List of 20 Financial Advisors to Watch 2024
Here’s the list of companies recognized under the ‘20 Financial Advisors to Watch 2024’ issue.
| Name | Management | Description |
|---|---|---|
| Bob Chitrathorn | Financial Advisor, WPBBC | Bob Chitrathorn is deeply passionate about empowering individuals and families to navigate the complexities of financial planning and wealth management. He built WPBBC on the cornerstone of providing personalized, comprehensive financial advice tailored to each client's unique financial situation, goals, and aspirations. His key focus areas include retirement planning, where he helps clients understand their retirement goals and develop strategies to pursue them, considering factors such as retirement age, desired lifestyle, and income sources. |
| Steven Hefter | Partner, HLM Capital Management Group |
Steve is a Partner at HLM Capital Management Group. As lead investment strategist, he is responsible for asset allocation and manager selection. |
| Susan Kaplan | President, Kaplan Financial Services |
Susan Kaplan serves as the President of Kaplan Financial Services. She is a distinguished Certified Financial Planner™, attained her MBA in Finance with high honors from Boston University in 1985. Serving as President and Chairman of the Board for the Institute of Certified Financial Planners in Boston for four consecutive years, she led the internship program at Boston University’s Financial Planning program for a decade. |
| Rebecca Walser | Founder & CEO, Walser Wealth Management | Rebecca Walser is the founder and CEO of Walser Wealth Management. She received her undergraduate degree in Finance from the University of South Florida, summa cum laude, her law degree from The University of Florida, magna cum laude, and her advanced law degree in taxation from NYU. |
| Stephan Cassaday | Chairman & CEO, Cassaday & Company, Inc. | Stephan Cassaday, CFP®, CFS, has been advising investors since 1977. With extensive experience in senior roles at major New York Stock Exchange member firms, he founded Cassaday & Company, Inc. in 1993, revolutionizing traditional brokerage models. Under his guidance, the firm has grown exponentially, managing assets exceeding $5 billion and assisting over 3,000 households nationwide. |
| Jonathan S. Kuttin | Private Wealth Advisor & CEO, Kuttin Wealth Management | Jonathan S. Kuttin, a Barron’s Hall of Fame Advisor and Private Wealth Advisor, leads Kuttin Wealth Management, an esteemed private wealth advisory practice of Ameriprise Financial Services, Inc. He actively supports charitable organizations like Long Island Cares, Island Harvest, and the American Cancer Society. |
| Jeffrey Fratarcangeli | Founder & CEO, Fratarcangeli Wealth Management | Jeffrey Fratarcangeli is the founder & CEO of Fratarcangeli Wealth Management, a renowned firm known for its exceptional client service. Under his leadership, Jeff has assembled a top-performing team dedicated to delivering outstanding value to their clients. |
| Thomas Wilson | Partner & Wealth Advisor, William Blair | As a partner at the 1935 Wealth Management team, Thomas Wilson specializes in managing investment portfolios for high-net-worth families, trusts, family offices, and foundations. With over three decades of experience, Thomas joined William Blair in 1991, rising to partner status by 2001. |
| Randy Carver | President & CEO, Carver Financial Services, Inc. | Randy Carver, CRPC®, CDFA®, is the President and CEO of Carver Financial Services, Inc., and a Registered Principal with RJFS. With a diverse entrepreneurial background and a degree in economics from Oberlin College, Randy has demonstrated exceptional leadership in the financial industry. His branch office for a regional brokerage firm in Mentor, Ohio, quickly became one of the company’s most successful. Today, Randy continues to lead Carver Financial Services, Inc., providing clients with unparalleled expertise and personalized financial solutions. |
| Seth Finkel | MD, Neuberger Berman Wealth Management | Seth Finkel, as a Managing Director, has been an integral part of the firm since 1990. Specializing as a Senior Wealth Advisor, Seth collaborates with high net worth individuals, closely held businesses, fiduciaries, and non-profit organizations to craft personalized investment strategies. He holds positions on the Board of Directors of the Neuberger Berman Trust Company and the Advisory Board for Lehigh University’s Center for Financial Services. Before his tenure at Neuberger Berman, Seth dedicated six years to providing tax and financial counsel, initially at The Ayco Corporation and later as a Manager at Coopers & Lybrand in their Personal Financial Services group. |
| Zach Ashburn, CFP®, EA, and AFC® | President & CCO, Reach Strategic Wealth LLC | With a career spanning from banking to wealth management, Zach Ashburn, CFP®, EA, and AFC®, has emerged as a trusted figure in the realm of financial advisory. Specializing in serving the self-employed and entrepreneurs, Zach's unique blend of skills transcends traditional asset management, encompassing financial counseling, tax planning, and strategic financial planning. What truly sets Zach apart is his unwavering commitment to understanding the aspirations and values of his clients and guiding them through transformative transitions with empathy and insight. |
