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Luminaries Awards

Financial Planning > Behavioral Finance

Hall of Fame Winners to Date

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Below, in alphabetical order, are the winners through the years of Research magazine’s annual Advisor Hall of Fame.

Lewis Altfest: 2014 Altfest Personal Wealth Management

Charles Andriole Wachovia Securities

Alexander P. Armour Davenport & Co.

Bruce Bagge Gruntal & Co.

Kent Baker Merrill Lynch

L.H. Bayley David A. Noyes & Co.

Roy Belknap Shearson Lehman Brothers

David Bendix The Bendix Financial Group/Royal Alliance

Drew Bilotta: 2013 Raymond James & Associates

Brenda Blisk Spire Investment Partners

Morris B. Blumenthal Prudential Securities

Lyman H. Bond Prudential Securities

Steve Booren LPL Financial Services

Arthur H. Bougae Alex. Brown & Sons

Jerry Brown Morgan Stanley Dean Witter

Alan Bubalo Edward Jones

Thomas F. Bullock Edward Jones

John W. Cary III Morgan Stanley Smith Barney

Alex S. Carroll Prudential Securities

H.L. “Chappie” Chapman First Union Securities

Theresa E. Chacopulos: 2011 Wells Fargo

Louis J. Chiavacci Merrill Lynch

Kyle Chudom Morgan Stanley

Shelly Church: 2013 Raymond James & Associates

Robert J. Collins Wachovia Securities

Susan Colpitts: 2012 Signature

Jeffrey Concepcion: 2013 Stratos Wealth/LPL Financial

John D. Cooke Prudential Securities

C. Marcus Cooper Jr. Legg Mason

Mark A. Cortazzo MACRO Consulting Group/SII Investments

Robert Costos Merrill Lynch

James R. Cotto Wachovia Securities

Thomas J. Curran Curran Advisory Services

Randal Dickinson Edward Jones

Paula Dorion-Gray Securities America

Larry Dorn Dorn & Co.

Ric Edelman Edelman Financial Services

Susan E. Edwards Morgan Stanley

Robert D. Enright Royal Alliance Associates

John (Jeff) Erdmann III Merrill Lynch

Jay M. Eshbach II National Planning Corp.

Lynn Faust: 2012 Raymond James & Associates

D. Craig Fecel PaineWebber

Todd Feltz Feltz WealthPLAN/LPL

Jim Ferrare: 2013 PWM Advisory/Pinnacle Associates

H. Michael Finkle Kemper Securities

Lorayne Fiorillo: 2012 Wells Fargo Advisors

Denise Fries: 2011 Securities America

Alan K. Gage Prudential Securities

James F. Gallivan J.C. Bradford & Co.

Carol Glazer Smith Barney

Donald G. Gloisten GBS Financial Corp.

Meg Green Meg Green & Associates/Royal Alliance

Roger S. Green Multi-Financial Securities Corp.

Sherry Griffin Principal Financial

John S. “Jack” Gunter Merrill Lynch

Bruce E. Haney Piper, Jaffray & Hopwood

James C. Hansberger Shearson Lehman Brothers

Scott Hanson Securities America

Gena Harper Smith Barney

Victor Hazard: 2012 H.D. Vest Financial Services

Mary McFadden Hastings Wells Fargo Advisors

Martin Higgins Family Wealth Management/Mutual of Omaha

William F. Holly Sage, Rutty & Co.

Christopher E. Jay Merrill Lynch

Stephen W. Johnson Raymond James Financial Services

Robert G. Jones Prudential Securities

F.D. “Bud” Jordan Smith Barney 

Alan K. Jusko Prudential Securities

Susan Kaplan Kaplan Financial Services/LPL

Gregory W. Kasten: 2011 Unified Trust Co.

Mitchell Kauffman Raymond James Financial Services

John T. Kelleher Merrill Lynch

Gerard  (Gerry) Klingman: 2011 Raymond James Financial Services

Carla Koren Smith Barney

Sally Law: 2014 Raymond James Financial Services

Eugene Lerner: 2014 HighTower

Howard S. Lorch Wachovia Securities

Malcolm A. Makin Raymond James Financial Services

James A. McKenzie Edward Jones

Albert Maggini Merrill Lynch

David A. Mallach Merrill Lynch

Kenneth Margolin PaineWebber

Nancy Matta Merrill Lynch

Edward J. Meeuwsen Salomon Smith Barney

J. Nathan McCarley Jr. Interstate/Johnson Lane

Edward F. McGehrin Merrill Lynch

Marion L. McMillan Jr. Smith Barney 

Charles A. Mills III Anderson & Strudwick

Stanley Milne Edward Jones

John Mockovciak III Everen Securities

Joseph Montgomery Wheat First Butcher Singer

Gerald K. Moore PaineWebber

Royce Nies D.E. Frey & Co.

Richard C. Otter Shearson Lehman Brothers

Paul A. Pagnato: 2013 HighTower

Eric Park LPL Financial Services

John F. “Jack” Peters Butler, Wick & Co.

Van Pearcy Raymond James Financial Services

Thompson S. Phillips, Jr. Phillips Securities

Gregory Powell Morgan Stanley

Robert Reich: 2014 Wells Fargo Advisors

Howard Safer: 2012 Argent Trust Company of Tennessee

Christopher S. Sargent Wachovia Securities

Greg Sarian: 2014 HighTower

Fareed Siddiq Salomon Smith Barney

Mark J. Smith Raymond James Financial Services

Mark J. Snyder Royal Alliance

David G. Speck Wachovia Securities

Daniel L. Stanley Edward Jones

Margaret Chow Starner Raymond James & Assoc.

Sheryl (Sherri) Stephens: 2011 Raymond James Financial Services

Gerald “Zeke” Strid Wachovia Securities

Bryan Sweet Raymond James Financial Services

William R. Tennison Jr. D.E. Frey & Co.

Willard J. Tillotson Jr. Hefren-Tillotson

Robert C. Upton Edward D. Jones

Ira A. Walker UBS Financial Services

Freeman H. Welch Wells Fargo Advisors

Julius Westheimer Ferris, Baker Watts

T. Manley Whitener Jr. Interstate/Johnson Lane

W.R. “Bob” Wigley Smith Barney

Gail Winslow Ferris, Baker Watts

Gary A. Wollin Wedbush Morgan Securities


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