Mark Miller earns first appearance on Forbes’ 2026 Top Financial Security Professionals Best-In-State list
SOUTHLAKE, Texas—July 9, 2026—Mark Miller, CFP®, CLU®, ChFC®, WMCP®, has earned a place on the Forbes/SHOOK Research 2026 Top Financial Security Professionals Best-In-State list for the first time. Ranked No. 66 in North Texas, Miller joins a leading group of financial professionals recognized for their commitment to client success, professional excellence and long-term financial guidance.
This annual ranking spotlights leading financial professionals across the country who demonstrate exceptional service and a steadfast commitment to helping clients pursue financial security.
“I consider it to be a privilege to be honored alongside some of the top financial advisors in the nation on this list,” said Miller. “This recognition serves as a powerful reminder of why I do what I do. My mission is to help others reach their financial goals and gain confidence and clarity in their situation.”
Miller is a financial planner with North Star Resource Group and a member of the firm’s Medical Division, where he specializes in serving physicians, dentists and business owners nationwide. Miller has built his practice around developing long-term client relationships based on trust, transparency and personalized financial guidance.
In addition to helping clients pursue their financial goals, he serves on the board of Stop Alzheimer’s Now and remains active with Arrows of Light and his local church.
The Forbes ranking evaluates financial professionals using a combination of qualitative and quantitative elements in a survey conducted by SHOOK Research. Qualitative elements that SHOOK analyzed included production/premiums, death benefits, assets under management, client-related trends and data. Additionally, they also analyzed quantitative elements such as meetings with professionals, use of their team and team dynamics, level of community involvement, credentials and years of service.
To learn more about Forbes’ Top Financial Security Professionals list or to view the rankings on a national and state level, please visit www.forbes.com/lists/top-financial-security-professionals.
About Forbes and SHOOK Research
Forbes boasts 6 million readers and 116 million unique monthly visitors who rely on their research and content to plan their financial futures. SHOOK does not receive a fee in exchange for rankings.
About North Star Resource Group
North Star Resource Group is a Minneapolis-based financial services firm that provides both individuals and businesses with the resources to help create, preserve and protect their wealth. North Star has more than 200 full-time advisors and over 218 employees. In a network of 43 offices in over 17 states, they have contributed to the financial security and well-being of over 150,000 individuals and small businesses.* To learn more about North Star Resource Group, visit www.northstarfinancial.com.
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If you would like more information about this topic, please call Ian Rich at 612.617.6076 or email him at ian.rich@northstarfinancial.com.
Author: Mark Miller, CFP®, CLU®, ChFC®, WMCP®
Mark Miller is a financial planner who has spent the entirety of his career with North Star Resource Group since graduating from Baylor University. Mark specializes in working with physicians, dentists, and business owners across the country. He has designed his practice to build life-long relationships with his clients by establishing trust through honesty and two-way communication. Mark grew up in Texas, where he presently lives with his wife and kids. He earned his BBA from Baylor University, and is passionate about family, friends, along with the outdoors and sports. Mark serves on the board of Stop Alzheimer’s Now, is actively involved in his church and non-profit group Arrows of Light.
*Data as of 12/2025
2026 Forbes Best-In-State Financial Security Professionals, developed by SHOOK Research, is based on last year’s data. The algorithm is designed to fairly compare the business practices of a large group of financial service professionals (FSPs) based on quantitative and qualitative elements. Data is weighted to ensure priorities are given to dynamics such as best practices, business models, recent business activity, among others. Each variable is graded and represents a certain value for each measured component. The algorithm measures thousands of FSPs against one another. The listing is prepared by SHOOKTM Research and is based primarily on commissions and premiums generated from insurance products and other criteria relative to years of experience, credentials, client retention and servicing, business model, community involvement, financial professional and peer interviews, and compliance background. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.