“This year’s finalists exemplify the forward-thinking and community-driven spirit that is shaping the future of financial services,” according to Scott Thompson, SVP Market Strategy and Events at ALM, the parent company of ThinkAdvisor.
“By recognizing these leaders, we are not only celebrating their individual successes but also encouraging the entire industry to strive for greater impact, innovation, and inclusivity,” Thompson added.
For more information about ThinkAdvisor’s 2024 Luminaries Awards, visit our event site.
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Advisory Support, Products and Services
Advisor Education Firm Award – Thought Leadership and Education
- Financial Advisor Success Syndicate; Nationwide Retirement Institute;
- Protected Tomorrows, A Simplicity Company;
- “Rethink. Financial Advice” Podcast; Shaping Wealth; and
- The American College of Financial Services
Firm Award: Innovation
- The American College of Financial Services;
- The Refocus Coaching Academy; and
- TruStage
Advisor Support Firm Award – Thought Leadership and Education
- Daylight Advisors; and
- Foundation Source
Charitable Giving/Philanthropy Firm Award – Corporate Social Responsibility
- American Endowment Foundation; and
- Financial Alliance for Racial Equity (FARE)
Consultants Firm Award – Thought Leadership and Education
- Alaris Acquisitions;
- Endeavor Retirement;
- Ficomm Partners; and
- The Oasis Group
Firm Award – Innovation
- Advisor Legacy; and
- MarketCounsel Consulting
Firm Award – Industry Disruption
- Alaris Acquisitions;
- Compass CFO Solutions, LLC;
- MarketCounsel Consulting; and
- The Oasis Group
Recruiting Firms
Firm Award – Thought Leadership and Education
- Diamond Consultants; and
- Elite Consulting Partners
Research Providers Firm Award – Innovation
- NEXA Insights; and
- Diverse Investing Collective
Financial Advisory and Asset Management Firms
Asset Managers Firm Award – Innovation
- Brandywine Asset Management;
- Dunham & Associates Investment Counsel, Inc.;
- F/m Investments; Meketa Capital;
- Merrill Wealth Management; and
- 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; and
- Russell Investments
Individual Award – Executive of the Year
- Paul Uhlman, President, Federated Hermes;
- Marti Marache, CEO and Founder, Harbor Asset Private Wealth;
- Inez Louzonis, Head of Merrill Wealth Management Platform and Capabilities, Merrill Wealth Management;
- Kristi Rodriguez, Senior Vice President, Nationwide Financial;
- Chris Brightman, Partner, CEO & CIO, Research Affiliates; and
- Omar Aguilar, CEO and CIO, Schwab Asset Management
Individual Award – Luminaries With Heart
- Dustin Gale, Senior Wealth Advisor, Kayne Anderson Rudnick; and
- David Pickler, CEO and President, Pickler Wealth Advisors
Individual Award – Next-Gen Rising Stars
- Cole Pearson, President, OneAscent Investments;
- Jeffrey Kash, AVP, Community Relations, Premier Members Credit Union; and
- 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; and
- Que Nguyen, Partner, CIO, Equity Strategies, Research Affiliates
Broker-Dealers Firm Award – Corporate Social Responsibility
- Cambridge Investment Group;
- LPL Financial;
- Prudential Advisors;
- Raymond James; and
- United Planners
Firm Award – Excellence in Marketing/PR
- Ameriprise Financial;
- Cambridge Investment Group;
- Cetera Financial Group; and
- United Planners
Firm Award – Innovation
- Commonwealth Financial Network;
- Kestra Financial; and
- Raymond James
