Credit Claims For Kansas Seniors: Protecting Financial Security With Attorneys – The 100 celebrates independent financial advisors who make significant contributions to critical conversations about financial literacy, investment strategies, life-stage planning and wealth management. With more than 100,000 independent financial advisors in the United States, 100 highlights the nation’s most engaged, influential and educational advisors.
This year’s list highlights advisors who provide unique value to communities across the board, from those who represent clients in various industries—from music to dentistry—advisors who offer pro bono financial planning tips for women, to those who volunteer to train students in their own community. It is an honor to highlight the work these individuals do.
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Read on to learn about the 2023 class of the top 100 financial advisors. (The top 10 are named in order, while the remaining 90 are categorized alphabetically by last name within each adviser’s designated state.)
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For more than two decades, Kitces has been a financial advisor and educator helping clients and readers at all stages of life. Prior to joining Buckingham Wealth Partners, Michael founded the XY Planning Network to serve “next generation” clients who seek financial advice but do not have the assets to be served by more traditional financial advisors. XY Planning Network now has 1,700 advisors working with underserved consumer segments.
Cheng educates the public, policymakers and the media about the benefits of competent, ethical financial planning as a Certified Financial Planner Board of Standards Ambassador. Cheng volunteers her time through the FPA Pro Bono Program and the Foundation for Financial Planning and is a past spokesperson for the AARP Financial Freedom Campaign with a focus on serving the AANHPI community. Her firm Blue Ocean Global Wealth works with the BLX Internship Program, which places Black and Latino individuals at fee-based financial planning firms to obtain their first job in the financial planning profession.
Walser is a wealth advisor and tax mitigation attorney who reaches consumers across multiple platforms and mediums, including her podcast “Crashes and Taxes,” which breaks down micro and macroeconomic trends to help people better understand their finances and preserve wealth. She also wrote an Amazon best-selling book on personal finance:
When he started his career, Lazaroff created a newsletter to teach people about investing and financial planning in easy-to-understand language, which now reaches more than 10,000 subscribers. In addition to his podcast “The Long-Term Investor,” Lazaroff works with Rooted, a local initiative in St. Louis, to develop a financial planning curriculum and financial advisor support for 50 households in his community.
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Hopkins founded the nonprofit FinServ Foundation, which supports the next generation of finance professionals through coaching and mentoring. In late 2022, Hopkins and his team at Carson Group also created the YouTube series “The Financial Advisor’s Guide to the SECURE 2.0 Act” to break down each major provision of the SECURE 2.0 Act and highlight important planning points for financial advisors to understand.
For over a decade, Boneparth has been educating young adults to help them achieve their financial goals, leveraging YouTube, social media channels and his “This is the Top” newsletter to keep education accessible to all. He also offers weekly live pre-market commentary on Public.com and co-authored a book
Cherry is the founder and director of the Charles Schwab Foundation Center for Financial Wellness at the University of Wisconsin, Green Bay, where he provides financial literacy services to university students, residence halls and organizations through peer coaching, a podcast and one-on-one pro bono planning. Cherry also directs the Financial Planning Program at the University of Wisconsin, Green Bay, and publishes scholarly research on personal financial planning, household economics, and behavioral economics.
McCullough founded Sofia Financial, an independent company dedicated to empowering women to make wise financial decisions and reduce their money stress. She also hosts a podcast called “Take Back Retirement” where she has conversations with women who have gone through a financial situation and a subject matter expert to provide information and motivation to help others gain financial control. McCullough also offers free financial literacy classes through the Wayne, Pennsylvania-based nonprofit Women’s Resource Center.
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Storjohann founded the website and podcast Workable Wealth, which offers education and empowerment to people in their 20s and 40s. She serves as a mentor and career coach for other women in the industry to amplify their voices and brands, and helps lead Abacus’ financial services pro bono program. Her book,
King is an award-winning author dedicated to increasing the financial literacy resources available to the US Hispanic population. She produces content in Spanish on her social media platforms, hosts a monthly segment on Telemundo, and runs three Spanish-language online financial education courses, which currently have more than 18,000 students enrolled. King is also an external director of the accounting firm Shechter & Everett, LLP, where she works with women before, during and after separation to help them achieve financial independence.
