After years of ranking the nation’s preeminent wealth managers, Forbes and SHOOK Research have expanded our coverage to include advisors from the insurance industry, a group we call Financial Security Profession­als.


This inaugural group of distinguis­hed specialist­s manages client policies in excess of $24 billion. Of the 250 people on this list, 34 are women and 58 are Millennial­s. As the economic recovery continues, the exceptiona­l advisors featured here are helping their clients in a world in which wealth preservati­on and protection matter more than ever.

1. Keith Wagner Northweste­rn Mutual FRISCO, TX $6B 2. Corey Schneider Sentinel Solutions NEW YORK, NY $3.7B 3. Jeri Turley Winged Keel Group RICHMOND, VA $55B 4. Philip de Bruyn Southern Wealth Management DALLAS, TX $3.1B 5. David J. Carroll Financial Architects Partners PALO ALTO, CA $26.2B 6. Sco Sparks Northweste­rn Mutual DENVER, CO $3B 7. Shaun McDu ee North Star/Securian AUSTIN, TX $13.6B 8. Christophe­r Warren Lawless, Edwards & Warren Wealth Management BOCA RATON, FL $940M 9. Steve Braun Northweste­rn Mutual CHICAGO, IL $1B 10. Vincent D’Addona Strategies for Wealth LIDO BEACH, NY $1.9B 11. Ron Rubin RFG Wealth Management NEW YORK, NY $1.5B

12. Lizzie Dipp Metzger New York Life EL PASO, TX $687M 13. A.J. Fechter Morgan Stanley Private Wealth Management WASHINGTON, DC $513M 14. Benjamin Feldman Northweste­rn Mutual NEW YORK, NY $3.5B 15. Eric Wilson Nucleus Advisors NEW YORK, NY $1.7B 16. Bradley Baune Northweste­rn Mutual MENDOTA HEIGHTS, MN $2.4B 17. Vincent Toscano Lincoln Financial SYOSSET, NY $1.8B 18. Peter Tillinghas­t Northweste­rn Mutual BALTIMORE, MD $1B 19. Mark Murphy Northeast Private Client Group ROSELAND, NJ $5.2B 20. Paul Ludacka Northweste­rn Mutual OMAHA, NE $2.4B 21. Mark Kull Northweste­rn Mutual LOUISVILLE, KY $1.2B 22. Kathy Nolan Family Focus Financial Group WALL, NJ $186M 23. Josh Jalinski Jalinski Advisory Group TOMS RIVER, NJ $400M

24. Wendy Edwards New York Life LAKE SUCCESS, NY $339M 25. John Sterner Northweste­rn Mutual CHATTANOOG­A, TN $1.5B 26. Mark Cortazzo Wealth Enhancemen­t Group PARSIPPANY, NJ $600M 27. Randy Lehman Northweste­rn Mutual FORT WAYNE, IN $3.4B 28. Howard Goldman III Northweste­rn Mutual OWINGS MILLS, MD $1.5B 29. Rick Hu Northweste­rn Mutual NEW YORK, NY $1B 30. Victoria Henning-Smejda Azura Wealth Advisers NEW YORK, NY $827M 31. Ma hew Greene Northweste­rn Mutual NORWALK, CT $1.9B 32. Amy Jamrog The Jamrog Group HOLYOKE, MA $80M 33. Alison Flaum New York Life SAN ANTONIO, TX $280M 34. Justin Charise Northweste­rn Mutual WESTPORT, CT $2B 35. Al Papa NFP ROYAL OAK, MI $5.2B

36. Mark Lupton Northweste­rn Mutual SPOKANE VALLEY, WA $1.9B 37. Tad Hill Freedom Financial Group BIRMINGHAM, AL $184M 38. Michael O’Donnel Estate Partners HOUSTON, TX $1B 39. Shawn W. Phelps Northweste­rn Mutual COLUMBUS, OH $559M 40. Gary Taylor Northweste­rn Mutual CHARLOTTES­VILLE, VA $889M 41. Chris McMahon MFA Wealth PITTSBURGH, PA $15.7B 42. Darinka Lora-Stepan New York Life CHICAGO, IL $288M 43. Hunter Ewing High Ground Company ATLANTA, GA $2.1B 44. Ma Carothers Northweste­rn Mutual COLUMBUS, IN $810M 45. Mike Flynn Jr. New York Life CAPITOLA, CA $497M 46. William Newman Northweste­rn Mutual ALBANY, NY $715M 47. Brian Breitenwis­cher Lincoln Financial DENVER, CO $500M

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