2016 Advisor of the Year finalists

After months of sifting through dozens of worthy nominations and asking candidates questions about their thoughts on the industry and their role in it, 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 ensure they have a financially successful retirement.