Firms
- American Portfolios Financial Services
- Archford
- Cambridge Investment Research
- CAPTRUST
- Cetera Financial Group — WINNER — Broker-Dealers
- Envestnet — WINNER — Fintech/TAMP Platform
- Finance of America Companies
- Kondo Wealth Advisors
- MyVest
- Schwab Advisor Services
- The American College of Financial Services — WINNER — Consulting Firms and Partnerships
- Twelve Points Wealth Management
Individuals
- Thomas Marino, Atrium Financial
- Jean Heath, Envestnet — WINNER — Fintech/TAMP Platform
- Greg Hammond, Hammond Iles Wealth Advisors
- Dr. Nicole B. Simpson, CFP®, Harvest Wealth Financial — WINNER — Broker-Dealers
- Danielle Robinson, Jackson National Life Insurance — WINNER — Retirement Product & Wealth Management Firm
- Paul Wetmore, Merrill Lynch
- David Pickler, Pickler Wealth Advisors
- Fred Kaynor, Schwab Charitable — WINNER — Consulting Firms and Partnerships
- Frederick Gillis, TCB/ Financial Solutions
- Bob Swift, TCI Wealth Advisors — WINNER — RIAs
- Syed Nishat, Wall Street Alliance Group
- Jim Breen, Wells Fargo Advisors
- Jody J. Bluitt, WFA
Firms
- CAIS
- CAPTRUST
- Carson Group
- Choir — WINNER — Consulting Firms and Partnerships
- Commonwealth Financial Network
- CUNA Mutual Group
- Edelman Financial Engines — WINNER — RIAs
- Envestnet — WINNER — Fintech/TAMP Platform
- Financial Alliance for Racial Equity
- Merrill
- Schwab Advisor Services
- The American College of Financial Services
- The Irick Group, Merrill Private Wealth Management
- The Nationwide Retirement Institute (NRI) Diverse Markets Initiative
Individuals
- Reegan Rae, CPWA, Arnerich Massena
- James Thompson, Bernstein Private Wealth Management — WINNER — Retirement Product & Wealth Management Firm
- Fonda Jacobs, BNY Mellon | Pershing
- Ana Limon, Carson Group
- Scarlett Abraham Clarke, Commonwealth Financial Network
- Amy Kadomatsu, ComplySci
- Gabe Csizmadia, Edward Jones
- Mac Gardner, FinLit Tech — WINNER — Fintech/TAMP Platform
- Kristi Rodriguez, Nationwide — WINNER — Clearing/Custodial & Asset Management
- Marta Shen, Raymond James
- Alex David, Stifel Independent Advisors
- Suzanne Siracuse, Suzanne Siracuse Consulting Services — WINNER — Consulting Firms and Partnerships
- Tana Thomson, Vista Capital Partners — WINNER — RIAs
Firms
- Advisor Group
- AdvisorEngine
- American Portfolios Financial Services
- Atria Wealth Solutions — WINNER — Broker-Dealers
- BrightPlan
- Cambridge Investment Research, Inc.
- Cetera Financial Group
- ComplySci
- Envestnet
- F2 Strategy
- FiComm Partners
- FP ALPHA — WINNER — Fintech/TAMP Platform
- iCapital
- IncomeConductor (WealthConductor LLC)
- Invent.us
- Laserfiche — WINNER — Clearing/Custodial & Asset Management
- LPL Financial
- Merit Financial Advisors
- MyVest
- Northwestern Mutual
- Peak Reps
- Sanctuary Wealth
- Snowden Lane Partners
- SS&C Black Diamond Wealth Platform
- Wealth Enhancement Group
Individuals
- Ruchir Swarup, Addepar
- Greg Cornick, Advisor Group
- Hailin Li, Advyzon
- Reegan Rae and Bryan Shipley, Arnerich Massena
- Brian Bichler, Atria Wealth Solutions
- Sonya Mughal, Bailard, Inc. — WINNER — Retirement Product & Wealth Management Firm
- Shannon Eusey, Beacon Pointe Advisors
- David Le, Beacon Pointe Advisors
- Matt Brown, CAIS
- Kevin R. Keller, Certified Financial Planner Board of Standards, Inc. (CFP Board)
- Megan Gorman, Chequers Financial Management
- Peter Mallouk, Creative Planning
- Ryan Arthur George, Docupace
- Shirl Penney, Dynasty Financial Partners
- Larry Raffone, Edelman Financial Engines
- Anders Jones, Facet Wealth
- Susan Theder, FMG
- Monali Vora, Goldman Sachs Asset Management
- Bob Oros, Hightower Advisors
- Robert Russo, Independent Advisor Alliance
- Laxmi Ramanath, La Meer Inc.
