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Financial Planning > Behavioral Finance

Hall of Fame Winners to Date

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Below, in alphabetical order, are the winners through the years of Research magazine’s annual Advisor Hall of Fame.

Charles Andriole
Wachovia Securities

Alexander P. Armour
Davenport & Co.

Bruce Bagge
Gruntal & Co.

Kent Baker
Merrill Lynch

L.H. Bayley
David A. Noyes & Co.

Roy Belknap
Shearson Lehman Brothers

David Bendix
The Bendix Financial Group/Royal Alliance

Brenda Blisk
Spire Investment Partners

Morris B. Blumenthal
Prudential Securities

Lyman H. Bond
Prudential Securities

Steve Booren
LPL Financial Services

Arthur H. Bougae
Alex. Brown & Sons

Jerry Brown
Morgan Stanley Dean Witter

Alan Bubalo
Edward Jones

Thomas F. Bullock
Edward Jones

John W. Cary III
Morgan Stanley Smith Barney

Alex S. Carroll
Prudential Securities

H.L. “Chappie” Chapman
First Union Securities

Theresa E. Chacopulos
Wells Fargo

Louis J. Chiavacci
Merrill Lynch

Kyle Chudom
Morgan Stanley

Robert J. Collins
Wachovia Securities

Susan Colpitts: 2012
Signature

John D. Cooke
Prudential Securities

C. Marcus Cooper Jr.
Legg Mason

Mark A. Cortazzo
MACRO Consulting Group/SII Investments

Robert Costos
Merrill Lynch

James R. Cotto
Wachovia Securities

Thomas J. Curran
Curran Advisory Services

Randal Dickinson
Edward Jones

Paula Dorion-Gray
Securities America

Larry Dorn
Dorn & Co.

Ric Edelman
Edelman Financial Services

Susan E. Edwards
Morgan Stanley

Robert D. Enright
Royal Alliance Associates

John (Jeff) Erdmann III
Merrill Lynch

Jay M. Eshbach II
National Planning Corp.

Lynn Faust: 2012
Raymond James & Associates

D. Craig Fecel
PaineWebber

Todd Feltz
Feltz WealthPLAN/LPL

H. Michael Finkle
Kemper Securities

Lorayne Fiorillo: 2012
Wells Fargo Advisors

Denise Fries
Securities America

Alan K. Gage
Prudential Securities

James F. Gallivan
J.C. Bradford & Co.

Carol Glazer
Smith Barney

Donald G. Gloisten
GBS Financial Corp.

Meg Green
Meg Green & Associates/Royal Alliance

Roger S. Green
Multi-Financial Securities Corp.

Sherry Griffin
Principal Financial

John S. “Jack” Gunter
Merrill Lynch

Bruce E. Haney
Piper, Jaffray & Hopwood

James C. Hansberger
Shearson Lehman Brothers

Scott Hanson
Securities America

Gena Harper
Smith Barney

Victor Hazard: 2012
H.D. Vest Financial Services

Mary McFadden Hastings
Wells Fargo Advisors

Martin Higgins
Family Wealth Management/Mutual of Omaha

William F. Holly
Sage, Rutty & Co.

Christopher E. Jay
Merrill Lynch

Stephen W. Johnson
Raymond James Financial Services

Robert G. Jones
Prudential Securities

F.D. “Bud” Jordan
Smith Barney 

Alan K. Jusko
Prudential Securities

Susan Kaplan
Kaplan Financial Services/LPL

Gregory W. Kasten
Unified Trust Co.

Mitchell Kauffman
Raymond James Financial Services

John T. Kelleher
Merrill Lynch

Gerard  (Gerry) Klingman
Raymond James Financial Services

Carla Koren
Smith Barney

Howard S. Lorch
Wachovia Securities

Malcolm A. Makin
Raymond James Financial Services

James A. McKenzie
Edward Jones

Albert Maggini
Merrill Lynch

David A. Mallach
Merrill Lynch

Kenneth Margolin
PaineWebber

Nancy Matta
Merrill Lynch

Edward J. Meeuwsen
Salomon Smith Barney

J. Nathan McCarley Jr.
Interstate/Johnson Lane

Edward F. McGehrin
Merrill Lynch

Marion L. McMillan Jr.
Smith Barney 

Charles A. Mills III
Anderson & Strudwick

Stanley Milne
Edward Jones

John Mockovciak III
Everen Securities

Joseph Montgomery
Wheat First Butcher Singer

Gerald K. Moore
PaineWebber

Royce Nies
D.E. Frey & Co.

Richard C. Otter
Shearson Lehman Brothers

Eric Park
LPL Financial Services

John F. “Jack” Peters
Butler, Wick & Co.

Van Pearcy
Raymond James Financial Services

Thompson S. Phillips, Jr.
Phillips Securities

Gregory Powell
Morgan Stanley

Howard Safer: 2012
Argent Trust Company of Tennessee

Christopher S. Sargent
Wachovia Securities

Fareed Siddiq
Salomon Smith Barney

Mark J. Smith
Raymond James Financial Services

Mark J. Snyder
Royal Alliance

David G. Speck
Wachovia Securities

Daniel L. Stanley
Edward Jones

Margaret Chow Starner
Raymond James & Assoc.

Sheryl (Sherri) Stephens
Raymond James Financial Services

Gerald “Zeke” Strid
Wachovia Securities

Bryan Sweet
Raymond James Financial Services

William R. Tennison Jr.
D.E. Frey & Co.

Willard J. Tillotson Jr.
Hefren-Tillotson

Robert C. Upton
Edward D. Jones

Ira A. Walker
UBS Financial Services

Freeman H. Welch
Wells Fargo Advisors

Julius Westheimer
Ferris, Baker Watts

T. Manley Whitener Jr.
Interstate/Johnson Lane

W.R. “Bob” Wigley
Smith Barney

Gail Winslow
Ferris, Baker Watts

Gary A. Wollin
Wedbush Morgan Securities


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