Congratulations to our Circle of Excellence—the top 25 financial professionals at ESI, recognized based on last year’s GDC performance.
This is a distinct honor, earned annually and re-earned every year. Membership in the Circle of Excellence reflects more than strong results—it represents consistency, leadership by example, and a standard of performance others across the firm aspire to reach.
This year, the Circle includes an extraordinary milestone worth celebrating: Seven financial professionals surpassed the $1 million GDC mark in 2025.
A special congratulations to Steve Simon, who broke records with the highest GDC achieved by any advisor in the history of ESI.
We also applaud the following Circle members for achieving the seven-figure mark at ESI:
-
Bob McIntosh
-
Patrick Stephens
-
Michael Castillo
-
WM Nzambi
-
Paul Sortino
-
Tyler Degeneffe
- Steve Simon*
- Bob McIntosh*
- Patrick Stephens*
- Mike Castillo*
- W.M. Nzambi*
- Paul Sortino*
- Tyler Degeneffe*
- Chuck Creighton**
- Nico Riverso**
- Gary Liskow**
- Billy D’Angelo**
- James Muro**
- David Critelli**
- Jeffrey Friedrich**
- Travis Ramsdell**
- Mark Vosk**
- Justin Paine**
- Dan Wolodkiewicz**
- Dan Streeter**
- Jay Maffe**
- Ed Degeneffe
- Rich Kelly
- Dom Citera
- Alan Fishman
- Don Reutemann
While production earns the recognition, the impact of this group goes far beyond the numbers. Circle of Excellence members help shape ESI’s culture, influence growth, and define what “great” looks like across the firm.
As part of that recognition, ESI invests back in this group through fee waivers and marketing support—an acknowledgment of the trust and leadership Circle members bring to the organization.
Well earned. Well deserved.
* Million Dollars or more of total production!
**$750,000 or more of total production!
The top 25 Circle of Excellence members are determined by total production including GDC and advisory fees, minus any Massachusetts production.
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