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About the Hall of Fame
​Financial advice is a long game. At its core, it's about ensuring clients have enough money to fund their needs, wants and dreams through the end of their lives. The best advisors are those who can demonstrate sustained excellence over a long period and whose practices are set up to serve clients well, even after the advisor has retired or otherwise left the business.

Barron's Hall of Fame acknowledges those advisors who have appeared in Barron's annual Top 100 Advisor rankings for 10+ years. These men and women exemplify long term success and commitment to clients.
​

For the second consecutive year, we’re recognizing the recipients of the Hall of Fame Award at the Barron’s Advisor Hall of Fame Summit. This three day event is an intimate meeting of these elite advisors and their successors. The goal: allow Hall of Fame Advisors to collaborate, share best practices and ensure that their legacy of excellence is passed down to the next generation of advisors.
Hall of Fame Summit
October 17-19, 2022
The Four Seasons
​Palm Beach, FL
view agenda

Congratulations to Barron’s Hall of Fame Advisors

Lewis Altfest
Vanessa Anderson
Sonia Attkiss
Emily Bach
Anouchka Balog
Ron Basu
Charles S. Bean III
Marcie Behman
Patricia Bell
Andy Berg
Shelley Bergman
Jim Berliner*
Marty Bicknell
Christina Boyd
Debra Brede
Patti Brennan
Charles Brighton
Brent Brodeski
Richard S. Brown*
Andrew Burish
Shari Burns
Richard Burridge Jr.
Ron Carson
Randy Carver*
Stephan Cassaday
Andy Chase
Michael Chasnoff
Louis Chiavacci
Kim Ciccarelli Kantor
Robert Clarfeld
Roger Coleman
Jeff Colin
Richard F. Connolly
Nancy Cooley
Melissa Corrado-Harrison
Dodee Crockett
Edward Cronin
Mark T. Curtis
Mary Deatherage
Lee DeLorenzo
Donna Di Ianni
Wm. Craig Dobbs
​Mark Douglass
​Ric Edelman
Jeff Erdmann​
R. Christopher Errico

​Fred Fern
Robert Fragasso
Rob Francais
Jean Gannon
Jon Goldstein
Eric Gray
William Greco
Meg Green
Troy Griepp
Louise Gunderson
Martin Halbfinger
James Hansberger
Kimberley Hatchett
Trudy Haussmann
Steven Hefter
Cynthia Hewitt
Brian Holmes
David Hou
Valerie Houts
Barbara Hudock
Dana Jackson
Teresa Jacobsen
Jon Jones
Richard Jones
Debbie Jorgensen
Richard Joyner
Susan Kaplan
​Jonathan Kass
Sanford Katz
Thomas J. Keegan
​Susan Kim*
Susan Kingsolver
Michael Klein
Gerard Klingman
David Kudla
Jonathan Kuttin
David Lees
​John Lesser
​Steven Levine
​Randall Linde
​Elizabeth Lockwood
​​Scott Magnesen
Dagny Maidman
Malcolm Makin
Peter Mallouk
Kathleen Malone
Karen McDonald
Judith McGee
Marvin McIntyre
Charla McIntyre Fields*
Dorian McKelvy
Erna Morgan McReynolds
Elaine Meyers
Alyssa Moeder
Deborah Montaperto
Joseph Montgomery
Courtney Moore
Thomas Moran
Erik Morgan
Mary Mullin
Kevin Myeroff
Thomas Myers
Michael Nathanson
Sharon Oberlander
Wally Obermeyer
Christiane Olsen
John Olson
Mark Orgel
Kimberlee Orth
George Papadoyannis*
Frederick Paulman
Van Pearcy
Geri Eisenman Pell
Laila Pence
Andrew Perry
Kevin Peters
Brian Pfeifler
Lyon Polk
Spuds Powell*
​​John W. Rafal
Maureen Raihle
Gary Ran
​Grant Rawdin
Gail Reid*
Kathleen Roeser
​
​Peter Rohr
Pamela Rosenau​
​Rebecca Rothstein
Sharon Sager
Dalal Salomon
Richard Saperstein
Michael Sawyer
Robert Scherer
Phil Scott
Mark Sear
Raj Sharma
Melissa Spickler
James B. Stack
Margaret Starner
​Linda Stephans
Brian Strachan
Robert Stulberg
Gary Tantleff*
Paul Tashima
Kevin Timmerman
Scott Tiras
Paul Tramontano
Lori Van Dusen
Emily Van Hoorickx
Marie Vanerian
​Kristina Van Liew
Gregory Vaughan
​Ron Vinder*

John Waldron
Noel Weil

Steven Weinstein
Rod Westmoreland
Deb Wetherby
Alan Whitman
Jacqueline Willens
Anna Winderbaum

Scott Wilson
Dale Yahnke
Michael Yoshikami
Matthew Young

Gillian Yu*
Reza Zafari

Drew Zager
​
Charles Zhang
* Inducted in 2022
 
Health and Safety Notice
The Barron’s Advisor team considers the health and safety of all those onsite at The Four Seasons in Palm Beach, FL our top priority. We are committed to building this event safely during global public-health challenges. To accomplish this goal, we need all participants, including speakers, sponsors, staff and vendors, to do their part as well. These considerations, upheld by our venue partners, will continue to evolve and are subject to change in accordance with federal, State, and local sources of law and regulation. Please check back as we will keep this section updated with the latest safety requirements and protocols. ​
 
2022 Agenda
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  • Home
  • Summits
    • Teams
    • Australia
    • Independent
    • 100
    • Women
    • Institutional
    • ESG-Impact
    • Regionals
  • Rankings
  • Hall of Fame
  • News