06/26/2026 | Press release | Archived content
Bluespring Wealth is proud to recognize the 22 affiliated advisors who have earned a place in AdvisorHub's annual Advisors to Watch rankings. This list showcases advisors from across the country who are delivering strong outcomes for clients while continuing to build and evolve high-quality practices. Candidates are evaluated on a range of factors, including business growth, professionalism, and client focus.
Congratulations to the following advisors on this well-deserved recognition!
David P. Allen - Security Financial Management
Mitchell Allen - Security Financial Management
Sharon Calhoun - Bluespring Wealth-Midwest
Laura Jean Clark - Reliant WealthPlanning
Scott Cohen - CD Wealth Management
Michele Daniher - Ritter DaniherFinancial Advisory
Roger John David - Rinvelt & David
Matthew DeFelice - US Financial
Carrie Dick - KDIWealth Management
Ilona Friedman - CD WealthManagement
Matthew Fry - SheltonFinancial Group
Deborah Graver - Signature Wealth
Jen Hatch - Christopher Street Financial
Shane Keith - KDIWealth Management
Selena Krampota - LifebridgeFinancial Group
Anne McCabe - Curo Private Wealth
Todd Mitman - ElementWealth Advisors
Andy Peters - Goldstein Advisors
Meredith Rosen - Bluespring Wealth California
Joseph Sarnecki - US FinancialServices
Nathan Shelton - SheltonFinancial Group
Susan Washburn - ProViseManagement Group