Awards

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

April 13, 2026Forbes
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Kayne Anderson Rudnick (KAR) congratulates Managing Director Spuds Powell, Senior Wealth Advisors Thomas ConnaghanKevin O’ReganSam 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 2026 “Best-In-State Wealth Advisors” ranking was given by Forbes in April 2026 and covers the year 2026. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

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