{"id":739214,"date":"2023-03-10T11:08:01","date_gmt":"2023-03-10T16:08:01","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/five-ubs-advisor-teams-in-arizona-named-to-the-forbes-best-in-state-wealth-management-teams-list\/"},"modified":"2023-03-10T11:08:01","modified_gmt":"2023-03-10T16:08:01","slug":"five-ubs-advisor-teams-in-arizona-named-to-the-forbes-best-in-state-wealth-management-teams-list","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/five-ubs-advisor-teams-in-arizona-named-to-the-forbes-best-in-state-wealth-management-teams-list\/","title":{"rendered":"Five UBS Advisor Teams in Arizona Named to the Forbes Best-In-State Wealth Management Teams List"},"content":{"rendered":"<p>        <!--body {font:normal small Arial,Helvetica,sans-serif;color:#000;background-color:#fff;padding:24px;margin:0;} a img {border:0;} h3 {font-size:medium;color:#000;margin:0 0 1em 0; text-align:center;}-->  <\/p>\n<p><b>Five UBS Advisor Teams in Arizona Named to the Forbes Best-In-State Wealth Management Teams List<\/b><\/p>\n<p>PHOENIX&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ubs.com%2Fus%2Fen%2Fwealth-management%2Four-approach.html%3FcampID%3DSEM-G_US_AO_EN_BRAND_Exact-US-EN-GOOGLE-BRANDWEALTHMANAGEMENT-WEALTHUBS-EXACT%26ef_id%3DCj0KCQjwqPGUBhDwARIsANNwjV7iQFa-6PhffdK-sWhuKU3kx21EVa0NDiOjK7DODoS33u9hVdtpe1IaApYKEALw_wcB%3AG%3As%26s_kwcid%3DAL%21410%213%21535660549173%21e%21%21g%21%21wealth%2520ubs%26campID%3DSEM-BRAND%26gclid%3DCj0KCQjwqPGUBhDwARIsANNwjV7iQFa-6PhffdK-sWhuKU3kx21EVa0NDiOjK7DODoS33u9hVdtpe1IaApYKEALw_wcB&amp;esheet=53359674&amp;newsitemid=20230310005117&amp;lan=en-US&amp;anchor=UBS+Wealth+Management+USA&amp;index=1&amp;md5=14f4eb60e41cdc5945772ac441ed3d4a\">UBS Wealth Management USA<\/a> announced today that five of the firm\u2019s financial advisor teams in Arizona have been named to the Forbes Best-In-State Wealth Management Teams list for 2023. Three of the five teams are based in Phoenix, and two are in Tucson.\n<\/p>\n<p>\n&#8220;Our advisor teams develop lasting relationships with clients by listening to and understanding their priorities and concerns, and then working to develop comprehensive financial plans that support their individual needs and goals,\u201d said <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Flocal.ubs.com%2Fphoenix-az%2F&amp;esheet=53359674&amp;newsitemid=20230310005117&amp;lan=en-US&amp;anchor=Shawn+Bernhard&amp;index=2&amp;md5=8dae0e311c011e11992ac28dbd8b9684\">Shawn Bernhard<\/a>, Arizona Market Director at UBS Wealth Management USA. \u201cWe are proud that our advisor teams here in Arizona, as well as many others across the US, have received this prestigious industry recognition.&#8221;\n<\/p>\n<p><b>The advisor teams in the UBS Phoenix office named to the list are:<\/b><\/p>\n<p><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Fschultzgroup%2FIndex.htm&amp;esheet=53359674&amp;newsitemid=20230310005117&amp;lan=en-US&amp;anchor=The+Schultz+Group&amp;index=3&amp;md5=73f70dac61b9aeb9ef5a8dd3d0938119\">The Schultz Group<\/a>, ranked at #2 in the state, includes Steven Schultz, Stockton Schultz, Justin Low, Nathan G. Laidig, and Joseph F. Varga. A multi-generational team, The Schultz Group is committed to this generation and the next as they specialize in working with families for retirement planning, sustainable investing, and legacy planning.\n<\/p>\n<p><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Fbiltmorefinancialgroup%2F&amp;esheet=53359674&amp;newsitemid=20230310005117&amp;lan=en-US&amp;anchor=The+Biltmore+Financial+Group&amp;index=4&amp;md5=680250ae210ba01e89a69fbc031c7d4f\">The Biltmore Financial Group<\/a>, listed at #15, is comprised of Michael Bell, T. Ryan Moore, and Geoff Moore. They take a team approach, focused on personalized service to provide goal-based planning and investment management for multi-generational families.\n<\/p>\n<p><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Fthechoygroup%2FIndex.htm&amp;esheet=53359674&amp;newsitemid=20230310005117&amp;lan=en-US&amp;anchor=The+Choy+Group&amp;index=5&amp;md5=414d391350bbc0389854d062de7d18ec\">The Choy Group<\/a>, #38, includes brothers Peter and Michael Choy. The Choy Group concentrates on developing long-term relationships through a commitment to quality client service to become their clients\u2019 primary source of financial advice.\n<\/p>\n<p><b>The advisor teams in the UBS Tucson office named to the list are:<\/b><\/p>\n<p><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Frottenstein%2FMeet-the-team.htm&amp;esheet=53359674&amp;newsitemid=20230310005117&amp;lan=en-US&amp;anchor=Rottenstein+Wealth+Management+and+Consulting&amp;index=6&amp;md5=856bc2e7462953d6fc6001325853e93f\">Rottenstein Wealth Management and Consulting<\/a>, #39 in the state, is composed of Myron Rottenstein and Aaron Rottenstein, a father-son team. Of the more than 6,000 UBS advisors in the United States, Aaron and Myron are among the select few who have been admitted into the UBS Institutional Consulting Group, empowering them both to work with some of UBS&#8217;s largest and most sophisticated clients as fiduciaries.