| Steve Drost | Founder & Financial Planner, Drost Financial | With over a decade of experience in the financial planning industry, Steve Drost founded Drost Financial in February 2021, witnessing substantial growth to serve around 60 clients. Contemplating the ideals of "enough" and "Focus 50," Drost envisions a gradual expansion strategy, prioritizing the enrichment of existing client relationships. Integral to his journey is Veronica, his mother and an essential team member at Drost Financial. Beyond his professional endeavors, Drost's profound motivation stems from his role as a devoted family man, finding purpose in optimizing operations to maximize quality time with his wife, Marissa, and their two young sons, Calvin and Carter. |
| Thao Truong, CFP® | Wealth Advisor, Morton Wealth | Thao Truong, a seasoned Certified Financial Planner® (CFP®) with over a decade of experience in the financial industry, graduated magna cum laude from the University of New Hampshire with a B.S. in finance and a minor in economics. Recognized as one of InvestmentNews' 40 Under 40 honorees in 2022, Thao is fluent in both Vietnamese and English. |
| Richard Saperstein | Managing Director, Principal, & Chief Investment Officer, Treasury Partners | Richard Saperstein is a highly respected financial professional with over four decades of experience in wealth management. He began his career in 1982 and later joined Oppenheimer & Co. in 1987, where he gained expertise in investment strategies. In 2003, he moved to Bear Stearns, leading the Corporate Cash Management Group before joining HighTower Advisors. |
| Thomas Kopelman | Co-Founder, AllStreet Wealth | Thomas Kopelman is more than just a financial planner; he's a catalyst for transformative change in the lives of millennials. As the co-founder of AllStreet Wealth and a distinguished blogger, podcaster, and content creator, Thomas brings a multifaceted approach to financial empowerment. Recognized as a Top 23 Millennial Advisor by Business Insider and a Top Young Advisor to Watch in 2023 by FA Mag, Thomas's expertise extends far beyond traditional financial planning. |
| Michael P. Hartman | Founder & Financial Planner, Hyperion Financial, LLC | Michael P. Hartman is a distinguished financial advisor renowned for his unwavering commitment to empowering individuals and families to achieve financial security and prosperity. With a Bachelor's degree in Finance from Shippensburg University and over a decade of experience in the financial services industry, Michael has earned prestigious designations, including CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional (RICP®). |
| Kamila Elliott | Co-Founder & CEO, Collective Wealth Partners | Kamila Elliott, co-founder and CEO of Collective Wealth Partners, is a seasoned financial expert with over two decades of experience in financial planning and investment management. Renowned for her dedication to holistic wealth solutions, Kamila's leadership has established her as a trusted advisor to high-net-worth individuals, businesses, and nonprofits nationwide. As the first African American Chair of the CFP Board in 2022, Kamila's commitment to diversity and inclusion in financial services underscores her role as a transformative figure in the industry. Her philanthropic efforts further exemplify her dedication to driving positive change, making her a catalyst for empowerment and innovation within her field. |
| George Acheampong Jr | CEO & Managing Partner, Capitalwize | George Acheampong Jr. is a visionary leader at the forefront of reshaping the landscape of wealth creation, particularly for people of color. With a diverse background encompassing entrepreneurship, financial advisory, and media production, George has garnered widespread acclaim for his groundbreaking insights and unwavering commitment to empowering others. |
| Autumn K. Campbell, CFP® | Founder, Styled Wealth | Autumn K. Campbell is a committed Certified Financial PlannerTM (CFP®) who is well-known for her skill in negotiating challenging financial environments and her kind advice. With a background in psychology and education, she was motivated to start Styled Wealth with the goal of offering clients financial planning that is both collaborative and meaningful, based on their individual goals and values. Autumn's holistic approach goes beyond typical financial measures, generating enduring prosperity and fulfillment for her customers. She is passionate about helping people make informed decisions. |
| Chelsea Ransom-Cooper | Managing Partner & Director, Financial Planning, Zenith | Chelsea Ransom-Cooper leads a drive to democratize financial planning outside of conventional bounds in her role as Managing Partner and Director of Financial Planning at Zenith. Having previously worked with wealthy families, Chelsea started Zenith in 2020 to provide her skills to a wider range of customers. |
