Advisory Support, Products and Services

Advisor Education Firm Award – Thought Leadership and Education

  • The American College of Financial Services

Firm Award: Innovation

  • The Refocus Coaching Academy

Advisor Support Firm Award – Thought Leadership and Education

  • Foundation Source

Charitable Giving/Philanthropy Firm Award – Corporate Social Responsibility

  • Financial Alliance for Racial Equity (FARE)

Consultants Firm Award – Thought Leadership and Education

  • The Oasis Group

Firm Award – Innovation

  • Advisor Legacy (tie)
  • MarketCounsel Consulting (tie)

Firm Award – Industry Disruption

  • Alaris Acquisitions

Recruiting Firms

Firm Award – Thought Leadership and Education

  • Diamond Consultants

Research Providers Firm Award – Innovation

  • Diverse Investing Collective

Financial Advisory and Asset Management Firms

Asset Managers Firm Award – Innovation

  • F/m Investments

Firm Award – Thought Leadership and Education

  • Research Affiliates

Individual Award – Executive of the Year

  • Omar Aguilar, CEO and CIO, Schwab Asset Management

Individual Award – Thought Leader of the Year

  • John Le, Director of Marketing, Cambiar Investors 

Broker-Dealers Firm Award – Corporate Social Responsibility

  • Prudential Advisors

Firm Award – Excellence in Marketing/PR

  • Cetera Financial Group

Firm Award – Innovation

  • Kestra Financial

Firm Award – Thought Leadership and Education

  • Commonwealth Financial Network

Individual Award – Executive of the Year

  • Amy Webber, CEO and Co-Chairman of the Board, Cambridge Investment Group

Individual Award – Thought Leader of the Year

  • Jeff Vivacqua, President, Growth and Development, Cambridge Investment Group

Clearing & Custodial Firms Firm Award – Innovation

  • Altruist

Financial Advisory Support Firm Award – Corporate Social Responsibility

  • Mercer Advisors

Firm Award – Innovation

  • Callan Family Office

Firm Award – Thought Leadership and Education

  • Prospera Financial Services

Financial Planners/Tax Planners Firm Award – Corporate Social Responsibility

  • Resilient Wealth Management

Firm Award – Excellence in Marketing/PR

  • Certified Financial Planner Board of Standards Center for Financial Planning

Firm Award – Innovation

  • SWAN Virtual Family Office (VFO)

Firm Award – Thought Leadership and Education

  • ClearBridge Financial, LLC

Individual Award – Executive of the Year

  • Phil Kim, Founding Member, Managing Director, Signature Wealth Concepts

Individual Award – Thought Leader of the Year

  • Nicole Simpson, CFP, President and CEO, Harvest Wealth Financial 

Insurance & Retirement Products Firm Award – Innovation

  • Allianz Life

Marketing/PR Services Firm Award – Digital Marketing Campaign of the Year

  • Graham Media Partners

Firm Award – Social Media Campaign of the Year

  • Ficomm Partners

RIA Support Platform Providers Firm Award – Industry Disruption

  • Zoe Financial

Individual Award – Executive of the Year

  • Shannon Spotswood, Chief Executive Officer, RFG Advisory

RIAs: Less Than $10 Billion in Assets Firm Award – Corporate Social Responsibility

  • Bailard

Firm Award – Excellence in Marketing/PR

  • The Mendall Financial Group (with Raymond James Financial Services)

Firm Award – Industry Disruption

  • Keystone Financial Services

Firm Award – Innovation

  • Robertson Stephens Wealth Management

Firm Award – Thought Leadership and Education

  • Bogart Wealth

Individual Award – Executive of the Year

  • Thomas Goodson, The AmeriFlex Group

Individual Award – RIA M&A Leader of the Year

  • Jason Gordo, Co-founder and President, Modern Wealth Management

Individual Award – Thought Leader of the Year

  • Ross Marino, Founder and CEO, Transitus Wealth Partners

RIAs: More Than $10 Billion in Assets Firm Award – Excellence in Marketing/PR

  • Wealthspire Advisors

Firm Award – Innovation

  • Freestone Capital Management

Firm Award – Thought Leadership and Education

  • Integrated Partners

Individual Award – Executive of the Year

  • Paul Saganey, CEO and Founder, Integrated Partners

Individual Award – RIA M&A Leader of the Year

  • David Barton, Vice Chairman, Mergers and Acquisitions Leader, Mercer Advisors

Individual Award – Thought Leader of the Year

  • Stephen Craffen, SVP, Wealth Enhancement Group

TAMPs & Model Marketplaces Firm Award – Innovation

  • GeoWealth

Individual Award – Executive of the Year

  • Andres Garcia-Amaya, CEO and Founder, Zoe Financial

Individual Award – Thought Leader of the Year

  • Dana D'Auria, Co-CIO and Group President, Envestnet

UHNW Wealth Management/Family Offices Firm Award – Thought Leadership and Education