\n<\/p>\n<p><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Fmitchellabdyteam%2FMeet-the-team.htm&amp;esheet=53359674&amp;newsitemid=20230310005117&amp;lan=en-US&amp;anchor=Mitchell%2FAbdy+Team&amp;index=7&amp;md5=a726bc64f62ee7c92b703d56a0efe242\">Mitchell\/Abdy Team<\/a>, #44, is made up of Jonathan Mitchell and Nicolas Abdy, who partner with their clients to help them grow, preserve and pass on their wealth.\n<\/p>\n<p>\nIn addition, <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Fethoswealth%2F&amp;esheet=53359674&amp;newsitemid=20230310005117&amp;lan=en-US&amp;anchor=Ethos+Wealth+Advisors&amp;index=8&amp;md5=5bfba706a09a338dd8ecc3e42cc61ad2\">Ethos Wealth Advisors<\/a>, which includes Phoenix-based advisor <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Fwasson%2F&amp;esheet=53359674&amp;newsitemid=20230310005117&amp;lan=en-US&amp;anchor=Jeoffrey+Wasson&amp;index=9&amp;md5=880d598e86b2c8c2d8b00c9ebfdd122c\">Jeoffrey Wasson<\/a>, was ranked the top team in Nevada. <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Fwestcoastwealthmanagement%2FMeet-the-team.htm&amp;esheet=53359674&amp;newsitemid=20230310005117&amp;lan=en-US&amp;anchor=West+Coast+Wealth+Management&amp;index=10&amp;md5=23168f135759faa713b5642239d43029\">West Coast Wealth Management<\/a>, which includes Scottsdale-based advisor <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Fowen.sweeney%2F&amp;esheet=53359674&amp;newsitemid=20230310005117&amp;lan=en-US&amp;anchor=Owen+Sweeney&amp;index=11&amp;md5=1d6de291a8f90e9c0adc2a431548b0e1\">Owen Sweeney<\/a>, was ranked #23 in Washington.\n<\/p>\n<p>\nThe 2023 Forbes Best-In-State Wealth Management Teams list is comprised of more than 2,800 teams across the country who collectively manage approximately $4 trillion in client assets. The ranking, developed by SHOOK Research, is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms.\n<\/p>\n<p>\nFor the full list and further information, visit: <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.forbes.com%2Flists%2Fwealth-management-teams-best-in-state%2F&amp;esheet=53359674&amp;newsitemid=20230310005117&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.forbes.com%2Flists%2Fwealth-management-teams-best-in-state%2F&amp;index=12&amp;md5=02bb3d97a5b79a028ce97a2a71ff069f\">https:\/\/www.forbes.com\/lists\/wealth-management-teams-best-in-state\/<\/a><\/p>\n<p><b>Notes to Editors<\/b><\/p>\n<p><b>About UBS<br \/>\n<br \/><\/b>UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook.\n<\/p>\n<p>\nUBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people worldwide. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).\n<\/p>\n<p><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ubs.com&amp;esheet=53359674&amp;newsitemid=20230310005117&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.ubs.com&amp;index=13&amp;md5=f2ee6b4967b7095b3ee8f6ce2c1d149b\">https:\/\/www.ubs.com<\/a><\/p>\n<p>\n\u00a9 UBS 2023. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results. <b>For press use only.<\/b><\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20230310005117r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\" \/><span class=\"bwct31415\" \/><\/p>\n<p id=\"mmgallerylink\"><span id=\"mmgallerylink-phrase\">View source version on businesswire.com: <\/span><span id=\"mmgallerylink-link\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20230310005117\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20230310005117\/en\/<\/a><\/span><\/p>\n<p><b>Media Contact:<br \/>\n<\/b><br \/>Beth Walsh<br \/>\n<br \/>858-254-2845<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:beth@clearpointagency.com\">beth@clearpointagency.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> Arizona United States North America<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Professional Services Other Professional Services Finance Consulting Banking Personal Finance<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\">\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Logo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20230310005117\/en\/827707\/3\/ubs_semibold_4c.jpg\" alt=\"Logo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>Five UBS Advisor Teams in Arizona Named to the Forbes Best-In-State Wealth Management Teams List PHOENIX&#8211;(BUSINESS WIRE)&#8211;UBS Wealth Management USA announced today that five of the firm\u2019s financial advisor teams in Arizona have been named to the Forbes Best-In-State Wealth Management Teams list for 2023. Three of the five teams are based in Phoenix, and two are in Tucson. &#8220;Our advisor teams develop lasting relationships with clients by listening to and understanding their priorities and concerns, and then working to develop comprehensive financial plans that support their individual needs and goals,\u201d said Shawn Bernhard, Arizona Market Director at UBS Wealth Management USA. \u201cWe are proud that our advisor teams here in Arizona, as well as many others across the US, &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/five-ubs-advisor-teams-in-arizona-named-to-the-forbes-best-in-state-wealth-management-teams-list\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Five UBS Advisor Teams in Arizona Named to the Forbes Best-In-State Wealth Management Teams List&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-739214","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Five UBS Advisor Teams in Arizona Named to the Forbes Best-In-State Wealth