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Press Release

126 Certified Financial Planner™ Professionals Named in FT 400 Top Financial Advisors

April 21, 2015

Certified Financial Planner Board of Standards, Inc. is proud to announce that 126 CFP® professionals were named in the Financial Times Top 400 Advisors. 

“Congratulations to the 126 Certified Financial Planner™ professionals named to the Financial Times Top 400 Financial Advisors of 2015,” said CFP Board’s Chief Executive Officer, Kevin R. Keller. “We’re proud not only that so many CFP® professionals made the list, but also that  CFP® certification was recognized as a criterion for a top financial advisor.”

Financial Times generates this list based upon a combination of factors, while advisors were awarded bonus points for having earned a top industry certification, including CFP® certification. Financial Times noted that “Elite advisors must be part psychologist, part economist, part coach and part… translator.” 

“The Financial Times recognition of these experienced and dedicated CFP® professionals underlines the standards of excellence that more than 71,000 CFP® professionals maintain on a daily basis,” he added.

Below is the list of the CFP® professionals chosen to be part of Financial Times’ Top 400 Advisors. For the Financial Times’ full list, visit http://www.ft.com/reports/top-financial-advisers.

 

Alabama

Steven M. Hudson, CFP®, Ameriprise Financial

Arizona

 

Ruth L. Transue, CFP®, Wells Fargo Advisors, LLC

 

California

 

Gustavo “Gary” Amaral, CFP®, Merrill Lynch – Private Banking & Investment Group

David L. Bahnsen, CFP®, Morgan Stanley Wealth Management

Mike Burbank, CFP®, Morgan Stanley Private Wealth Management

Lon E. Burford, CFP®, Royal Alliance

Horacio A. Choi, CFP®, Wells Fargo Advisors, LLC

Michael T. Genovese, CFP®, Royal Alliance

Lisa Hughes, CFP®, Merrill Lynch Wealth Management

Richard McWhorter, CFP®, Merrill Lynch – Private Banking & Investment Group

George Papadoyannis, CFP®, Ameriprise Financial

Laila Pence, CFP®, Pence Wealth Management

Monica Piepenkotter, CFP®, Merrill Lynch – Private Banking & Investment Group

Mark Schulten, CFP®, The Schulten Group of Wells Fargo Advisors, LLC

Lawrence Smith, CFP®, UBS Financial Services, Inc.

 

Colorado

 

Mark Schulten, CFP®, The Schulten Group of Wells Fargo Advisors, LLC

Lawrence Smith, CFP®,UBS Financial Services, Inc.

 

Connecticut

 

Joe M. Cox II, CFP®, Webster Wealth Advisors

Romaine A. Macomb, CFP®, Northstar Wealth Advisors

Abby Wolman McElroy, CFP®, RBC Wealth Management

 

Washington, D.C.

 

Patrick M. Adams, CFP®, UBS Financial Services, Inc.

Sheila S. Shaffer, CFP®, Janney Montgomery Scott LLC

 

Florida

 

David Fox, CFP®, Morgan Stanley Wealth Management

Neil A. Fox, CFP®, Morgan Stanley Wealth Management

Todd M. Hoffman, CFP®, Morgan Stanley Wealth Management

Tyson C. Lewis, CFP®, Wells Fargo Advisors, LLC

Richard S. Marcatos, CFP®, UBS Financial Services, Inc.

Todd A. Moll, CFP®, Provenance Wealth Advisors / Raymond James

John E. Thorsen III, CFP®, Thorsen-Clark-Tracey Wealth Management of Raymond James

 

Georgia

 

Erik Bjerke, CFP®, Merrill Lynch Wealth Management

Michael L. Hines, CFP®, Consolidated Planning Corporation / Raymond James

David F. Mack, CFP®, Merrill Lynch Wealth Management

Michael J. Merlin, CFP®, Morgan Stanley Wealth Management

Jeffrey S. Neumeyer, CFP®, Merrill Lynch Wealth Management

Vandyke G. Price, CFP®, UBS Private Wealth Management

Michael Wagner, CFP®, Morgan Stanley Wealth Management

 

Idaho

 

Dan Pinkerton, CFP®, Pinkerton Retirement Specialists, LLC

 

Illinois

 

Patrick Baldwin, CFP®, Merrill Lynch - Private Banking & Investment Group

Thomas M. Hickey, CFP®, Merrill Lynch Wealth Management

Brett D. White, CFP®, Ameriprise Financial

 

Indiana

 

Ronald G. Mencias, CFP®, Merrill Lynch Wealth Management

Eric Payne, CFP®, Merrill Lynch Wealth Management

 

Iowa

 

Jerry K. Ask, CFP®, Jerry K. Ask Investment Services / Raymond James

 

Kansas

 

Paul W. Ewing, CFP®, Prosperity Advisors

 

Louisiana

 

Chuck Morris, CFP®, Raymond James

 

Maryland

 

John K. Bacci, CFP®, Foundation Financial Advisors, Inc.

