After months of sifting through dozens of worthy nominations and asking candidates
questions about their thoughts on the industry and their role in it, Retirement Advisor’s
editorial team has reached a verdict. On the following pages, you’ll meet five qualified
advisors who exemplify what we look for in Advisor of the Year candidates. Those traits
include: outstanding personal production; a commitment to the community or other nonprofit endeavors; a spotless ethical record; and a passion for working with clients to ensure
they have a financially successful retirement.