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Press Release
May 15, 2024
The 2024 Worth Leading Advisors List features the top-tier registered investment advisor firms (RIAs) in the country who are leaders in their field and pioneers in adapting to market changes and the evolving needs of affluent clients.
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May 13, 2024
Bradley Augustine, AIF, helps his clients find "Wealth Without Worry" through financial planning
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May 8, 2024
Andre C. Walters, MBA, is noted for his success in strategy and consulting and project management at Accenture
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May 6, 2024
Stephanie Daigle and her Utah Wealth Management team help clients achieve financial independence
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May 3, 2024
Tom Soper has been honored for excellence as the corporate controller at IntelliTec College
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May 3, 2024
Michael F.S. Holliger is well-regarded for more than 25 years of excellence in wealth management
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May 3, 2024
Andrew B. Blackman, CPA/PFS/CFF, CFP®, is recognized for over 30 years of service as a senior partner at Schulman Lobel LLP
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May 2, 2024
Vanesa Maria Hyson channels years of expertise to her work with Beken Holdings
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April 30, 2024
Jaie Locke manufactures success in financial services through an ethical approach to serve others
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April 24, 2024
Paul Garza is noted for excellence as the chief executive officer of Paul Hayden Developments and BTR Advisors LLC
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April 15, 2024
Kenneth James Depaola III is lauded for his expertise in retirement planning and financial consulting
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April 15, 2024
Kenneth W. Williams recognized for expertise in credit underwriting and for his commitment to the arts and youth advocacy
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April 9, 2024
Veronica Karas recognized for a distinct reputation in the finance industry
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April 9, 2024
Mark Sutton lends years of expertise to his work with Sutton & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC.
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April 5, 2024
Janene E. Smith has been recognized for 16 years of excellence in financial reporting
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April 3, 2024
Kendall Frederick channels years of expertise into his work with the Association for Financial Professionals
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April 2, 2024
Phil Cannella lends years of expertise to his work with Crash Proof Retirement, LLC and Retirement Media, Inc.
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April 2, 2024
John C. Wisse, MBA, is noted for his expertise in financial planning and analysis
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March 28, 2024
Gregory Bingel is noted for his distinguished tenure as a financial advisor with Cambridge Investment Research Inc.
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