Forbes Best-In-State Wealth Advisors 2023, 2024, and 2025 Disclosure:

(April 4, 2023, April 3, 2024, and April 8, 2025) The awards are based upon the time period of 2023 – April 2025). The Forbes rankings of Best-In-State Wealth Advisors and Next-Gen Wealth Advisors are developed by SHOOK Research, based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven and four years of experience, respectively. The ranking algorithm weighs factors such as revenue trends, assets under management, compliance records, industry experience, and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. Rankings are based on the opinions of SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on the ranking. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Cohen Investment Advisors nor any of its Financial Advisors pay a fee in exchange for this award/rating. Cohen utilizes the Forbes logo in its marketing efforts and pays a fee for the use of the logo.