Invest in Others Awards Finalists Announced

Two finalists and one winner are chosen in each category. Finalists will receive $10,000 for their designated charities, and winners will receive $40,000, with the Lifetime Achievement Award category winner taking home $50,000.

During awards week, one video presentation will be unveiled daily on investinothers.org at 4:45 p.m. Eastern time.

Here are this year’s finalists in the categories they were nominated.

Catalyst Award — Sept. 21

Presented to an advisor who actively stimulated positive change and displayed entrepreneurial vision and leadership to a nonprofit for at least three years. This may have been demonstrated by rejuvenating an organization from failing to thrive or helping to launch a new nonprofit organization.

• Lynette Atchley of CPA Financial Advisors, for Rebirth Homes
• Seth Coren of Morgan Stanley Private Wealth Management, for Peter Stuyvesant Little League Inc.
• Matt Pisani of Lincoln Investment, for Clean Slate Living

Community Service Award — Sept. 22

Presented to an advisor who has made an outstanding impact on a community through leadership contributions to a nonprofit organization for at least three years by not only contributing to its long-term sustainability, but also by having established a record of motivating and inspiring others. This includes serving with distinction as a fundraiser, board member or other executive position.

• Duane Chaney of Arch Capital Advisory Group of Raymond James, for Lee Health Foundation
• Lisa Policare of Penn Wealth Planning, for Lenape Valley Foundation
• David Tornetto of Nextstep Financial Group, for Ronald McDonald House Charities of St. Louis

Global Impact Award — Sept. 23

Presented to an advisor who has made a lasting impact on a community in another country by actively serving as a volunteer for at least three years with a charity whose primary mission is to help those who live outside the U.S.

• Frederick P. Baerenz of AOG Wealth Management, for David’s Hope International
• Gerard Duphiney of Duphiney Financial Network, for Mission Madera
• Michael J. Martin of ELM Wealth Management at Raymond James for Be Like Brit

Volunteer of the Year Award — Sept. 24

Presented to an advisor who has worked hands-on as a volunteer for a nonprofit for at least three years, giving of his or her time, talent and energy to make a lasting impact on the organization, those it serves and the community at large.

• Scott Cohen of Northwestern Mutual, for Camp Ronald McDonald for Good Times
• Maureen Kerrigan of RBC Wealth Management – U.S., for Star Kids Scholarship Program
• Brian Robinson of UBS Financial Services, for The Florida Dream Center

Lifetime Achievement Award — Sept. 25

Presented to an advisor who has made a profound contribution to a nonprofit through an established history of distinguished service, where he or she exhibited leadership, provided inspiration and gained recognition and respect from peers and the community over a period of at least 20 years, helping the organization evolve and creating a lasting impact on its future.

• Tracye Caughell of Caughell Rodgers Investments, for Children’s Musical Theatre of Bartlesville
• Lynn L. Chen-Zhang of Zhang Financial, for Western Michigan University Foundation
• Hal Lynde of Raymond James Financial, for Houston Furniture Bank

— Check out Deadline Extended for Invest in Others Award Nominations on ThinkAdvisor.