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Top 40 under 40
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With our annual rankings, Financial Planning recognizes the industry’s top-producing young brokers among wirehouses and regional firms.

The Top 40 Regional Brokers Under 40 produce $87.3 million in collective annual revenue at an average of $2.2 million per representative in trailing 12-month production while managing $15.3 billion in client assets. Compared to last year’s group of top young regional brokers, the class production ticked down slightly from $88 million and client assets remained flat at $15 billion.

Financial advisors earning a spot in the 2022 edition of the rankings come from six different firms: Ameriprise, Raymond James, RBC, William Blair, Janney Montgomery Scott and Baird.

Among regional firms, Ameriprise leads at 15 brokers in this year’s list, with Raymond James & Associates coming in second at eight and with RBC in third with seven representatives.

To view the Top 40 Regional Brokers Under 40, scroll down our slideshow. For a profile of award-winning J.P. Morgan Wealth Management advisor David Li, click here . To find out why this year’s group represents a milestone for wealth management and what that means for the industry, click here .

A note on methodology: Nominees for the rankings were 39 or younger as of Dec. 31, 2021, and were registered with a wealth management firm in the employee channel. FP uses production totals that are verified by each broker’s employer to determine the rankings. Trailing 12-month production and AUM are as of Sept. 31, 2021.

40. Ryan Bouchard

Portraits for 40u40 cardshow/Regional No. 40 Ryan Bouchard.jpg
Firm: Ameriprise

Location: Portsmouth, New Hampshire

Age: 37

Production: $1,441,616.00

AUM: $169,275,523.00

39. June Brown

Portraits for 40u40 cardshow/Regional No. 39 June Brown.jpg
Firm: Baird

Location: Madison, Wisconsin

Age: 39

Production: $1,441,775.66

AUM: $313,256,566.00

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Portraits for 40u40 cardshow/Regional No. 38 Jared Stricklin.jpg
Firm: Raymond James & Associates

Location: Overland Park, Kansas

Age: 33

Production: $1,442,928.00

AUM: $451,768,253.00

37. R.J. Paquet

Portraits for 40u40 cardshow/Regional No. 37 R.J. Paquet.jpg
Firm: RBC Wealth Management

Location: Oklahoma City

Age: 32

Production: $1,444,131.00

AUM: $533,111,634.99

36. Andy Chace

Portraits for 40u40 cardshow/Regional No. 36 Andy Chace.jpg
Firm: Ameriprise

Location: Portsmouth, New Hampshire

Age: 37

Production: $1,448,823.00

AUM: $149,559,646.00

35. Mark Corbin

Regional No. 35 Mark Corbin v2.jpg
Firm: Raymond James & Associates

Location: Farmington Hills, Michigan

Age: 39

Production: $1,453,374.00

AUM: $120,039,717.00

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Portraits for 40u40 cardshow/Regional No. 34 Kenneth Lee.jpg
Firm: Ameriprise

Location: San Jose, California

Age: 39

Production: $1,498,488.00

AUM: $185,479,675.00

33. Cody Hilbun

Portraits for 40u40 cardshow/Regional No. 33 Cody Hilbun.jpg
Firm: Raymond James & Associates

Location: Atlanta

Age: 35

Production: $1,503,444.00

AUM: $249,731,993.00

32. Allen Weidman

Portraits for 40u40 cardshow/Regional No. 32 Allen Weidman.jpg
Firm: Ameriprise

Location: Fort Lauderdale, Florida

Age: 38

Production: $1,516,699.00

AUM: $180,109,521.00

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Portraits for 40u40 cardshow/Regional No. 31 Jennifer Ibarguen.jpg
Firm: Ameriprise

Location: Plano, Texas

Age: 38

Production: $1,520,717.00

AUM: $179,963,975.00

30. David Kelly

Portraits for 40u40 cardshow/Regional No. 30 David Kelly.jpg
Firm: Raymond James & Associates

