Advisor Confidence Index (ACI) Panelists

The following are members of the exclusive panel of RIA professionals that help determine the monthly AdvisorBenchmarking Advisor Confidence Index (ACI).





NameCompanyTitle
Alan BattlesBrighton Wealth Management, Inc.President
Alan ColeCedar Hill AssociatesPresident/Chief Investment Officer
Alan HarterPactolus Private Wealth ManagementFounder and Managing Director
Alan NadolnaThe Associates GroupCEO
Alexander D Weston SmithWeston Smith FinancialManaging Partner
Alexey BulankovMccarthy Asset Management, Inc.Director
Andrew P CastellanoSuntrust Investment ServicesVice President
Andy KnottWintrust Wealth ManagementPortfolio Manager
Anthony C. PurperoPartnervest Financial Group LLCFinancial Advisor/Partner of Partnervest Financial Group
Anthony J SorrentinoRetirement Planning Partners LLCManaging Partner
Anthony PascazioSF Advisors, LLCManaging Director
Arnold BaratzJMS Capital ManagementCFO, Senior Managing Partner; Wealth Management
Arthur T. DoglioneAlpha FiduciaryPresident
Augustine HongAlexandria Capital, LLCCEO
Barry HaffnerUBSSenior Vice President
Benjamin A TobiasTobias Financial AdvisorsPresident
Bjorn TuypensPlatinum Grove Asset Management, L.P.CIO
Bob LongAriba Asset MgtCEO
Bob Rothe, CfpWealth Management Group. LLCPresident
Bob WeisseHeritage Financial ServicesDirector of Portfolio Management
Brad OrvietoStrategic Asset Management Group Advisors IncPartner
Brett KusskeKusske Financial ManagementCertified Financial Planner
Brian DealBroadway FinancialCOO, CCO
Brian FrickeFinancial Management ConceptsPresident
Brian O'NeillCahaba Wealth ManagementPresident
Brock DexterTrinity Wealth Management, LLCCOO and Senior Advisor
Bruce A. JentnerJentner Wealth ManagementPresident
Bruce MohrBuffington Mohr McNealPartner
Bruce PorterSMB Financial ServicesPartner
Bryan SullivanVellum FinancialPrincipal
Bud AbbottFamily Endowment PartnersSenior Director
Carl RobinsonRoss, Sinclaire & Associates, LLCVP, Head of Business Development
Carmine D'AvinoPWM Advisory Group, LLCPrincipal, CCO and Investment Advisor
Carol SomoanoAsset Planning, IncVice-President; Financial Planner and Advisor
Carolyn StysBluemont Capital AdvisorsPresident
Carroll HayesCharles Carroll Financial PartnersPrincipal
Cathy ParetoCathy Pareto and AssociatesPresident
Chad CarlsonBalasa Dinverno Foltz LLCWealth Manager
Charles F. ParksC.F. Parks and Co. Inc.President/CEO
Charles HelmeBH Asset ManagementManaging Director
Charles KrusenKrusen Capital ManagementCEO
Charles MassimoCJM wealth managementCEO
Cheryl CostaForteris Wealth ManagementPrincipal
Cheryl PageCaprin Asset Management, LLCManaging Director
Chris DoughtyAlliance Wealth Managementfounder
Chris GauthierWealth Management Group LLCPortfolio Manager
Chris W. WalkerInvestment Counsel, Inc.President
Christopher HobaicaHNP CapitalPrincipal/Portfolio Manager
Clark B. HooverAcacia Blue Asset ManagementCEO
Clint WalknerWalkner Condon Financial Advisors LLC
Craig GiventerFinancial Partners Capital Management, LLCPartner
Craig MarrsMarrs Wealth ManagementPrincipal
Craig ReedTrustCorePartner
Craig WatanabePenniall & Associates, Inc.COO
Curtis L. HornstraWells Fargo AdvisorsManaging Director- Investments
Cynthia ZalewskySaratoga Investment Solutions Inc.CFP, CSC
Dale C. RogersRogers Wealth Group, Inc.Chairman & CEO
Damon BoyarLPL FinancialWealth Management Advisor
Dan PinkertonPinkerton Retirement Specialists, LLCPresident, CEO
Dan SerraFreed AdvisorsSenior Advisor
Dan WilsonCedarPoint Investment Advisors, Inc.Partner
Daniel BauerAllSquare Wealth Management, LLCPrincipal Advisor
Daniel F. SilverAdviser InvestmentsPresident
Daniel KernAdvisor PartnersPresident and Chief Investment Officer
Daniel McconlogueEleven O'Clock Associates, LLCCIO
