Kolter & Yocum Financial Group of Wells Fargo Advisors named one of Forbes 2026 Best-In-State Wealth Management Teams

Kolter & Yocum Financial Group of Wells Fargo Advisors has been recognized by Forbes as a Best-In-State Wealth Management Team for 2026. This accolade recognizes teams that are setting the benchmark for best practices and consistently providing an excellent client experience.

"We are honored to be named as one of Forbes Best-In-State Wealth Management Teams. We believe this recognition is a testament to our team's unwavering commitment to delivering personalized, strategic guidance to our clients and keeping abreast of industry trends," said David Kolter, Managing Director- Investments. "We take immense pride in helping individuals and families achieve their financial goals, and being included on this prestigious list makes us grateful for the trust our clients place in us every day."

Kolter & Yocum Financial Group based in Lebanon, is comprised of 2 team members led by David Kolter, Managing Director- Investments and Zachary Yocum, Senior Vice President- Investment Officer and collectively oversee more than $832 million in client assets as of December 2025, with the support of Jenine Wamsher, Client Associate, ensuring a well-rounded approach to client service. Together, the team has 25 years of experience in the financial services industry.

2026 Forbes Best in State Wealth Management Teams

2026 Forbes Best-in-State Wealth Management Teams: Awards January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assests under management (variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based soley on the disclosed criteria. 12.787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.

About Wells Fargo Advisors

Wells Fargo Advisors provides advice and guidance to help clients maximize all aspects of their financial lives. Our vast network of financial advisors, one of the nation's largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is a part of Wells Fargo Wealth & Investment Management (WIM), one of the largest wealth managers in the U.S. WIM offers financial products and services through affiliates of Wells Fargo & Company. Investment Products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. All data includes Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC