Financial Advisory and Asset Management Firms

Asset Managers
Firm Award – Innovation
Brandywine Asset Management
Dunham & Associates Investment Counsel, Inc.
F/m Investments
Meketa Capital
Research Affiliates

Firm Award - Thought Leadership and Education
Cambiar Investors
Franklin Templeton
FS Investments
Hartford Funds
Huber Capital Management, LLC
PGIM
Pickler Wealth Advisors
Research Affiliates
Russell Investments

Individual Award - Executive of the Year
Paul Uhlman, President, Federated Hermes
Marti Marache, Founder and CEO, Harbor Asset Private Wealth
Kristi Rodriguez, Senior Vice President, Nationwide Financial
Chris Brightman, Partner, CEO & CIO, Research Affiliates
Omar Aguilar, Chief Executive Officer and Chief Investment Officer, Schwab Asset Management

Individual Award - Luminaries With Heart
Dustin Gale, Senior Wealth Advisor, Kayne Anderson Rudnick
David Pickler, President and CEO, Pickler Wealth Advisors

Individual Award - Next-Gen Rising Stars
Cole Pearson, President, OneAscent Investments
Jeffrey Kash, AVP, Community Relations, Premier Members Credit Union
Jibreel Murray, Fixed Income Investment Officer, The Haverford Trust Company

Individual Award - Thought Leader of the Year
John Le, Director of Marketing, Cambiar Investors
Jurrien Timmer, Director of Global Macro, Fidelity Investments
Que Nguyen, Partner, Chief Investment Officer, Equity Strategies, Research Affiliates

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Broker-Dealers 
Firm Award - Corporate Social Responsibility
Cambridge Investment Group
LPL Financial
Prudential Advisors
Raymond James
United Planners

Firm Award - Excellence in Marketing/PR
Ameriprise Financial
Cambridge Investment Group
Cetera Financial Group
United Planners

Firm Award - Innovation
Commonwealth Financial Network
Kestra Financial
Merrill Wealth Management
Raymond James

Firm Award - Thought Leadership and Education
Cambridge Investment Group
Commonwealth Financial Network
Kestra Financial
The Merrill Center for Family Wealth

Individual Award - Executive of the Year
Amy Webber, CEO and Co-Chairman of the Board, Cambridge Investment Group
David Karr, Chairman, Equitable Advisors
Inez Louzonis, Head of Merrill Wealth Management Platform and Capabilities, Merrill Wealth Management
Tarah Williams, President and COO, Prospera Financial Services
Salit Nagy-Todd, Senior Vice President, Technology, Raymond James

Individual Award - Thought Leader of the Year
Jeff Vivacqua, President, Growth and Development, Cambridge Investment Group

Individual Award - Luminaries With Heart
Colleen Bell, President, Innovation and Experience, Cambridge Investment Group
Karen Cecilio, Head of Integrations, Cetera Financial Group
Jordan Toma, Financial Professional, Prudential Advisors
Erin Linehan, Senior Vice President, Supervision – Dispute Resolution and Senior At-Risk Clients, Raymond James
Eden Lopez-Robles, Managing Director- Financial Advisor, RBC Wealth Management

Individual Award - Next-Gen Rising Stars
Justin Kissner, First Vice President, Investments, Raymond James
Danyell Munassi, AVP, Wealth Management, Raymond James
Tara Seegers, Financial Advisor, RBC Wealth Management

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Clearing & Custodial Firms
Firm Award - Innovation
Altruist

Individual Award - Next-Gen Rising Stars
R. Scott Victoria, Chief Operating Officer, TradePMR

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Financial Planners/Tax Planners
Firm Award - Corporate Social Responsibility
Certified Financial Planner Board of Standards Center for Financial Planning, Inc.
Resilient Wealth Management

Firm Award - Excellence in Marketing/PR
Certified Financial Planner Board of Standards Center for Financial Planning, Inc.
Impact Wealth Management

Firm Award - Innovation
SWAN Virtual Family Office (VFO)
Ideas by Mike, LLC
Capital Investment Advisors

Firm Award - Thought Leadership and Education
Capital Investment Advisors
ClearBridge Financial, LLC

Individual Award - Executive of the Year
Michael Jensen, Managing Partner, Falcon Wealth Planning
Dean Spada, Managing Director, Kingston Wealth Management Group
Phil Kim, Founding Member, Managing Director, Signature Wealth Concepts

Individual Award - Luminaries With Heart
Luis Rosa, Founder/Financial Planner, Build a Better Financial Future LLC
Kellan Brown, Executive Director, FinServ Foundation
William Hoffman, President, Hoffman Wealth Management
Zachary Larson, Wealth Advisor and Co-Founder, IntentGen Financial Partners
Mary Anne Ehlert, Founder, Protected Tomorrows
Derek Fiorenza, COO/CCO, Summit Group Retirement Planners, Inc.
Jason DiLauro, Managing Partner, The Wealth Advisory Group of DiLauro Wracher & Thomas

Individual Award - Next-Gen Rising Stars
Zachary Jennings, Financial Advisor, Ameriprise
Zackary Royce, Managing Director, Falcon Wealth Planning
Kyle Malavasi, Wealth Management Advisor, Main Street Wealth Management
Delante Greer, Financial Planner, Opulentia LLC
Chris Robertson, Financial Advisor, Peak Financial Group
Vinya Muso, Financial Advisor, Raymond James

Individual Award - Thought Leader of the Year
Taylor Kovar, Chief Executive Officer, 11 Financial
Shannon Harris, Private Wealth Advisor, Ameriprise
Dr. Nicole Simpson, CFP®, President and CEO, Harvest Wealth Financial
Caitlyn Salloum, Founder and President, Key Wealth Management
David Wilson, Managing Partner, Sincerus Advisory

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Insurance & Retirement Products
Firm Award – Innovation
Allianz Life
TruStage Financial Group

Individual Award - Next-Gen Rising Stars
Elle Switzer, Director, Annuity Product Management, TruStage Financial Group Inc.

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RIA Support Platform Providers
Firm Award - Industry Disruption
Zoe Financial
RFG Advisory

Individual Award - Executive of the Year
Shannon Spotswood, Chief Executive Officer, RFG Advisory

Individual Award - Next-Gen Rising Stars
Jordan Hutchison, VP of Technology & Operations, RFG Advisory

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RIAs: Less Than $10 Billion AUM/AUA
Firm Award - Corporate Social Responsibility
Bailard INC.
Greenspring Advisors
R.W. Rogé & Company, Inc.

Firm Award - Excellence in Marketing/PR
FAS Wealth Partners
The Mendall Financial Group, Securities through Raymond James Financial Services Inc.

Firm Award - Industry Disruption
Ashton Thomas Private Wealth
JFS Wealth Advisors
Keystone Financial Services

Firm Award - Innovation
49 Financial
Capita Financial Network
Opes Wealth Management
Robertson Stephens Wealth Management
The Wealth Consulting Group (WCG)

Firm Award - Thought Leadership and Education
Bogart Wealth
FSC Wealth Advisors, LLC
Great Lakes Wealth
Oak Harvest Financial Group
Park Piedmont Advisors
Regent Peak Wealth Advisors

Individual Award - Executive of the Year
Jonathan Foster, Angeles Wealth Management
Arthur Ambarik, Perigon Wealth Management
Vikram Chugh, Robertson Stephens Wealth Management
Heather Fortner, SignatureFD
Thomas Goodson, The AmeriFlex Group
Jimmy Lee, The Wealth Consulting Group (WCG)

Individual Award - Luminaries With Heart
Hannah Moore, Founder and Owner, Amplified Planning
Kim Aquino, Senior Vice President and Director of Operations of Wealth Management, Bailard
Peter Krull, Partner and Director of Sustainable Investing, Earth Equity Advisors, a Prime Capital Financial Company
Anna Barnes, Partner, Adviser, Wealth and Investment Manager, FAS Wealth Partners
Jim Roberts, President/CEO, Jim Roberts Investment Advisors LLC

Individual Award - Next-Gen Rising Stars
Madeline Hume, Senior Research Analyst, AlphaCore Wealth Advisory
Annalise Durante, Senior ESG Analyst and Investment Counselor, Bailard Inc.
Patrick Marcinko, Financial Advisor, Bogart Wealth
Zoe Bollinger, VP, Porfolio Manager, Bollinger Capital Management
Gideon Drucker, President and CEO, Drucker Wealth
Justin Haywood, President, Haywood Wealth Management
Travis Sholin, CEO, Keystone Financial Services
Stacey McKinnon, Chief Operating Officer, Chief Marketing Officer, Morton Wealth
Matthew Coutcher, Partner/Wealth Advisor, TrinityPoint Wealth

Individual Award - RIA M&A Leader of the Year
Scott Danner, Chief Executive Officer, Freedom Street at Steward Partners
Jason Gordo, Co-founder and President, Modern Wealth Management
Jon Hoy, Chief Operating Officer, Perigon Wealth Management

Individual Award - Thought Leader of the Year
Tom Ruggie, Founder and CEO, Destiny Wealth Partners
Bud Sturmak, Head of Impact Investing & Partner, Perigon Wealth Management
Jason Britton, President and Chief Investment Officer, Reflection Asset Management
Ryan Fleischer, Founder/CIO/President, Revolution Group, LLC/Revolution Capital, LLC
Jonathan Satovsky, CEO, Chief Behavioral Coach, Satovsky Asset Management
Ross Marino, Founder and CEO, Transitus Wealth Partners

