*As of 1/21/2026 through Cetera Wealth Services LLC.

2025 The Best of the City issued by DC Modern Luxury. Online survey to readers to vote in a variety of categories. Editorial team tallies the votes and makes final decision over the results. This award seeks positive votes, however, members of the public may provide any feedback to the publication. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

2026 Best Places to Work for a Financial Advisor Award Presented by Investment News is nomination based and recognizes standout employers in the financial advice industry.  These firms, ranging from small practices with fewer than 20 people to large companies with hundreds, invest in creating a work atmosphere and culture that attracts the best employees.  The annual list of top firms is compiled by Best Companies Group through online employee and employer surveys.  The collected information is combined to determine the strengths of each of the firms that voluntarily participate in the program and each workplace is ranked on this data.  Listing in this publication and/or award is not a guarantee of future investment success.  This recognition should not be construed as an endorsement of the advisor by any client.  No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Washingtonian: Bruce, Dan, Rose, Chris and Sarah Won This Award In 2026. The Washingtonian Top Financial Adviser is awarded to individuals who are nominated and surveyed by their industry peers as being the best in their field. The advisors select are those who received the most recommendations from their peers. Portfolio performance is not a factor. Financial professionals do not pay a fee to be included.  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. There is no fee to be included. 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. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.