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Our Accolades, Higher Education, Conferences, and Titles

Over the course of our careers, we have been honored to receive recognition not only from our firm, but also some of the industry’s leading publications.

Bill Whichard and John Woolard, Managing Partners, have been recognized by Wells Fargo Advisors Financial Network as Sapphire Platinum Council Advisors from 2004 to 2025.

The 2024 and 2025 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism. Prior to 2024, advisors were also measured by completion of educational components. Additional consideration may have included best practices and team structures.
Platinum Council levels are based on the previous calendar year’s gross revenue and are defined as follows: Diamond – Top 15 Financial Advisors, Ruby – Top 2% (including Diamond recipients), Emerald – Next 5%, and Sapphire – Next 8%.

John and Bill have received the title of Private Wealth Financial Advisor. In this capacity, the focus of their practice is on helping sophisticated clients, who have unique financial needs that often span generations.

Bill Whichard and John Woolard, Managing Partners, have been recognized by Wells Fargo Advisors Financial Network as Sapphire Platinum Council Advisors from 2004 to 2025.

The 2024 and 2025 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism. Prior to 2024, advisors were also measured by completion of educational components. Additional consideration may have included best practices and team structures.
Platinum Council levels are based on the previous calendar year’s gross revenue and are defined as follows: Diamond – Top 15 Financial Advisors, Ruby – Top 2% (including Diamond recipients), Emerald – Next 5%, and Sapphire – Next 8%.

John and Bill have received the title of Private Wealth Financial Advisor. In this capacity, the focus of their practice is on helping sophisticated clients, who have unique financial needs that often span generations.