OakHeart Financial Group Recognized as a 2026 Best-in-State Wealth Management Team by Forbes

Charlottesville, Virginia – January 7th, 2026 – OakHeart Financial Group, a private wealth advisory practice with Ameriprise Financial in Charlottesville, was named to the list of “Best-in-State Wealth Management Teams” published by Forbes. The list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards, professionalism, and success in the business.
 
The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams. OakHeart Financial Group was chosen based on assets under management, industry experience, compliance record and best practices in their practice and approach to working with clients.
 
OakHeart Financial Group is led by Michael Hancock, CFP^®, JD, Kristen Hardy CFP^®, and Joe Feola, CFP^®.  The team also includes financial advisor(s) Edwin Yowell, Laura Pittman, Shane Feist, Holly Tomski, and Tim McClurg and support staff Stacy Higgins, Robyn Ross, David De La Ree Valencia, Clark Melton, Stowe Graham, Emma Gordon, Helen Bilodeau-Kielbasa, Whitney Tillman, Will Elvgren, Michaela Ceballos, Bryan Hancock, Tammie Broaddus, Patrice Hester, Betsy Hancock, Shiloh Gelnett, Ross Hardy, and Maximus McGinnis and Charlotte Jealous. They have collectively served the Charlottesville community since 1992.
 
OakHeart Financial Group provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information, please contact Michael Hancock at (434) 220-4671 or visit the Ameriprise office at 941 Glenwood Station Ln Ste 203 Charlottesville, VA 22901 or their website OakHeart Financial Group financial advisory team | Charlottesville, VA
 
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years¹. With extensive investment advice, global asset management capabilities and insurance solutions, and a nationwide network of more than 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
 
Visit forbes.com for additional information about Forbes. Forbes 2026 Best-In-State Wealth Management Teams List
 
 # # #
 
¹Company founded June 29, 1894.
Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Neither Ameriprise Financial nor its financial advisors pay a fee in exchange for these rankings or their use. Ameriprise Financial and/or its financial advisors can pay Forbes/SHOOK Research for additional advertising-related materials. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
 
Ameriprise Financial Services, LLC is an Equal Opportunity Employer.
 
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
     
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.     
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.     
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.     
© 2026 Ameriprise Financial, Inc. All rights reserved.
 
 
File # Tracking#: AMP5269469.3- (Approved until 1/31/2028)