Class of 2023: ThinkAdvisor Luminaries Awards 2024

Firms

Asset/Portfolio Management & Custodial Firms

SEI — WINNER
UBS

Broker-Dealers

Cambridge Investment Research, Inc.
Commonwealth Financial Network
Lincoln Financial Group
LPL Financial —WINNER

Consulting Firms

Republic Capital Group—WINNER

Continuing Education Organizations/Foundations

Certified Financial Planner Board of Standards, Inc. (CFP Board)
Females and Finance
Financial Alliance for Racial Equity (FARE)
Financial Planning Association (FPA)—WINNER
Schwab Charitable
The American College of Financial Services

Fintech/TAMP Platforms

MyVest—WINNER
Orion Advisor Solutions

Retirement and Other Products/Services Companies

Allianz Life Insurance Company of North America (Allianz Life)
Bank of America
First Command Financial Services, Inc.
Guardian—WINNER

RIA/IAR Firms

Carson Group
New Hope Group - Thrivent
North Star Resource Group
Signature Estate & Investment Advisors
Zenith Wealth Partners—WINNER

Individuals

Asset/Portfolio Management & Custodial Firms

Dan Chung, Fred Alger Management —WINNER
Darin M. Ely, Virginia Asset Group
Carey McKenzie, T. Rowe Price
David Pickler, Pickler Wealth Advisors

Broker-Dealers

Jim Breen, Wells Fargo Advisors—WINNER
Narciso Munoz, Alex. Brown I Raymond James

RIA/IAR Firms

Matthew Benson, Sonmore Financial
Lupe Camargo, Perspective Financial Services - Thrivent
Mark Delp, Impact Wealth Management —WINNER
Jonathan K. DeYoe, EP Wealth Advisors & Mindful Money
Dustin Gale, Kayne Anderson Rudnick
John Hyland, Private Advisor Group
Lance T. Knight, Ashton Thomas Private Wealth
Jim Roberts, Jim Roberts Investment Advisors LLC

Individuals

Asset/Portfolio Management & Custodial Firms

Claire Santaniello, BNY Mellon I Pershing—WINNER

Broker-Dealers

Nancy Fahmy, Bank of America
Jodi Perry, Raymond James —WINNER
Dimple Shah, Osaic

Consulting Firms

Megan Carpenter, FiComm Partners
Kevin Keller, Certified Financial Planner Board of Standards, Inc. (CFP Board) —WINNER
Joe Larizza, Mirador, Inc.

Fintech/TAMP Platforms

Barrett Ayers, Adhesion Wealth Advisor Solutions
Kim Crawford, Smarsh
Snehal Fulzele, UPTIQ
Paul Gamble, 55ip
Margaret Hartigan, Marstone, Inc.
Aaron Klein, Nitrogen
David Knoch, Docupace
Scott MacKillop, First Ascent Asset Management
Brian McLaughlin, Orion Advisor Solutions —WINNER
Tom O'Connor, IncomeConductor
Emily Wilcox, Practifi
Natalie Wolfsen, AssetMark, Inc.

Retirement and Other Products/Services Companies

Scott Golde, Jackson —WINNER
Eric Thomes, Allianz Life Insurance Company of North America

RIA/IAR Firms

James Bogart, Bogart Wealth
Jeff Dekko, Wealth Enhancement Group —WINNER
Jamie Hopkins, Carson Group
Kay Lynn Mayhue, Merit Financial Advisors
Larry Miles, Choreo LLC
Kristian Mtetwa, 49 Financial
Shirl Penney, Dynasty Financial Partners
Heather Robertson Fortner, SignatureFD
David Savir, Element Pointe Family Office
David Scranton, Sound Income Strategies
Matt Seitz, C2P Enterprises
Gabriel Shahin, Falcon Wealth Planning

Firms

Asset/Portfolio Management & Custodial Firms

BNY Mellon | Pershing —WINNER
CrowdStreet Advisors
Fidelity Investments
Nia Impact Capital

Broker-Dealers

Atria Wealth Solutions
Cambridge Investment Research, Inc.
Cetera Financial
Commonwealth Financial Network
J.P. Morgan Wealth Management
Merrill Wealth Management—WINNER
Prospera Financial Services
Raymond James

Consulting Firms

F2 Strategy
Foundation Source—WINNER
Mirador, Inc.

Fintech/TAMP Platforms

Absolute Capital Management
AdvisorEngine
Advyzon
Amplify Technology
Andes Wealth Technologies
AssetBook
Bento Engine
BridgeFT
CAIS
CogniCor Technology
DFD Partners
Envestnet
Flourish
FusioniQ
GeoWealth
Halo Investing
Helios
Kwanti
La Meer Inc.
Laserfiche
MyVest
Orion Advisor Solutions
Pontera
Practifi
Smartria
SMArtX Advisory Solutions
Vanilla
Vestmark—WINNER

Retirement and Other Products/Services Companies

Morgan Stanley
Nationwide
Voya Financial—WINNER

RIA/IAR Firms

Carson Group
Edelman Financial Engines
Integrated Partners
Keystone Global Partners
Private Advisor Group
The Pacific Financial Group —WINNER

Firms

Asset/Portfolio Management & Custodial Firms

BlackRock
Fidelity Investments
FlexShares Exchange Traded Funds (ETFs) —WINNER
Franklin Templeton
Hamilton Lane
Pickler Wealth Advisors
The First National Bank in Sioux Falls

Broker-Dealers

Cambridge Investment Research, Inc. —WINNER
Cetera Financial Group
Northwestern Mutual
Osaic
Raymond James

Consulting Firms

C2P Enterprises
DeVoe & Company —WINNER
F2 Strategy
FiComm Partners
Succession Resource Group

Continuing Education Organizations/Foundations

Financial Planning Association (FPA)—WINNER
Schwab Charitable
The American College of Financial Services

Fintech/TAMP Platforms

Advisor360° —WINNER
AdvisorEngine
CAIS
IncomeConductor
Orion Advisor Solutions
Smart

Retirement and Other Products/Services Companies

Nationwide—WINNER

RIA/IAR Firms

Arnerich Massena
Carson Group
Dynasty Financial Partners
Edelman Financial Engines
Great Lakes Wealth
Hightower
intellicents
Levatus Wealth Services
Perigon Wealth Management
Sonen Capital —WINNER

Individuals

Asset/Portfolio Management & Custodial Firms

John Berglowe, BNY Mellon | Pershing
Chelsea Ganey, Moran Wealth Management
Mel Hightower, UBS
Mark Matson, Matson Money, Inc.
Frank Pape, CFA, CPA, Frontier Asset Management— WINNER

Consulting Firms

Dave Alison, C2P Enterprises —WINNER
Nitin Seth, Incedo

Continuing Education Organizations/Foundations

Barry Mulholland, Diversitas —WINNER

Fintech/TAMP Platforms

Mary Ellen Dugan, Envestnet —WINNER
Ryan George, Docupace
Derek Notman, Couplr

RIA/IAR Firms

Cary Carbonaro, ACM Wealth
Mallon FitzPatrick, Robertson Stephens Wealth Management
Nate Hoskin, Hoskin Capital
Ross Marino, Transitus Wealth Partners —WINNER
Michael Nathanson, The Colony Group
Jill Shipley, AlTi | Tiedemann Global