LPL Financial Advisors Ranked Best-In-State by Forbes

Last Edited by: LPL Financial

Last Updated: February 25, 2019

Forbes Recognizes LPL Financial advisors among the 2019 Best-In-State


LPL Financial is proud to announce that 65 of its affiliated advisors have been ranked among the top advisors in their respective states in this year’s Forbes annual Best-in-State Wealth Advisors report.

  • Andrew Blease, #49, Blease Financial Services, Tucson, Ariz.
  • Roger Wilson, #37, WJ Wealth Management, Glendale, Ariz.
  • Kerrick Bubb, #32, KWB Wealth Managers, Redlands, Calif.
  • Daniel Gensler, #17, The Gensler Group, Coronado, Calif.
  • Craig Macomber, #54, Stratos Wealth Partners, Irvine, Calif.
  • Carlo Panaccione, #57, Navigation Group, Redwood Shores, Calif.
  • Laila Pence, #1, Pence Wealth Management, Newport Beach, Calif.
  • Daniel Romero, #48, Romero & Levin Wealth Management, Santa Ana, Calif.
  • Hunt Salembier, #113, The Sterling Group, Pasadena, Calif.
  • Greg Solis, #40, Solis Wealth Management, La Quinta, Calif.
  • Winnie Sun, #38, Sun Group Wealth Partners, Irvine, Calif.
  • Anh Tran, #18, JanHobbs Financial Group, Orange, Calif.
  • Mark Brown, #6, Brown and Company, Denver, Colo.
  • Andrew Dodds, #11, Dodds Wealth Management, Englewood, Colo.
  • James Lunney, #27, The Wealth Strategies Group, Littleton, Colo.
  • Andrew Macdonald, #25, Macdonald Financial Services, Loveland, Colo.
  • Peter Tedstrom, #30, Tedstrom Wealth Advisors, Denver, Colo.
  • Lori Price, #57, Price Financial Group, Wilton, Conn.
  • Chris Sanchez, #41, Sanchez Wealth Group, Jacksonville, Fla.
  • Joseph Owenby, #29, Financial Development Systems, Atlanta, Ga.
  • Craig Bolanos, #34, Wealth Management Group, Inverness, Ill.
  • Pete Ledebuhr, #49, Ledebuhr Wealth Management, Naperville, Ill.
  • David Hefty, #4, Credent Wealth Management, Auburn, Ind.
  • Scott Holley, #35, SBC Wealth Management, Lafayette, Ind.
  • Patrick Morrow, #16, SBC Wealth Management, Indianapolis, Ind.
  • Dan Wilburn, #41, R.B. Smith, Valparaiso, Ind.
  • Dave Workman, #22, Workman and Associates, Logansport, Ind.
  • Don Clark, #17, Personal Financial Group, Overland Park, Kan.
  • Toby Lafont, #29, DL Wealth Management, Houma, La.
  • Gina Bolvin Bernarduci, #40, Bolvin Wealth, Boston, Mass.
  • Richard Carr, #51, Carr Financial Group, Worcester, Mass.
  • Marc Freedman, #19, Freedman Financial, Peabody, Mass.
  • Susan Kaplan, #1, Kaplan Financial Services, Newton, Mass.
  • Timothy Leveroni, #30, Leveroni Financial Management, Braintree, Mass.
  • Earl Winthrop, #35, Winthrop Wealth Management, Boston, Mass.
  • Mark Winthrop, #20, Winthrop Wealth Management, Boston, Mass.
  • Aaron Puckett, #68, Puckett & Sturgill Financial Group, Westminster, Md.
  • Charles Zhang, #1, Zhang Financial, Portage Mich.
  • Lisa Guzek Montagne, #34, LGM Wealth Management, Bloomington, Minn.
  • Bennett Marks, #5, Marks Group Wealth Management, Minnetonka, Minn.
  • Sean McDermott, #17, Summit Investment Advisors, Roseville, Minn.
  • Frank Van Kirk, #14, Stratos Wealth Partners, Gulfport, Miss.
  • Justin Gibson, #12, Silverleaf wealth Management, Omaha, Neb.
  • Raymond Noel, #10, LPL Financial, Bedford, N.H.
  • Gary Pelletier, #9, Northeast Planning Associates, Nashua, N.H.
  • Francis Astorino, #84, LPL Financial, Fairfield, N.J.
  • Michael Axelrod, #17, Bleakley Financial Group, Fairfield, N.J.
  • John Cooney, #24, Bleakley Financial Group, Fairfield, N.J.
  • Reed Finney, #31, Bleakely Financial Group, Fairfield, N.J.
  • Scott Schwartz, #37, Bleakley Finacial Group, Fairfield, N.J.
  • Andy Schwartz, #11, Bleakley Financial Group, Fairfield, N.J.
  • Glenn Stephenson, #54, IBEX Wealth Advisors, Lebanon, N.J.
  • Deborah Danielson, #2, Danielson Financial Group, Las Vegas, Nev.
  • Frank Fantozzi, #36, Planned Financial Services, Cleveland, Ohio
  • Julia Carlson, #8, Financial Freedom Wealth Management Group, Newport, Ore.
  • Troy Reinhart, #20, Northwest Quadrant Wealth Management, Bend. Ore.
  • Lisa Bodine, #45, Penn Wealth Planning, New Hope, Pa.
  • Joe Franklin, #62, Innovative Advisory Partners, Hixson, Tenn.
  • Enzo Pellegrino, #45, Texas Legacy Wealth Management, San Antonio, Texas
  • David B. Armstrong, #25, Monument Wealth Management, Alexandria, Va.
  • Dean Catino, #29, Monument Wealth management, Alexandria, Va.
  • James Cox, #3, Harris Financial Group, Richmond, Va.
  • Christopher Mitchell, #50, IAG Wealth Partners, Waukesha, Wis.
  • Ken Schmocker, #29, Schmocker Financial Services, Lacrosse, Wis.
  • Jeffery Vincent, #2, Vincent Financial Services, Teton Village, Wyo.


“We congratulate these LPL advisors who have earned the recognition of being among the most successful in their home state,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “This recognition is a reflection of their commitment to providing personalized financial advice that is uniquely geared toward their clients’ needs. Their success is a great service to the financial advice industry and the value of independent advice. LPL is proud to support these esteemed advisors and we thank them for the work they do to enrich the financial lives of their clients.”

According to Forbes, the list is compiled of financial advisors nominated by their firm and meet qualifying criteria developed by SHOOK Research. The ranking weighs qualitative and quantitative components, including interviews, industry experience, community involvement, revenue trends and client retention*.

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.

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


*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 1996-2018

LPL Financial, Forbes and SHOOK Research are not affiliated.

LPL Financial and the advisor firms referenced are separate entities.