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Retirement Planning > Retirement Investing

2016 Advisor of the Year finalists

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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.