Jeffrey Germain’s Post

I am honored to announce that I have been recognized as one of the 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State. I believe this accolade represents an impressive list of professionals that come to work with one goal on their minds – helping their clients succeed. I am humbled to receive this award and hope you see this recognition as a reflection of my ongoing commitment to always putting my clients' interests first. 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State 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. 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.

Join me in congratulating Aspire Wealth Group President, Jason Dugan, for being named to the Forbes' list of Best-in-state Wealth Advisors for 2024! This marks Jason's fourth consecutive year of being named to this distinguished list. The list, which recognizes advisors from national, regional, and independent firms, was released online April 3, 2024. This achievement would not have been possible without the continued trust and support of all our clients. #AspireWealthGrp #Forbes #WealthAdvisor #BestInStateWealthAdvisor The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://lnkd.in/e-VsQhhD for more info.

Exciting News! We are thrilled to announce that Financial Advisor, RJFS and CEO of Leeward Financial Group, John Piotrowski, has been recognized as one of AdvisorHub’s “Advisors to Watch: Next Gen”! Johns dedication to his clients and relentless hard work for Leeward Financial Group have set a benchmark in the industry. Congratulations, John, on this well-deserved recognition! We are incredibly proud to have you leading our team and inspiring us every day. To read the full list of the advisors in this category, visit https://lnkd.in/ezcQJRR7. #LeewardFinancialGroup #LighthousePoint #Florida #AdvisorHub #NextGenAdvisor #AdvisorsToWatch #ClientDedication #IndustryExcellence #Leadership #Congratulations The 2024 AdvisorHub 100 Next Gen Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023 and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regard to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.

It is an honor to recognize Bob Wert as one of Forbes 2024 Best-In-State Wealth Advisors! He is based in our Wyomissing PA office, and it is a privilege to work with Bob. Please join me in congratulating Bob on this wonderful well-deserved accolade! Robert Wert 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors 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. 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.

Congratulations to Devon Gluck for being named to the Forbes Best-In-State Top Next-Gen Wealth Advisors list by Forbes in August of 2024 based on the time period of 3/31/23 - 3/31/24! His hard work and dedication to our clients makes this accolade well-deserved🏆 Disclosures: The Forbes Next-Gen Wealth Advisors ranking, developed by SHOOK Research, is based on an algorithm of qualitative criterion—mostly gained through telephone and in-person due diligence interviews—and quantitative data. The ranking highlights advisors across the nation, ranked state-by-state, born in 1984 or later. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither the advisor nor their parent firm paid a fee to Forbes or SHOOK for the nomination, receipt, or promotion of the award. The award was independently granted and membership in an organization was not required. Working with a Forbes Best in State Wealth Advisor is no guarantee of investment success. CRN-7216795-102224

Our mission to uplift the profession through specialized knowledge and education continues to move forward – and 2023 brought some big steps. Not only did we earn recognition as a finalist at both the 2023 WealthManagement.com Wealthies Awards and the ThinkAdvisor LUMINARIES Awards, but also we took home the Wealthies Award for our work with independent advisors and research dedicated to powering the business growth of RIA firms. In addition, our specialized designation programs brought unmatched knowledge from the field’s foremost experts to nearly 7,000 financial professionals – making a powerful mark on the industry. Stay tuned for more stories of impact to come and see how we can expand your opportunities. #financialservices #impact #expandyouropportunities #specializedknowledge

🏆 We're honored to share that Glen Smith, the CEO/CIO of GDS, has been recognized for the sixth consecutive year as one of Forbes' Best-in-State Advisors for 2024. This prestigious acknowledgment emphasizes Glen's unwavering commitment to excellence and client satisfaction. Explore the details of Glen Smith's recognition as one of Forbes' Best-in-State Advisors for 2024 by clicking the following link: 👉 https://lnkd.in/gzeHuK-s #Forbes #financialplanning #financialadvisors #financialplanner #wealthmanagement #fiduciary Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

It is an honor to recognize David Kolter as one of Forbes 2024 Best-In-State Wealth Advisors! He is based in our Lebanon PA office, and it is a privilege to work with David. Please join me in congratulating David on this wonderful well-deserved accolade! David M. Kolter, AAMS® 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors 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. 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.

We're thrilled to announce that our CEO, Trevor Wilde, AIF®, MBA, has been recognized by Forbes as one of the top advisors in the state, ranked #2 in Arizona! Congratulations Trevor on this incredible achievement! His dedication to excellence and commitment to our clients truly sets him apart. #ForbesTopAdvisor #BestInState *The Forbes ranking of Best-In-State Wealth Advisors (awarded to Trevor Wilde), developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of March 2024 and 32,725 nominations received, based on thresholds - 15,854 invited to complete online survey - 13,114 telephone interviews - 2,085 in-person interviews at Advisor’s location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. https://lnkd.in/gtGr47Yu

On behalf of everyone at Duncan-Newman Associates, I want to express our gratitude for Forbes' recent recognition, naming our team among their "Best in State Wealth Management Teams" list. This is a testimonial to the hard work, integrity, and client-first approach each of them takes every single day. We are profoundly grateful for the honor. 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. 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.