Forbes recognizes industry excellence

We are pleased to announce that 22 Guardian Financial Professionals have been named to the Forbes Top Financial Security Professionals List for 2024. Most impressively, seven of these 17 honorees are winners from the past years.

Forbes Top Financial Security Professionals List for 2024 recognizes these outstanding producers as being among the best financial securities professionals in the United States, as determined by SHOOK® Research. As a result of this award, these same individuals have also been named to the Forbes “Best in State” Financial Security Professionals list.

Congratulations to the 22 Guardian Producers named to the Shook/Forbes list of America’s Top Financial Security Professionals.Putting this ‘win’ in perspective

Putting this 'win' in perspective

This year, SHOOK Research received 45,370 qualifying nominations from agencies throughout the country, of which it evaluated more than 17,011 professionals for consideration in its rankings published by Forbes. Only 100 producers were chosen for this honor. The winners are those producers who SHOOK Research determined represent “the role models of the industry.”

How the honorees were selected

In choosing the 100 top advisors, SHOOK Research focused on quantitative and qualitative criteria, such as production/premiums, persistency rates, client retention, best practices, community involvement, and client service models.

And the award goes to…

Kenneth Alter, Planning Alliance**
Jeffrey Benowitz, Certified Financial Services**
Eric Bouskila, ARI Financial Group**
Berel Bronstein, Bronstein Financial
Russell Carpentieri, Opus Private Client
Ashvin Chheda, Opes One**
Mark Connely, Wealth Design Group
Anthony Domino, Associated Benefit Consultants
Rafael Ekstein, Ekstein Financial Services**
Randy Fine, Robert Fine & Associates
Aleksandar Jakovljevic, WestPac Wealth Partners
Craig Katz, Tempus Financial Group
Asghar Kazim, United Wealth Group**
Lawrence Keller, Physician Financial Services**
John W. Lentz, VII, Strategic Wealth Group**
Matthew Lipscomb, Ashford Advisors, Inc.**
Mark B. Murphy, Northeast Private Client Group**
Michael Olivia, WestPac Wealth Partners**
Robert Schlesinger, Tempus Financial Group
David Simkowitz, SimkowitzCo**
Paul Vecchione, Planning Alliance
Brett Zuckerman, BRZ Financial**

Please join us in congratulating these top performers on this prestigious award, which shines a very public spotlight on their hard work and dedication to their clients.

** Past winners in 2021, 2022, and/or 2023