Each year, Forbes and SHOOK Research select the industry's premier financial security professionals. The Forbes Top Financial Security Professionals list aims to answer the question: “Would we recommend these professionals to a family member or a friend?”
Rather than focusing on performance and profits, Forbes selects candidates based on quantitative factors (including production, assets under management (AUM), and client-related trends and data) and qualitative factors (including adherence to best practices, use of team and team dynamics, and level of community involvement).
This year's Top Financial Security Professionals list includes 27 NAIFA members:
- Jim Adkins, Loyal Member Since 1996
- Delynn Alexander, Loyal Member Since 1991
- Scott Ashline, CLU, ChFC, Loyal Member Since 1993
- Gary Baumgarten, CLU, LUTCF, Loyal Member Since 1980
- Bill Beynon, Loyal Member Since 2005
- Steven Braun, CLU, Loyal Member Since 1987
- Vincent D'Addona, MSFS, CLU, ChFC, CExP, RICP, AEP, Loyal Member Since 1981
- Elizabeth Dipp Metzger, CFP, AEP, MSFS, Loyal Member Since 2010
- Braden Draggoo, Loyal Member Since 2009
- Sahand Elmtalab, ChFC, CLU, CFP, MBA, Loyal Member Since 2009
- Alison Flaum, CLU, ChFC, Loyal Member Since 1998
- Paul I. Franklin, Loyal Member Since 2009
- Gregory Genovese, LUTCF, Loyal Member Since 1990
- Travis Gerhard, Loyal Member Since 2010
- Nick Hjorth, CPA, CLTC, Loyal Member Since 2005
- Amy Jamrog, CFP, CLU, ChFC, Loyal Member Since 1997
- Ken Knox, CLU, ChFC, AEP, Loyal Member Since 1993
- Gregory Large, CLU, ChFC, CLTC, Loyal Member Since 1991
- John Lentz, ChFC, LUTCF, Loyal Member Since 1988
- Paul Ludacka, CFP, CLU, ChFC, Loyal Member Since 1998
- Sam Mittelman, Loyal Member Since 2016
- Richard Paulsen, Loyal Member Since 1983
- Robert H. Petrocelli, Jr., Loyal Member Since 1979
- David Simkowitz, Loyal Member Since 2001
- Raul Tavdy, Loyal Member Since 1994
- Xin Wang, PhD, CFP, AEP, Loyal Member Since 2006
- Chris Warren, CLU, ChFC, Loyal Member Since 2008
These outstanding professionals are representative of all NAIFA members who serve Main Street USA by promoting financial literacy in their communities, advocating for their clients' best interests, and abiding by NAIFA's Code of Ethics.
All NAIFA members are searchable through NAIFA's Find an Advisor tool and can customize their profiles by logging into NAIFA Connect.
Congratulations to Forbes' Top Financial Security Professionals 2022! We're #NAIFAproud of your dedication to your clients and communities.