Daniel NewmanThe Glowacki GroupManager of Business Development
Dave ShepherdShepherd Wealth & RetirementPresident/CEO
Dave WalkerYellowWood Financial Advisors, Inc.Operations
David BottomsBanyan Partners, LLCExec Managing Director
David Bush-BrownLong Wharf InvestorsPrincipal
David CrooksDavid M. Crooks And Associates, LLCPrincipal
David DahlDahl Financial Services, Inc.President
David DammCarolina Wealth Management IncManaging Partner
David DiesslinDiesslin & Associates, Inc.CEO
David EdwardsHeron Financial Group | Wealth AdvisorsPresident
David FuhrmanNational Wealth Management LLCManaging Director
David GrayCapital Management, LLCCEO
David KatzGitterman & Associates Wealth Management, LLCCOO
David L. BlainD. L. Blain & Co., LLCPresident and Chief Investment Officer
David WilliamsonPathways Advisory Group, Inc.President
Dennis CarpenterInternational Wealth ManagementPresident
Dennis PackardAlign Wealth ManagementPartner / CFP
Diahann W. LassusLassus WherleyPresident and CIO
Dick KinneyLegacy Wealth Management, LLCManaging Partner
Don ClarkPersonal Financial GroupPresident
Don WoodleyWoodley Farra Manion Portfolio Management, IncPrincipal
Donald J. UhrinDonald J. Uhrin, LLCManaging Partner
Donald SazdanoffSovereign Asset ManagementChief Executive Officer and President
Doug DownerSundowner Capital Management, LLCPresident
Douglas FellerInvestment Partners, LtdCFA, CFP®
Douglas StoneSeacrest Wealth Management, LLCWealth Advisor
Ed MeekEdge Portfolio MgmtCEO
Edd H HydeRadnor Financial Advisors, Inc.President and CEO
Edward BondySterling Global StrategiesVP Institutional Sales
Edward J Kohlhepp, SrKohlhepp Investment Advisors, LtdPresident
Edward R JastremHeritage Financial Services, Inc.Financial Advisor
Edward W. EaganEagan Capital Management, LLCRIA
Elaine E. BedelBedel Financial Consulting, Inc.President and CEO
Eric Cumley, CfpOlympic Wealth ManagementOwner
Eric J. CaisseCsenge Advisory GroupDirector of Investments
Eric KirsteIron FinancialDirector, Business Development
Eric WulffAurum Wealth Management GroupManaging Director
Erich HickeySpouting Rock ConsultingCIO
Erick NewtonCopperwynd FinancialCFP & CCO
Evan LevineCompleteadvisors.comFinancial Advisor
Francis L. Ostrom, IIITompkins Financial AdvisorsCertified Business Exit Consultant, VP & Sr. Wealth Advisor
Frank BeckBeck Capital Management LLCChief Investment Analyst
Frank SloanSloan Wealth Management, LLCPresident
Frederick HortonStrategos CapitalManaging Director
Gabriel BurczykWrapmanagerCEO
Gary A. FriedleShikiar Asset Management Inc.Chief Operating Officer
Gary AltMonterey Private WealthPrincipal
Gary CordermanHalbert HargroveRegional Director
Gary KrasnovAdvisor Financial Services, LLPPartner
Gary P. WagnerCarnegie Investment CounselPrincipal/COO
Gautam ChhadaHighmount CapitalDirector
Gayle BuffBuff Capital Management
Geoffrey G. (Rip) Maclay, Jr.Cedarwinds Investment ManagementManaging Partner
George CheathamAmerican Financial Consultants Inc
George EvansMarshall Financial GroupInvestment Analyst
George N. LucianiCapital Planning Advisory GroupPresident/CIO
George R. GayFirst Affirmative Financial NetworkManaging Member and Chief Executive Officer
Gerald A. FeglerCb&T Wealth ManagementVice President, Senior Wealth Advisor
Gerard A. KlingmanKlingman And Associates, LLCPresident
Glenn CapelGlobal Diversified Capital, LLCOwner/Principal
Glenn MeyerGdm Advisory Group, Ltd.President
Glenn S. GoldsteinFocused Wealth ManagementManaging Director of Portfolio Management
Greg MorganSfmg Wealth AdvisorsFounder - Partner
Greg SullivanSullivan, Bruyette, Speros & Blayney, IncPresident/CEO
Gregory CrawfordCrawford Financial PlanningSenior Portfolio Advisor
Gregory D. GardnerThe Gardner GroupPresident
