Commonwealth Financial Network® Congratulates Honorees in Forbes' 2020 Best-In-State Wealth Advisors List
Waltham, MA (January 22, 2020)—Commonwealth Financial Network® congratulates 47 affiliated advisors on being named to Forbes' Best-in-State Wealth Advisors list for 2020. The list is published on Forbes.com, and a condensed listing will be available in the February issue of the magazine.
The 47 Commonwealth-affiliated advisors named to this list are:
Christopher Baker, CFP®, Oaktree Financial Advisors, Inc., Carmel, Indiana
Thomas Bartholomew, AIF®, Bartholomew & Company, Inc., Worcester, Massachusetts
Katherine Brady, CFP®, RNL & Associates, Rutland, Vermont
Gary Bragg, Bragg Financial Services, Lewiston, Maine
Debra Brede, AIF®, D. K. Brede Investment Management Company, Inc., Needham, Massachusetts
Charles Brown, ChFC®, CLU®, Capitol Financial Advisors, Wellesley, Massachusetts
K. Wade Carpenter, CFP®, AIF®, ChFC®, CLU®, Infinitas, Overland Park, Kansas
Joseph Chornyak Sr., CFP®, Chornyak & Associates, LTD, Columbus, Ohio
Carrie Coghill, CFP®, AIF®, Coghill Investment Strategies, LLC, Pittsburgh, Pennsylvania
Michael Comstock, CFP®, AIF®, Premier Private Wealth, LLC, Brentwood, Tennessee
Joe Cox II, CFP®, CRPC®, AAMS, Webster Wealth Advisors, Stamford, Connecticut
Bobby Cummings, CFP®, AIF®, CFBS, Cummings Wealth Management Group, Mount Pleasant, South Carolina
Raymond "Rocky" Daigle, Jr., AIF®, CBD Wealth Management, Metairie, Louisiana
E. Kim Dignum, CFP®, ChFC®, Dignum Financial Partners, Fort Worth, Texas
Rich C. Fitzer, CPM®, Triad Financial Group, LLC, Creve Coeur, Missouri
Daniel Gilbertson, CFP®, CRPC®, AIF®, Summit Wealth Group, Lakewood, Colorado
Matthew Glova, CFP®, CLTC, LifeTime Asset Management, LLC, Raleigh, North Carolina
Joshua Gottfried, CFP®, CDFA®, AIF®, Gottfried & Somberg Wealth Management, LLC, Glastonbury, Connecticut
Theodore Haley, CFP®, AIF®, Advanced Wealth Management, Portland, Oregon
Ross Haycock, CFP®, AIF®, Summit Wealth Group, Colorado Springs, Colorado
Bruce Hosler, EA, CFP®, AIF®, Hosler Wealth Management, LLC, Prescott, Arizona
Stacey Hyde, CPA, CFA®, CFP®, Envision Financial Planning, Memphis, Tennessee
Virgil Kahl, CPA, CFP®, Spring Ridge Financial Group, LLC, Wyomissing, Pennsylvania
Martin Kossoff, CFP®, AIF®, Allegiant Private Advisors, Sarasota, Florida
Gabriel Lapito, CPA/PFS, CFP®, AIF®, Strategic Retirement Plans, Billings, Montana
Valerie Leonard, AIF®, CPFA, Grinkmeyer Leonard Financial, Birmingham, Alabama
Kris Maksimovich, AIF®, CRPC®, Global Wealth Advisors, Dallas, Texas
Randy Morris, CFP®, ChFC®, AIF®, Summit Wealth Group, Scottsdale, Arizona
Chuck Olsen, CFP®, Calmwater Financial Group, Norfolk, Nebraska
Michael Ovshak, CFP®, FPS Financial, Inc., New Brighton, Minnesota
Michael Paris, AIF®, Paris International Corporation, Great Neck, New York
David Pickler, Esq., CFP®, ChFC®, CDFA®, Pickler Wealth Advisors, Collierville, Tennessee
Nichole Raftopoulos, CFP®, CDFA®, AIF®, MPASSM, Nvest Financial Group, LLC, Kennebunk, Maine
Matthew Ramer, AIF®, MOR Wealth Management, LLC, Philadelphia, Pennsylvania
Stephen Rudolph, MBA, CPA, HW Financial Advisors, Cleveland, Ohio
Jeffrey Segal, CFP®, CLTC, AIF®, CIG Private Wealth Management, LLC, Glastonbury, Connecticut
Matthew Somberg, AIF®, CLTC, Gottfried & Somberg Wealth Management, LLC, Glastonbury, Connecticut
Adam Spiegelman, CFP®, Spiegelman Wealth Management, Lafayette, California
Drew Stratton, CFP®, Larson, Potter, Stratton & Cote Financial, Worcester, Massachusetts
Rick Tonkinson, MPA, CFP®, CLU®, AIF®, Tonkinson Financial Inc., Miami, Florida
Andrew Tupler, CFP®, Tupler Financial, Inc, Bridgewater, New Jersey
J. Kevin Waninger, CFP®, MBA, Onyx Private Wealth, Tell City, Indiana
Kurt Whitesell, CFP®, Whitesell Financial Group, LLP, Rapid City, South Dakota
Gary Williams, CFP®, CRPC®, AIF®, Williams Asset Management, Columbia, Maryland
Jonathan Wolff, AIF®, CLU®, Lightship Wealth Strategies, Inc., Newton Lower Falls, Massachusetts
Benjamin Wong, CFP®, AIF®, Viewpoint Financial Network, Pleasanton, California
Eli Wynes, AIF®, United Iowa Financial, Iowa City, Iowa
"Congratulations to each of these advisors on this well-earned recognition by Forbes," said Wayne Bloom, CEO of Commonwealth. "These advisors are committed to providing expert guidance and essential support to their clients, and we are proud to support them with the business solutions they need to power their practice."
The 2020 ranking of the Forbes' Best-in-State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 32,000 advisors were considered, and 4,000 (12.5 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available here.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network®, Member FINRA/SIPC, is the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth "#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Seven Times in a Row." The firm supports approximately 1,950 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.
Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019, and 2020 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.
1 This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2 Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
