[PEABODY, MA] — [April, 2026] – Marc Freedman and Marion Gilman, independent LPL Financial advisors in Peabody, MA, have been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for their track record of success in the financial services industry. Freedman, President/CEO of Freedman Financial and Gilman, Executive Vice President and Partner of Freedman Financial were recognized as the No. 89 and No. 67 advisors in Massachusetts, respectively.
The annual list is compiled by Forbes with insights from SHOOK Research. Advisors are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including interviews, years of experience, compliance records and assets under management*.
"We are thrilled to extend our heartfelt congratulations to Marc Freedman and Marion Gilman for the well-deserved recognition from Forbes, on behalf of the entire team at LPL," said Peter Vincent, LPL’s executive vice president and head of field management. "This award showcases their dedicated efforts in guiding their clients towards financial success, especially during times of economic uncertainty and global challenges. LPL remains steadfast in our commitment to supporting ambitious advisors like Freedman and Gilman, equipping them with robust investment solutions, advanced technology platforms, and extensive resources to provide unparalleled service and experiences for their clients."
Freedman has 35+ years of experience in the financial services industry and has been with the Freedman Financial team since 1995, while Gilman has 25+ years of experience in the industry, joining Freedman Financial in 2000.
Freedman and Gilman are financial advisors affiliated with LPL Financial, a leading wealth management firm that supports financial advisors—whether they work as independent business owners, with an RIA firm or in a financial institution—so they take care of their clients and run a thriving business.
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About Freedman Financial
At Freedman Financial, real financial planning means having honest conversations. These help us guide you toward capitalizing on your life’s work. Our mission is to deliver a financial plan tailored to your personal needs, guide you through life’s key financial conversations, and make sure you’re confident in our advice year after year.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $2.4 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC.
Freedman Financial, Forbes, Shook Research, and LPL Financial are all separate entities.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
Additional Disclosures Provided bySHOOK® Research, LLC. The Forbes | SHOOK® America’s Top Wealth Advisors and Best-in-State Wealth Advisors rankings were developed by SHOOK Research, LLC. Data as of June 30, 2025. Published by Forbes (April 2026). The rankings are based on SHOOK Research’s independent methodology and ranking algorithm, which includes in-person, virtual and telephone due diligence meetings to qualitatively evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Investment performance is not a criterion, as client objectives and risk tolerances vary and advisors rarely have audited performance reports. SHOOK Research’s rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not indicative of future results. SHOOK Research's rankings is for informational purposes only and should not be construed as a recommendation or endorsement to hire any specific investment advisor and SHOOK Research does not assume any liability for actions taken based on the rankings. Neither SHOOK Research nor Forbes receives compensation in exchange for placement on the rankings, but awardees have the option to purchase rights to use the award logo or additional marketing packages