Gregory HornPersimmon Capital ManagementChairman & CEO
Gregory MakowskiCfs Investment Advisory services, LLCManaging Member
Gregory S. SloanDaniel AdvisorsPresident
Guy BakerWealth Teams SolutionsManaging Director
Hal SheehanOlympus Investment GroupWealth Partner
Hannah O'LoughlinClelland & Company, Inc.Investment Analyst
Harald HvidebergWood Asset ManagementChief Investment Officer
Harris NydickCfs Investment Advisory Services, L.L.C.Managing Member
I. Mark CohenOptifour Integrated Wealth Management, LLC, RiaChairman
Isaac BraleyBts Asset ManagenetPresident
Jack SalzmanKings Point Capital Management LLCSenior Managing Partner
Jack WaymirePaladin RegistryFounder
James B. CallahanJaniczek & Company, Ltd.Managing Director & Chief Investment Officer
James DaileyTeam Financial ManagersPrincipal and Chief Market Strategist
James DonaldVeremuelen Capital ManagementExecutive
James HoustonTurnberry Financial Services, Inc.Portfolio Manager
James K. CornellThe Bollard Group LLC And Spinnaker Capital LLCManaging Director and Chief Investment Officer
James R. AllanVerus Investment Advisory Group Inc.Owner,VP, CIO
James R CannonDynamic Wealth AdvisorsCEO
James W. MccarthySeascape Capital Management, LLCPresident and Chief Investment Officer
Jason FreemanJ.Freeman & AssociatesCEO
Jason PapierFluent Wealth Partners, LLCPresident
Jay BatchaOptimal CapitalFounder
Jay W. BrooksBrooks, Moore & Associates, Inc.Managing Director
Jeannine VanianKayne Anderson Rudnick Investment ManagementCOO
Jeff BernierTandemgrowth Financial Advisors, LLCPresident and Chief Investment Officer
Jeff GallantGluskin Sheff + AssociatesAnalyst
Jeff NautaVision Capital PartnersPrincipal
Jeff ZesigerUma Financial ServicesFinancial Planner
Jeffrey AppsSrs Capital AdvisorsVice President
Jeffrey BlackBecker, Burke AssociatesAssociate
Jeffrey CarboneCornerstone Financial PartnersSenior Partner
Jennifer A. GarrettCMSSenior Portfolio Manager
Jennifer GreenMetropolitan Capital StrategiesVice President Sales & Marketing
Jeremy GreenCarlson Capital Management, IncWealth Strategist
Jeremy OfficeMaclendon Wealth ManagementPrincipal
Jerrod L. ForesmanBankers & Investors Company, Inc.President
Jesse AndersonSnider AdvisorsChief Investment Officer
Jim BoulayLutz FinancialManaging Member
Jim CataneseKeyBridge Financial, LLCPrincipal
Jim ElderElderado FinancialOwner, Financial Planner
Jim GoodlandqSecurus Wealth Management LLCPresident
Jimmy PerrymanPerryman Financial Advisory, Inc.CFP
Joe GordonGordon Asset Management, LLCManaging Partner
Joel FairclothMcGee Wealth ManagementPortfolio Manager
Joel SmithJoel Smith & Associates LLCPresident and CEO
Johann A. KlaassenHorizons Sustainable Investment ServicesChief Investment Officer & EVP
John A. StaabHks Capital AdvisorsPrincipal
John A Kailunas IiRegal Investment AdvisorsPresident/CEO
John C LipajMcDonald Partners, LLC.Managing Director
John CoxCharles D HainesDirector of Alternative Investments
John HymanAlgonquin AdvisorsCEO
John Jay HurfordThe Advisory Group Of San Francisco, LLCDirector of Private Wealth Services
John KauthIntercontinental Wealth Advisors LLCCEO
John O'Connor3D Asset Management, Inc.President
John PalmerCnl Fund AdvisorsDirector of Fund Management
John V. PurringtonArmor Investment AdvisorsPartner
Johnny BrownSchallhorn Brown Capital ManagementExecutive Vice President
Jon CastleParagon Wealth Strategies, LLCManaging Partner and Chief Investment Officer
Jon KmettSfe Investment Counsel Inc.President
Jon LarsenAlbion FinancialPortfolio Manager
Jonathan D. TorrensTorrens Capital Management, LLCPresident & CIO
Jonathan FosterAngeles Wealth ManagementPresident & CEO
Jonathan R KelleyHinds Financial GroupPartner
Jordan HellerHeller Wealth AdvisorsPresident
