2026 Forbes | SHOOK Top Next-Gen Wealth Advisors & Forbes | SHOOK Best-in-State Next-Gen Wealth Advisors

Congratulations to our next-generation financial advisors recognized by Forbes I SHOOK

We're proud to acknowledge the achievement of our financial advisors who received recognition on the 2026 Forbes | SHOOK Best-in-State Next-Gen Wealth Advisors ranking. Awarded only to those 40 and younger, this ranking recognizes the next generation of successful financial advisors who are leading the way in areas such as best practices, compliance records and assets under care.

Additionally, Dakota Holtgrieve of Pratt, Kansas, and Cy Kolod of Eliot, Maine, earned spots on the prestigious 2026 Forbes | SHOOK Top Next-Gen Wealth Advisors list, recognizing the nation’s top 100 next generation wealth advisors.

Disclosure: 2026 Forbes | SHOOK Top Next-Gen Wealth Advisors & Forbes | SHOOK Best-in-State Next-Gen Wealth Advisors, published August 2026, research by SHOOK® Research LLC, data as of March 2026. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback. The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.