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Six Aspiriant Wealth Managers Named to Forbes’ 2026 Next-Gen Best-in-State Wealth Advisors List
This year, six Aspiriant wealth managers were named to Forbes’ 2026 Next-Gen Best-in-State Wealth Advisors list, which recognizes wealth advisors age 40 and under nationwide.
We’re proud to celebrate our colleagues and the work they do each day for the individuals and families we serve. For us, this recognition is also a chance to highlight something we value deeply at Aspiriant: developing the next generation of wealth managers who can support individuals and families.
That long-term perspective is important at Aspiriant. As a 100% employee-owned firm, we take a long-term view of both our people and the relationships we build. Our team-based approach means relationships and knowledge don’t rest with just one person. As lives change and families grow across generations, there’s a team that knows their history and is there to help them navigate what’s ahead.
Read on to meet our six Aspiriant wealth managers recognized this year and learn more about how Forbes determines its ranking.
How are the Forbes Next-Gen Best-in-State Wealth Advisors selected?
Forbes works with SHOOK Research to develop its Next-Gen Best-in-State Wealth Advisors ranking. Rather than relying on numbers alone, SHOOK combines quantitative data with direct due diligence, including interviews with advisors, to develop a broader picture of their experience and work.
For the 2026 ranking, advisors must have been born in 1987 or later and have at least four years of experience. From there, SHOOK looks beyond the numbers. They consider an advisor’s experience, client relationships, credentials and compliance record alongside assets under management and revenue generated for their firm, rather than evaluating the investment performance of their portfolios.
Meet Aspiriant’s six Forbes Next-Gen Best-in-State advisors
Chris Kazmer, CPA, CFP®, CPWA®
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Chris Kazmer, CPA, CFP®, CPWA® Recognized on the Forbes Next-Gen Best-in-State list for California. Helping families bring clarity to complex financial decisions is at the heart of Chris’ approach. Working closely with multigenerational families, he draws on his background in tax planning to help bring different aspects of their financial lives together. He especially enjoys helping families think across generations, bringing greater clarity to their wealth so they can focus on what matters most to them. |
Corey Mader, CFA
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Corey Mader, CFA Recognized on the Forbes Next-Gen Best-in-State list for Wisconsin. Corey brings curiosity and a calm perspective to his work. He enjoys helping individuals and families understand their financial choices and why a particular approach may make sense for their circumstances, especially when it comes to investing. Drawing on his background in investment planning and capital markets, Corey views wealth as a tool for supporting family, future generations and the causes people care about. |
Daniel Moas, CFP®
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Daniel Moas, CFP® Recognized on the Forbes Next-Gen Best-in-State list for California. Helping the next generation find its footing is a thread that runs through Daniel’s work. His focus includes helping rising-generation family members build financial confidence and a sense of stewardship around their wealth. He also helps families navigate the practical decisions and responsibilities that can come with preparing younger generations for greater involvement in their financial lives. |
Nick Ruzette, CFP®
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Nick Ruzette, CFP® Recognized on the Forbes Next-Gen Best-in-State list for California. Curiosity is a big part of how Nick approaches his work. He likes understanding how things function and, just as importantly, helping people put that information into context for their own financial plans. Nick brings that perspective to his advisory relationships with executives, helping them coordinate decisions around equity compensation, taxes and investments as part of their broader financial plans. |
Lina Sanchez, ChSNC®, CDFA®
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Lina Sanchez, ChSNC®, CDFA® Recognized on the Forbes Next-Gen Best-in-State list for New York. Lina puts listening at the center of her approach, especially when someone is navigating a major life transition. She brings empathy and a thoughtful perspective to helping individuals and families work through financial decisions around marriage, divorce, retirement and other moments of change. Lina also cares deeply about financial literacy, giving her time to pro bono planning and educational outreach in her community. |
Matthew Sharp, CFP®
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Matthew Sharp, CFP® Recognized on the Forbes Next-Gen Best-in-State list for California. Matthew believes understanding your financial life can be just as important as having a plan for it. He enjoys helping individuals and families make sense of their finances, ask questions and better understand the decisions ahead. A good listener and educator, Matthew also helps people keep a long-term perspective when short-term market noise can make that difficult. |
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Disclosure:
Aspiriant advisors were recognized on the Forbes 2026 Next-Gen Best-in-State Wealth Advisors list on August 11, 2026. The ranking, developed by SHOOK Research in partnership with Forbes, was based on information submitted by advisors and reflects the provider’s assessment at that time. The evaluation period was 7.1.25-6.30.26. Methodology Summary:
The ranking evaluates advisors using qualitative and quantitative criteria, including client retention, industry experience, compliance records, best practices, assets under management and revenue generated for their firms. Not all advisors are eligible for consideration, and not all participate in the evaluation process. Compensation:
No compensation was paid by Aspiriant to be considered for this ranking. Aspiriant may pay licensing fees to use and promote the recognition. This recognition is not indicative of future performance, does not reflect the experience of any single client and does not guarantee investment results. |
| Also recognized by Forbes: Earlier this year, other Aspiriant wealth managers were recognized on Forbes’ 2026 Best-in-State Wealth Advisors list and Forbes’ Top Women Wealth Advisors list. |
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Choosing a wealth manager is more than credentials or recognition. It’s about finding a team whose approach, experience and perspective align with your goals and the complexity of your life.
If you’re considering a wealth management firm, we invite you to reach out. We’d welcome the opportunity to discuss your goals, answer your questions and explore how we can help.
