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Awards

Forbes/SHOOK "Best-in-State"

Forbes/SHOOK "Best-in-State"

John Schutz has once again been recognized by Forbes/Shook Research as a “Best-In-State” Wealth Advisor. This is his 6th consecutive year on the list. He was ranked #1 in the state of Indiana for the second year in a row!

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.

#1 in 2026, #1 in 2025, # 10 in 2024, #14 in 2023, #11 2022, #9 in 2021

John L. Schutz was recognized by Forbes/SHOOK Research as a Best-In-State Wealth Advisor. Publication as of  April 7, 2026; April 8, 2025; April 3, 2024; April 4, 2023; April 7, 2022; and February 11, 2021. Data as of June 30th the prior year. 

Barron's Top 1,200 Advisor

Barron's Top 1,200 Advisor

His expertise and dedication to his clients has earned him this accolade of Best-In-State by Barron's. This is John's 6th consecutive year being recognized by Barron's.

Below is a link to the ranking table.  Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.

#9 in 2026, #10 in 2025, #12 in 2024, #14 in 2023, #10 in 2022, #14 in 2021

John L. Schutz was recognized by Barron’s as a Top 1,200 Financial Advisor: State by State. Publication as of March 20,2026; March 7, 2025; March 11, 2024; March 11, 2023; March 11, 2022; March 12, 2021. Data as of September 30th the prior year. 

Forbes Top Next-Gen Wealth Advisor "Best -In-State"

Forbes Top Next-Gen Wealth Advisor "Best -In-State"

David Perigo has been recognized by Forbes as a Top Next-Gen Wealth Advisor "Best-In-State"! David ranked #25 in the state of Indiana. 

#25 in 2025, #23 in 2024, #26 in 2023

SHOOK Research determines rankings through an algorithm that includes factors such as: assets under management, revenue produced for the firm, regulatory records, industry experience, and representing the highest standard of best practices. Below is a link to the ranking table. 

David was recently recognized by Shook Research as a 2025 FORBES Top Next-Gen Wealth Advisors Best-in-State published on August 6, 2025; August 8, 2024; August 8, 2023. Rankings based on data as of March 31, 2025; March 31, 2024; March 31, 2023.

Baird Associate Financial Advisor All-Star

Baird Associate Financial Advisor All-Star

Felicia Hostettler has been recognized by Baird as Financial Advisor All-Star in 2024. 

This award is based on outstanding performance to team growth metrics, leadership, client engagement, relationship development, and service to community. 

Felicia is one of two advisors firm wide to receive this award. Congratulations, Felicia! 


Forbes/SHOOK "Best-in-State" Wealth Management Team

Forbes/SHOOK "Best-in-State" Wealth Management Team

The Schutz Perigo Group has been recognized by Forbes/SHOOK Research as a "Best-In-State" Wealth Management Team for 2026! Our team was ranked #13 in the state of Indiana.

Rankings are selected based on an algorithm developed by SHOOK Research that takes into account: service models, investing process, team construct, skill sets, revenue trends, assets under management and compliance records. Due diligence interviews are also conducted where SHOOK puts quality first, only teams that they would recommend to friends and family become a ranked team. Below is a link to the 2025 ranking table. 

The Schutz Perigo Group was recognized by Forbes/SHOOK Research as a Best-In-State Wealth Management Team. Publication as of  January 7, 2026. Data as of March 31,2025.  

Indiana 529 Advisor Savings Plan <br/>2025 Award of Excellence

Indiana 529 Advisor Savings Plan
2025 Award of Excellence

The Schutz Perigo Group has been recognized by the Indiana 529 Advisor Savings Plan for our commitment in helping families plan and save for their education goals. 

529 Plans can be a great way for parents and/or grandparents to safe for future education expenses. It's a gift that can make a major impact in the lives of your loved ones! 

2025 Top 30 Baird Practices Award

The Schutz Perigo Group has being named as one of the Top 30 Practices for Baird in 2025 and a Top Financial Advisor team since 2021.This prestigious award is given by Baird teams who embody The Baird Difference and put our clients first.

John Schutz receives Suzanne A. Nicholson Leadership Award from University of Southern Indiana

John Schutz receives Suzanne A. Nicholson Leadership Award from University of Southern Indiana

On September 16, 2021 John Schutz received the Suzanne A. Nicholson Leadership Award from the University of Southern Indiana.  This award honors University friends who have exercised strong leadership roles in fulfilling the University mission and who embody the late Susie Nicholson's dedication and spirit in meeting the needs of the University.


He leads by example at USI and his interest in a variety of University programs is genuine. Hecan be seen attending events, athletic games, and he is always thinking of creative ways to promote and advance USI. In addition to cheering on the Screaming Eagles in the classroom and on the court as a basketball season ticket holder for 25 years, he chooses to support students through generous charitable gifts. From merit scholarships to athletics, his engagement and support of USI is all encompassing.

He has been a part of many University milestones, most notably gaining independence as a separate state institution in 1985 and he served on the Foundation's 50th Anniversary Committee in 2017-2018. He chose to become involved in several University activities, even sharing his professional expertise by offering retirement courses on campus. His service on the Varsity Club Board of Directors helped raise the visibility of athletics at the University and in the community. He has been an outstanding advocate for the USI Foundation since joining the board nine years ago, and his service is invaluable.

He continues to support the University and Foundation in every way. Through involvement, example, and personal generosity, he exemplifies the very best qualities of leadership and reflects the ideals of the University.

We congratulate John on this very prestigious award.

John Schutz Recognized by USI in latest "Faces of Philanthropy"

John Schutz Recognized by USI in latest "Faces of Philanthropy"

As many of you know, one of John and Cindy’s greatest passions in life is supporting the University of Southern Indiana – both with their time and their financial resources. For over 30 years John has taught retirement planning and Social Security classes at USI as part of the university’s Lifelong Learning program. For all of those years, John would work a full day at the office and then head to USI to teach on a volunteer basis, often times until 9:00pm or later. For those who know John well, you know how passionate he is about educating and helping others!

He also takes pride in the fact that he hasn’t missed a home basketball game in over 30 years. Even this year, when they’re not allowing fans in the stadium, he streams every game online and is a very active supporter of the entire athletic department.  He also currently serves on the USI Foundation Board of Directors, and has been very involved in other boards and committees over the years.

John and Cindy recently received a very well deserved award and recognition from USI for their efforts. They were featured in USI’s latest “Faces of Philanthropy” which recognizes a select group of local families and companies who make significant contributions to the university. I’ve attached a PDF of that edition as well as a link below if any of you would like to see it.

John is way too modest to ever mention this award on his own, so David, Felicia & I wanted to do it for him. I know many of you are also supporters and/or alumni of USI and share John’s passion for the University. The next time you see him and/or Cindy, please join us in congratulating him on this well-deserved award!

Click here for USI Article

Community Involvement

"The Best way to find yourself is to lose yourself in the service of others". 

-Mahatma Gandhi


We love our community and participate in many fundraisers as well as share of our time and talent where can:

Charities and Causes we donate our time, talent and treasure to:

Our Process
Our History
Our Values