Michelle in the Media

2026 AdvisorHub's Advisors to Watch
200 Women Advisors to Watch
April 10, 2026
We created a list of 200 women advisors and their teams with sophisticated practices, great growth and a commitment to professionalism. These advisors represent efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.

Advisor of the Year (Regional-West) Excellence Awardee
2025 Advisor of the Year
June 24, 2025
This award is one of the highest accolades offered to an individual in the wealth management and financial planning industry.
This award recognizes the most outstanding advisors in the main regions of the U.S. from an advisory firm or team, regardless of business size and model.

Advisor Hub Advisors
2025 Top 100 Women Advisors to Watch
June 12, 2025
We created a list of 1,000 advisors and their teams with sophisticated practices, great growth and a commitment to professionalism. These 100 women advisors represent efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.

CNBC FA100
2023 Financial Advisor 100
September 12, 2023
Honored to stand among the nation's elite financial advisory firms for the fifth consecutive year on CNBC's FA100 list. This milestone is a testament to our unwavering dedication to financial excellence and client trust. Thank you for making us a part of your financial journey.

Investopedia 100
Top Financial Advisor 2022
July 25, 2022
The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. With more than 100,000 independent financial advisors in the U.S., the Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors.










