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The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative da-ta. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2024) included: 45,996 nominations for all rankings, based on thresholds, 24,832 invited to complete online survey, 21,368 telephone interviews, 5,176 in-person interviews at advisors’ location, 1,545 virtual interviews and 4,081 individuals considered and 1,621 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/23 to 3/31/24 and was released on 8/8/24. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be repre-sentative of individual clients’ experience. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=166061825fc3.