Firm Award – Thought Leadership and Education
- Cambridge Investment Group;
- Commonwealth Financial Network;
- Kestra Financial; and
- 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;
- Tarah Williams, President and COO, Prospera Financial Services; and
- 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, SVP, Supervision – Dispute Resolution and Senior At-Risk Clients, Raymond James; and
- 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; and
- Tara Seegers, Financial Advisor, RBC Wealth Management
Clearing & Custodial Firms Firm Award – Innovation
Individual Award – Next-Gen Rising Stars
- R. Scott Victoria, Chief Operating Officer, TradePMR
Financial Advisory Support Firm Award – Corporate Social Responsibility
- Fiduciary Trust International;
- Guardian;
- Mercer Advisors; and
- Rubicon Advisors
Firm Award – Innovation
- Callan Family Office;
- Signal Advisors; and
- Zoe Financial
Firm Award – Thought Leadership and Education
- America’s Retirement Headquarters;
- Prospera Financial Services; and
- RFG Advisory
Financial Planners/Tax Planners Firm Award – Corporate Social Responsibility
- Certified Financial Planner Board of Standards Center for Financial Planning; and
- Resilient Wealth Management
Firm Award – Excellence in Marketing/PR
- Certified Financial Planner Board of Standards Center for Financial Planning; and
- Impact Wealth Management
Firm Award – Innovation
- Capital Investment Advisors;
- Ideas by Mike, LLC; and
- SWAN Virtual Family Office (VFO)
Firm Award – Thought Leadership and Education
- Capital Investment Advisors; and
- ClearBridge Financial, LLC
Individual Award – Executive of the Year
- Michael Jensen, Managing Partner, Falcon Wealth Planning;
- Dean Spada, Managing Director, Kingston Wealth Management Group; and
- 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.; and
- Jason DiLauro, Managing Partner, The Wealth Advisory Group of DiLauro Wracher & Thomas
Individual Award – Next-Gen Rising Stars
- Zachary Jennings, Financial Advisor, Ameriprise Financial;
- 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; and
- Vinya Muso, Financial Advisor, Raymond James
Individual Award – Thought Leader of the Year
- Taylor Kovar, CEO, 11 Financial;
- Shannon Harris, Private Wealth Advisor, Ameriprise;
- Nicole Simpson, CFP, President and CEO, Harvest Wealth Financial;
- Caitlyn Salloum, Founder and President, Key Wealth Management; and
- David Wilson, Managing Partner, Sincerus Advisory
Insurance & Retirement Products Firm Award – Innovation
- Allianz Life; and
- TruStage Financial Group
Individual Award – Next-Gen Rising Stars
- Elle Switzer, Director, Annuity Product Management, TruStage Financial Group Inc.
Marketing/PR Services Firm Award – Digital Marketing Campaign of the Year
- Ficomm Partners;
- Graham Media Partners; and
- Intention.ly
Firm Award – Social Media Campaign of the Year
RIA Support Platform Providers Firm Award – Industry Disruption
- RFG Advisory; and
- Zoe Financial
Individual Award – Executive of the Year
- Shannon Spotswood, Chief Executive Officer, RFG Advisory
Individual Award – Next-Gen Rising Stars
- Jordan Hutchison, VP of Technology and Operations, RFG Advisory
RIAs: Less Than $10 Billion in Assets Firm Award – Corporate Social Responsibility
- Bailard;
- Greenspring Advisors; and
- R.W. Rogé & Company, Inc.
Firm Award – Excellence in Marketing/PR
- FAS Wealth Partners; and
- The Mendall Financial Group, Securities through Raymond James Financial Services Inc.
