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Eleven Advisors, One Standard: Celebrating Our 2026 Forbes Honorees

Eleven Advisors, One Standard: Celebrating Our 2026 Forbes Honorees

July 17, 2026

Some things about WestPac don't change year to year: the standard we hold ourselves to, and the advisors who keep meeting it. This year, eleven of them have earned a spot on the 2026 Forbes | SHOOK rankings — proof that the work we do here isn't a one-time achievement, but a habit.

The Forbes | SHOOK Financial Security Professionals rankings don't reward flash. They're built on due diligence — direct interviews, compliance records, client impact, and long-term consistency — which is exactly why making this list, year after year, means something. It's not about a single good year. It's about advisors who show up for their clients through every kind of market, every kind of decision, every kind of "what happens next."

Please join us in congratulating our 2026 honorees:

Forbes | SHOOK Top Financial Security Professionals & Best-in-State

Michael Olivia, CFP® CExP™

Forbes | SHOOK Best-in-State Financial Security Professionals

Alex Jakovljevic, MBA, CExP™

Alfred Valencia, CExP™

Brennan Drew, CExP™

Jason Oshins, MBA, CExP™

Jason Shapiro

Liang Lee

Nichole Mayer, CFP®, CExP™, RICP®

Nikola Novakovic

Taylor Wong

Vladimir Sasic, CFP®, ChFC®, AEP®, CAP®, CEPA®, MSFS

Behind every name on this list is the same story, told a little differently each time: a client who needed a plan, a hard conversation that had to happen, a strategy built to outlast a single year. Our advisors don't chase this recognition — they earn it by doing the quieter work of building trust, one relationship at a time.

At WestPac, we've always believed the how matters as much as the what. So to our 2026 Forbes honorees — thank you for the work that doesn't make headlines, the follow-through that clients count on, and the standard you keep setting for the rest of us.

To view the complete 2026 Forbes rankings and learn more about the selection methodology, please visit the Forbes website: https://www.forbes.com/lists/best-in-state-financial-security-professionals/

WestPac Wealth Partners 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: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 619.684.6400. PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS.  Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC a DBA of WestPac Wealth Partners, LLC.  | CA Insurance License #0I29680 | This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Top Financial Security Professionals List 2025 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. | 9021185.1 Exp. 07/28