Cooke Financial Group

Brian Cooke, Tammy Williams, and Chris Cooke were named to the 2026 Forbes Best-In-State Wealth Advisors list.

Forbes Best-In-State ranking, compiled by SHOOK Research, is based on both quantitative and qualitative factors. It evaluates advisors on more than performance, including how they help clients navigate volatility, stay disciplined, and avoid emotional decision-making.

This recognition reflects the standard we hold ourselves to every day. It comes from our approach to long-term planning around the people, priorities, and goals that matter most to the families and institutions we serve.

(Not indicative of advisor’s future performance. Your experience may vary. Chris Cooke and Brian Cooke (2018-2026), Tammy Williams (2025-2026): Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Most recently presented in April 2026 based on data gathered from 06/30/2024 to 06/30/2025. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.)

Some of the most important work our team does happens outside the office. The women in this photo show up every day for their families and for our clients. That kind of commitment doesn't go unnoticed. We're proud to have them on our team and grateful to celebrate them today. Happy Mother's Day!

We spent time this week in Louisville, Kentucky at the Sanctuary Wealth Investment Management Symposium (IMS).

The sessions focused on what's changing and what actually matters. A few takeaways we’re bringing back:

• Access is expanding. New investment opportunities are available, but selectivity matters more than ever.
• Technology is raising the bar. Better tools are improving decision-making, but they don’t replace discipline.
• Conversations are shifting. Clients want clarity and context, not more data or predictions.

Congratulations to Adam Malamed and the Sanctuary Wealth team on hosting another insightful event for our Partner Firms.