Joseph A. SheehanMoneta GroupPrincipal,MBA, CFA®, AWMA, CFP®
Joseph B GlossbergGofen And Globerg LLCChairman
Joshua P. GoldsmithScarborough Capital Management, Inc.Vice President of Investments
Judith Vicks SweetStrategic Financial ServicesPresident
Karim AhamedHpm Partners LLCPartner
Karl L. HicksLeonard FinancialCEO
Keith NewcombFull Life Financial LLC
Kelly DurhamTirstar AdvisorsINVESTMENT ADVISOR
Ken GravesCapital Research
Ken KamenMercadien Asset ManagementManaging Director
Ken PetersenMonterey Private WealthPrincipal
Ken SternKen Stern & AssociatesManaging Director
Kendall J. AndersonAnderson Griggs InvestmentsPresident
Kenneth WoodsAsset Preservation AdvisorsCEO
Kenny LandgrafKenjol Capital Management LLC
Keri MaielloMarsh Private Client ServicesSales & Risk Consultant
Kevin GahaganMosaic Financial PartnersPrincipal
Kevin KeatingMill Creek Capital Advisors LLCPrincipal
Kevin MastalerMaclendon Wealth ManagementPortfolio Manager
Kevin StocktonHorter Investment Management, LLCInvestment Advisor Representative
Kim D ArthurMain ManagementPresident
Kirsten MiresLee FinancialChief Compliance Officer, Risk Manager, Investment Analyst
Kris MaksimovichGlobal Wealth AdvisorsPresident
Kurt DurrwachterLedge Wealth ManagementCEO
Kurt E. CarlsonHefren-Tillotson, Inc.Executive Vice President
Kurt MearsAdvance Capital ManagementRegional Vice President
Larry LindsleySummit Planning Group LLCPresident
Laura TarboxThe Tarbox Group, Inc.President
Lee McgowanMonument Financial AdvisorsManaging Director
Lee PriceSmith Anglin FinancialFinancial Advisor
Len NeislerThe Financial Group Inc.
Leonard RickeyLeonard Rickey Investment AdvisorsManaging Partner
Levar HaffoneyFayohne Advisors, LLC Principal
Li ChangKam AdvisorsPortfolio Manager
Lisa Bayer TangPinnacle Financial Group, LLCPrincipal
Lisa MessinaBiondo Investment AdvisorsDirector
Lloyd S YamadaLsy Financial GroupCFP
Lon MortonMorton Capital ManagementPresident / CEO
Malcolm E. PolleyStewart Capital Advisors LLCPresident & CIO
Marilyn Capelli DimitroffCapelli Financial Services, Inc.President
Mark CarltonTrademark Financial Managment LLCPresident
Mark CottleCottle & Swanson, Cpa'S, PLLCDirector of Financial Planning Services
Mark DelfinoHoylecohen, LLCSenior Managing Director
Mark FrenchScott & StringfellowVice President
Mark FrugoniFocus Wealth AdvisorsCo-Founder & Principal
Mark J. GilbertReason Financial Advisors, Inc.Principal
Mark J. KavaloskiAmeritrust Capital Management, Ltd.President
Mark WilloughbyCapwealth Advisors LLCManaging Director
Martin GallagherGallagher Investment Services, Inc.President
Marvin BarronTgs Financial Advisors
Matt QuinnLee FinancialDirector of Research
Matt VenturaFrontier Investment Management CompanyDirector
Matthew ArmisteadCamelback Wealth ManagementManaging Partner
Matthew Neyland Sk Wealth ManagementDirector of Investments
Matthew SwendimanSwendiman Wealth Strategies, Inc.President
Maxwell HellerHj Wealth Management LLCVice President
Michael C. KusickInvestmark Advisory Services, Inc.Managing Principal
Michael ComandoAvery Investment ManagmentFinancial Advisor
Michael DubisTouchstone Financial LLCPresident
Michael GuarracinoMg Financial Management, LLCSenior Financial Advisor
Michael HohfAdvance Capital Management, Inc.Senior Vice President and Financial Adviser
Michael J. Hudock Jr. Hudock Moyer Wealth ResourcesPresident
Michael J. SchmitzSchmitz Capital PartnersVP Investments & COO
Michael MareshThe Maresh Yoshida 401K GroupPrincipal
Michael MarvinTam Financial Advisors, LLCPresident
Michael NorrisValued Investment Partners, LLCPrincipal
Michael P KabarecKabarec Financial Advisors, LtdPresident
Michael PerryRetirement Advisors, LLCPresident
Michael SadoffSadoff Investment Management LLCOwner
