Third Party Ratings:

Investopedia Top 100: The 100 Top Financial Advisors of 2022 was conferred on 7/11/2022 by Investopedia, which is part of the Dotdash Meredith publishing family. The period of time upon which the rating was based was the 2022 calendar year. No compensation was provided directly or indirectly by Vincere in connection with obtaining or using the third-party rating. The Investopedia methodology heavily weighs factors that do not relate to the quality of advice, and instead focuses on advisors believed to have demonstrated top-of-the-industry skills with respect to digital presence, community support (peer nominations), and commitment to financial literacy. For more information about the 100 Top Financial Advisors methodology, please visit