connects consumers with local financial professionals based on their attendance over the past 12 months at continuing professional education classes for investment, tax and financial planning fiduciaries.

To qualify for a listing, advisors were required to attend at least nine classes over the 12 months ended last quarter. Classes are taught by thought leaders: independent economist Fritz Meyer, portfolio analytics expert Dr. Craig Israelsen, and tax and financial planning guru Robert Keebler, CPA/PFS.