Michael SilverBaron Silver Stevens Financial Adviosrs, LLCPrincipal
Michelle ScarverNetting & Pace, CpasInvestment Manager
Mike DewittSmith & Howard Wealth ManagementPartner
Mike WaltersUsa FinancialCEO
Mitchell PindusWells Fargo AdvisorsSr. Vice President
Nathan BaumannLvz Advisors, Inc.Vice President / Portfolio Counselor
Nathan EricksonMiller/Russell & AssociatesInvestment Strategy Manager
Neal TourdoMastrapasqua Asset ManagementNational Sales Director
Nicholas A. DostalSecurities AmericaRegistered Investment Advisor
Nicholas AnastasakisCornerstone Asset Management Services, Inc.Senior Vice President, Portfolio Manager
Nikki ChicotelPrivate Capital Management AssociatesOwner
Patrick BourbonBourbon Financial ManagementCEO
Paul BainsPacifica Partners Capital Management Inc.Managing Director & Portfolio Manager
Paul BennettC5 Wealth ManagementCertified Financial Planner
Paul ByronNot Specified
Paul EwingProsperity Advisory GroupCFP(r)
Paul H. WelchFiduciary Financial Services Of The SouthwestChief Investment Officer and Strategist
Paul S. KingKing Wealth Planning, Inc.President
Peter AshbyAdams Ashby Financial AdvisorsFinancial Advisor
Peter PottlePottle Financial ServicesPresident
Peter RoccaPalisade Asset Management, LLCPrincipal
Peter UherSage Hill CapitalPrincipal
Philip J. ColeHochman Cole Investment Advisors, Inc.Vice President
Phillis PilvinisPsp Financial Services LLCManaging Partner
R Philip PetrowskiBlackhorn PartnersSenior Partner
Ralph HeffelmanIcmcCEO
Randale HonakerMerrill LynchSenior Vice President Investments
Randy CathcartUbs Financial ServicesFinancial Advisor
Randy M. LongLong Investment Advisory, Inc.President
Richard A HewittPraetorian GuardPresident
Richard BregmanMjb Asset Management LLCCEO
Richard Coe Coe Financial ServicesPresident and Owner
Richard Hough IiiSilvercrest Asset Management GroupPresident and Chief Operating Officer
Richard J MartinSteinhaus Financial GroupManaging Director
Richard RegoAlpha Capital Research, LLCCIO
Rick JurrensF.I.F. Financial Advisor Services, Inc.President
Rick L HortonWealthplan AdvisorsPrincipal / CEO
Rick RoopDonaldson Capital ManagementVP & Sr. Portfolio Mgr
Rick TaskerEpoch Consulting GroupPresident
Rita LeeBrouwer & JanachowskiDirector of Research
Rob SiegmannFinancial Management GroupChief Operating Officer, Chief Compliance Officer, Senior Advisor
Robby SchultzRollins Financial, Inc.Partner
Robert A. ConnellApex Financial Advisors, Inc.CEO
Robert A. MilnerStandard Life Investments Inc. (Canada)Senior Vice President Sales
Robert CochranPds Planning, Inc.Principal, CIO
Robert HenrichCoastal Partners Ltd.Managing Director
Robert KeelerInvestment Advisor AllianceCEO
Robert MaloneyAxa-Equitable
Robert PagliariniPacifica Wealth Advisors, Inc.President
Rocco ScarsellaRws Financial Group, LLCPresident / Owner
Roger L. JohnsonPersonal Benefit Services Wealth ManagementPresident/CEO
Roger SchreinerSchreiner Capital Management
Roger WillrothMarrs Wealth ManagementPrincipal
Ron KnippingRehmannPartner
Ronald E. SimmonsRetirement Advisors Of AmericaChairman
Ronald HensonIngMBA CPA IAR
Ross BramwellCornerstone Wealth Management, LLCDirector of Investments
Sam C BillsBills Asset ManagementCEO
Scott KubieCls
Scott M FreundFamily Office Researchpresident
Scott O'BrienTrovenaDirector of Wealth Management
Scott ShellhamerWarren Financial ServiceManaging Director
Scott W. ReedGentry Wealth ManagementWealth Advisor
Sean CastleCherry Creek Investment Advisors, Inc.EVP
Sean CavanaughRaymond JamesPresident
Sean F. DonovanDelta Financial Group, Inc.partner
Seth MeislerAffiance Financial LLC
Sharon CalhounVector Wealth ManagementPrincipal
Sheri Iannetta CupoSage Advisory Group LLCFounding Principal, Certified Financial Planner Professional