Firm Award – Industry Disruption
- Ashton Thomas Private Wealth;
- JFS Wealth Advisors; and
- Keystone Financial Services
Firm Award – Innovation
- 49 Financial;
- Capita Financial Network;
- Opes Wealth Management;
- Robertson Stephens Wealth Management; and
- 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; and
- 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; and
- 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; and
- Jim Roberts, CEO and President, 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;
- 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, COO & CMO, Morton Wealth; and
- Matthew Coutcher, Partner/Wealth Advisor, TrinityPoint Wealth
Individual Award – RIA M&A Leader of the Year
- Scott Danner, CEO, Freedom Street at Steward Partners;
- Jason Gordo, Co-founder and President, Modern Wealth Management; and
- 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 and Partner, Perigon Wealth Management;
- Jason Britton, President and Chief Investment Officer, Reflection Asset Management;
- Ryan Fleischer, Founder/CIO/President, Revolution Group/Revolution Capital;
- Jonathan Satovsky, CEO, Chief Behavioral Coach, Satovsky Asset Management; and
- Ross Marino, Founder and CEO, Transitus Wealth Partners
RIAs: More Than $10 Billion in Assets Firm Award – Excellence in Marketing/PR
- Private Advisor Group; and
- Wealthspire Advisors
Firm Award – Innovation
- Freestone Capital Management;
- Mercer Advisors;
- NewEdge Capital Group; and
- tru Independence
Firm Award – Thought Leadership and Education
- Integrated Partners; and
- WE Family Offices
Individual Award – Executive of the Year
- Larry Miles, CEO, Choreo;
- Nate Lenz, CEO and Founder, Concurrent;
- Paul Saganey, CEO and Founder, 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, CEO and Chief Economist, RWA Wealth Partners;
- Adam Malamed, CEO, Sanctuary Wealth;
- Brian Holmes, CEO, SEIA;
- Jim Gold, CEO, Steward Partners; and
- Jeffrey Concepcion, CEO and Founder, 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; and
- 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; and
- Kevin Brady, Advisor, Vice President, Wealthspire Advisors
Individual Award – RIA M&A Leader of the Year
- Conor Meehan, Vice President, Mergers and Acquisitions, Choreo;
- Suzanne van Staveren, CFO and COO, Edelman Financial Engines;
- Robert Sandrew, Chief Growth Officer, Integrated Partners;
- David Barton, Vice Chairman, Mergers and Acquisitions Leader, Mercer Advisors;
- Neil Turner, Co-Founder, Co-CEO and Managing Partner, NewEdge Advisors;
- Adam Malamed, CEO, Sanctuary Wealth;
- Jim Gold, CEO, Steward Partners;
- Lou Camacho, President, Stratos Wealth Enterprises; and
- 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; and
- Stephen Craffen, SVP, Wealth Enhancement Group
TAMPs & Model Marketplaces Firm Award – Innovation
Individual Award – Executive of the Year
- Chris Radford, President, AE Wealth Management; and
- Andres Garcia-Amaya, CEO and Founder, Zoe Financial
Individual Award – Thought Leader of the Year
- Dana D’Auria, Co-CIO and Group President, Envestnet
UHNW Wealth Management/Family Offices Firm Award – Thought Leadership and Education
- Fiduciary Trust International; and
- 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
Technology Platforms, Products and Services
Fintech Marketing Firm Award – Excellence in Marketing/PR
Fintech Thought Leadership Firm Award – Thought Leadership and Education
- CAIS;
- Envestnet; and
- Fidelity Investments
Business Development Digital Marketing Firm Award – Excellence in Marketing/PR
- Lyceus Group;
- Snappy Kraken; and
- Wealthtender
Firm Award – Industry Disruption
- Catchlight;
- Couplr AI;
- Future Proof;
- Invent;
- Snappy Kraken; and
- Testimonial iQ
Firm Award – Innovation
- AssetMark;
- Catchlight;
- Couplr AI; and
- Snappy Kraken
Individual Award – Executive of the Year
- Michael Kim, CEO and President, AssetMark;
- Yelena Melamed, Co-founder and Head of Product, Catchlight; and
- Natalie Wolfsen, CEO, Orion
