Jon Ylinen named No. 29 in Wisconsin on Forbes’ 2026 Top Financial Security Professionals Best-In-State List
MADISON, Wis.—July 9, 2026—Jon Ylinen, financial advisor at North Star Resource Group, has earned a place on the Forbes/SHOOK Research 2026 Top Financial Security Professionals Best-In-State list. Ranked No. 29 in Wisconsin and having made this list previously in 2023, 2024 and 2025, Ylinen is part of an elite 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.
“Making this list for a fourth year in a row is a huge honor that I don’t take for granted,” Ylinen noted. “It represents a wonderful achievement for my team. I’m so grateful for the hard work and support they provide as we help clients navigate their finances and pursue their goals.”
Since joining North Star’s Madison, Wis., office in 2008, Ylinen has established a practice that works closely with medical and dental professionals, from their final year of medical school through residency and fellowship, starting a medical practice and living in retirement. His team brings clarity and confidence to his clients’ financial journeys while helping them define and plan for their goals.
Besides offering holistic financial planning services to clients, Ylinen believes in sharing his expertise with the public. He is a co-author of the book “Real-Life Financial Planning for Physicians” and has contributed to financial columns such as “Financial Focus” for “Review of Ophthalmology” and “EM$ and Sense” for “Emergency Medicine Magazine,” along with several contributions to “Medical Economics” and “Physician’s Money Digest” in the past.
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: Jon Ylinen
Jon works with several hundred physicians starting as early as their final year of medical school, through residency and fellowship, in practice, and through retirement.
*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.