M Financial Group congratulates the 19 Member Firm financial professionals named as finalists in the 2025 Forbes | SHOOK Research Top 100 and Best-in-State Financial Security Professionals rankings.
Six M Member Firm principals ranked among the top 20 financial security professionals in the nation, and nine appear in the top 100 nationally. Two M principals — Chelsea Maeda of Winged Keel Group and Lorrie Baldevia of Assured Partners MCM — are featured among the four Editor’s Picks of the Top 100 and Best-in-State rankings, respectively.
A collaboration between Forbes and SHOOK Research, the fifth annual publication of the Top 100 and Best-in-State Financial Security Professional rankings offers a qualitative and quantitative performance ranking of the top insurance professionals in the United States and in each state.
To date, industry executives and peers have nominated 49,552 financial professionals for ranking consideration, according to SHOOK Research’s ranking methodology. Of those, SHOOK Research has evaluated 18,095 financial professionals who met the standards for consideration.
“It’s not surprising to learn many of our Member Firm principals have qualified for the 2025 Forbes rankings,” said Russell Bundschuh, President & CEO of M Financial Group. “The principals at M Financial Member Firms are among the very best in the industry. They have extensive life insurance, estate planning, and wealth management expertise in the advanced markets. When you add to the mix their strong relationship-building skills, client advocacy that has real impact, and access to M Financial’s support teams and exclusive suite of proprietary solutions, you have all of the components for achieving great success.”
Please visit mfin.com/find-a-firm to contact an M Financial Member Firm in your area.
With more than 140 Member Firms across the United States and in the United Kingdom, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance and executive benefit firms has served the needs of high-net-worth individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.
For more information, please email M Financial’s Communications team at communications@mfin.com or visit our website at mfin.com.
2025 Forbes Top Financial Security Professionals, created by SHOOK Research. The 2025 award was presented in 07/2025; based on data gathered from 12/2023-12/2024. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
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