Awards and Recognition
Forbes/SHOOK 2026 Best-In-State Wealth Advisors
April 07, 2026
We are proud to share that 29 Oppenheimer Financial Professionals have been named to the Forbes | SHOOK 2026 Best-In-State Wealth Advisors list.
Developed by Forbes in partnership with SHOOK Research, this prestigious ranking highlights outstanding wealth management professionals nationwide. Advisors are selected through a rigorous methodology that considers both qualitative and quantitative criteria, including industry experience, assets under management, compliance history, and in-person interviews.
This recognition underscores our advisors’ dedication to delivering thoughtful guidance and exceptional service—helping clients navigate complexity and move forward with confidence in their financial future.
We extend our congratulations to the following advisors for this well-deserved recognition (from L-R):
First Row: Petar Arizanov, Eric Bartok, Spencer Berens, Jim Beyloune, Dave Carey, Sandy Chism
Second Row: William Elmore, Justin Gelbman, Rajiv Hargunani, Joshua Hayes, Dan Israelite, Chris Lazos
Third Row: John Mann, Matt Marcolina, Aren Mito, Spencer Nurse, Michael Pallitto, Mike Peloquin
Fourth Row: Hal Perkins, Lawrence Rubinstein, Drake Sacks, Joshua Scherer, David Schoenkin, Stephen Seremetis
Fifth Row: Daniel Tacktill, Brian Walsh, Daniel Waskiewicz, James Watt, Tama Zaydon
We’d also like to give special recognition to Christopher Lazos who was named to both the Forbes America’s Top Wealth Advisors and Best-In-State Wealth Advisors lists—an outstanding accomplishment that reflects dedication, leadership, and continued excellence in serving clients.
View the full Forbes/SHOOK 2026 Best-in-State list here.
View the Forbes/SHOOK 2026 America's Top Wealth Advisors list here.
Disclosures
Oppenheimer & Co. Inc. is not affiliated with Forbes or Shook Research. These rankings combine both quantitative and qualitative measures, including: in-person interviews, industry experience, community involvement, client retention data and revenue trends.
Oppenheimer & Co. Inc. (Oppenheimer), a principal subsidiary of Oppenheimer Holdings Inc. (OPY on the New York Stock Exchange), and its affiliates provide a full range of wealth management, securities brokerage and investment banking services to high-net-worth individuals, families, corporate executives, local governments, businesses and institutions.
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