July 10th, 2025 — Pacific Advisors is proud to announce that 30 of our distinguished Financial Representatives have been named to the 2025 Forbes “Best-in-State” Financial Security Professionals list, recognizing them among the top financial professionals in their respective states.
This prestigious honor, awarded by Forbes in partnership with SHOOK® Research, highlights individuals who demonstrate excellence in financial planning, client service, ethical standards, and community impact. Selection criteria include a rigorous evaluation of production and premium levels, persistency, compliance history, retention, and the strength of client relationships and business practices.
Honorees from Pacific Advisors include:
Rob Bukacek
Ryan Brody
Ryan Burklo
Brandon Capps
Peyman Cohan
Alex Collins
David Culler
Anne Ding
Elaine Ellis
Scott Foster
Jason Giorgio
Pat Hauge
Justin Holley
Robert Kaplan
Brett Keener
Jeff Kirshner
Michael Klarfeld
Chau Lai
Alisa Le
Gerald Lee
Kevin Leon
Mo Mahoney
Dave Parkes
Umang Patel
Bart Pearce
Eric Post
Roy Rasera
Anjali Singh
Brad Stevens
Jeff Waite
“This recognition from Forbes is a testament to the caliber of top tier talent we have at Pacific Advisors,” said Misty Weltzien, CEO. “Our advisors are doing far more than financial planning -they’re helping clients cultivate lives of meaning, purpose, and security with peace of mind for today and for generations to come. We couldn’t be prouder of the impact each of them is making."
To view the complete list of 2025 honorees, visit: www.forbes.com and search for “Best-in-State Financial Security Professionals.”
About Pacific Advisors
Pacific Advisors is a financial services firm dedicated to helping individuals, families, and business owners achieve long-term financial confidence through personalized strategies, education, and enduring relationships."
The Forbes award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Top Financial Security Professionals List is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results. Pacific Advisors LLC is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-399-1100. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Pacific Advisors LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA License #0K12914. 8122847.1 Exp 6/27