Meet the Ten to Watch in 2025

Jason Barber

Jason Barber was a third-generation Edward Jones broker. But he says the culture changed, and it prompted him to leave, start his own RIA and eventually launch Uptick Partners, a support platform designed to help advisors working for non-protocol brokerages ease the transition to independence.

Stephen Chen

Stephen Chen wants to get financial planning into the hands of 100 million people—and working with advisors will help him get to that goal.

Caitlin Douglas

Caitlin Douglas knows the industry’s next few years will be defined by advisors requiring “different flavors of independence.” She’s confident her firm has found one that’ll be particularly appealing.

Stephanie Drescher

Stephanie Drescher is at the forefront of Apollo's big bet on the wealth channel.

Aly Kassim-Lakha

In an industry known for the stubbornly elevated average age of advisors, Aly Kassim-Lakha is a fresh face with some new ideas about improving the business of financial advice.

Jacqueline Martinez

The mergers and acquisitions market for registered investment advisors continues to be red hot, and Jacqueline Martinez has had a first row seat for all of it.

Vanessa Martinez

Vanessa Martinez is tired of "holistic" planning. Enter her firm, Expressive Wealth, an RIA focused on “inclusive” planning for women, families and next-generation investors.

Eden Ovadia

Eden Ovadia comes from a family of engineers and seeks out tough problems. She and her team at FINNY AI picked a big one to obsess over: organic growth for RIAs.

Kyle Wiggs

Kyle Wiggs wants to push the TAMP even further into the future by harnessing an even hotter trend: artificial intelligence and machine learning.

Dien Yuen

Many young beneficiaries won’t invest (or give) the way their parents and grandparents did, creating a significant knowledge gap. Dien Yuen is looking to bridge that divide and ease intergenerational wealth transfer.