Please join us in congratulating Magay Shepard, CFP®, Managing Director/Investments, on being honored by Forbes’ by being named on the 2025 Best-in-State Wealth Advisors list.

Magay’s achievement not only reflects her individual success but also the incredible support and dedication of her team. Congratulations to Magay on this well-deserved honor!

Kara Kobosko
Branch Manager, Managing Director/Investments

Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.