  • Fiduciary Trust International

Individual Award – Executive of the Year

  • Jack Ginter, CEO, Callan Family Office

Individual Award – Thought Leader of the Year

  • Ghislain Gouraige, Partner, NewEdge Wealth

Technology Platforms, Products and Services

Fintech Marketing Firm Award – Excellence in Marketing/PR

  • Docupace

Fintech Thought Leadership Firm Award – Thought Leadership and Education

  • CAIS

Business Development Digital Marketing Firm Award – Excellence in Marketing/PR

  • Snappy Kraken

Firm Award – Industry Disruption

  • Catchlight

Firm Award – Innovation

  • AssetMark

Individual Award – Executive of the Year

  • Natalie Wolfsen, CEO, Orion

Client Engagement Artificial Intelligence Firm Award – Innovation

  • YourStake

Client Portals Firm Award – Innovation

  • CapIntel

Financial Planning Firm Award – Industry Disruption

  • Vanilla

Financial Planning Firm Award – Innovation

  • Thrivent

Retirement Income Firm Award – Innovation

  • DPL Financial Partners

Specialized Planning Applications Firm Award – Innovation

  • Luminary

Financial Planning Firm Award – Thought Leadership and Education

  • Asset-Map

Individual Award – Executive of the Year

  • Rafael Loureiro, CEO, wealth.com

Individual Award – Thought Leader of the Year

  • Steve Lockshin, Founder and Chairman, Vanilla

Investment Management Firm Award – Excellence in Marketing/PR

  • intelliflo

Firm Award – Industry Disruption

  • Opto Investments

Alternative Investment Platforms Firm Award – Innovation

  • Crystal Capital Partners

Investment Management Firm Award – Innovation

  • VRGL

Investment/Data Analytics Firm Award – Innovation

  • 55ip

Portfolio Management, Accounting and Performance Reporting Firm Award – Innovation

  • SMArtX Advisory Solutions

Rebalancing Firm Award – Innovation

  • intelliflo

Alternative Investment Platforms Firm Award – Innovation

  • Opto Investments

Custodial Platform Firm Award – Innovation

  • RBC Clearing and Custody

Individual Award – Executive of the Year

  • Aaron Wormus, Chief Technology Officer, SMArtX Advisory Solutions

Operations Business Support Systems/Workflow Automation Firm Award – Industry Disruption

