Stephen Skokos Named to Forbes 2026 Best-in-State Wealth Advisors List
Skokos recognized for client-focused guidance reflecting deep client trust, industry leadership and next-generation impact in wealth management
Mountain America Investment Services announced today that Stephen Skokos, senior wealth advisor, has been named to the 2026 Forbes | SHOOK Best-in-State Wealth Advisors list, earning the No. 71 ranking in Utah and placing him among the top 100 advisors in the state.
The recognition reflects Skokos’ long-standing commitment to helping clients build and manage their financial futures. He serves members throughout Southern Utah, including St. George and Cedar City, and has been with Mountain America Investment Services since 2008. A certified financial planner, Skokos currently advises on more than $240 million in brokerage and advisory assets through LPL Financial.*
“Skokos has built his reputation by consistently doing right by our members,” said Chad Waddoups, vice president of wealth management at Mountain America Investment Services. “This recognition speaks to the trust he’s earned over the years and the thoughtful, personalized guidance he provides every day. We’re proud to see him recognized among the best in the state.”
This latest honor adds to a pattern of national recognition. Skokos was previously named a Forbes Top Next-Gen Wealth Advisor in Utah for two consecutive years, an award highlighting top-performing advisors under age 40. In an industry where many advisors are nearing retirement, that recognition underscored his role as part of the next generation shaping the future of wealth management.
“I’m honored to be included on this year’s Forbes Best-In-State list,” Skokos said. “More than anything, it reflects the relationships we’ve built with our clients. It’s a privilege to help people step back, look at the full picture and make informed decisions about where they’re headed. I’m grateful for the trust they place in me and our team.”
The Forbes Best-In-State Wealth Advisors list is developed by SHOOK Research using a combination of qualitative and quantitative criteria, including interviews, industry experience, compliance records, assets under management and a review of best practices.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Mountain America Credit Union and Mountain America Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mountain America Investment Services, and may also be employees of Mountain America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mountain America Credit Union or Mountain America Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
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*Advisory and brokerage services offered through LPL Financial, a registered investment advisor and broker-dealer (member FINRA/SIPC).
