Awards and Recognition

2026 FORBES BEST-IN-STATE WEALTH MANAGEMENT TEAMS

The Best-in-State Wealth Management Teams issued by Forbes/SHOOK Research in January 2026/2025 based upon data as of March 31, 2025/2024 was awarded to teams who have a minimum of 7 years as an advisor for at least 1 team member and organized by state Midwest Financial Group being recognized.  The ranking algorithm includes a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.   12,787 teams were considered for this honor and 48% were selected.   No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client 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 one client's evaluation.

2026 InvestmentNews 5-Star Financial Planner  

2026 5 Star Financial Planners award issued by InvestmentNews on 4/23/26 for the 2025 year was awarded to top-tier professionals holding the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation who demonstrate excellence in client service, integrity, and comprehensive wealth management. Matthew Cuplin was nominated for the recognition. Criteria used to determine the winner(s) includes professional credentials and qualifications demonstrated areas of specialization or expertise significant professional or business achievements evidence of integrity, professionalism, and client-focused service; have demonstrated not only strong performance but also integrity, client-centric innovation, and a clear commitment to helping individuals and families reach their financial goals. 231 people were considered for this honor and 80 were selected. No fee was paid for the nomination or receipt of the award; however, financial advisors pay for marketing materials. Third-party ratings are no guarantee of future investment success and do not ensure that a client 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 one client's evaluation.

2026 FORBES BEST-IN-STATE WEALTH ADVISORS  

The Top Wealth Advisors Best-in-State issued by Forbes/SHOOK Research in April 2026/2025 based upon data as of June 30, 2025/2024, awarded to the top advisors organized by state Matthew Cuplin being recognized. The ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like client impact, industry experience, client retention, review of best practices, credentials, compliance records, firm nominations, 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.  29,109 advisors were considered for this honor and 39% were selected.   No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client 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 one client's evaluation.

2025 ALUMNI ACHIEVEMENT AWARD

Alumni Achievement Award issued by Western Illinois University on 12/20/25 for the 2025 calendar year was awarded to alumni of the university. Matthew Cuplin was nominated for the recognition. Criteria used to determine the winner(s) includes exceptional accomplishment in one's chosen field of endeavor; exceptional service in community affairs at the local, state or national levels; exceptional service in support of the advancement and continued excellence of WIU. 4 individuals were selected for this honor. No fee was paid for the nomination, receipt, or promotion of the award OR No fee was paid for the nomination or receipt of the award. Third-party ratings are no guarantee of future investment success and do not ensure that a client 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 one client's evaluation.

2025 FORBES BEST-IN-STATE WEALTH ADVISORS  

The Top Wealth Advisors Best-in-State issued by Forbes/SHOOK Research in April 2026/2025 based upon data as of June 30, 2025/2024, awarded to the top advisors organized by state Matthew Cuplin being recognized. The ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like client impact, industry experience, client retention, review of best practices, credentials, compliance records, firm nominations, 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.  29,109 advisors were considered for this honor and 39% were selected.   No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client 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 one client's evaluation.

2025 FORBES BEST-IN-STATE WEALTH MANAGEMENT TEAMS  

2023 IB EXECUTIVE OF THE YEAR

The 2023 InBusiness Executive of the Year issued by InBusiness Madison was issued on 1/18/2023 for the 2022 calendar year. Matthew Cuplin applied for the recognition. Criteria used to determine the winner(s) includes being recognized for exemplary leadership, business innovation, company success and community contributions. No fee was paid for the nomination, receipt, or promotion of the award. Third-party ratings are no guarantee of future investment success and do not ensure that a client 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 one client's evaluation.

2022 FORBES TOP NEXT-GEN WEALTH ADVISOR   

The Top Next-Gen Wealth Advisors ranking issued by Forbes/SHOOK Research in April 2022 for the June 30, 2020-June 30, 2021 was awarded to the top next-gen wealth advisors in the country with Matthew Cuplin being recognized.  The ranking is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence interviews including client impact, industry experience, credentials, review of compliance records, firm nominations—and quantitative data. Those advisors that are considered were born in 1986 or later and have a minimum of four years' experience as an advisor. 19,640 advisors were considered for this honor and 34% were selected.   No fee was paid for the nomination, receipt, or promotion of the award. Third-party ratings are no guarantee of future investment success and do not ensure that a client 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 one client's evaluation.

