David Epstein
- Recognized as a Barron’s Ranked Advisor from 2010 - 2022. Most recently published 3/11/22 based on data as of 9/30/21.
- Recognized by FORBES as a “Best In State Wealth Advisor” for 2018-2022 and 2025. Most recently published 4/8/25 based on data as of 6/30/24.
- Named to the Financial Times list of the Top 400 Financial Advisors in 2013 - 2017. Most recently published 3/30/17 based on data as of 6/30/16.
Chris Calvelli
- Named to the Financial Times list of the Top 400 Financial Advisors in 2018-2022. Published annually March - April. Rankings based on data as of June 30 of prior year.
- Named a Barron’s Ranked Advisor in 2012 - 2016, 2018 - 2026. Most recently published 3/20/26 based on data as of 9/30/25.
- Recognized by FORBES as a "Best In State Wealth Advisor" in 2018 - 2026. Most recently published 4/7/26 based on data as of 6/30/25.
- Named to “On Wall Street” magazine’s list of Top 10 Regional Advisors Under 40 in 2012-2015. Published 6/29/15 based on data as of 9/30/14.
Andrew Epstein
- Named as one of FORBES "Best In State Wealth Advisors" for 2019 - 2026. Most recently published 4/7/26 based on data as of 6/30/25.
- Named a Barron’s Ranked Advisor in 2023 - 2026. Most recently published on 3/20/26 based on data as of 9/30/25.
- Named as one of FORBES "America’s Top Next-Gen Wealth Advisors" for 2017 - 2019. Last published 7/24/19 based on data as of 3/31/19.
- Named by "Financial Planning" magazine as one of the Top 25 Regional Advisors Under 40 for 2017 - 2021. Published 1/26/21. Rankings based on data as of 9/30/20.
- Received the Baird Financial Advisor “Rising Star Award" in 2013.
Kathy Beronja, CFP®
- Recognized as a FIVE-STAR Wealth Manager 2009 through 2024. Most recently published on 6/1/23 for the time period of 9/27/23 - 3/25/24.
- Selected by Baird to attend the Barron’s Top Women Advisors Summit 2011 through 2017.