Location: Grand Blanc, Michigan

Age: 37

Production: $1,532,192.00

AUM: $388,507,496.00

29. Michael McEntee

Portraits for 40u40 cardshow/Regional No. 29 Michael McEntee.jpg
Firm: Ameriprise

Location: Boston

Age: 39

Production: $1,606,115.00

AUM: $165,427,692.00

28. Eric Ellis

Portraits for 40u40 cardshow/Regional No. 28 Eric Ellis.jpg
Firm: Ameriprise

Location: Bedford, New Hampshire

Age: 38

Production: $1,618,373.00

AUM: $239,000,000.00

27. Alex Rykken

Portraits for 40u40 cardshow/Regional No. 27 Alex Rykken.jpg
Firm: RBC Wealth Management

Location: St. Paul, Minnesota

Age: 36

Production: $1,627,800.00

AUM: $218,280,024.43

26. Joshua Smeltzer

Portraits for 40u40 cardshow/Regional No. 26 Joshua Smeltzer.jpg
Firm: RBC Wealth Management

Location: York, Pennsylvania

Age: 37

Production: $1,633,109.00

AUM: $202,035,551.17

25. Everett Anderson

Portraits for 40u40 cardshow/Regional No. 25 Everett Anderson.jpg
Firm: Raymond James & Associates

Location: Chapel Hill, North Carolina

Age: 39

Production: $1,646,643.00

AUM: $183,549,623.00

24. Greg Pauly

Portraits for 40u40 cardshow/Regional No. 24 Greg Pauly.jpg
Firm: Baird

Location: Mequon, Wisconsin

Age: 39

Production: $1,647,629.00

AUM: $276,346,831.00

23. Justin Fletchall

Portraits for 40u40 cardshow/Regional No. 23 Justin Fletchall.jpg
Firm: RBC Wealth Management

Location: Madison, Wisconsin

Age: 39

Production: $1,661,371.24

AUM: $215,000,000.00

22. Christopher Borden

Portraits for 40u40 cardshow/Regional No. 22 Christopher Borden.jpg
Firm: Janney Montgomery Scott

Location: Philadelphia

Age: 35

Production: $1,673,800.00

AUM: $265,970,621.00

21. Patrick Feeney

Portraits for 40u40 cardshow/Regional No. 21 Patrick Feeney.jpg
Firm: Baird

Location: Shiloh, Illinois

Age: 37

Production: $1,700,000.00

AUM: $377,000,000.00

20. Hilary Doherty

Portraits for 40u40 cardshow/Regional No. 20 Hilary Doherty.jpg
Firm: RBC Wealth Management

Location: Kirkland, Washington

Age: 37

Production: $1,756,512.00

AUM: $243,064,390.45

19. Shane Weisman

Portraits for 40u40 cardshow/Regional No. 19 Shane Weisman.jpg
Firm: Ameriprise

Location: Vancouver, Washington

Age: 39

Production: $1,768,230.00

AUM: $317,776,743.00

18. Jeremy Schmidt

Portraits for 40u40 cardshow/Regional No. 18 Jeremy Schmidt.jpg
Firm: Raymond James & Associates

Location: Clinton Township, Michigan

Age: 39

Production: $1,780,000.00

AUM: $404,000,000.00

17. Kevin Leonard

Portraits for 40u40 cardshow/Regional No. 17 Kevin Leonard.jpg
Firm: Ameriprise

Location: Conshohocken, Pennsylvania

Age: 37

Production: $1,992,066.00

AUM: $248,060,096.00

16. Daniel Martin

Portraits for 40u40 cardshow/Regional No. 16 Daniel Martin.jpg
Firm: Ameriprise

Location: San Jose, California

Age: 36

Production: $2,024,398.00

AUM: $277,658,409.00

15. Ricky Fairchild

Portraits for 40u40 cardshow/Regional No. 15 Rickey Fairchild.jpg
Firm: RBC Wealth Management

