George Nichols III – The American College of Financial Services
Jamie Price – Osaic Inc.
Kevin R. Keller – Certified Financial Planner Board of Standards, Inc.; Certified Financial Planner Board of Standards Center for Financial Planning, Inc. (CFP Board)
Laura Prieskorn – Jackson Financial Inc.
Matt Brown – CAIS
Peter Mallouk – Creative Planning
Rob Sechan – NewEdge Wealth
Shirl Penney – Dynasty Financial Partners
Terry Rasmussen – Thrivent
DEI ORGANIZATIONAL EFFORT OF THE YEAR
Winner: Females & Finance
EXCELLENCE AWARDEES
All(In)Vested
Carson Group
Certified Financial Planner Board of Standards, Inc.; Certified Financial Planner Board of Standards Center for Financial Planning, Inc. (CFP Board)
Equitable
FS Investments
Northern Trust Asset Management
Prudential Advisors
SEIU 775 Benefits Group
The American College of Financial Services
DEI TRAILBLAZER OF THE YEAR
Winner: Benjamin Ola Akande – Stifel Financial
EXCELLENCE AWARDEES
Carina Diamond – Stella Secunda
Christian Nwasike
Ethel J Davis – VZD Capital Management, LLC
Kimberley J. Mendall Mondonedo – The Mendall Financial Group
Maz Kamaruddin – Guardian Life
Michelle Morris – Morgan Stanley
Nena Chhoum
Ryan Philmon – Equitable
Simi Dubb – Citi
EMPLOYER OF CHOICE
Winner: Prudential
EXCELLENCE AWARDEES
Allianz Life Insurance Company of North America
Cambridge Investment Group
Charles Schwab
Jackson Financial Inc.
Mercer Advisors
Merit Financial Advisors
Sanctuary Wealth
SignatureFD
Wells Fargo & Company
LIFETIME ACHIEVEMENT IN THE WEALTH MANAGEMENT INDUSTRY
Winner: Bill Crager – Envestnet
MOST INNOVATIVE USE OF WEALTHTECH
Winner: MassMutual / MML Investors Services
EXCELLENCE AWARDEES
Emerald Retirement Planning Group, Inc.
Farther
Mercer Advisors
Montage Wealth Advisors
NEXTGEN ADVISOR OF THE YEAR
Winner: Julie Penwell – Wealthspire Advisors
EXCELLENCE AWARDEES
Alex Petsis – Anthony Petsis & Associates
Andrew Fincher – VLP Financial Advisors
Erin Christy – Choreo LLC
Jorrell Bland – Mitlin Financial, Inc
Kristin Strom – North Star Resource Group
Kyle Pahnke – Retirement Solutions
Miller Hoffman – TradeWinds
RIA FIRM OF THE YEAR
Winner: Merit Financial Advisors
EXCELLENCE AWARDEES
Creative Planning
Hightower Advisors
Integrated Partners
Mercer Advisors
NewEdge Capital Group
Wealthcare Capital Management
RIA TEAM OF THE YEAR (10 ADVISORS OR MORE)
Winner: Destiny Wealth Partners
EXCELLENCE AWARDEES
Callan Family Office
Carlson Capital Management
East Paces Group
HoyleCohen
Koss Olinger
MAYFLOWER ADVISORS
Modern Wealth Management
RIA TEAM OF THE YEAR (UNDER 10 ADVISORS)
Winner: Helium Advisors
EXCELLENCE AWARDEES
Ausperity Private Wealth
Dahring | Cusmano
Gertsema Wealth Advisors
GRANTvest Financial Group
Kendall Capital
Palumbo Wealth Management
Pensionmark
Saige Private Wealth Management
The Clifford Group
THE COMMONWEALTH FINANCIAL NETWORK AWARD FOR EXCELLENCE IN PHILANTROPHY AND COMMUNITY SERVICE
