
2018 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026

2017 | 2018 | 2020 | 2021 | 2024 | 2025

2022 | 2023 | 2024 | 2025

2022 | 2023 | 2024 | 2025 | 2026
For 2026, Kyle was named to the 250 Advisors to Watch Over $1 Billion category.

2025 | 2026
Forbes’ Top Next-Gen Wealth Advisors and Best-in-State Next-Gen Wealth Advisors rankings are based on the 12-month period ending March 31 of the year of publication, and Forbes’ Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams rankings are each based on the 12-month period ending June 30 and March31, respectively, of the year prior to publication and selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch rankings are based on the 12-month period ending December 31 of the year prior to publication. Each is selected 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 the 2022 Top Next-Gen Wealth Advisor listing, compensation was provided for using, not obtaining, the award. For more information, see Stifel.info/award-disclosures.

Cleveland, OH | September 6, 2023