​​​FPA Members Recognized on the InvestmentNews “40 Under 40”​ List of Financial Advice Industry Leaders


InvestmentNews highlighted the top 40 financial services professions in the country. We are proud to see many NexGen members being acknowledged for their dedication to their clients and the profession. The recognized members include:

  • Yusuf A. Abugideiri, CFP® of Yeske Buie Inc in Vienna, VA 
  • Brandon Averill, CFP® of Penniall and Associates in Pasadena, CA
  • Douglas A. Boneparth, CFP®, AIF® of Longwave Financial, LLC in New York, NY 
  • Tony T. Chan, EA, CFP® of Crossroads Planning in Anaheim, CA
  • Coventry Edwards-Pitt, CFA, CFP® of Ballentine Partners LLC in Waltham, MA
  • Nathan J. Harness, CFP® of Texas A&M University in College Station, TX 
  • Kate Holmes, CFP® of Belmore Financial, LLC in Seattle, WA
  • Amy M. Hubble, CFA, CFP® of Radix Financial, LLC in Oklahoma City, OK
  • Edward W. Kramer, II, CFP®, EA, MBA of Abacus Planning Group, Inc. in Columbia, SC
  • Katarzyna A. Marczyk, CFP®, CRPC of Anchor Wealth Management Group LLC in West Palm Beach, FL
  • Jason L. McGarraugh, CFP® of Neal Financial Group in Houston, TX
  • Kristen E. Moosmiller, CFP® of Partnership Financial, LLC in Columbus, OH
  • Rachel F. Moran, CFP® of RTD Financial Advisors, Inc. in Philadelphia, PA
  • Joe O'Boyle, CFP® of O'Boyle Wealth Management in Beverly Hills, CA
  • Eric Roberge, CFP® of Beyond Your Hammock in Boston, MA
  • Taylor R. Schulte, CFP® of Define Financial in San Diego, CA 
  • Darin R. Shebesta, CFP® of Jackson/Roskelley Wealth Advisors, Inc. in Cave Creek, AZ
  • Andrew C. Sivertsen, CFP®, CAP® of The Planning Center, Inc. in Moline, IL
  • Michelle Smalenberger of Kabarec Financial Advisors, Ltd. in Palatine, IL

FPA NexGen Community is a community for the next generation of financial planners that strives to provide members with a network that serves to support, advise and encourage one another in their professional advancement; promote, foster and direct programs that aid in knowledge transference; and explore issues common to younger planners and seek means of accentuating the positives and finding resolutions for the negatives.​​