Five Wabash graduates from Indiana were recently named to the Forbes list of Best-In-State Wealth Advisors, which recognizes advisors from national, regional and independent firms.

The list recognized Martin Gregor ’85 (#6), Mike McGinley ’93 (#48), Lou Fenoglio ’81 (#61), Leo Priemer ’06 (#83) and Keenan Blanchford ’98 (#87).

We are just highlighting Indiana alumni who made the Forbes list of Best-In-State Wealth Advisors. There could be alumni in other states who are also on the list.

You can view the full list and Forbes report here.

Gregor works for Merrill Private Wealth Management in Indianapolis. McGinley works for Northwestern Mutual Wealth Management in Indianapolis. Fenoglio works for Morgan Stanley Wealth Management in Lafayette. Priemer works for Edward Jones in South Bend. Blanchford works for Verity Wealth Partners and Northwestern Mutual Wealth Management in Indianapolis.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK® Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data, officials said.

Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients.

Out of approximately 34,925 nominations, more than 6,550 advisors received the award, officials said.