We’re thrilled to announce Elizabeth Evans, CFP® and Brooke May, CFP® have been recognized Forbes 2025 Best-In-State Wealth Advisors, ranked #2 and #48 in Indiana, respectively! 🎉🙌
As always, thank you to our clients for your continued support and trust. 🏆Rankings were based on SHOOK Research:
- 48,944 nominations received, based on high thresholds
- 27,586 invited to complete online survey
- 23,303 total telephone interviews
- 6,004 total in-person interviews at advisors’ locations
- 1,545 total virtual interviews

#forbeslist #forbestopadvisors #carmelin
Elizabeth Evans: Forbes Best-In-State Wealth Advisors (2025, 2024, 2023, 2022, 2021, 2019), created by SHOOK Research. Most recently received in April 2025 based on data gathered from 6/30/23 to 6/30/24. A licensing fee was paid for use of the Forbes award logo. No fee was paid to be included in the ranking. Not indicative of advisor’s future performance. Your experience may vary.
Brooke May: Forbes Best-In-State Wealth Advisors (2025, 2024, 2023, 2022, 2019, 2018), created by SHOOK Research. Most recently received in April 2025 based on data gathered from 6/30/23 to 6/30/24. A licensing fee was paid for use of the Forbes award logo. No fee was paid to be included in the ranking. Not indicative of advisor’s future performance. Your experience may vary.




