Recognized Wealth Management Leaders 2025

I understand that your financial success is the result of hard work, dedication, and…

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.

With over 8 years of experience in the financial industry, I am a passionate and driven portfolio manager and podcast co-host. I specialize in family wealth management, financial planning, and investments, helping clients achieve their financial goals and dreams. I currently work as a portfolio manager at RBC Dominion Securities, one of Canada's leading full-service investment firms. I am proud to be part of a team that provides comprehensive wealth management solutions to individuals, families, and businesses across the country. In addition to my role at RBC, I also co-host a podcast called Reformed Millennials, where I share my insights and opinions on the latest trends and topics that matter to millennials and investors. I enjoy engaging with our listeners and community, and exploring the opportunities and challenges that our generation faces in the changing world. Through my podcast, I aim to educate, inspire, and empower millennials to make informed and smart decisions about their money and their future.

Competitive sales professional with experience developing business relationships, presenting and closing sales, managing accounts and respectfully assisting medical professionals with technical concerns. Demonstrated considerable success in multiplying revenues through interpersonal skills and sheer diligence over my competition.

As the Head of Wealth Management at Arcwood, I bring two decades of experience helping families pursue their long-term financial goals. My passion for personalized, comprehensive retirement planning remains central, empowering clients with strategies that inspire confidence in their financial futures. I am grounded in honesty and strong ethics and prioritize my client's needs, creating tailored financial programs for lasting success. Outside work, I enjoy family time, swimming, and supporting causes like Make-A-Wish Arizona, The American Heart Association, and TGen's Center for Rare Childhood Disorders. 602.338.9307 | www.arcwood.com

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

At Dundas Brokers, we help life insurance brokers generate more commissions by using the power of digital marketing, technology, and real time underwriting support.We're now building Canada’s leading life insurance brokerage for independent agents. To learn more about Dundas Brokers, check out our company overview:https://dundasbrokers.com

Director of Investment Research and Portfolio Manager at a Registered Investment Advisor with specific expertise in asset allocation, fixed income, equities, third-party manager due diligence, risk management, and financial planning. Well versed in ESG and mission-driven investing and analysis. Successful record of maximizing portfolio returns and profits through well developed financial research and quantitative analysis, project management, and client development. Experienced volunteer at nonprofit organizations. CFP certification and Wharton MBA.

As a Financial Planner at Veritas Wealth Management and Dave Ramsey's SmartVestor Pro…

Earl Yaokasin, CFA, is an investment manager who runs WealthArch Investment Services in Pasadena, CA. He is a fiduciary with over twenty years of experience, and whose entire personal portfolio is managed by the firm in the same investments as the company’s clients. His firm focuses on value investing, similar to Warren Buffet’s successful approach, and disciplined strategies designed to create growth with downside protection, enabling clients to move steadily towards their life goals and aspirations with confidence.

Homrich Berg is a national independent wealth management firm based in Atlanta that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients.

I work with busy successful individuals and families who are looking to take control of their financial future without getting bogged down in confusing details. With over 13 years of experience, I help high earners and those approaching retirement make smart, impactful decisions confidently. As a flat-fee fiduciary, my mission is clear: to provide you with honest, personalized guidance that brings peace of mind. If you're unsure about hiring a financial advisor, let’s hop on a call. I’ll guide you on the right questions to ask, so you can confidently find the perfect advisor for your needs, no strings attached.

Kieran provides customized investment and retirement strategies for individuals…

Jonathan is the Founding Principal of Commons Capital, LLC. He has worked for many of the big Wall Street firms over his career including Smith Barney, Tucker Anthony, RBC Dain Rauscher, Advest and Merrill Lynch/Bank of America ― three of them by way of acquisition. Jonathan has an extensive background providing comprehensive wealth management advice and services to individuals and businesses. He is a member of a select group of advisors who can offer personalized, discretionary asset management services. This enables him to function as your personal portfolio manager and to construct a portfolio that is aligned with your investment objectives, time horizon, risk tolerance, and overall financial strategy. Jonathan currently holds the Series 7, 63, 65, 66 & 24 securities licenses, as well as, Life, Health & Accident Insurance licenses. He held the CSNA designation (Certified Special Needs Advisor) through the Families of Children With Disabilities (FCWD) Program while employed with Merrill Lynch. He gained key experience addressing the complex financial issues that arise when a child or other loved one has a serious disability.Jonathan received his Bachelor of Science in Business Administration from the University of Hartford. He is the former President of the 124 Beacon Street Association Trust, lives in the Back Bay of Boston, is an avid fly fisherman and is an active volunteer with The Jimmy Fund, Dana-Farber and local charities from his hometown.

Since 1996, I have helped clients invest, protect, and transfer their wealth in a tax-friendly way. Locker Wealth Management will help you to develop, implement, and monitor a plan to:- save and invest your funds with a risk-appropriate strategy to address your retirement, college, income, and aspirational needs;- help protect your wealth from shrinkage due to taxes, settlement costs, or healthcare needs by coordinating our efforts with your tax, insurance, & legal advisors;- help you take care of the people and organizations that are important to you, during life & after your passing, in a tax-friendly way.

Advisory Services offered through Capital Advisors, Ltd, Lincoln Investment, or Capital Analysts, Registered Investment Advisers. An Associate of Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Capital Advisors, Ltd. and the above firms are independent, non-affiliated.