Source: ASPPAs ASPPA 401(k) Leadership Award is designed to acknowledge a specific accomplishment and/or contribution by an individual or group of individuals within the 401(k) industry. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Neither the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in exchange for the ranking. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: Research Magazines 130 Top-Ranked Advisor Teams in America, as identified by The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. 2016 Barron's Top 100 Women Financial Advisors. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/16 - 6/30/17. This ranking is not indicative of the Financial Advisors future performance. You can also find plenty of Alisa Motes pics from her nights out with her girlfriends. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. 2018 Barron's Top 100 Women Financial Advisors. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 1997. Maple Leafs' Sheldon Keefe Opens Up in Rare Personal Interview 2020 Financial Times 400 Top Financial Advisors. The Real Housewives of Atlanta The Bachelor Sister Wives 90 Day Fiance Wife Swap The Amazing Race Australia Married at First Sight The Real Housewives of Dallas My 600-lb Life Last Week Tonight with John Oliver. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. According to his father, his family was politically "conservative but not rigorously so.". Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. I just further up your RSS feed to my MSN News Reader. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Kyle Keefe on Twitter: "this is why" Neither Morgan Stanley Smith Barney LLC nor any of its Branch Office Managers pay a fee to On Wall Street in exchange for the rating. Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Working closely with you to guide your wealth and investments through the most challenging market cycles. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2009 - Mar 2010. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2020 - Mar 2021. Source: Barron's.com (June 2014) 2014 Barron's Top 100 Women Financial Advisors ranking awarded in 2014. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/15 - 6/30/16. A post shared by Alisa Kelley (@alisabkelley) on Jan 31, 2018 at 2:01pm PST. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. Investment performance is not a criterion. She has since passed from cancer and if I live to be 100 years old, that is something I will never forget., Benjamin Seitz, the 15-month-old son of Kyle and Lindsey Rogers-Seitz of Ridgefield, died July 7 after his father left him in the car for what police called "an extended period of time.". Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2016. The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. Investment performance is not a criterion. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. NABCAP Premier Wealth Advisors (5-Star Local List). The Nominees must work within the five boroughs of New York City or in the counties of Westchester, Bergen, Nassau or Rockland and must have worked in a financial advisory capacity for a minimum of five years. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. He was on the Grayslake Colts tackle football team at a young age and learned endurance quickly. Neither Morgan Stanley Smith Barney LLC nor any of their Financial Advisors pay a fee to Washingtonian in exchange for the rating. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2020. Kyle Seitz, left, walks into Danbury Superior Court with his attorney John Gulash where Seitz was later freed on a conditional discharge in the criminally negligent homicide of his 15-month old son. Stanford Cardinal (13-17, 7-12 Pac-12) at Oregon Ducks (17-13, 11-8 Pac-12), UAB Blazers (22-8, 13-6 C-USA) at Charlotte 49ers (18-12, 9-10 C-USA), Illinois Fighting Illini (20-10, 11-8 Big Ten) at Purdue Boilermakers (25-5, 14-5 Big Ten), Wake Forest Demon Deacons (18-12, 10-9 ACC) at Syracuse Orange (16-14, 9-10 ACC), Chicago State Cougars (11-19, 2-0 DI Independent) at Fresno State Bulldogs (10-19, 6-12 MWC), Houston Cougars (28-2, 16-1 AAC) at Memphis Tigers (23-7, 13-4 AAC). Finalists are entitled to receive paid airfare, conference registration, and three nights hotel accommodations to The ASPPA 401(k) SUMMIT. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: ft.com (Sept 2017) 2017 Financial Times 401 Top Retirement Advisors awarded in 2017. Kyle O'Keefe - Director of Innovation and Programs - SWACO | LinkedIn PLANADVISER Top 100 Retirement Plan Advisers 2018. When he first appeared on the show, Kelley and Mote were newly-married and expecting their first child together. Mote is a baseball fan who supports the team at Southwest Mississippi Community College. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Investment performance is not a criterion. The rating is not indicative of the Financial Advisors future performance. Barron's Top Women Advisors Summit Attendees 2020. led flood lights | Terms apply. No one is allowed to check baggage, because if you do that, that is exactly what you become: baggage.With an open mind, you start wandering the halls of the check in counters, looking for destinations and available tickets. This Award, sponsored by Morningstar, recognizes leadership, innovation and significant influence within the retirement industry targeting the sales, marketing and establishment of 401(k) plans. Morgan Stanley is not affiliated with Coalition Greenwich. Kyle O'Keefe - Professor - University of Calgary | LinkedIn This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. It offers a rather terrific shine then are of good high quality.This was the particular 2nd cuff that I get bought therefore are unique, whenever light songs that the particular gleaming wings make it look like their include shifting. The responsibility Kyle Seitz accepted for his sons death meant part of his grieving would have to be done alone. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Dustin Keefe passed away on Tuesday, April 13, 2021. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2021. 2022 Forbes Best-In- State Wealth Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Finland and Norway http://www.e7wan.com/article/42776.html, Posted by: Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. During the 200506 season, Keefe's then agent, David Frost, caused a wave of concern throughout the CJHL when he was found in an off limits area of an Ottawa arena. Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. Source: ft.com (Oct 2019) 2019 Financial Times 401 Top Retirement Advisors awarded in 2019. Khlo Kardashian was blasted online for apparently reacting to Kyle Rittenhouse's acquittal even though she kept mum after the deadly Astroworld Festival. Try something different! This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/18 - 9/30/19. Although she goes by Alisa Mote on Twitter, shes known on Instagram and Snapchat as Alisa Kelley. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2019 Forbes America's Top Women Wealth Advisors. On this Wikipedia the language links are at the top of the page across from the article title. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/16 - 6/30/17. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/18 - 6/30/19. Lindsey Rogers-Seitz agrees, calling it big news that a provision she and the nonprofit KidsandCars.org have advocated passed the House of Representatives on Thursday as part of a larger transportation safety bill. 2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. This ranking is not indicative of the Financial Advisors future performance. Join Facebook to connect with Kyle OKeefe and others you may know. I like shiny objects! Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. You can catch Kyle hosting pre-game, intermission, and post-game coverage on Altitude Sports. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/16 - 9/30/17. They were swept in the second round of the playoffs at the hands of future NHL 1st overall draft pick Connor McDavid and the Erie Otters. Oakley sunglasses are stylish and beautiful lady, Oakley sunglasses, wife of colors and fashions to make sure that they've got more fashion. I started my Real Estate investing adventure in 2002. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Ray owned a furniture store on Pitt Street and was later . Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Rob Ryser is a reporter with the News-Times. For more information, see www.SHOOKresearch.com. Kyle O'Keefe - Account Director - Evergreen Healthcare Partners - LinkedIn Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2014 - Sept 2015. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. While Kelley is burning up the streets with Musi, where is his ex-wife, Alisa Mote? Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. Investment performance is not a criterion. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. The rating is not indicative of the Financial Advisor's future performance. October 14, 2013 at 01:55 PM, Posted by: This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. Neither Graystone Consulting nor Morgan Stanley Smith Barney LLC ("Morgan Stanley") paid a fee to Greenwich Associates in exchange for the award. For more information on ranking methodology, go to, Wealth Management Global Investment Office, Understanding Your Retirement Plan Options When You Leave a Job, 7 Investment Ideas That Could Drive Markets in 2023, Planning for Life After Selling a Business, Donor Advised Funds: A Tax-Efficient Way to Manage Your Giving, 4.00% Annual Percentage Yield Preferred Savings, Start The New Year Off With A Complete Financial View, Help Improve Your After-Tax Returns with Tax Management Services, 2023 Global Macro Outlook: Inflation Peaks, Growth Slows, Institution, Government Entity, Foundation or Endowment, https://www.morganstanley.com/disclaimers/mswm-email.html, www.worth.com/Editorial/Wealth-Management/Advisors/subarticles/Taking-the-Measure-of-Your-Managers-The-Top-100-Methodology.asp. Gather up $5000 and plan on taking a week from the grind.Both options are simple. Investment performance is not a criterion. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high net worth accounts and families to portfolio management and retirement planning. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. NHL trade deadline: Maple Leafs acquire Jake McCabe, Sam Lafferty from Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Washingtonian Magazine Wealth Manager Award 2012. Kyle James Keefe We found 28 records for Kyle James Keefe in MN, IL and 16 other states. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/17. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. 2020 Barron's Top 50 Private Wealth Management Teams. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. christian louboutin, Posted by: "Source: NABCAP: Premier Wealth Advisors, Omaha Magazine, Over 5,000 direct contacts and over 40,000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. Kyle Seitz, Lindsey Rogers-Seitz and their daughters, Riley and Kaylyn. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/18 - 3/31/19. Addition, plutonite contacts supplies a numerous ultra-violet sun rays of the sun 100% protection, and special protection of influence. This ranking is not indicative of the Financial Advisors future performance. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Institutional Consultants ranking awarded in 2019. You may be calling Bangladesh your new home if you do. Kyle O'Keefe - Schulich School of Engineering My husband was responsible.. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. All credentials and designations are verified and nominee compliance records are verified. Source: Barron's.com (June 2018) 2018 Barron's Top 100 Women Financial Advisors ranking awarded in 2018. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: Source: planadviser.com (May 2013) awarded in 2013. Kye Shocker Kelley truly shocked everyone when he called out his girlfriend, Lizzy Musi, to a race on Street Outlaws. Bring out the Loverboys. akqmskmwmjx Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Born Dec 19 1977 -- Barrington, IL. Source: planadviser.com (May 2020) awarded in 2020. This ranking is not indicative of the Financial Advisors future performance. The invitation-only conference was held virtually. Source: Barron's.com (July 2010) 2010 Barron's Top 100 Women Financial Advisors ranking awarded in 2010. It feels good to do something else, to see somewhere youd probably never see unless you had to attend a funeral or go to a cousins wedding. Research Magazine's 130 Top-Ranked Advisor Teams in America. View the profiles of people named Kyle OKeefe. "Speechless and disgusted . The publication states that it considers four factors in compiling its list: accomplishments to date, contributions to the industry, leadership, and promise. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Kye Kelley grew up in Southern Mississippi and has been interested in racing cars since he was old enough to drive. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Source: planadviser.com (May 2016) awarded in 2016. Advisors on the Top 100 Wirehouse Advisors list are ranked exclusively by assets under management custodied at the four wirehouse firms. But I loved the summers! Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. My wife Dana is my rock. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. Well, this is different. Investment performance is not a criterion. Kyle O'Keefe Account Director Madison, Wisconsin, United States 992 followers 500+ connections Join to view profile Evergreen Healthcare Partners Monmouth College Company Website About A strong. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to ASPPA in exchange for the award. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Mark Rycroft & Kyle Keefe crack up laughing Colorado - YouTube 2018 Forbes Top 1,000 Next Gen Wealth Advisors. Every year this happens.. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. I believe that you ought to write even more on this topic, it may well not be a taboo topic but normally folks aren't sufficient to speak on such topics. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2015 PLANSPONSOR Retirement Plan Adviser of the Year. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2014 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors.

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