- Margaret J. Hartigan, Marstone, Inc.
- Kay Lynn Mayhue, Merit Financial Advisors
- Lindsay Hans, Merrill
- Ed Deutschlander, North Star Resource Group
- Eric Clarke, Orion Advisor Solutions — WINNER — Fintech/TAMP Platform
- Adrian Johnstone, Practifi
- Kim Jenson, Raymond James
- Shannon Spotswood, RFG Advisory
- Aaron Klein, Riskalyze
- Vikram Chugh, Robertson Stephens
- Raj Bhattacharyya, Robertson Stephens
- Jim Dickson, Sanctuary Wealth
- Michael Carvin, SmartAsset
- Evan Rapoport, SMArtX Advisory Solutions
- Patrice Kelly, Snappy Kraken
- George Nichols III, The American College of Financial Services — WINNER — Consulting Firms and Partnerships
- Michael J. Nathanson, The Colony Group — WINNER — RIAs
- Carolyn Armitage, Thrivent Advisor Network
- Michael Blundin, Vestmark
- Aaron Schumm, Vestwell
- Matt Regan, Wealthcare
- Michael LaMena, Wealthspire Advisors
Firms
- Adhesion Wealth
- Adviser Investments
- Alliance for Lifetime Income
- Allianz Life
- Andes Wealth Technologies — WINNER — Fintech/TAMP Platform
- Bank of America
- BlackRock
- BNY Mellon Wealth Management
- CAIS
- Carver Financial Services
- Commonwealth Financial Network
- DPL Financial Partners
- Ed Slott & Company — WINNER — Retirement Product & Wealth Management Firm
- Edelman Financial Engines
- Ethic — WINNER — Clearing/Custodial & Asset Management
- FiComm Partners
- Fiduciary Financial Advisors
- FMG
- Hammond Iles Wealth Advisors — WINNER — RIAs
- Hightower Advisors
- Incedo Inc.
- Innovator Capital Management (Innovator ETFs)
- iSectors, LLC
- LPL Financial
- Morgan Stanley
- New York Life Investments
- Peak Reps
- PPC LOAN
- Prospera Financial Services
- Raymond James
- Schwab Advisor Services
- Smart
- SMArtX Advisory Solutions
- Snappy Kraken
- The American College of Financial Services — WINNER — Consulting Firms and Partnerships
- The Kelley Group, Intl.
- The Meakem Group, Idea Decanter, & Kalli Collective
- Vestmark
- Wealthramp
- YieldX
Individuals
- Jeff Crosby, 3xEquity
- Barrett Ayers, Adhesion Wealth Advisor Solutions
- Kevin DiSano, Beacon Pointe Advisors
- Jeffrey Levine, Buckingham Strategic Wealth — WINNER — RIAs
- Preston D Cherry, Concurrent Financial Planning | UWGB
- David DeVoe, DeVoe & Company
- Nick Lalonde, Edward Jones
- Dana D'Auria, Envestnet
- Rick Bookstaber, Fabric
- Denise Chisholm, Fidelity Investments — WINNER — Clearing/Custodial & Asset Management
- Lisette Cooper, Fiduciary Trust International
- Jon Henschen, Henschen & Associates
- Sonya Lutter, Ph.D.
- Sarah Musante, Hightower Advisors
- Stephanie Link, Hightower Advisors
- Kimberly A Griego-Kiel, Horizons Sustainable Financial Services, Inc.
- Nitin Seth, Incedo
- Brooks Tingle, John Hancock
- Penny Phillips, Journey Strategic Wealth
- Matt Reiner, mattreiner.com — WINNER — Retirement Product & Wealth Management Firm
- Michael W Crook, Mill Creek Capital Advisors
- Lawrence Sprung, Mitlin Financial, Inc®
- Meghan Railey, Optas Capital
- Daniel Crosby, Orion Advisor Solutions — WINNER — Fintech/TAMP Platform
- Matt Sonnen, PFI Advisors — WINNER — Consulting Firms and Partnerships
- Amy Hart Clyne, Pitcairn
- Shari Greco Reiches, Rappaport Reiches Capital Management
- Dan Wanous, Thrivent Advisor Network
- Teresa Wells, Tiedemann Advisors
- Tony Steuer, Females and Finance
- Ross Marino, Transitus Wealth Partners
- Teresa J.W. Bailey, Waddell & Associates
- Bridget V Grimes, WealthChoice