management

Canoe Financial

IA Clarington Investments.

Mackenzie Investments

Hugo Chavez

Fidelity Investments

Pinnacle Wealth Brokers

Caldwell Investment Management

Hazelview Investments

Fidelity Investments

Invesco

Harvest Portfolios

Alignvest Student Housing (A Division of Alignvest Management)

Franklin Templeton Canada

Manulife Investment Management

Blue Owl Capital

Manulife Investment Management.

Harvest Portfolios Group

BMO Global Asset Management

CI Investments

Tim Ng

EdgePoint Wealth Management

EdgePoint Wealth Management

Nate Histed

Tom Caulfield Fidelity Canada

Fidelity Investments

TOP EMPLOYERS Amundi Canada

CANADA TM

Saskatchewan Healthcare Employees' Pension Plan (SHEPP) Phone: 306 751 8300 Email: sheppinfo@shepp.ca Website: shepp.ca

InBenefits

Phone: 905 889 6200 Email: info@inbenefits.ca Website: inbenefits.ca

Sutton Special Risk

Phone: 1 800 461 3292 Email: inquiries@suttonspecialrisk.com Website: suttonspecialrisk.com

22

Canso Investment Counsel Dixon Mitchell Investment Counsel Franklin Templeton Picton Mahoney Asset Management

GLOBAL BEST IN WEALTH 2023

TOP REGIONAL RIAs UNITED STATES

Prowell Financial Management Phone: 484 359 4057 Website: prowell-financial.com

Adviser Investments Altair Advisers

Carnegie Capital Asset Management

JMG Financial Group

Certuity

KCM Investment Advisors

Choate Investment Advisors Churchill Management

Laird Norton Wealth Management

Circle Wealth Management

Lido Advisors

Coho Partners

Loring, Wolcott & Coolidge Mainstay Capital Management

Comprehensive Financial Management

Johnson Investment Counsel

Mill Creek Capital Advisors

Congress Wealth Management

Mission Wealth Management

Andersen Tax

CPWM

Modera Wealth Management

Appleton Partners

CV Advisors

Arlington Partners

East End Advisors

Moneta Group Investment Advisors

Aspiriant

EP Wealth Advisors

Moran Wealth Management

Aureus Asset Management

Evoke Wealth

Nicholas Hoffman & Company

Bahl & Gaynor

Exencial Wealth Advisors

Northrock Partners

Bailard

Ferguson Wellman Capital Management

Orgel Wealth Management

Fiduciary Counselling

Parallel Advisors

Financial Counselors

Pathstone Family Office

Fisher Investments

Permanens Capital

Frontier Asset Management

Pinnacle Associates

HM Payson

Plancorp

Hall Capital Partners

Pure Financial Advisors

Hamilton Capital

RM Davis

HB Wealth Management

Regis Management Company

Heritage Investors Management

Ropes Wealth Advisors

Balentine Ballentine Partners BBR Partners Becker Capital Management BPS Capital Management Bradley Foster & Sargent Brighton Jones Brownson, Rehmus & Foxworth Buckhead Capital Management Cambridge Associates Capital Advisors Capital Investment Advisors

IEQ Capital Index Fund Advisors Jasper Ridge Partners

Oxford Financial Group

Sapient Capital Savant Capital Sepio Capital Seven Post Investment Office

23

SPECIAL REPORT Signature Financial Management

SYM Financial Advisors

SignatureFD

The Bollard Group

Silvercrest Asset Management Group

The Mather Group

Simon Quick Advisors Smith Shellnut Wilson Southeast Asset Advisors Stonegate Investment Group

24

TAG Associates

TruePoint Valeo Financial Advisors Vivaldi Capital Management WE Family Offices Wetherby Asset Management

Wilbanks, Smith & Thomas Asset Management WMS Partners Zhang Financial

SPECIAL REPORT

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