Sherwin LeskLeonetti & Associates, LLCCFP®, Attorney [J.D., LL.M. (Tax)]
Stefan MeierhoferTelos Capital Management, Inc.President & CEO
Stephen B. HilbertRainier Group Investment AdvisoryPrincipal
Stephen C. BrownePaul Comstock PartnersChief Investment Officer
Stephen C WinksPct Research And Consulting/ Www.Srconsultant.ComChairman
Stephen CraffenStonegate Wealth Management, LLCManaging Member
Stephen DoucetteProctor FinancialVP
Stephen HighKraft Asset Management, LLCChief Manager
Stephen M. HartRobotti & Company Advisors, LLCCHIEF COMPLIANCE OFFICER
Stephen R BarberaUbs Financial Services Inc.First Vice President - Investments
Steve CogginsIrongate PartnersChief Investment Officer
Steve CordascoCordasco Financial Networkprincipal
Steve WalstadIndependent Investment Advisors Inc.President
Steve WolffWwm FinancialManaging Partner
Steven BrillSpielberger Dampf Brill & Levine LLCPresident
Steven GlucksteinSeaview Global Advisors LLCManaging Partner
Steven M. ElefsonViking Wealth ManagementFinancial Advisor
Steven ZimmermanMindful Asset PlanningPartner
Stuart BrownWarren CapitalChief Investment Strategist - Portfolio Manager
Susan ErbMerrill LynchSenior Vice President, Financial Advisor
Susan MorrisonDorsey, Wright & AssociatesSenior vice President
T. Taylor PaynePayne Wealth Partners, Inc.Investment Manager, President
Ted SarenskiBlue Ocean Strategic Capital, LLCCEO
Teresa Jensen WhiteMoney Managers, IncCEO, CCO
Terry C. KingsberyInvestment Counseling Services, Inc.President
Terry CiceroDhjj Financial AdvisorsPrincipal
Thomas MyersBrownson, Rehmus & FoxworthPrincipal
Thomas R HokrThe Capital Advisory Group, LLC.Founding Partner
Tim LeeMonument Wealth ManagementManaging Director
Tim SinksAspect Wealth ManagementChief Retirement Officer
Timothy James StaleyAlhambra Investment PartnersVice President Investments
Timothy ParkerRegency Wealth ManagementPartner
Tj TillmanEmpire Wealth Advisors, Inc.Wealth Advisor
Todd DoumaTmd & Associates, Inc.Principal
Todd PetzelOffit CapitalCIO and Partner
Tom BurkhartSavant Investment Group, LLCManaging Member
Tom ChancellorTeak Tree Capital Management LLCFinancial Advisor
Tom KarstenKarsten AdvisorsPresident and CIO
Tom MeyerMeyer Capital GroupCEO
Tom OrecchioModeraPrincipal
Tony ProctorProctor FinancialPresident
Ushir ShahRound Table Services, LLCPartner, COO
Vince A. DilevaSeiaSenior Partner
Virginia StanleyRedw Stanley Financial Advisors, LLCManaging Principal
Walid PetiriFms, LLCChief Strategist
Wayne RandallRainey & Randall Investment Management, Inc.Advisor
Wes MossCapital Investment AdvisorsChief Investment Strategist
Will DohenyDoheny Asset ManagementManaging Director
William GrayGoodpasture Gray Inc.Founder
William GreenGl Capital PartnersVice President, Investment Advisory
William LangdonWilliam H. Langdon Ph.D.
William MccollumEagle Financial Management Services LLCPortfolio Manager and Chief Compliance Officer
William OconorPentonVP
William TaylorTaylor Securities, Inc.President


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About the Advisor Confidence Index (ACI)

WealthManagement.com's Advisor Confidence Index (ACI) is a monthly benchmark with an eight-year history that gauges registered investment advisor views on the U.S economy and the stock market. ACI data is compiled from a survey of 100+ panel members that work at leading RIA firms who are prequalified for their industry experience and assets under management. The ACI is released monthly to the press and is often quoted as a sentiment of advisor confidence.

Meet the ACI Panelists

The ACI panelists are an exlusive group of RIA professionals that help determine the monthly Advisor Confidence Index (ACI).

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