Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Congratulations to Chamberlin's own Lead Holistic Planner Tom Ponce, who's been selected for inclusion in Marquis Who's Who! Who's Who honorees are selected based on multiple factors such as position, noteworthy accomplishments, visibility, and prominence in a field, and the volume comprises lists of the most accomplished individuals and innovators from every significant career focus.
A member of the Chamberlin team since 2021, Tom has established himself as a distinguished professional in the financial planning industry. Since becoming a group lead in 2024, he has been instrumental in managing a team of financial advisors, crafting and adjusting client plans and conducting training sessions. His dedication to his clients' financial well-being is evident in his comprehensive approach to planning. You can read more about his selection for this honor here.
Later this summer, you'll be able to hear straight from Tom himself on The Retirement Planner podcast — his conversation with CEO Don Chamberlin will be available at the end of July to watch on our YouTube channel and to listen wherever you find your shows.
Congrats, again, Tom! We're excited to celebrate this recognition with you.
Marquis Who's Who's ratings are based on a comprehensive review of individuals’ careers and accomplishments. Mr. Ponce was nominated. Honorees are selected based on factors such as position, notable accomplishments, and prominence in their respective fields. The selection process is managed by a dedicated team who thoroughly evaluates the credentials of candidates. Additionally, our team utilizes both publicly available information and direct submissions to ensure an accurate and comprehensive review. Third-party rankings and recognition from rating services or publications are no guarantee of investment success. Working with a highly rated advisor does not ensure a current or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. June 2025
