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Investment News 40 under 40

InvestmentNews is a national publication and each year, since 2014, they highlight what they consider 40 of the top financial advisors under the age of 40. This 40 Under 40 project aims to reveal the tremendous potential in the financial advice industry by finding often unrecognized young talent doing remarkable things. Key attributes they look for among the approximately 1,000 advisers and associated professionals nominated each year are: accomplishment to date, contribution to the industry, leadership and promise. Award winners do not pay to win or to be considered for the award.

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