We are proud to share and congratulate the 20 Lion Street Firm-Owners recognized in the 2025 Forbes Top Financial Security Professionals list. A true testament to the caliber of professionals who make our network thrive.
Congratulations again to those accomplishing this for the first time and the many who have been recognized multiple times over the years.
Forbes | 2025 Top Financial Security Professionals
- Adam Sherman, 1847 Private Client Group
- Grant Monson, Alterra Advisors
- Anne Jones, Artemis Partners
- Joshua Friedlander, Arisgrade
- Gregg Miles, Cross Coastal Advisors
- Brian Sak, Granite Harbor Group
- Rod Sager, HUB International Texas
- Vijay Khetarpal, Integrity Financial Group
- John Dovich, MAI Capital Management
- Mark Murphy, Northeast Private Client Group
- Chris Daniels, Passerelle Partners
- Fernando Pou, Passerelle Partners
- Ron Rubin, RFG Wealth Management
- Rohe Levy, Rohe Levy Insurance & Financial Services
- David Simkowitz, Simkowitz + Co.
- Marc Schechter, Schechter Wealth
- Steven Schwartz, Synergy Risk Management
- Ken Fink, Tamar Fink
- Christopher Walters, The William Morris Group
- Bo Thibaut, Thibaut Financial Services