Named to:

Steve Goldberg, CPA

Named to:

Forbes’ Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams rankings are each based on the 12-month period ending June 30 and March 31, respectively, of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.

For 2024 qualification, the Stifel Chairman’s Council consisted of 230 of the firm’s top-producing financial advisors from among its more than 2,300 advisors across the nation.