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RIAs: More Than $10 Billion AUM/AUA
Firm Award - Excellence in Marketing/PR
Private Advisor Group
Wealthspire Advisors

Firm Award - Innovation
Freestone Capital Management
Mercer Advisors
NewEdge Capital Group
tru Independence

Firm Award - Thought Leadership and Education
Integrated Partners
WE Family Offices

Individual Award - Executive of the Year
Larry Miles, CEO, Choreo
Nate Lenz, CEO & Founder, Concurrent
Paul Saganey, Founder & CEO, Integrated Partners
Daniel Gourvitch, President, Mercer Advisors
Rick Kent, CEO, Merit Financial Advisors
Rob Sechan, Managing Partner | CEO & Co-Founder, NewEdge Capital Group | NewEdge Wealth
Michelle Knight, Chief Executive Officer and Chief Economist, RWA Wealth Partners
Adam Malamed, CEO, Sanctuary Wealth
Brian Holmes, CEO, SEIA
Jim Gold, CEO, Steward Partners
Jeffrey Concepcion, Founder & CEO, Stratos Wealth Holdings

Individual Award - Luminaries With Heart
Justina Lai, Chief Impact Officer, Laird Norton Wetherby (LNW)
Hayley Bates, Financial Advisor, MBA, CFP, AIF, SEIA
Laura Mattia, SVP, Financial Advisor, Wealth Enhancement Group

Individual Award - Next-Gen Rising Stars
Erin Christy, Senior Director, Wealth Management, Choreo
Sean Carr, Portfolio Manager, Freestone Capital Management
Dane Sauer, Wealth Advisor III, Senior Director, Mercer Advisors
Hunter Gehring, Principal, NewEdge Wealth
Michael Foley, Financial Advisor, North Star Resource Group
Joel Callagan, VP Financial Advisor, Wealth Enhancement Group
Kevin Brady, Advisor, Vice President, Wealthspire Advisors

Individual Award - RIA M&A Leader of the Year
Conor Meehan, Vice President, Mergers & Acquisitions, Choreo
Suzanne van Staveren, Chief Financial Officer and Chief Operating Officer, Edelman Financial Engines
Robert Sandrew, Chief Growth Officer, Integrated Partners
David Barton, Vice Chairman, Mergers & Acquisitions Leader, Mercer Advisors
Neil Turner, Co-Founder, Co-CEO & Managing Partner, NewEdge Advisors
Adam Malamed, CEO, Sanctuary Wealth
Jim Gold, CEO, Steward Partners
Lou Camacho, President, Stratos Wealth Enterprises
Michael Nathanson, CEO and Chair, The Colony Group

Individual Award - Thought Leader of the Year
Ryan Detrick, Chief Market Strategist, Carson Group
Justina Lai, Chief Impact Officer, Laird Norton Wetherby (LNW)
Don Calcagni, Chief Investment Officer, Mercer Advisors
Mary Ann Bartels, Chief Investment Strategist, Sanctuary Wealth
Stephen Craffen, Senior VP, Wealth Enhancement Group

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TAMPs & Model Marketplaces
Firm Award - Innovation
GeoWealth
Envestnet

Individual Award - Executive of the Year
Chris Radford, President, AE Wealth Management
Andres Garcia-Amaya, CEO and Founder, Zoe Financial

Individual Award - Thought Leader of the Year
Dana D’Auria, Co-CIO and Group President, Envestnet

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UHNW Wealth Management/Family Offices
Firm Award - Thought Leadership and Education
Fiduciary Trust International
Morgan Stanley

Individual Award - Executive of the Year
Jack Ginter, CEO, Callan Family Office

Individual Award - Luminaries With Heart
Lisette Cooper, Vice Chair, Fiduciary Trust International

Individual Award - Thought Leader of the Year
Ghislain Gouraige, Partner, NewEdge Wealth

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Technology Platforms, Products and Services

Fintech Marketing
Firm Award - Excellence in Marketing/PR
Docupace
IncomePath

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Fintech Thought Leadership
Firm Award - Thought Leadership and Education
CAIS
Envestnet
Fidelity Investments

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Business Development
Digital Marketing Firm Award - Excellence in Marketing/PR
Lyceus Group
Snappy Kraken
Wealthtender

Firm Award - Industry Disruption
Catchlight
Couplr AI
FutureProof
Invent
Snappy Kraken
Testimonial iQ

Firm Award - Innovation
AssetMark
Catchlight
Couplr AI
Snappy Kraken

Individual Award - Executive of the Year
Michael Kim, CEO and President, AssetMark
Yelena Melamed, Co-founder and Head of Product, Catchlight
Natalie Wolfsen, CEO, Orion

Individual Award - Next-Gen Rising Stars
Andrew Johnson, Co-Founder & CEO, Testimonial iQ

