Advisers from Crossroads area make Forbes’ list

A half-dozen people from the Crossroads Business Journal region have been named to Forbes’ 2018 list of “Top Next-Generation Wealth Advisers.”

In total, the roster includes 1,000 advisers who represent the future of the wealth management industry. Each adviser was nominated by their respective firm, then vetted and ranked by SHOOK Research.

Each adviser was chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management.

The following are the listed advisers from the CBJ region, with each person’s ranking, name, firm and typical size of household assets under management, according to the Forbes list:

• No. 250: Derek McGee, Morgan Stanley Wealth Management, Frederick Md; $1 million to $5 million.

• No. 266: Ryan Flurie, Wells Fargo Advisors, Hagerstown, Md.; $500,000 to $5 million.

• No. 533: Sid Huguenin, Morgan Stanley Wealth Management, Frederick, Md.; $1 million to $5 million.

• No. 596: Charles Ellison, Morgan Stanley Wealth Management, Winchester, Va.; $1 million to $10 million.

• No. 709: Justin Saloom, Morgan Stanley Wealth Management, Frederick, Md.; $50,000 to $3 million.

• No. 793: Richie Holzapfel, Wells Fargo Advisors, Hagers- town, Md.; $1 million to $5 million.