Individual Award – Next-Gen Rising Stars
- Andrew Johnson, CEO and Co-founder, Testimonial iQ
Individual Award – Luminaries With Heart
- Bill Wostoupal, EVP, OCIO, Orion
Client Engagement Artificial Intelligence Firm Award – Innovation
- Seismic;
- TIFIN AG;
- Wealth Management GPT;
- YourStake
Client Portals Firm Award – Innovation
- CapIntel; and
- Wealth Access
Individual Award – Next-Gen Rising Stars
- Diana Cabrices, Founder, Diana Cabrices Consulting LLC
Financial Planning Firm Award – Industry Disruption
- Flourish;
- Tolerisk’
- Vanilla; and
- wealth.com
Financial Planning Firm Award – Innovation
- Alphathena;
- Asset-Map;
- Conquest Planning;
- Docupace;
- Thrivent;
- Vanilla; and
- wealth.com
Retirement Income Firm Award – Innovation
- DPL Financial Partners;
- Envestnet; and
- Flourish
Specialized Planning Applications Firm Award – Innovation
- FP Alpha;
- Luminary; and
- Tolerisk
Financial Planning Firm Award – Thought Leadership and Education
- Asset-Map;
- IncomeConductor (WealthConductor LLC);
- IncomePath; and
- Orion
Individual Award – Executive of the Year
- H. Adam Holt, CEO and Founder, Asset-Map;
- Max Lane, CEO, Flourish; and
- Gene Farrell, CEO, Vanilla;
- Aaron Schumm, CEO and Founder, Vestwell; and
- Rafael Loureiro, CEO, 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; and
- Steve Lockshin, Founder and Chairman, Vanilla
Individual Award – Luminaries With Heart
- Joellen Meckley, AVP, Center Strategy and Operations; Managing Director, Center for Specia Needs, The American College of Financial Services
Investment Management Firm Award – Excellence in Marketing/PR
- Adhesion Wealth Advisor Solutions; and
- intelliflo
Firm Award – Industry Disruption
- Alphix Solutions;
- Nitrogen Wealth; and
- Opto Investments
Alternative Investment Platforms Firm Award – Innovation
- CAIS; and
- Crystal Capital Partners
Investment Management Firm Award – Innovation
Investment/Data Analytics Firm Award – Innovation
- 55ip;
- Alphix Solutions; and
- Helios Quantitative Research
Portfolio Management, Accounting and Performance Reporting Firm Award – Innovation
- Adhesion Wealth Advisor Solutions;
- Ethic;
- FusionIQ;
- MyVest and Income Discovery;
- FINIAT;
- MyVest;
- SMArtX Advisory Solutions;
- Summit Wealth Systems; and
- Vestmark
Rebalancing Firm Award – Innovation
- Apex Fintech Solutions Inc.;
- intelliflo; and
- Pontera
Alternative Investment Platforms Firm Award – Innovation
Custodial Platform Firm Award – Innovation
Individual Award – Executive of the Year
- Matt Brown, CEO, CAIS;
- Mark Healy, CEO, FusionIQ;
- Lawrence Calcano, Chairman and CEO, iCapital;
- Aaron Wormus, Chief Technology Officer, SMArtX Advisory Solutions; and
- Rob Battista, SVP, Head of Advisory Solutions, Vestmark
Individual Award – Next-Gen Rising Stars
- Ryan Eisenman, CEO and Co-founder, Arch; and
- Dan Bolton, Vice President of Corporate Marketing, Nitrogen
Operations Business Support Systems/Workflow Automation Firm Award – Industry Disruption
- AdvicePay;
- Canoe Intelligence;
- CogniCor;
- Orion; and
- Quik!
Business Support Systems/Workflow Automation Firm Award – Innovation
- Agio, Inc.;
- Canoe Intelligence;
- Milemarker;
- Orion; and
- Sycamore
Operations Firm Award – Innovation
- Advisor360°;
- Laserfiche; and
- RegVerse – A Surge Ventures Company
Unified (All-in-One) Systems Firm Award – Innovation
- Advyzon;
- Amplify Technology; and
- Micruity, Inc.
Firm Award – Thought Leadership and Education
- Advice Pay; and
- 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 and Co-founder, F2 Strategy;
- Adrian Johnstone, CEO, Practifi;
- Kim Crawford Goodman, CEO, Smarsh; and
- 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; and
- Emily Wilcox, Chief Operations Officer, Practifi
Individual Award – Thought Leader of the Year
- Trevor Gary, CEO and Co-founder, Micruity, Inc.; and
- Daniel Crosby, Chief Behavioral Officer, Orion
(Credit: Chris Nicholls/ALM)
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September 12, 2024 at 12:56 PM