Location: Dallas

Age: 38

Production: $2,139,651.63

AUM: $305,662,576.03

14. Michael Blonkvist

Portraits for 40u40 cardshow/Regional No. 14 Michael Blonkvist.jpg
Firm: RBC Wealth Management

Location: Midland, Texas

Age: 36

Production: $2,336,528.00

AUM: $511,939,022.00

13. Alex Myers

Portraits for 40u40 cardshow/Regional No. 13 Alex Myers.jpg
Firm: Raymond James & Associates

Location: Westminster, Maryland

Age: 39

Production: $2,341,905.00

AUM: $290,903,886.00

12. Loren Snyder

Portraits for 40u40 cardshow/Regional No. 12 Loren Snyder.jpg
Firm: Baird

Location: Bloomington, Indiana

Age: 36

Production: $2,361,281.00

AUM: $364,241,726.00

11. Brian White

Portraits for 40u40 cardshow/Regional No. 11 Brian White.jpg
Firm: Ameriprise

Location: Melville, New York

Age: 39

Production: $2,388,187.00

AUM: $269,853,759.00

10. Matthew Mandell

Portraits for 40u40 cardshow/Regional No. 10 Matthew Mandell.jpg
Firm: Ameriprise

Location: Melville, New York

Age: 38

Production: $2,396,806.00

AUM: $221,199,118.00

9. Michael Ferreira

Portraits for 40u40 cardshow/Regional No. 9 Michael Ferreira.png
Firm: Ameriprise

Location: Jacksonville, Florida

Age: 36

Production: $2,430,476.00

AUM: $496,511,606.00

8. Jeremy Lambert

Portraits for 40u40 cardshow/Regional No. 8 Jeremy Lambert.jpg
Firm: Janney Montgomery Scott

Location: Greenville, Delaware

Age: 37

Production: $2,608,249.00

AUM: $369,649,485.00

7. Andrew Sims

Portraits for 40u40 cardshow/Regional No. 7 Andrew Sims.jpg
Firm: William Blair

Location: Chicago

Age: 34

Production: $2,710,627.00

AUM: $475,852,569.00

6. Michael Snyder

Portraits for 40u40 cardshow/Regional No. 6 Michael Snyder.jpg
Firm: Ameriprise

Location: Red Bank, New Jersey

Age: 39

Production: $2,741,609.00

AUM: $367,010,535.00

5. Erold Merko

Portraits for 40u40 cardshow/Regional No. 5 Erold Merko.jpg
Firm*: Raymond James & Associates

Location: Farmington Hills, Michigan

Age: 39

Production: $2,800,000.00

AUM: $350,000,000.00

*Merko was affiliated with TIAA last year before moving to Raymond James. After press time and an initial confirmation of the figures, representatives for Raymond James said they couldn’t verify the numbers. Representatives for TIAA said Merko’s previous firm is unable to do so.

4. Nayan Ranchhod

Portraits for 40u40 cardshow/Regional No. 4 Nayan Ranchhod.jpg
Firm: Ameriprise

Location: Scottsdale, Arizona

Age: 37

Production: $3,259,435.00

AUM: $316,972,464.00

3. David Dreifuss

Portraits for 40u40 cardshow/Regional No. 3 David Dreifuss.jpg
Firm: William Blair

Location: Chicago

Age: 36

Production: $3,493,529.00

AUM: $577,726,387.00

2. Will Strong

Portraits for 40u40 cardshow/Regional No. 2 Will Strong.jpg
Firm: Baird

Location: Seattle

Age: 38

Production: $6,400,000.00

AUM: $3,200,000,000.00

1. Andrew Feichter

Portraits for 40u40 cardshow/Regional No. 1 Andrew Feichter.jpg
Firm: William Blair

Location: Chicago

Age: 36

Production: $6,464,179.00

AUM: $627,263,399.00
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