M Financial Group congratulates the 28 Member Firm financial professionals named as finalists in the 2026 Forbes | SHOOK Research Top 100 and Best-in-State Financial Security Professionals rankings.
Nineteen M Financial Member Firm principals ranked among the top 100 financial security professionals in the nation.
A collaboration between Forbes and SHOOK Research, the sixth annual publication of the Top 100 and Best-in-State Financial Security Professional rankings offers a qualitative and quantitative performance ranking of the top insurance professionals in the United States and in each state.
To date, industry executives and peers have nominated 52,268 financial professionals for ranking consideration, according to SHOOK Research’s ranking methodology. Of those, SHOOK Research has evaluated 19,402 financial professionals who met the standards for consideration.
“Since its inception in 2021, our Member Firm principals have had a commanding presence in the Forbes and SHOOK Research Top Financial Security Professionals rankings, which speaks to the quality of their business and the due care they extend to clients,” said M Financial President & CEO Russell Bundschuh. “The 2026 rankings have set a new milestone, however, with 19 Member Firm principals appearing on the Top 100 list. I am truly proud and honored to have them and our Best-In-State finalists as members of the M Financial community.”
Forbes | SHOOK Research 2026 Top 100 Financial Security Professionals in the U.S.
- Lorrie Baldevia — AssuredPartners MCM — Seattle, Washington
- Ryan Barradas — WealthPoint — Phoenix, Arizona
- Roger Cammon — Cammon — St. Louis, Missouri
- Philip de Bruyn — Family Office Risk Advisors — Dallas, Texas
- Marko Djuranovic — Winged Keel Group — New York, New York
- Brent Eden — Winged Keel Group — Atlanta, Georgia
- Walt Helms — Winged Keel Group — Atlanta, Georgia
- Brady Knight — Winged Keel Group — Houston, Texas
- Kenneth Knox — Tenzing Insurance Strategies — Needham, Massachusetts
- Robert C. Kulle, Jr. — Heritage Capital Strategies — Westlake Village, California
- Rohe Levy — Rohe Levy Financial and Insurance Services — San Diego, California
- Rachel Lower — Cornerstone Advisors — Allentown, Pennsylvania
- Michael Mingolelli, Jr. — Winged Keel Group — Needham, Massachusetts
- Don Morris — Morris & Boyle, an Alera Insurance Agency — Walnut Creek, California
- Eric Naison-Phillips — Winged Keel Group — New York, New York
- Matthew Phillips — Winged Keel Group — New York, New York
- Mark Richards — Winged Keel Group — Greenwood Village, Colorado
- Adam Sendzischew — Phylax Legacy Advisors — Miami, Florida
- Jeri Turley — Winged Keel Group — Richmond, Virginia
Forbes | SHOOK Research 2026 Best-in-State Financial Security Professionals
- Lorrie Baldevia — AssuredPartners MCM — Seattle, Washington
- Ryan Barradas — WealthPoint — Phoenix, Arizona
- Daphne Boyle — Morris & Boyle, an Alera Insurance Agency — Lafayette, California
- Roger Cammon — Cammon — St. Louis, Missouri
- Philip de Bruyn — Family Office Risk Advisors — Dallas, Texas
- Marko Djuranovic — Winged Keel Group — New York, New York
- Brent Eden — Winged Keel Group — Atlanta, Georgia
- Thomas Fanning Sr. — Heritage Strategies — Woodbury, New York
- Walt Helms — Winged Keel Group — Atlanta, Georgia
- Brian Henricks — Winged Keel Group — New York, New York
- Gregory Hoernschemeyer — HORAN Wealth — Cincinnati, Ohio
- Shane Johnson — Perspective Financial Group, An Alera Group — Berwyn, Pennsylvania
- Brady Knight — Winged Keel Group — Houston, Texas
- Kenneth Knox — Tenzing Insurance Strategies — Needham, Massachusetts
- Robert C. Kulle Jr. — Heritage Capital Strategies — Westlake Village, California
- Rohe Levy — Rohe Levy Financial and Insurance Services — San Diego, California
- Rachel Lower — Cornerstone Advisors — Allentown, Pennsylvania
- Chelsea Maeda — Winged Keel Group — New York, New York
- Michael Mingolelli, Jr. — Winged Keel Group — Needham, Massachusetts
- Don Morris — Morris & Boyle, an Alera Insurance Agency — Walnut Creek, California
- Eric Naison-Phillips — Winged Keel Group — New York, New York
- Randall Peck — Peck Financial — Boca Raton, Florida
- Matthew Phillips — Winged Keel Group — New York, New York
- Ben Rainey — WealthPoint — Broomfield, Colorado
- Mark Richards — Winged Keel Group — Greenwood Village, Colorado
- Adam Sendzischew — Phylax Legacy Advisors — Miami, Florida
- Stephen Target — Newton One Advisors — Newark, New Jersey
- Jeri Turley — Winged Keel Group — Richmond, Virginia
Please visit mfin.com/find-a-firm to contact an M Financial Member Firm in your area.
About M Financial Group
With more than 140 Member Firms across the United States and in the United Kingdom, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance and executive benefit firms has served the needs of high-net-worth individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.
For more information, please contact M Financial’s Marketing & Communications team at communications@mfin.com.
Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
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