Management Teams List - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/five-ubs-advisor-teams-in-arizona-named-to-the-forbes-best-in-state-wealth-management-teams-list\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Five UBS Advisor Teams in Arizona Named to the Forbes Best-In-State Wealth Management Teams List - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Five UBS Advisor Teams in Arizona Named to the Forbes Best-In-State Wealth Management Teams List PHOENIX&#8211;(BUSINESS WIRE)&#8211;UBS Wealth Management USA announced today that five of the firm\u2019s financial advisor teams in Arizona have been named to the Forbes Best-In-State Wealth Management Teams list for 2023. Three of the five teams are based in Phoenix, and two are in Tucson. &#8220;Our advisor teams develop lasting relationships with clients by listening to and understanding their priorities and concerns, and then working to develop comprehensive financial plans that support their individual needs and goals,\u201d said Shawn Bernhard, Arizona Market Director at UBS Wealth Management USA. \u201cWe are proud that our advisor teams here in Arizona, as well as many others across the US, &hellip; Continue reading &quot;Five UBS Advisor Teams in Arizona Named to the Forbes Best-In-State Wealth Management Teams List&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/five-ubs-advisor-teams-in-arizona-named-to-the-forbes-best-in-state-wealth-management-teams-list\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2023-03-10T16:08:01+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20230310005117r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/five-ubs-advisor-teams-in-arizona-named-to-the-forbes-best-in-state-wealth-management-teams-list\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/five-ubs-advisor-teams-in-arizona-named-to-the-forbes-best-in-state-wealth-management-teams-list\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"Five UBS Advisor Teams in Arizona Named to the Forbes Best-In-State Wealth Management Teams List\",\"datePublished\":\"2023-03-10T16:08:01+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/five-ubs-advisor-teams-in-arizona-named-to-the-forbes-best-in-state-wealth-management-teams-list\\\/\"},\"wordCount\":776,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/five-ubs-advisor-teams-in-arizona-named-to-the-forbes-best-in-state-wealth-management-teams-list\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cts.businesswire.com\\\/ct\\\/CT?id=bwnews&amp;sty=20230310005117r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/five-ubs-advisor-teams-in-arizona-named-to-the-forbes-best-in-state-wealth-management-teams-list\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/five-ubs-advisor-teams-in-arizona-named-to-the-forbes-best-in-state-wealth-management-teams-list\\\/\",\"name\":\"Five UBS Advisor Teams in Arizona Named to the Forbes Best-In-State Wealth Management Teams List - 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Three of the five teams are based in Phoenix, and two are in Tucson. &#8220;Our advisor teams develop lasting relationships with clients by listening to and understanding their priorities and concerns, and then working to develop comprehensive financial plans that support their individual needs and goals,\u201d said Shawn Bernhard, Arizona Market Director at UBS Wealth Management USA. \u201cWe are proud that our advisor teams here in Arizona, as well as many others across the US, &hellip; Continue reading \"Five UBS Advisor Teams in Arizona Named to the Forbes Best-In-State Wealth Management Teams List\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/five-ubs-advisor-teams-in-arizona-named-to-the-forbes-best-in-state-wealth-management-teams-list\/","og_site_name":"Market Newsdesk","article_published_time":"2023-03-10T16:08:01+00:00","og_image":[{"url":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20230310005117r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/five-ubs-advisor-teams-in-arizona-named-to-the-forbes-best-in-state-wealth-management-teams-list\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/five-ubs-advisor-teams-in-arizona-named-to-the-forbes-best-in-state-wealth-management-teams-list\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"Five UBS Advisor Teams in Arizona Named to the Forbes Best-In-State Wealth Management Teams List","datePublished":"2023-03-10T16:08:01+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/five-ubs-advisor-teams-in-arizona-named-to-the-forbes-best-in-state-wealth-management-teams-list\/"},"wordCount":776,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/five-ubs-advisor-teams-in-arizona-named-to-the-forbes-best-in-state-wealth-management-teams-list\/#primaryimage"},"thumbnailUrl":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20230310005117r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/five-ubs-advisor-teams-in-arizona-named-to-the-forbes-best-in-state-wealth-management-teams-list\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/five-ubs-advisor-teams-in-arizona-named-to-the-forbes-best-in-state-wealth-management-teams-list\/","name":"Five UBS Advisor Teams in Arizona Named to the Forbes Best-In-State Wealth Management Teams List - 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