On the Bubble

The diversity of interests and geography and business models exhibited by advisors makes it a daunting task to choose just 25 “most influential” people. In the IA editors’ opinions, the folks below deserve honorable mention, at least.

Planners

Dan Moisand, president-elect of the FPA

Tom Connelly, the Phoenix advisor

Planner Partners

Deb McWhinney of Schwab Institutional

Joe Velli of Bank of New York Securities

Investing Vehicles