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Top 40 Regional BD Advisors Under 40 countdown: 21-40

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Regional BDs have been on a years-long growth streak, adding assets, advisors and branch offices.

In short, they’re getting bigger. So is our Top Regional BD Advisors Under 40 ranking.

When we first introduced this ranking, it featured 10 advisors. The following year, the list soon increased to 25. And as regional firms have expanded, so has the number of nominations we’ve received each year. To better reflect the depth of the talent pool, we’ve enlarged the list this year to 40 advisors.

They’re an impressive group. Combined, they had more than $80 million in production and oversaw more than $12 billion in client assets.

These advisors work for a variety of regional broker-dealers: Raymond James, RBC, Janney, Ameriprise and Baird. And you can find them in all corners of America, from Kirkland, Washington, to Clearwater, Florida.

Scroll through to see who made the cut this year.

A quick note on criteria and methodology: Finalists for the ranking were 39 or younger as of Dec. 31, 2019, and were registered with a regional BD in the employee channel. Production totals were used to determine the rankings. Nominees’ information was confirmed with their employers.

Production and AUM figures are as of Sept. 30, 2019.

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No. 40 Scott Linington
Firm: Raymond James
Age: 33
Production: $1,245,448
AUM: $186,260,833
Location: Clearwater, Florida
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No. 39 Lynn Shaw
Firm: Raymond James
Age: 38
Production: $1,267,403
AUM: $174,761,565
Location: Memphis, Tennessee
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No. 38 Hilary Doherty
Firm: RBC Wealth Management
Age: 35
Production: $1,284,983
AUM: $180,476,262
Location: Kirkland, Washington
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No. 37 Greg Pauly
Firm: Baird
Age: 37
Production: $1,306,858
AUM: $210,799,909
Location: Mequon, Wisconsin
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No. 36 Jarrett Brady
Firm: Alex. Brown | Raymond James
Age: 35
Production: $1,313,529
AUM: $229,065,998
Location: San Francisco
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No. 35 Kelly Rindock
Firm: Raymond James
Age: 38
Production: $1,329,644
AUM: $154,073,186
Location: Center Valley, Pennsylvania
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No. 34 Seth Wernick
Firm: Alex. Brown | Raymond James
Age: 39
Production: $1,373,095
AUM: $503,656,506
Location: Washingto, D.C.
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No. 33 Brandon Honcoop
Firm: RBC Wealth Management
Age: 39
Production: $1,414,847
AUM: $208,000,000
Location: Kirkland, Washington
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No. 32 Daniel Martin
Firm: Ameriprise
Age: 34
Production: $1,422,052
AUM: $172,857,516
Location: Campbell, California
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No. 31 Jeremy Schmidt
Firm: Raymond James
Age: 37
Production: $1,431,657
AUM: $282,735,712
Location: Clinton Township, Michigan
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No. 30 Tanner Robinson
Firm: Oppenheimer & Co.
Age: 38
Production: $1,442,130
AUM: $72,386,666
Location: Winston-Salem, North Carolina
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No. 29 Tania Kvakic
Firm: RBC Wealth Management
Age: 37
Production: $1,488,428
AUM: $141,500,000
Location: Phoenix
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No. 28 Everett Anderson
Firm: Raymond James
Age: 37
Production: $1,491,887
AUM: $166,983,726
Location: Chapel Hill, North Carolina
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No. 27 Jeremy Lambert
Firm: Janney Montgomery Scott
Age: 35
Production: $1,497,964
AUM: $182,818,248
Location: Greenville, Delaware
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No. 26 Will Strong
Firm: Baird
Age: 36
Produciton: $1,531,200
AUM: $1,425,000,000
Location: Seattle
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No. 25 David Galardini
Firm: RBC Wealth Management
Age: 39
Production: $1,548,881
AUM: $175,000,000
Location: Canonsburg, Pennsylvania
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No. 24 Joshua Newman
Firm: Raymond James
Age: 39
Production: $1,565,156
AUM: $170,551,730
Location: Atlanta
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No. 23 Brian White
Firm: Ameriprise
Age: 37
Production: $1,577,546
AUM: $179,255,320
Location: Melville, New York
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No. 22 Michael Ferreira
Location: Ameriprise
Age: 34
Production: $1,581,593
AUM: $276,145,021
Location: Jacksonville, Florida
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No. 21 John Lipe
Firm: Baird
Age: 39
Production: $1,600,000
AUM: $235,000,000
Location: Charlotte, North Carolina