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Stephani On Forbes’ Best-In-State List

Mike Stephani, Sturgeon Bay-based financial advisor, was among the Raymond James-affiliated advisors named to the Forbes list of Best-in-State Wealth Management Teams, as part of the Cape Financial Group, for the second consecutive year. The list, which recognizes teams from national, regional and independent firms, was released online

Jan. 9. The list, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data.