“We are thrilled to congratulate Ethan Lindbloom, recognized by Forbes as a Best-in-State
Wealth Advisor for the third consecutive year. His dedication to guiding clients toward their
financial goals exemplifies the core values of our firm. He consistently delivers personalized,
comprehensive wealth management advice, and we take pride in supporting him with the
resources and tools he needs to succeed,” said Kevin Reed, President of the firm’s Private Client
Group.
Source: Forbes.com (February, 2026). America’s Top Women Advisors ranking was developed by
SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to
evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client
impact, industry experience, client retention, review of best practices and compliance records,
firm nominations; and quantitative criteria, including: assets under management and revenue
generated for their firms. Investment performance is not a criterion because client objectives and
risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research
and rankings provide opinions intended to help investors choose the right financial advisor and
are not indicative of future performance or representative of any one client’s experience. Past
performance is not an indication of future results. Neither Forbes nor SHOOK Research receive
compensation in exchange for placement on the ranking. For more information, please see
www.SHOOKresearch.com. Data provided by SHOOK® Research, LLC. Data as of 6/30/25
