Award Disclosures

InvestmentNews Rising Stars: Best Wealth Managers & Advisors Under 40 (2025): Best Wealth Managers & Advisors Under 40 in the USA | Rising Stars award for [time period] issued by InvestmentNews on [date] was awarded to individuals age 40 and under and are committed to a career in wealth management, with a clear passion for the industry.  The financial professional was nominated for the recognition.  xx individuals were selected for this award.  No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. 

The NAIFA Advisor Today 4 Under 40 Award: The NAIFA Advisor Today 4 Under 40 Award is issued by the National Association of Insurance and Financial Advisors (NAIFA) on [issue date]. The recipients are recognized for achieving excellence in their profession by or before the age of 40 and by their commitment to their clients, community, family, team, and country.  The financial professional [applied/was nominated] for the recognition. Award recipients must be NAIFA members in good standing and are selected by NAIFA's Advisor Today magazine team. There is a $40 application fee for this award in addition to the membership fee.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.