Jeff 1_188x263.jpg Wells Fargo-WF-0002 Hanane _003__188x263.jpg Eric Final_188x263.png JoAnne No hands _188x263.jpg Malek 188x263_188x263.jpg Simon Final2_188x263.jpg

*The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s 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 rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.