Heritage is proud to announce that Forbes | SHOOK Research has named Brian Gracie, Brian Horn, and Stacey Spedden-Irrgang, as Best-In-State Wealth Advisors for Maryland. The list spotlights more than 8,500 financial professionals nationwide out of over 52,000 nominations.

Read more about the honor: https://www.forbes.com/lists/best-in-state-wealth-advisors/

Forbes “Best-in-State Wealth Advisors” list, (April 2026). The ranking for this list by SHOOK Research is based on due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.