Summer 2025

C A R M E L M A G A Z I N E • S U M M E R 2 0 2 5 89 We are proud to announce that Allison Ryan, MS, CFP®, CRPC®, Senior Vice President – Investments was recognized on the 2025 Forbes Top Women Wealth Advisors Best in-State List. This recognition serves as a reminder that we are committed to working every day toward the financial success of our clients.