  • AdvicePay

Business Support Systems/Workflow Automation Firm Award – Innovation

  • Sycamore

Operations Firm Award – Innovation

  • Advisor360°

Unified (All-in-One) Systems Firm Award – Innovation

  • Amplify Technology

Firm Award – Thought Leadership and Education

  • F2 Strategy

Individual Award – Executive of the Year

  • Hailin Li, CEO, Advyzon

Individual Award – Thought Leader of the Year

  • Daniel Crosby, Chief Behavioral Officer, Orion

Honorees

Luminaries With Heart

  • Kim Aquino, Senior Vice President and Director of Operations of Wealth Management, Bailard 
  • Anna Barnes, Partner, Adviser, Wealth and Investment Manager, FAS Wealth Partners 
  • Hayley Bates, Financial Advisor, MBA, CFP, AIF, SEIA 
  • Colleen Bell, President, Innovation and Experience, Cambridge Investment Group
  • Kevin Brady, Advisor, Vice President, Wealthspire Advisors
  • Kellan Brown, Executive Director, FinServ Foundation
  • Karen Cecilio, Head of Integrations, Cetera Financial Group
  • Lisette Cooper, Vice Chair, Fiduciary Trust International
  • Jason DiLauro, Managing Partner, The Wealth Advisory Group of DiLauro Wracher & Thomas
  • Mary Anne Ehlert, Founder, Protected Tomorrows
  • Derek Fiorenza, COO/CCO, Summit Group Retirement Planners, Inc.
  • Dustin Gale, Senior Wealth Advisor, Kayne Anderson Rudnick 
  • William Hoffman, President, Hoffman Wealth Management
  • Peter Krull, Partner and Director of Sustainable Investing, Earth Equity Advisors with Prime Capital Financial
  • Justina Lai, Chief Impact Officer, Laird Norton Wetherby (LNW)
  • Erin Linehan, SVP, Supervision &ndash Dispute Resolution and Senior At-Risk Clients, Raymond James
  • Eden Lopez-Robles, Managing Director- Financial Advisor, RBC Wealth Management
  • Laura Mattia, SVP, Financial Advisor, Wealth Enhancement Group
  • Joellen Meckley, AVP, Center Strategy and Operations Managing Director, Center for Special Needs, The American College of Financial Services
  • Hannah Moore, Founder and Owner, Amplified Planning 
  • David Pickler, CEO and President, Pickler Wealth Advisors
  • Jim Roberts, CEO and President, Jim Roberts Investment Advisors LLC
  • Luis Rosa, Founder/Financial Planner, Build a Better Financial Future, LLC
  • Jordan Toma, Financial Professional, Prudential Advisors
  • Bill Wostoupal, EVP, OCIO, Orion

Next-Gen Rising Stars

  • Zoe Bollinger, VP, Portfolio Manager, Bollinger Capital Management
  • Dan Bolton, Vice President of Corporate Marketing, Nitrogen
  • Diana Cabrices, Founder, Diana Cabrices Consulting LLC
  • Joel Callagan, VP Financial Advisor, Wealth Enhancement Group
  • Sean Carr, Portfolio Manager, Freestone Capital Management
  • Erin Christy, Senior Director, Wealth Management, Choreo
  • Matthew Coutcher, Partner/Wealth Advisor, TrinityPoint Wealth
  • Gideon Drucker, President and CEO, Drucker Wealth
  • Annalise Durante, Vice President, Senior SRII Research Analyst, Investment Counselor, Bailard
  • Ryan Eisenman, CEO and Co-founder, Arch
  • Michael Foley, Financial Advisor, North Star Resource Group
  • Hunter Gehring, Principal, NewEdge Wealth
  • Delante Greer, Financial Planner, Opulentia LLC
  • Jordan Haines, Director of Product Marketing, Elements
  • Justin Haywood, President, Haywood Wealth Management
  • Madeline Hume, Senior Research Analyst, AlphaCore Wealth Advisory
  • Jordan Hutchison, VP of Technology and Operations, RFG Advisory
  • Zachary Jennings, Financial Advisor, Ameriprise Financial
  • Andrew Johnson, CEO and Co-founder, Testimonial iQ
  • Jeffrey A. Kash, AVP, Community Relations, Premier Members Credit Union 
  • Justin Kissner, First Vice President, Investments, Raymond James
  • Kyle Malavasi, Wealth Management Advisor, Main Street Wealth Management
  • Patrick Marcinko, Financial Advisor, Bogart Wealth
  • Stacey McKinnon, COO & CMO, Morton Wealth 
  • Danyell Munassi, AVP, Wealth Management, Raymond James 
  • Jibreel Murray, Fixed Income Investment Officer, The Haverford Trust Company
  • Vinya Muso, Financial Advisor, Raymond James
  • Cole Pearson, President, OneAscent Investments 
  • Chris Robertson, Financial Advisor, Peak Financial Group
  • Zackary Royce, Managing Director, Falcon Wealth Planning
  • Dane Sauer, Wealth Advisor III, Senior Director, Mercer Advisors
  • Tara Seegers, Financial Advisor, RBC Wealth Management
  • Travis Sholin, CEO, Keystone Financial Services
  • Aman Soni, VP of Data Strategy, Canoe Intelligence
  • Jamie Susanin, Senior Portfolio Manager, Custom Indexing, Orion 
  • Elle Switzer, Director, Annuity Product Management, TruStage Financial Group Inc.
  • R. Scott Victoria, Chief Operating Officer, TradePMR
  • Emily Wilcox, Chief Operations Officer, Practifi:
  • Naomi Win, PsyD., Behavioral Finance Analyst, Orion