Research Magazine Announces its 21st Annual Advisor Hall of Fame

New York, NY – December 1, 2011­—Five extraordinary and deserving advisors have been selected as members of Research magazine’s 2011 Hall of Fame.  This eagerly anticipated annual feature has become a benchmark of excellence in our industry and an example to all of the rewards that result from effort and integrity.

Candidates who pass our rigorous screens have served a minimum of 15 years in the industry, have acquired substantial assets under management, demonstrate superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession.

Finding the nation’s finest financial advisors is made possible by the wisdom and discernment of our panel of three distinguished judges:  Ron L. DeLegge, Editor of; Kenneth Fisher, Chairman and CEO of Fisher Investments; and Jay Nagdeman, President of Suasion Resources (, a marketing consulting firm to the financial services industry. Their discriminating judgment has enriched our Hall of Fame with five new impressive members.

The 2011 Hall of Fame members:

Theresa Chacopulos
Senior Vice President/Wealth Advisor, Wells Fargo Wealth Management Group — The Private Bank, Wells Fargo Advisors

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Denise Fries
Fries Financial Services, Securities America

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Gregory W. Kasten
Chief Executive Officer, Unified Trust Co.

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Gerard (Gerry) Klingman
President, Klingman & Associates, Raymond James Financial Services

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Sheryl (Sherri) Stephens
President, Stephens Wealth Management Group, Raymond James Financial Services

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“This year’s Advisor Hall of Fame winners have risen through the ranks, experienced multiple aspects of the business, connected successfully with their clients and earned the esteem of their peers. It would behoove financial advisors aiming for higher levels of performance to learn all they can from Theresa Chacopulos, Denise Fries, Gregory Kasten, Gerry Klingman and Sherri Stephens,” said Gil Weinreich, Editor-in-Chief of Research.

About Research

Research Magazine, now in its 33rd year, strives to be a valued resource offering “news you can use” and expert opinion on the range of issues that confront financial advisors in building their practices. Articles and columns offer insight and advice on practice management, marketing & sales tips, product news and developments, industry news, trends, and techniques aimed at boosting broker production. For more information, visit


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