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[1] The Barron’s Top 1,200 Advisors rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.

[2] The Financial Times Top 400 Advisors rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components.

[3] The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

[4] CERTIFIED FINANCIAL PLANNER™ Professionals: Brian Kelly, Cady Rankin, and Patsy Stullenbarger; Master’s Degrees: Larry Boggs, Patsy Stullenbarger, Molly Beeman, Victoria Serrano, Cady Rankin; RICP®: Brian Kelly; and CRPS®: Cady Rankin