Steward Partners Advisors Recognized as Rising Stars by InvestmentNews

Strategic Insights -

Steward Partners, an employee-owned independent financial services firm, has announced that four of its advisors have been named to InvestmentNews' Rising Stars list, recognizing their leadership and impact in shaping the future of financial advice. The news highlights the firm's commitment to cultivating and empowering the next generation of advisory leaders. The advisors being honored are Taryn Bertetto, Kyle Blackwell, Zach McCown, and Courtney Shrewsberry, who have demonstrated their passion for elevating the profession and building a career in the industry.

Key Takeaways:

  • Four Steward Partners advisors have been named to InvestmentNews' Rising Stars list, recognizing their leadership and impact in shaping the future of financial advice.
  • The advisors being honored are Taryn Bertetto, Kyle Blackwell, Zach McCown, and Courtney Shrewsberry, all of whom are under the age of 40 and work in wealth management roles.
  • The InvestmentNews Rising Stars list celebrates emerging leaders who demonstrate commitment to building a career in the industry and elevating the profession.
  • Steward Partners' recognition of its advisors as Rising Stars reflects the firm's mission to create an environment where emerging talent can thrive and innovate.
  • The advisors being recognized are certified professionals, including CFP(r), AAMS(r), and CRPC(r), and are based in various locations across the United States.
  • The InvestmentNews Rising Stars list was launched in 2024 and highlights the next generation of talent shaping the future of financial advice.

Statistics:

  • Four advisors from Steward Partners have been recognized as Rising Stars by InvestmentNews.
  • The advisors being honored are 40 or younger as of October 1, 2025.
  • The InvestmentNews Rising Stars list highlights emerging leaders whose vision, dedication, and impact are helping set the course for the industry's future.
  • 100% of the invited advisors are from Steward Partners.

Sources:

  • InvestmentNews (2024) - Launch of the Rising Stars list
  • Steward Partners (2023) - Press release announcing the recognition of their advisors as Rising Stars
  • "Rising Stars list 2024" by InvestmentNews (2024)

Note: The dates mentioned in the source material have been used to provide context, and sources are cited exactly as they appear in the original text.