25 Financial Professionals Named on Forbes Top Financial Security Professionals 2026
We are proud to celebrate the Lion Street Firms recognized on Forbes’ 2026 Financial Security Professionals Best-in-State and or Top 100 in the Nation. Their success reflects a shared commitment to delivering thoughtful guidance and long-term value to clients.
David Appel, Appel Insurance Advisors
Chris Daniels, Passerelle Partners*
John Dovich, MAI Capital Management
David Ethell, Capital Financial Group
Ken Fink, Tamar-Fink
Josh Friedlander, Arisgarde
Anthony Giordano, Gio Financial Group*
Sam Jacobs, Manor House Capital Insurance Services*
Anne Jones, Artemis Partners
Bryan Krupin, Oakmont Group
Rohe Levy, Rohe Levy Financial and Insurance Services*
Kuldeep Madan, Madan+
Gregg Miles, Cross Coastal Advisors
Grant Monson, Alterra Advisors
Mark Murphy, Northeast Private Client Group*
Fernando Pou, Passerelle Partners
Ron Rubin, Legacy Life
Brian Sak, Granite Harbor Group*
Rod Sager, HUB TX
Marc Schechter, Schechter Wealth*
Steven Schwartz, TFO Wealth Partners
Adam Sherman, 1847 Financial Private Client Group
David Simkowitz, SimkowitzCo
Taylor Sledge, Sledge & Company Financial
Chris Walters, The William Morris Group
* Denotes financial professionals also ranked Top 100 Nationwide