About the Hall of Fame
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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 is an award honoring a group of advisors who exemplify long-term success and commitment to their clients. Each member of the Hall of Fame has appeared in Barron's annual Top 100 Advisor rankings for 10+ years, and their long-looking commitment to excellence is a hopeful example for the industry to follow. 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. |
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Hall of Fame Summit
October 17-19, 2022 Palm Beach, FL |
Congratulations to Barron’s Hall of Fame Advisors
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Lewis Altfest
Vanessa Anderson Sonia Attkiss Emily Bach Anouchka Balog Ron Basu Charles S. Bean III Marcie Behman Patricia Bell Andy Berg Shelley Bergman Marty Bicknell Christina Boyd Debra Brede Patti Brennan Charles Brighton Brent Brodeski Andrew Burish Shari Burns Richard Burridge Jr. Ron Carson 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 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 Breakers 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.
The Barron’s Advisor team considers the health and safety of all those onsite at The Breakers 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
