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Top 40 Advisors Under 40 countdown: #31-40

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Market volatility, geopolitical instability, a government shutdown — advisors have had their work cut out for them. It’s why each year On Wall Street recognizes the hard work of the industry’s elite young talent with the Top 40 under 40 list.

These 40 advisors generated more than $167 million in combined annual revenue and were responsible for more than $28 billion in client assets, according to their employers. (Production and AUM figures are as of Sept. 30, 2018.)

The unveiling of this year’s list begins with Nos. 40 to 31. These advisors work at wirehouses and regional broker-dealers such as Merrill Lynch and Baird. A few faces may be familiar. Others made the ranking for the first time.

Finalists for the ranking were 39 or younger as of Dec. 31, 2018, and were registered with an advisory firm in the employee channel. Production totals were used to determine the rankings. Nominees’ information was confirmed with their employers.

Scroll through to see who made the cut this year. (To see who made the list last year, please click here.) And to see our companion ranking comprised exclusively of advisors at regional BDs, please click here.

Loren Snyder Hilliard lyons advisor cropped photo.jpg
No. 40 Loren Snyder
Firm: Hilliard Lyons
Age: 33
Production: $3,150,937
AUM: $675 million
Daniel Ehrlich, finanical advisor.jpeg
No. 39 Daniel Ehrlich
Firm: Morgan Stanley
Age: 37
Production: $3,157,973
AUM: $242 million
James Woldert Morgan Stanley advisor.JPG
No. 38 James Woldert
Firm: Morgan Stanley
Age: 39
Production: $3,180,547
AUM: $337 million
Gregory Sommersberger Baird advisor
No. 37 Gregory Sommersberger
Firm: Baird
Age: 38
Production: $3,215,052
AUM: $450 million
John Minnich  Merrill Lynch advisor
No. 36 John Minnich
Firm: Merrill Lynch
Age: 37
Production: $3,235,920
AUM: $531 million
James M. Schneiderman advisor at Morgan Stanley.jpg
No. 35 James Schneiderman
Firm: Morgan Stanley
Age: 36
Production: $3,258,062
AUM: $405 million
Jordan Eisenberg Morgan Stanley advisor
No. 34 Jordan Eisenberg
Firm: Morgan Stanley
Age: 39
Production: $3,281,258
AUM: $246 million
Mark Lewis Morgan Stanley advisor
No. 33 Mark Lewis
Firm: Morgan Stanley
Age: 39
Production: $3,293,092
AUM: $278 million
Mike Kanner financial advisor at Morgan Stanley.jpg
No. 32 Michael Kanner
Firm: Morgan Stanley
Age: 38
Production: $3,295,489
AUM: $556 million
Derek Jancisin Merrill Lynch advisor
No. 31 Derek Jancisin
Firm: Merrill Lynch
Age: 30
Production: $3,296,374
AUM: $715 million