Press Release

Six KAR Wealth Advisors Named to Forbes 2026 Best-in-State Wealth Advisors List

April 13, 2026
Tom Connaghan, Spuds Powell, Kevin O'Regan, Sam Waltman, Grace Apuy, Bridget Costello

Tom Connaghan, Spuds Powell, Kevin O'Regan, Sam Waltman, Grace Apuy, and Bridget Costello Featured on Forbes Best-in-State List

Kayne Anderson Rudnick (KAR) congratulates Managing Director Spuds Powell, Senior Wealth Advisors Thomas Connaghan, Kevin O’Regan, Sam Waltman and Wealth Advisors Bridget Costello and Grace Apuy on being named to the Forbes | SHOOK 2026 Best-In-State Wealth Advisors list.

Powell and Connaghan were once again honored for their expertise in serving high-net-worth clients in the state of California, each ranking inside the top 10 for Los Angeles and Northern California, respectively. This marks the ninth consecutive year both Powell and Connaghan have received this distinction. O’Regan earned his second consecutive appearance on the list, recognized for his continued excellence serving high-net-worth clients in the state of Massachusetts.

 

Waltman, Costello, and Apuy each earned a spot on the list recognizing their outstanding client service—Costello in Los Angeles, California, Apuy in Northern California, and Waltman in Salt Lake City, Utah.

 

“Our advisors have demonstrated an unwavering commitment to their clients through every market cycle providing the guidance, discipline, and perspective that clients depend on when it matters most,” said Stephen A. Rigali, Executive Managing Director. “KAR congratulates each of those honored on this list as their recognition is a reflection of the standards we set, the culture we’ve cultivated, and the trust our clients place in us each and every day.”

 

For the full list of honorees visit: https://www.forbes.com/lists/best-in-state-wealth-advisors/

 

 

 

 

The Forbes 2026 Best-In-State Wealth Advisors ranking was issued in April 2026 and covers the year 2026. KAR has not paid a fee to participate in the rankings, but has paid a fee to license use of a Forbes Best in State Award logo. 

 

 

 

 

 

 

 

 

 

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This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.

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