Forbes’ Best-in-State Wealth Management Teams, Best-in-State Women Wealth Advisors, and Best-in-State Wealth Advisors rankings are based on the 12-month period ending March 31, September 30, and June 30, respectively, of the year prior to publication, and Forbes’ Top Next-Gen Wealth Advisors, Best-in-State Next-Gen Wealth Advisors, and Working Mother’s Top Wealth Advisor Moms rankings are each based on the 12-month period ending March 31 of the year of publication and selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch rankings are based on the 12-month period ending December 31 of the year prior to publication. Each are selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information on the selection