Honored to be recognized in Forbes
We’re excited to celebrate Jonathan Kuttin, Evan Branfman, Ashley Lang, Claire Fitz, Scott Braun, Jason Ice, Margaret Capehart, John (JJ) Hughes, Mike Rossetti, and Lee Davis for being named to the 2026 Forbes Best-in-State Wealth Advisors list! This recognition honors advisors who go above and beyond to help clients achieve their long-term financial goals—a commitment that drives everything we do. A heartfelt thank you to our clients for your trust and loyalty, and to Forbes for this incredible honor.