LPL Financial Advisors Ranked Best-In-State by Forbes

Last Edited by: LPL Financial

Last Updated: January 28, 2020

Forbes Recognizes LPL Financial advisors among the 2020 Best-In-State

LPL Financial is proud to announce that 68 of its affiliated advisors were recently ranked among the top advisors in their respective states in the 2020 Best-in-State Wealth Advisors report published by Forbes.

  • Andrew Blease, #51, Blease Financial Services, Tucson, Ari.
  • Michael Treiberg, #46, Treiberg Wealth Management, Tucson, Ari.
  • Roger Wilson, #49, WJ Wealth Management, Glendale, Ari.
  • Kerrick Bubb, #9, KWB Wealth Managers, Redlands, Calif.
  • Daniel Gensler, #20, The Gensler Group, Coronado, Calif.
  • Craig Macomber, #61, Stratos Wealth Partners, Irvine, Calif.
  • Carlo Panaccione, #69, Navigation Group, Redwood Shores, Calif.
  • Laila Pence, #1, Pence Wealth Management, Newport Beach, Calif.
  • Daniel Romero, #58, Romero & Levin Wealth Management, Santa Ana, Calif.
  • Hunt Salembier, #137, The Sterling Group, Pasadena, Calif.
  • Michael Shanahan, #76, Overland & Shanahan Wealth Advisors, San Diego, Calif.
  • Greg Solis, #45, Solis Wealth Management, La Quinta, Calif.
  • Anh Tran, #22, JanHobbs Financial Group, Orange, Calif.
  • Steve Booren, #26, Prosperion Financial Advisors, Greenwood Village, Colo.
  • Mark Brown, #9, Brown and Company, Denver, Colo.
  • Andrew Dodds, #11, Dodds Wealth Management Group, Englewood, Colo.
  • James Lunney, #45, The Wealth Strategies Group, Littleton, Colo.
  • Andrew Macdonald, #37, Macdonald Financial Services, Loveland, Colo.
  • Peter Tedstrom, #42, Tedstrom Wealth Advisors, Denver, Colo.
  • Lori Price, #70, Price Financial Group, Wilton, Conn.
  • Chris Sanchez, #73, Sanchez Wealth Management Group, Jacksonville, Fla.
  • Joseph Walsh, #16, Walsh & Associates, Sarasota, Fla.
  • Rick Kent, #10, Merit Financial Advisors, Alpharetta, Ga.
  • Craig Bolanos, #26, Wealth Management Group, Inverness, Ill.
  • Pete Ledebuhr, #41, Ledebuhr Wealth Management, Naperville, Ill.
  • Timothy McGrath, #52, Riverpoint Wealth Management, Chicago, Ill.
  • David Hefty, #3, Credent Wealth Management, Auburn, Ind.
  • Dan Wilburn, #46, LPL / R.B. Smith Co Inc, Valparaiso, Ind.
  • Dave Workman, #19, Workman and Associates, Logansport, Ind.
  • Joel Magruder, #29, Financial Partners Group, West Des Moines, Iowa
  • Brian Bernatchez, #6, Golden Pond Wealth Management, Waterville, Maine 
  • Gina Bolvin Bernarduci, #41, Bolvin Wealth, Boston, Mass.
  • Richard Carr, #37, Carr Financial Group, Worcester, Mass.
  • Marc Freedman, #19, Freedman Financial, Peabody, Mass.
  • Deborah Goodman, #46, Goodman Advisory Group, Needham Heights, Mass.
  • Susan Kaplan, #1, Kaplan Financial Services, Newton, Mass.
  • Timothy Leveroni, #32, Leveroni Financial Management, Braintree, Mass.
  • John P. Napolitano, #54, US Wealth Management, Braintree, Mass.
  • Earl Winthrop, #36, Winthrop Wealth Management, Boston, Mass.
  • Mark Winthrop, #19, Winthrop Wealth Management, Boston, Mass.
  • Charles Zhang, #1, Zhang Financial, Portage, Mich.
  • Patrick Deeg, #82, Marks Group Wealth Management, Minnetonka, Minn.
  • Lisa Guzek Montagne, #29, LGM Wealth Management, Bloomington, Minn.
  • Bennett Marks, #5, Marks Group Wealth Management, Minnetonka, Minn.
  • Sean McDermott, #40, Summit Investment Advisors, Roseville, Minn.
  • Rick Fisher, #7, Fisher Wealth Management, Burlington, N.C.
  • Raymond Noel, #14, LPL Financial, Bedford, N.H.
  • Gary Pelletier, #11, Northeast Planning Assoc., Nashua, N.H.
  • Michael Axelrod, #21, Bleakley Financial Group, Fairfield, N.J.
  • John Cooney, #24, Bleakley Financial Group, Fairfield, N.J.
  • Scott Schwartz, #41, Bleakley Financial Group, Fairfield, N.J.
  • Andy Schwartz, #11, Bleakley Financial Group, Fairfield, N.J.
  • Deborah Danielson, #3, Danielson Financial Group, Las Vegas, Nev.
  • Leonard Valletta, #46, Albany Financial Group, Albany, N.Y.
  • Michael Bohmer, #58, Bohmer Kilcoyne Wealth Management, Cincinnati, Ohio
  • Frank Fantozzi, #63, Planned Financial Services, Cleveland, Ohio
  • Julia Carlson, #14, Financial Freedom Wealth Management Group, Newport, Ore.
  • Troy Reinhart, #10, Northwest Quadrant Wealth Management, Bend, Ore.
  • Wayne Von Borstel, #6, Von Borstel & Associates, The Dalles, Ore.
  • Lisa Bodine, #43, Penn Wealth Planning, New Hope, Penn.
  • Michael Boyer, #115, Boyer Financial Planning, Inc, Somerset, Penn.
  • Wayne Garrett, #31, LPL Financial, Weatherford, Texas
  • David B. Armstrong, #31, Monument Wealth Management, Alexandria, Va.
  • Dean Catino, #32, Monument Wealth Management, Alexandria, Va.
  • James Cox, #4, Harris Financial Group, Richmond, Va.
  • Christopher Mitchell, #51, IAG Wealth Partners, Waukesha, Wis.
  • Jeffrey Vincent, #2, Vincent Financial Services, Riverton, Wyo.



“We congratulate each advisor who earned this distinction as being among the most successful in their state. This recognition is a testament to their commitment to providing personalized financial advice that helps clients pursue their long-term financial goals,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “With increasing demand for advice from a valued financial advisor, we applaud these advisors for raising the bar in our industry and demonstrating the value of the independent model to build valued and lasting relationships with clients. LPL is proud to support these esteemed advisors and we thank them for the work they do to support their clients.”

According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and revenue trends, among other criteria.

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2020); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report)

View the complete list of Best-In-State Wealth Advisors at

LPL Financial, Forbes magazine and the advisor firms referenced in this article are all separate entities.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and 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. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

*Based on total revenues, Financial Planning magazine June 1996-2019