2021 FORBES TOP NEXT-GEN WEALTH ADVISOR

The Top Next-Gen Wealth Advisors ranking issued by Forbes/SHOOK Research in April 2021 for the June 30, 2019-June 30, 2020 was awarded to the top next-gen wealth advisors in the country with Matthew Cuplin being recognized.  The ranking is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence interviews including client impact, industry experience, credentials, review of compliance records, firm nominations—and quantitative data. Those advisors that are considered were born in 1986 or later and have a minimum of four years' experience as an advisor. 3,389 advisors were considered for this honor and 500 were selected.   No fee was paid for the nomination, receipt, or promotion of the award. Third-party ratings are no guarantee of future investment success and do not ensure that a client 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 one client's evaluation.

FORBES FINANCE COUNCIL MEMBER

Forbes Finance Council is a collective of invitation-only communities created in partnership with Forbes and the expert community builders who founded the Young Entrepreneur Council (YEC). In Forbes Councils, exceptional business owners and leaders come together with the people and resources that can help them thrive.

2019 FORBES TOP NEXT-GEN WEALTH ADVISOR,

The Top Next-Gen Wealth Advisors ranking issued by Forbes/SHOOK Research in June 2019 for the March 31, 2018-March 31, 2019 was awarded to the top next-gen wealth advisors in the country with Matthew Cuplin being recognized.  The ranking is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence interviews including client impact, industry experience, credentials, review of compliance records, firm nominations—and quantitative data. Those advisors that are considered were born in 1986 or later and have a minimum of four years' experience as an advisor. 6,389 advisors were considered for this honor and 1,495 were selected.   No fee was paid for the nomination, receipt, or promotion of the award. Third-party ratings are no guarantee of future investment success and do not ensure that a client 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 one client's evaluation.

CERTIFIED FINANCIAL FIDUCIARY

As a Certified Financial Fiduciary, one must agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.

2020 INVESTMENT NEWS 40 UNDER 40,

40 Under 40 award issued by InvestmentNews on 6/1/20 for the 2019 calendar year was awarded to 40 individuals under the age of 40 in the financial services industry. Matt Cuplin was nominated for the recognition. Criteria used to determine the winner(s) includes accomplishments, industry contributions, leadership and promise. 1,000 people were considered for this honor and 4% were selected. No fee was paid for the nomination, receipt, or promotion of the award. Third-party ratings are no guarantee of future investment success and do not ensure that a client 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 one client's evaluation.

2020 INBUSINESS 40 UNDER 40,

40 Under 40 award issued by In Business Madison on 3/4/20 for the 2019 calendar year was awarded to individuals living, working and making an impact in the Greater Madison area. Matt Cuplin applied for the recognition. Criteria used to determine the winner(s) includes active dedication to giving back through volunteerism, nonprofit board involvement, mentorship or other community-focused leadership initiatives. 150 people were considered for this honor and 40 were selected. No fee was paid for the nomination, receipt, or promotion of the award. Third-party ratings are no guarantee of future investment success and do not ensure that a client 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 one client's evaluation.

2016, 2017 TOP 4 UNDER 40 AWARD

March 2016 & September 2017, Matt was recognized as one of the Top 4 Under 40 Advisors in the state of Wisconsin by his industry and their association, NAIFA (National Association for Insurance and Financial Advisors). The NAIFA Advisor Today 4 Under 40 Award is issued by the National Association of Insurance and Financial Advisors (NAIFA). The recipients are recognized for achieving excellence in their profession by or before the age of 40 and by their commitment to their clients, community, family, team, and country. Matthew Cuplin was nominated for the recognition. Award recipients must be NAIFA members in good standing and are selected by NAIFA's Advisor Today magazine team . There is a $40 application fee for this award in addition to the membership fee. Third-party ratings are no guarantee of future investment success and do not ensure that a client 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 one client's evaluation.