Individual Award - Luminaries With Heart
Bill Wostoupal, EVP, OCIO, Orion

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Client Engagement
Artificial Intelligence Firm Award - Innovation
Seismic
TIFIN AG
Wealth Management GPT
YourStake

Client Portals Firm Award - Innovation
CapIntel
Wealth Access

Individual Award - Next-Gen Rising Stars
Diana Cabrices, Founder, Diana Cabrices Consulting LLC

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Financial Planning
Firm Award - Industry Disruption
Flourish
Tolerisk
Vanilla
wealth.com

Financial Planning Firm Award - Innovation
Alphathena
Asset-Map
Conquest Planning
Docupace
Thrivent
Vanilla
wealth.com

Retirement Income Firm Award – Innovation
DPL Financial Partners
Envestnet
Flourish

Specialized Planning Applications Firm Award - Innovation
FP Alpha
Luminary
Tolerisk

Financial Planning Firm Award - Thought Leadership and Education
Asset-Map
IncomeConductor (WealthConductor LLC)
IncomePath
Orion

Individual Award - Executive of the Year
H. Adam Holt, Founder and CEO, Asset-Map
Max Lane, Chief Executive Officer, Flourish
Gene Farrell, CEO, Vanilla
Aaron Schumm, Founder and CEO, Vestwell
Rafael Loureiro, Chief Executive Officer, wealth.com

Individual Award - Next-Gen Rising Stars
Jordan Haines, Director of Product Marketing, Elements

Individual Award - Thought Leader of the Year
Phil Lubinski, Co-founder, WealthConductor LLC
Steve Lockshin, Founder & Chairman, Vanilla

Individual Award - Luminaries With Heart
Joellen Meckley, AVP, Center Strategy & Operations; Managing Director, Center for Special Needs, The American College of Financial Services

Investment Management
Firm Award - Excellence in Marketing/PR
intelliflo
Adhesion Wealth Advisor Solutions

Firm Award - Industry Disruption
Alphix Solutions
Nitrogen Wealth
Opto Investments

Alternative Investment Platforms Firm Award - Innovation
CAIS
Crystal Capital Partners

Investment Management Firm Award - Innovation
Kwanti
VRGL

Investment/Data Analytics Firm Award - Innovation
55ip
Helios Quantitative Research

Portfolio Management, Accounting and Performance Reporting Firm Award - Innovation
Adhesion Wealth Advisor Solutions, Inc.
Ethic
FusionIQ
MyVest and Income Discovery
FINIAT
MyVest
SMArtX Advisory Solutions
Summit Wealth Systems
Vestmark

Rebalancing Firm Award – Innovation
Apex Fintech Solutions Inc.
intelliflo
Pontera

Custodial Platform Firm Award - Innovation
RBC Clearing & Custody

Individual Award - Executive of the Year
Matt Brown, CEO, CAIS
Mark Healy, CEO, FusionIQ
Lawrence Calcano, Chairman & CEO, iCapital
Aaron Wormus, Chief Technology Officer, SMArtX Advisory Solutions
Rob Battista, SVP, Head of Advisory Solutions, Vestmark

Individual Award - Next-Gen Rising Stars
Ryan Eisenman, CEO & Co-founder, Arch
Dan Bolton, Vice President of Corporate Marketing, Nitrogen

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Operations
Business Support Systems/Workflow Automation Firm Award - Industry Disruption
AdvicePay
Canoe Intelligence
CogniCor
Orion
Quik!

Business Support Systems/Workflow Automation Firm Award - Innovation
Agio, Inc.
Canoe Intelligence
Milemarker
Orion
Sycamore

Operations Firm Award - Innovation
Advisor360°
Laserfiche
RegVerse - A Surge Ventures Company

Unified (All-in-One) Systems Firm Award – Innovation
Advyzon
Amplify Technology
Micruity, Inc.

Firm Award - Thought Leadership and Education
AdvicePay
F2 Strategy

Individual Award - Executive of the Year
Hailin Li, CEO, Advyzon
Jason Eiswerth, CEO, Canoe Intelligence
Sindhu Joseph, Founder and CEO, CogniCor
David Knoch, CEO, Docupace
Doug Fritz, CEO & Co-founder, F2 Strategy
Adrian Johnstone, CEO, Practifi
Kim Crawford Goodman, CEO, Smarsh
Mike Overdorf, CEO, Sycamore Company

Individual Award - Next-Gen Rising Stars
Aman Soni, VP of Data Strategy, Canoe Intelligence
Naomi Win, PsyD., Behavioral Finance Analyst, Orion
Jamie Susanin, Senior Portfolio Manager, Custom Indexing, Orion
Emily Wilcox, Chief Operations Officer, Practifi

Individual Award - Thought Leader of the Year
Trevor Gary, CEO and Co-Founder, Micruity, Inc.
Daniel Crosby, Chief Behavioral Officer, Orion

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