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Luminaries Awards

Retirement Planning > Retirement Investing

2015 Advisor of the Year finalists

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And then there were five. After months of sifting through nominations and interviewing candidates, Retirement Advisor’s editorial team has reached a verdict. On the following pages, you’ll meet five qualified advisors who exemplify what we look for in advisor of the year candidates. Those traits include: outstanding personal production; a commitment to the community or other nonprofit endeavors; a spotless ethical record; and a passion for working with clients to insure they have a financially successful retirement.