2026 EXCELLENCE AWARDEES

Award Categories

Capital Markets Deal of the Year


EXCELLENCE AWARDEES

Alimentation Couche-Tard’s concurrent US$1.5 billion and €1.35 billion notes offerings Canadian Law Firms

  • Fasken Martineau DuMoulin LLP (for the placing agents)
  • Stikeman Elliott LLP (for Alimentation Couche-Tard)

Non-Canadian Law Firms

  • Skadden, Arps, Slate, Meagher & Flom LLP (for Alimentation Couche-Tard)
  • Simpson Thacher & Barlett LLP (for the placing agents)

Organizations

  • Alimentation Couche-Tard Inc.
  • J.P. Morgan
  • PricewaterhouseCoopers LLP
  • Wells Fargo

Browning West’s victory in Gildan Activewear proxy campaign
Canadian Law Firms

  • Goodmans LLP (lead counsel to Browning West, LP)

Non-Canadian Law Firms

  • Olshan Frome Wolosky LLP (US counsel to Browning West)

Canada’s C$4 billion 10-year Green Bond and additional C$2 billion reopening
Canadian Law Firms

  • BCF LLP (Government of Canada’s Translation Counsel)
  • Davies Ward Phillips & Vineberg LLP (acted for the syndicate of underwriters)
  • Field Law (Government of Canada’s Local Counsel (Initial Issuance and Re-Opening) – NWT and Nunavut)
  • Macdonald and Company (Government of Canada’s Local Counsel (Initial Issuance and Re-Opening) – Yukon)
  • McMillan LLP (lead law firm – acted as sole outside legal advisor to the Government of Canada)
  • MLT Aikins (Government of Canada’s Local Counsel (Initial Issuance and Re-Opening) – Saskatchewan and Manitoba)
  • Stewart McKelvey (Government of Canada’s Local Counsel (Initial Issuance and Re-Opening) – Atlantic Provinces)

Organizations

  • BMO Nesbitt Burns Inc. (underwriter)
  • Casgrain & Company Limited (underwriter)
  • CIBC World Markets Inc. (underwriter)
  • Desjardins Securities Inc. (underwriter)
  • Laurentian Bank Securities Inc.
  • Merrill Lynch Canada Inc. (underwriter)
  • National Bank Financial Inc. (underwriter)
  • RBC Dominion Securities Inc. (underwriter)
  • Scotia Capital Inc. (underwriter)
  • The Toronto-Dominion Bank (underwriter)

Infrastructure & Projects Deal of the Year


2025 Infrastructure & Projects Deal of the Year

Winner: Coastal GasLink Pipeline Limited Partnership's C$7.15 billion refinancing

Canadian Law Firms
Blake, Cassels & Graydon LLP (counsel to Coastal GasLink Pipeline)
Norton Rose Fulbright Canada LLP (counsel to Joint Lead Agents)
Osler, Hoskin & Harcourt LLP (counsel to KKR and AIMCo)


Non-Canadian Law Firms
Mayer Brown LLP (US counsel to Coastal GasLink Pipeline)

Organizations
BMO Nesbitt Burns Inc.
CIBC World Markets Inc.
Merrill Lynch Canada Inc.
RBC Dominion Securities Inc.

EXCELLENCE AWARDEES

Fengate's C$1.8 billion recapitalization transaction of eStruxture

Canadian Law Firms

  • Davies Ward Phillips & Vineberg LLP (eStruxture counsel)
  • Gowling WLG
  • Miller Thomson LLP (counsel to CDPQ)
  • Stikeman Elliott (counsel to Fengate)

Non-Canadian Law Firms

  • Kirkland & Ellis LLP (for Fengate)

Organizations

  • Caisse de dépôt et placement du Québec
  • Campbell Lutyens
  • DH Capital
  • eStruxture Data Centers
  • Fengate Asset Management
  • KPMG
  • Leo Berwick

Surrey Langley Skytrain's C$5.996 billion project

Canadian Law Firms

  • Davies Ward Phillips & Vineberg LLP (acted for SkyLink Guideway Partners)
  • McCarthy Tetrault LLP (for the lenders to SkyLink Guideway Partners)
  • Norton Rose Fulbright Canada LLP (acted for the Province of British Columbia)
  • Weeneebayko Area Health Authority's C$1.8 billion redevelopment

Canadian Law Firms

  • Davies Ward Phillips & Vineberg LLP (Legal Advisors to Pomerleau Inc.)
  • Fasken Martineau DuMoulin LLP (legal counsel to Infrastructure Ontario and the Weeneebayko Area Health Authority (Hospital))
  • Stikeman Elliott (legal advisor to the Lenders)

Organizations

  • Caixabank, S.A. (Lender)
  • Federation des Caisses Desjardins du Quebec (Lender)
  • Industrial and Commercial Bank of China (Canada) (Lender)
  • Pomerleau Inc. and its affiliates (Preferred Proponent, Dev Co, Project Co)
  • PwC (Financial Advisor to Pomerleau Inc.)
  • Royal Bank of Canada (Lender)

Insolvency & Restructuring Deal of the Year


Winner: Tacora Resources Inc.’s restructuring under CCAA

Canadian Law Firms
Bennett Jones LLP (acted for the primary creditor group)
Cassels Brock & Blackwell LLP (FTI Consulting Canada Inc.)
Davies Ward Phillips & Vineberg LLP (CrossingBridge Advisors, LLC)
Goodmans LLP (counsel to Cargill, Incorporated and Cargill International Trading Pte Ltd.)
McCarthy Tétrault LLP (for the controlling shareholder on the Tacora CCAA process)
Osler, Hoskin & Harcourt LLP (lead counsel for Millstreet and OSP)
Stikeman Elliott LLP (counsel to the debtor, Tacora)

Organizations
Cargill, Incorporated
FTI Consulting Canada Inc.
GLC Advisors and Co. LLC
Greenhill Co & Canada Ltd
Jefferies LLC
Tacora

EXCELLENCE AWARDEES

Ayr Wellness cross-border cannabis restructuring
Canadian Law Firms

  • Goodmans LLP (Canadian counsel to the Plan Sponsors and Ad Hoc Committee)
  • Stikeman Elliott LLP (lead counsel to Ayr Wellness)

Non-Canadian Law Firms

  • Paul Hastings LLP (US counsel to the Ad Hoc committee of senior noteholders)
  • Weil, Gotshal & Manges LLP (US counsel to Ayr Wellness)

Organizations

  • Ducera (financial advisor to the Ad Hoc committee)
  • Moelis (financial advisor to Ayr Wellness)

Taiga Motors Corp Inc.’s insolvency process
Canadian Law Firms

  • Fasken Martineau DuMoulin LLP (counsel for Deloitte Restructuring)
  • Lavery de Billy LLP (counsel for the acquirer – Stewart Wilkinson)
  • Norton Rose Fulbright Canada LLP (acted for Taiga Motors)
  • Stikeman Elliott LLP (counsel for Export Development Canada)

Organizations

  • Ernst & Young Inc.
  • Deloitte Restructuring

Xplore’s C$1.8 billion recapitalization
Canadian Law Firms

  • Bennett Jones LLP (for primary creditor group)
  • Blake, Cassels & Graydon LLP (counsel to Stonepeak Infrastructure Partners)
  • Borden Ladner Gervais LLP
  • Chaitons LLP (lead counsel to Amynta Surety Solutions)
  • Davies Ward Phillips & Vineberg LLP (for Xplore)
  • Goodmans LLP (lead counsel to Xplore Inc.)
  • McCarthy Tetrault LLP

Non-Canadian Law Firms

  • Gibson, Dunn & Crutcher LLP (ad hoc committee counsel to the term lenders)
  • Paul, Weiss, Rifkind, Wharton & Garrison LLP LLP (lead US counsel to Xplore)
  • Simpson Thacher & Bartlett LLP (for Stonepeak)

Organizations

  • Perella Weinberg Partners (as lead financial advisor to Xplore)
  • FTI (as financial advisor to Xplore)
  • Greenhill (as financial advisor to the committee of ad hoc term lenders)

M&A Deal of the Year


2025 M&A Deal of the Year

Winner: Royal Bank of Canada’s C$13.5 billion acquisition of HSBC Bank Canada

Canadian Law Firms
Blake, Cassels & Graydon LLP (counsel to Royal Bank of Canada)
RBC Law Group (lead counsel to Royal Bank of Canada)
Miller Thomson LLP (counsel to HSBC Bank Canada board of directors)
Stikeman Elliott LLP (counsel to HSBC Global)

Non-Canadian Law Firms
A&O Sherman
Allen & Overy LLP (UK counsel to RBC)
Linklaters LLP (UK counsel to HSBC Global)
Wachtell, Lipton, Rosen & Katz (US counsel to RBC

Organizations
HSBC Global
Royal Bank of Canada

EXCELLENCE AWARDEES

Advent International, Philip Fayer, Novacap, and CDPQ’s US$6.3 billion joint acquisition of Nuvei Corporation
Canadian Law Firms

  • Bennett Jones (for BMO Capital Markets)
  • Blake, Cassels & Graydon LLP (for Advent International)
  • Davies Ward Phillips & Vineberg LLP (for Novacap)
  • Fasken Martineau DuMoulin LLP (for Novacap)
  • Goodmans LLP (for TD Securities)
  • McCarthy Tétrault LLP (for CDPQ)
  • Norton Rose Fulbright Canada LLP (for Special Committee of Nuvei Corporation)
  • Osler, Hoskin & Harcourt LLP (for Philip Fayer)
  • Stikeman Elliott LLP (for Nuvei)

Non-Canadian Law Firms

  • Brownstein Hyatt Farber Schreck, LLP
  • Davis Polk & Wardwell LLP
  • Kirkland & Ellis LLP
  • Mayer Brown LLP
  • Paul, Weiss, Rifkind, Wharton & Garrison LLP
  • Ropes & Gray LLP
  • Schulte Roth & Zabel LLP
  • Willkie Farr & Gallagher LLP

Organizations

  • Advent International
  • Nuvei Corporation

Blackstone Real Estate’s C$5 billion acquisition of Tricon Residential
Canadian Law Firms

  • Davies Ward Phillips & Vineberg LLP (counsel to Blackstone)
  • Goodmans LLP (lead counsel to Tricon Residential Inc.)
  • Osler, Hoskin & Harcourt LLP (Canadian counsel to the Special Committee of Tricon Residential (“Tricon”))

Non-Canadian Law Firms

  • Paul, Weiss, Rifkind, Wharton & Garrison LLP (US counsel to Tricon)
  • Simpson Thacher & Bartlett LLP (counsel to Blackstone)

Canadian Natural Resources Limited’s US$6.5 billion acquisition of Chevron’s Alberta assets
Canadian Law Firms

  • Bennett Jones LLP (lead counsel to Canadian Natural Resources)
  • Osler, Hoskin & Harcourt LLP (counsel to Chevron)

Chord Energy and Enerplus C$11 billion merger
Canadian Law Firms

  • Goodmans LLP (counsel to Chord Energy Corporation)
  • Blake, Cassels & Graydon LLP (counsel to Enerplus)

Non-Canadian Law Firms

  • Latham & Watkins LLP
  • Vinson & Elkins LLP (co-lead counsel to Chord Energy)
  • Wachtell, Lipton, Rosen & Katz (co-lead counsel to Chord Energy)

Glencore’s C$9.93 billion acquisition of Teck Resources Limited
Canadian Law Firms

  • Bennett Jones LLP (for Nippon Steel)
  • Blake, Cassels & Graydon LLP (counsel to the Special Committee of the Board of Directors of Teck Resources Limited)
  • Borden Ladner Gervais (BLG) LLP
  • Felesky Flynn LLP (counsel to Teck Resources Limited)
  • McCarthy Tétrault LLP (counsel to Glencore plc)
  • Stikeman Elliott LLP (counsel to Teck Resources Limited)

Non-Canadian Law Firms

  • Covington & Burling LLP
  • Linklaters LLP
  • Norton Rose Fulbright
  • Paul, Weiss, Rifkind, Wharton & Garrison LLP (for Teck)
  • Sullivan & Cromwell LLP (for the Special Committee of the Board of Directors of Teck)

Organizations

  • Teck Resources Limited
  • Ardea Partners LP (financial advisor to Teck)
  • Barclays Capital Canada Inc. (financial advisor to Teck)
  • CIBC World Markets Inc. (financial advisor to Teck)
  • TD Securities Inc. (financial advisor to Teck)
  • BMO Capital Markets (financial advisors to the special committee of the Board of Directors of Teck)
  • Goldman Sachs & Co. LLC (financial advisors to the special committee of the Board of Directors of Teck)
  • Origin Merchant Partners (financial advisors to the special committee of the Board of Directors of Teck)

Mid-Market Deal of the Year


2025 Mid-Market Deal of the Year

Winner: Trans Mountain Corporation, Lower Nicola Indian Band, and EPCOR’s C$200 million sale of Kingsvale Transmission Line

Canadian Law Firms
Borden Ladner Gervais LLP
Dentons Canada LLP (for EPCOR)
Osler, Hoskin & Harcourt LLP (legal advisor for Trans Mountain)

Organizations
EPCOR
Lower Nicola Indian Band Development Corporation
Trans Mountain Corporation

EXCELLENCE AWARDEES

Canada Growth Fund’s C$200 million strategic investment in Entropy and carbon credit offtake agreement
Canadian Law Firms

  • Burnet, Duckworth & Palmer LLP (counsel for Entropy and Advantage)
  • Osler, Hoskin & Harcourt LLP (legal advisor for Canada Growth Fund)
  • Torys LLP (counsel for Brookfield Renewable)

Organizations

  • BMO (financial advisor for CGF)

Nations Royalty Corp. and Nisga’a Nation’s C$100 million royalty agreement
Canadian Law Firms

  • Aldridge and Rosling LLP (co-lead firm for Nisga’a Nation)
  • DuMoulin Black LLP (co-lead firm for Nisga’a Nation)
  • Farris LLP (lead firm for Nations Royalty Corp.)

Organizations

  • Canaccord Genuity Corp.
  • Deloitte LLP
  • Fiore Management & Advisory Corp.
  • Nations Royalty Corp.
  • Nisga’a Nation

OpenGate Capital’s C$155 million acquisition of Cineplex Inc.’s Player One Amusement Group
Canadian Law Firms

  • Blake, Cassels & Graydon LLP (counsel to OpenGate Capital)
  • Goodmans LLP (counsel to Cineplex Inc.)

Non-Canadian Law Firms

  • Baker McKenzie (US counsel to Cineplex)
  • Paul Hastings LLP (US counsel to OpenGate)

Organizations

  • OpenGate Capital

Advisor of the Year – Alternative Investments


EXCELLENCE AWARDEES

  • Andres Galvez - Raymond James
  • Brent Mekosh - The Wealth Stewards
  • Jamie Furlong - Legacy Investments & Real Estate, LLC
  • Michael Quatrini - Capital Q Ventures, Inc.
  • Richard R. Krafcik Jr. - Cobblestone Asset Management
  • Ross Junge - McGill Junge Wealth Management / Northwestern Mutual
  • Stephanie Bucko - Mana Financial Life Design
  • Thomas Ruggie - Destiny Family Office 

Advisor of the Year – ESG/Responsible Investing


EXCELLENCE AWARDEES

  • Andrew Wetzel - F.L.Putnam Investment Management Company
  • Breene Murphy - Carbon Collective Investing
  • Gaby Mollick - Mercer Advisors
  • Jeffrey Kingzett - Ameriprise Financial, LLC
  • Nathan Munits - Longwave Financial
  • Nick Cantrell - Green Future Wealth Management 

Advisor of the Year (Regional - Mid-West)


EXCELLENCE AWARDEES

  • Alex Klinkhammer - Klinkhammer Financial Group
  • Brian Lorber - Mesirow
  • Bryan Bibbo - Prosperity Capital Advisors
  • Charles Carter - Oxford Financial Group, Ltd
  • James Hegland - Hegland Mainz Financial
  • Joe Klinkhammer - Klinkhammer Financial Group
  • Michael Fisherman - Zuckerman Investment Group
  • Nicholas Gertsema - Gertsema Wealth Advisors 

Advisor of the Year (Regional - Northeast)


EXCELLENCE AWARDEES

  • Andrew Richardson - Brighton Jones
  • Dean Spada - Kingston Wealth Management Group
  • Gregory Guenther - GRANTvest Financial Group
  • James Comblo - Prosperity Capital Advisors
  • Lili Vasileff - Wealth Protection Management
  • Nora Yousif - Empower House Financial Group
  • Robyn Jameson - Merit Financial Advisors
  • Sevasti Balafas - GoalVest Advisory LLC 

Advisor of the Year (Regional - Southeast)


EXCELLENCE AWARDEES

  • Ashton Lawrence - Mariner Wealth Advisors
  • Cary Carbonaro - Ashton Thomas Private Wealth
  • Dave Alison - Prosperity Capital Advisors
  • David Johnson - Signature Estate & Investment Advisors
  • David Pickler - Pickler Wealth Advisors
  • Rush Imhotep - Northwestern Mutual
  • WJ Rossi - Koss Olinger
  • Yusuf Abugideiri - YeskeBuie 

Advisor of the Year (Regional - Southwest)


EXCELLENCE AWARDEES

  • Brian Brooks - Thrivent
  • Brian Moon - Toro Bravo Investment Advisors LLC
  • Crystal Garrett - Tiras Wealth Management
  • John Rasic - Signature Estate & Investment Advisors
  • Kim Dignum - Dignum Financial Partners
  • Kim-Ha Nguyen - U.S. Capital Wealth
  • Matt Price - Clear Trail Advisors
  • Matt Walker - Fortitude Family Office 

The Independent Financial Group Award for Advisor of the Year (Regional - West)


EXCELLENCE AWARDEES

  • Ashley Russo - Northwestern Mutual | Ask Ashley Wealth Management
  • Carolyn Taylor - Weatherly Asset Management
  • Chris Vizzi - South Coast Investment Advisors
  • Clint Christensen - Brighton Jones
  • Gabriel Shahin - Falcon Wealth Planning
  • Hilary Hendershott - Hendershott Wealth Management
  • Isaac Taylor - Thrivent
  • Lucas Mijares - Zion Capital 

Annuities Provider of the Year


EXCELLENCE AWARDEES

  • DPL Financial Partners
  • Group 1001
  • Guardian
  • Jackson National Life Insurance Company
  • Lincoln Financial
  • Security Benefit Life
  • TruStage 

Back Office Support – Compliance Team of the Year (RIA or Broker-Dealer)


EXCELLENCE AWARDEES

  • Apriem Advisors
  • Dunham & Associates Investment Counsel, Inc. Compliance Team
  • Perigon Wealth Management
  • RFG Advisory
  • Steward Partners 

Back Office Support – CRM & Technology Team of the Year (RIA or Broker-Dealer)


EXCELLENCE AWARDEES

  • LPL Financial Product-Technology Team
  • Raymond James
  • Robertson Stephens
  • Silver Oak Securities, Inc.
  • Steward Partners
  • Wealthspire
  • YeskeBuie 

Back Office Support – Marketing Team of the Year (RIA or Broker-Dealer)


EXCELLENCE AWARDEES

  • Adams Wealth Advisors
  • Axtella Marketing & Communications Team / Axtella, LLC (BDs: Sigma Financial Corporation and Parkland Securities, LLC)
  • Gerber Kawasaki's Marketing Team
  • RFG Advisory
  • StraightLine Marketing Team
  • Raymond James
  • Wealthspire 

Broker-Dealer of the Year


EXCELLENCE AWARDEES

  • Axtella, LLC (Broker-Dealers: Sigma Financial Corporation and Parkland Securities, LLC)
  • Cambridge Investment Research, Inc.
  • Independent Financial Group, LLC
  • Insigneo
  • Osaic
  • Park Avenue Securities
  • Steward Partners 

Custodian of the Year


EXCELLENCE AWARDEES

  • Altruist
  • Goldman Sachs Custody Solutions
  • Interactive Brokers
  • RBC Clearing & Custody

Employer of Choice


EXCELLENCE AWARDEES

  • Allworth Financial
  • Brighton James
  • Credent Wealth Management
  • Franklin Templeton
  • Pure Financial Advisors LLC
  • Signature Estate & Investment Advisors
  • Wealth.com
  • Wescott Financial Advisory Group 

ETF Provider of the Year


EXCELLENCE AWARDEES

  • Amplify ETFs
  • Avantis Investors
  • Dimensional Fund Advisors
  • Global X ETFs
  • Simplify Asset Management
  • TCW Group
  • VictoryShares
  • WisdomTree 

Financial Education Champion


EXCELLENCE AWARDEES

  • Cary Carbonaro - Ashton Thomas Private Wealth
  • David Pickler - Pickler Wealth Advisors
  • Jamie Hopkins - Bryn Mawr Trust Advisors LLC
  • Jennifer Coombs - US SIF: The Sustainable Investment Forum
  • Kristy Archuleta, PhD - University of Georgia
  • Michael Rose - Rose Capital Advisors
  • Michelle Knight - RWA Wealth Partners
  • Oren Cabir - Kayne Anderson Rudnick
  • Valerie Galinskaya - Merrill 

Finfluencer of the Year


EXCELLENCE AWARDEES

  • Bill Cass - Franklin Templeton
  • Brad Johnson - Triad Partners
  • Brendan Frazier - RFG Advisory
  • Daniel Crosby - Orion
  • Laura Combs - Mercer Advisors
  • Philip Palumbo - Palumbo Wealth Management
  • Ross Gerber - Gerber Kawasaki Wealth and Investment Management
  • Samantha Russell - FMG 

Lifetime Achievement in the Wealth Management Industry


EXCELLENCE AWARDEES

The recipient of this award will be revealed at the InvestmentNews Awards gala. 

Most Innovative Use of WealthTech


EXCELLENCE AWARDEES

  • Alaris Acquisitions, LLC
  • Amplify Technology, LLC
  • Cetera Financial Group
  • Dispatch.io
  • Prudential Advisors
  • Steward Partners
  • Thrivent 

Mutual Fund Provider of the Year


EXCELLENCE AWARDEES

  • Causeway Capital Management
  • Wavelength Capital Management 

NextGen Advisor of the Year


EXCELLENCE AWARDEES

  • Courtney Hastings - Freestone Capital Management
  • Hunter Rich - Nold Bryant
  • Imade Iyamu - Arusha Wealth
  • Jamie Dunn - Prudential Advisors
  • Matthew Hathway - Signature Estate & Investment Advisors
  • Max Gifford - Gifford Financial, The MD & DDS Specialists, a division of North Star Resource Group
  • Megan Johnson - Primary Wealth Group
  • Nico de la Vara - Ashton Thomas Private Wealth
  • Tara Diamond - CKL Capital 

RIA Team of the Year (10 Advisors or More)


EXCELLENCE AWARDEES

  • Apollon Wealth Management
  • Blue Chip Partners, LLC
  • Callan Family Office
  • Caprock
  • Destiny Wealth Partners
  • Gilbert & Cook
  • Maridea Wealth Management
  • Novare Capital Management
  • Rhame & Gorrell Wealth Management
  • Willis Johnson & Associates 

RIA Team of the Year (Under 10 Advisors)


EXCELLENCE AWARDEES

  • Advanced Planning Group
  • Alchemy Wealth Management
  • Angeles Wealth Management
  • Anthony Petsis & Associates
  • Caudle Meares Wealth Management
  • Fire Capital Management
  • Palumbo Wealth Management
  • Questar Capital Partners
  • TradeWinds 

The Nasdaq Award for RIA Firm of the Year


EXCELLENCE AWARDEES

  • Allworth Financial
  • Ashton Thomas Private Wealth
  • Concurrent Investment Advisors
  • Credent Wealth Management
  • HB Wealth
  • Merit Financial Advisors
  • Sanctuary Wealth
  • Steward Partners
  • Wealth Enhancement
  • Wealthspire 

The Park Avenue Securities Award for CEO of the Year


EXCELLENCE AWARDEES

  • Aaron Schumm - Vestwell
  • Amy Webber - Cambridge Investment Research, Inc.
  • David Nason - TIAA Wealth Management & Advice Solutions
  • John Bunch - Allworth Financial
  • Jonathan Steinberg - WisdomTree
  • Lawrence Calcano - iCapital
  • Matt Brown - CAIS
  • Natalie Wolfsen - Orion 

The Prudential Advisors Award for Asset Manager of the Year


EXCELLENCE AWARDEES

  • Allspring Global Investments
  • American Century Investments
  • Clark Capital Management Group
  • Dunham & Associates Investment Counsel, Inc.
  • Ethic
  • Hartford Funds
  • Research Affiliates 

The Thrivent Award for Excellence in Philanthropy and Community Service


EXCELLENCE AWARDEES

  • Ashton Lawrence - Mariner Wealth Advisors
  • Brandon Dixon-James - Resilient Wealth Management
  • Brendan Clark - Clark Capital Management Group
  • Bryan Bibbo - Prosperity Capital Advisors
  • Chris Vizzi - South Coast Investment Advisors
  • IntentGen Financial Partners
  • Pension & Wealth Management Advisors Inc
  • The Haverford Trust Company 

WealthTech Provider of the Year


EXCELLENCE AWARDEES

  • Addepar
  • Advyzon
  • Apex Fintech Solutions
  • AssetMark
  • Envestnet
  • iCapital
  • Orion
  • Vestmark 

Wholesaler of the Year


EXCELLENCE AWARDEES

  • Alexander Flecker - Measured Risk Portfolios
  • Greg Morel - Clark Capital Management Group
  • James Underwood - V2 Financial Marketing
  • Mike Hollister - NexPoint
  • Robert Pancrazi - Dunham & Associates Investment Counsel, Inc.