*America’s Top Women Wealth Advisors issued by Forbes/SHOOK Research in February 2026 based upon data as of
June 30, 2025, awarded to the top female advisors in the country with Kerri Biondo being recognized. The ranking is
based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven
years of experience and weighing factors like client impact, industry experience, client retention, review of best practices,
credentials, compliance records, firm nominations, assets under management, and revenue generated for their firms.
Investment performance is not a criterion, as client objectives and risk tolerances vary and advisors rarely have audited
performance reports. 11,840 women advisors were considered for this honor and 100 were selected. [FEE DISCLOSURE
— CONFIRM WHICH APPLIES: No fee was paid for nomination, receipt, or promotion; OR no fee was paid for
nomination or receipt, but enhanced online-profile promotion was purchased.] Third-party ratings are no guarantee of
future investment success and do not ensure that a client or prospective client will experience a higher level of
performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are
they representative of any one client’s evaluation.
*The Top Next-Gen Wealth Advisors ranking issued by Forbes/SHOOK Research on August 11, 2026 for the period March
31, 2025–March 31, 2026 was awarded to top next-gen wealth advisors with Kerri Biondo being recognized. The ranking
is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence
interviews including client impact, industry experience, credentials, review of compliance records, firm nominations—and
quantitative data. Those advisors that are considered were born in 1986 or later and have a minimum of four years’
experience as an advisor. 4,653 advisors were considered for this honor and 43% were selected. [FEE DISCLOSURE —
CONFIRM WHICH APPLIES: No fee was paid for nomination, receipt, or promotion; OR no fee was paid for nomination
or receipt, but enhanced online-profile promotion was purchased.] Third-party ratings are no guarantee of future
investment success and do not ensure that a client or prospective client will experience a higher level of performance or
results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative
of any one client’s evaluation.
*The Top Next-Gen Wealth Advisors ranking issued by Forbes/SHOOK Research on August 6, 2025 for the period March
31, 2024–March 31, 2025 was awarded to top next-gen wealth advisors with Kerri Biondo being recognized. The ranking
is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence
interviews including client impact, industry experience, credentials, review of compliance records, firm nominations—and
quantitative data. Those advisors that are considered were born in 1986 or later and have a minimum of four years’
experience as an advisor. 4,653 advisors were considered for this honor and 43% were selected. [FEE DISCLOSURE —
CONFIRM WHICH APPLIES: No fee was paid for nomination, receipt, or promotion; OR no fee was paid for nomination
or receipt, but enhanced online-profile promotion was purchased.] Third-party ratings are no guarantee of future
investment success and do not ensure that a client or prospective client will experience a higher level of performance or
results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative
of any one client’s evaluation.