Paul M. Fox, CFP®, Morgan Stanley Wealth Management

R. Dale Horn, CFP®, UBS Financial Services Inc.

Gregory Hurlbrink, CFP®, Morgan Stanley Wealth Management

Andrew F. Meredith, CFP®, Merrill Lynch Wealth Management

Betsy Pakenas, CFP®, Morgan Stanley Wealth Management

E. Geoffrey Sella, CFP®, SPC Financial, Inc. / Raymond James

Nicholas J. Serenyi, CFP®, Morgan Stanley Wealth Management

 

Massachusetts

 

Frank A. Botta, CFP®, Morgan Stanley Wealth Management

Richard F. Connolly, Jr., CFP®, Morgan Stanley Private Wealth Management

Daniel N. Finn, CFP®, Morgan Stanley Wealth Management

Susan C. Kaplan, CFP®, Kaplan Financial Services, Inc.

Jeffrey S. Karelis, CFP®, KSP Financial Consultants

Richard R. Miller, CFP®, Ameriprise Financial

Edward S. Porter, CFP®, KSP Financial Consultants

Anthony R. Schena, CFP®, UBS Financial Services Inc.

Matthew J. Sliwa III, CFP®, KSP Financial Consultants

Daniel T. Wilson, CFP®, Ameriprise Financial

 

Michigan

 

David Lund, CFP®, Merrill Lynch Wealth Management

John P. MacDonald, CFP®, Merrill Lynch Wealth Management

Frank Migliazzo, CFP®, Merrill Lynch – Private Banking & Investment Group

Todd A. Sanford, CFP®, Sanford Financial Services / Raymond James

Charles C. Zhang, CFP®, Zhang Financial

 

Minnesota

 

Lisa Guzek Montagne, CFP®, LGM Wealth Management

Rhett P. Neuman, CFP®, RBC Wealth Management

 

Mississippi

 

Arthur Finkelberg, CFP®, Raymond James

 

Nebraska

 

Michael Robino, CFP®, Wells Fargo Advisors, LLC

 

New Jersey

 

Christopher M. Andreach, CFP®, RBC Wealth Management

Michael Bonevento, CFP®, Ameriprise Financial

John B. Burke, CFP®, Burke Financial Strategies / Raymond James

Marc Robert Coopersmith, CFP®, RBC Wealth Management

Mark Anthony Cortazzo, CFP®, MACRO Consulting Group

Mark D. Fendrick, CFP®, UBS Financial Services, Inc.

Elliott Kugel, CFP®, Merrill Lynch Wealth Management

Jack D. Oujo, CFP®, Jack Ouja CPA, Inc.

Paul J. Tully, CFP®, Eagle Wealth Strategies / Raymond James

 

New York

 

Seth A. Coren, CFP®, Morgan Stanley Private Wealth Management

Gerard Klingman, CFP®, Klingman & Associates / Raymond James

Ryan C. Lewis, CFP®, Morgan Stanley Wealth Management

Nannette Nocon, CFP®, Ameriprise Financial

Rocco Papandrea, CFP®, Merrill Lynch Wealth Management

Peter W. Rosenthal, CFP®, UBS Financial Services Inc.

Andrew G. Sukhin, CFP®, Morgan Stanley Wealth Management

Joel Talish, CFP®, Wells Fargo Advisors, LLC

 

North Carolina

 

Jeffrey A. Carbone, CFP®, Cornerstone Financial Partners, Inc.

Christopher W. Davis, CFP®, Wells Fargo Advisors, LLC

Manish Mehta, CFP®, UBS Financial Services Inc.

R. Mitchell Wickham, CFP®, Merrill Lynch – Private Banking & Investment Group

 

Ohio

 

Robert S. Keidan, CFP®, Royal Alliance

Kevin H. Myeroff, CFP®, Royal Alliance

Joseph A. Chornyak, Sr., CFP®, Chornyak & Associates, Ltd.

 

Oregon

 

Judith A. McGee, CFP®, McGee Wealth Management / Raymond James

 

Pennsylvania

 

Patricia C. Brennan, CFP®, Key Financial, Inc.

Robert I. Fragasso, CFP®, Fragasso Financial Advisors

 

Tennessee

 

Larry J. Carter, CFP®, Baird

Jeffrey T. Dobyns, CFP®, Southwestern Investment Group / Raymond James

Ward Mayer, CFP®, Raymond James

David A. Pickler, CFP®, Pickler Wealth Advisors

 

Texas

 

Richard W. Ashcroft, CFP®, Baird

Mark I. Bass, CFP®, Cetera Advisors

James L. Coffee, Jr, CFP®, Merrill Lynch Wealth Management

Frederick de Groot, CFP®, Merrill Lynch Wealth Management

Richard S. Friedman, CFP®, RBC Wealth Management

David S. Goldberg, CFP®, UBS Financial Services Inc.

John E. Landers, CFP®, UBS Financial Services Inc.

Daniel R. Nelson, CFP®, Merrill Lynch – Private Banking & Investment Group

Darrell R. Pennington, CFP®, Ameriprise Financial

Ralph J. Schroeder, CFP®, Ameriprise Financial

Deborah Stavis, CFP®, Stavis & Cohen Financial

Scott B. Tiras, CFP®, Ameriprise Financial

Donna R. Uliva, CFP®, Ameriprise Financial

 

Virginia

 

James T. Barnette, Jr., CFP®, Raymond James

Kelly P. Campbell, CFP®, Campbell Wealth Management

Christopher A. Krell, CFP®, Royal Alliance

Larry Rosenthal, CFP®, Voya Financial Advisors

 

Washington

 

Terry L. Cook, CFP®, UBS Private Wealth Management

Randell S. Linde, CFP®, Ameriprise Financial

 

Wisconsin