For additional content highlighting more of the great work our winners are doing in their own communities and beyond, check out the Find a Financial Advisor content hub, here.
In addition to working with her clients to advance their retirement and wealth building plans, Leonard educates over 7,000 US workers via in-person group meetings, videos and virtual courses on her social platforms.
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Dekker is recognized for his passionate embrace of technology’s impact on the financial industry, which has helped propel Dekker Financial forward.
In addition to being a published author of two financial education books, Grombacher is the founder of the financial wellness platform Money Alignment Academy.
Barajas is recognized for increasing financial education among Latino individuals, both in his client work at International Private Wealth Advisors and through his numerous published books, television appearances and position as the first Latino on the Financial Planning Association’s National Board of Directors.
Bucko is active in the advisor-focused community, XY Planning Network, and participates in a bi-weekly study group called Growth-Oriented Advisors.
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In addition to leading Curtis Financial Planning, Cathy Curtis regularly consults with and coaches female advisors on how to build an independent RIA practice and have a balanced life.
Kimberly Foss is known for her individualized approach with her clients, which include affluent family managers, women in transition and prosperous retirees.
Hilary Hendershott is recognized for her commitment to educating women on financial topics through her female entrepreneur podcast, Profit Boss Radio, her media guest appearances, and the website resource tool she created for working moms looking to improve their financial lives.
William Huston leads Bay Street Capital Holdings, one of the ten largest black-owned and diversely led RIAs in the United States, where he consistently promotes and advocates for diverse and emerging investment advisors.
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Livadary not only leads her financial wellness-focused program, Mana Money School, she also provides financial education and empowerment to local charities and small businesses to improve financial confidence beyond her client base.
In addition to his work with MAI Capital and his frequent appearances at prominent networks, McLean is recognized for his mission to connect financial advisors with each other and invest together to effect positive change in society.
Miles-Mattingly co-founded the BLX Internship program, which places Black and Latino individuals with fee-based financial planning firms, and is also the host of the Minority Money podcast, where he discusses finances, family and education, and how all of these things affect your overall fortune.
Overweg is recognized for his work in educating financial advisors, especially those new to the industry, which he does by hosting six virtual events a year for new advisors to network and learn with well-known leaders in the field.
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In addition to her podcast On My Way to Wealth and speaking at industry events, Rosa promotes financial literacy through public speaking, such as the National Association of Hispanic Real Estate Professionals and the Los Angeles AARP.
In addition to publishing consumer-facing educational content on its various platforms, Taylor Schulte co-hosts Kitces Summits, a biannual learning event for practicing advisors.
In addition to his work with Falcon Wealth Planning, Gabriel Shahin is the founder of the Financial Community Education Foundation, where he and his team teach financial literacy to the local community.
Jared Tanimoto is an active member of FPA of Orange County (and was previously the youngest president of his chapter), where he regularly hosts free financial education webinars.
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Troxell is recognized for his efforts to educate younger clients, as well as his volunteer work, which in 2023 included bringing together a group of counselors to set up time to help those affected by layoffs.
Shawn Tydalska is recognized for co-founding the BLX Internship Program, which places Black and Latino individuals at fee-based financial planning firms to obtain their first job in the financial planning profession.
Dasarte Yarnway is recognized for co-founding the ONYX Network, a membership organization that brings together minority advisors to start, scale and sustain their financial planning practices.
Dykes is president of the Global Children Financial Literacy Foundation and recognized for co-founding the Wesley Learns Book Club, a national financial literacy program that encourages young children to become the first shareholders in their families.
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Dedicated to educating Gen Z about finance and investing, Hoskin has drawn more than 200,000 followers on
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