Meet the 2024 Luminaries Winners

In addition, this year marked the introduction of Next-Gen Rising Stars, honoring 40 emerging industry leaders. A second category of honorees, Luminaries with Heart, paid tribute to 25 individuals making a meaningful impact on their communities and the industry.

Plus, the ThinkAdvisor Luminaries Awards extended its celebration of industry excellence into the following day with a series of roundtable discussions on Thursday. These sessions aligned with key award themes — Next-Gen Rising Stars, Luminaries with Heart and Practice Management — and emphasized future-focused topics, including cybersecurity.

For more information about ThinkAdvisor's 2024 Luminaries Awards, visit our event site. And please enjoy the photos from our gala in Las Vegas and online profiles of this year’s winners.

WINNERS: Advisory Support, Products and Services

Firm Award: Innovation
The Refocus Coaching Academy

Advisor Support
Firm Award – Thought Leadership and Education
Foundation Source

Charitable Giving/Philanthropy
Firm Award Corporate Social Responsibility
Financial Alliance for Racial Equity (FARE)

Consultants
Firm Award – Thought Leadership and Education
The Oasis Group

Firm Award – Innovation (Tie)
Advisor Legacy
MarketCounsel Consulting

Firm Award – Industry Disruption
Alaris Acquisitions

Recruiting Firms
Firm Award – Thought Leadership and Education
Diamond Consultants

Research Providers
Firm Award – Innovation
Diverse Investing Collective

WINNERS: Financial Advisory and Asset Management Firms

Firm Award – Thought Leadership and Education
Research Affiliates

Individual Award – Executive of the Year
Omar Aguilar, CEO and CIO, Schwab Asset Management

Individual Award – Thought Leader of the Year
John Le, Director of Marketing, Cambiar Investors 

Broker-Dealers
Firm Award – Corporate Social Responsibility
Prudential Advisors

Firm Award – Excellence in Marketing/PR
Cetera Financial Group

Firm Award – Innovation
Kestra Financial

Firm Award – Thought Leadership and Education
Commonwealth Financial Network

Individual Award – Executive of the Year
Amy Webber, CEO and Co-Chairman of the Board, Cambridge Investment Group

Individual Award – Thought Leader of the Year
Jeff Vivacqua, President, Growth and Development, Cambridge Investment Group

Clearing & Custodial Firms
Firm Award – Innovation
Altruist

Financial Advisory Support
Firm Award – Corporate Social Responsibility
Mercer Advisors

Firm Award – Innovation
Callan Family Office

Firm Award – Thought Leadership and Education
Prospera Financial Services

Financial Planners/Tax Planners
Firm Award – Corporate Social Responsibility
Resilient Wealth Management

Firm Award – Excellence in Marketing/PR
Certified Financial Planner Board of Standards Center for Financial Planning (for its 2023 campaign)

Firm Award – Innovation
SWAN Virtual Family Office (VFO)

Firm Award – Thought Leadership and Education
ClearBridge Financial LLC

Individual Award – Executive of the Year
Phil Kim, Founding Member, Managing Director, Signature Wealth Concepts

Individual Award – Thought Leader of the Year
Nicole Simpson, CFP, President and CEO, Harvest Wealth Financial 

Insurance & Retirement Products Firm Award – Innovation
Allianz Life

Marketing/PR Services
Firm Award – Digital Marketing Campaign of the Year
Graham Media Partners

Firm Award – Social Media Campaign of the Year
Ficomm Partners

RIA Support Platform Providers
Firm Award – Industry Disruption
Zoe Financial

Individual Award – Executive of the Year
Shannon Spotswood, Chief Executive Officer, RFG Advisory

RIAs: Less Than $10 Billion in Assets
Firm Award – Corporate Social Responsibility
Bailard

Firm Award – Excellence in Marketing/PR
The Mendall Financial Group (with Raymond James Financial Services)

Firm Award – Industry Disruption
Keystone Financial Services

Firm Award – Innovation
Robertson Stephens Wealth Management

Firm Award – Thought Leadership and Education
Bogart Wealth

Individual Award – Executive of the Year
Thomas Goodson, The AmeriFlex Group

Individual Award – RIA M&A Leader of the Year
Jason Gordo, Co-founder and President, Modern Wealth Management

Individual Award – Thought Leader of the Year
Ross Marino, Founder and CEO, Transitus Wealth Partners

RIAs: More Than $10 Billion in Assets
Firm Award – Excellence in Marketing/PR
Wealthspire Advisors

Firm Award – Innovation
Freestone Capital Management

Firm Award – Thought Leadership and Education
Integrated Partners

Individual Award – Executive of the Year
Paul Saganey, CEO and Founder, Integrated Partners

Individual Award – RIA M&A Leader of the Year
David Barton, Vice Chairman, Mergers and Acquisitions Leader, Mercer Advisors

Individual Award – Thought Leader of the Year
Stephen Craffen, SVP, Wealth Enhancement Group

TAMPs & Model Marketplaces
Firm Award – Innovation
GeoWealth

Individual Award – Executive of the Year
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

Individual Award – Executive of the Year
Jack Ginter, CEO, Callan Family Office

Individual Award – Thought Leader of the Year
Ghislain Gouraige, Partner, NewEdge Wealth

WINNERS: Technology Platforms, Products and Services

Fintech
Thought Leadership Firm Award – Thought Leadership and Education
CAIS

Business Development
Digital Marketing Firm Award – Excellence in Marketing/PR
Snappy Kraken

Firm Award – Industry Disruption
Catchlight

Firm Award – Innovation
AssetMark

Individual Award – Executive of the Year
Natalie Wolfsen, CEO, Orion

Client Engagement/Artificial Intelligence
Firm Award – Innovation
YourStake

Client Portals
Firm Award – Innovation
CapIntel

Financial Planning
Firm Award – Industry Disruption
Vanilla

Firm Award – Innovation
Thrivent

Firm Award – Thought Leadership and Education
Asset-Map

Individual Award – Executive of the Year
Rafael Loureiro, CEO, wealth.com

Individual Award – Thought Leader of the Year
Steve Lockshin, Founder and Chairman, Vanilla

Investment Management
Firm Award – Excellence in Marketing/PR
intelliflo

Firm Award – Industry Disruption
Opto Investments

Alternative Investment Platforms
Firm Award – Innovation
Crystal Capital Partners

Investment Management
Firm Award – Innovation
VRGL

Investment/Data Analytics
Firm Award – Innovation
55ip

Portfolio Management, Accounting and Performance Reporting
Firm Award – Innovation
SMArtX Advisory Solutions

Rebalancing
Firm Award – Innovation
intelliflo

Retirement Income
Firm Award – Innovation
DPL Financial Partners

Specialized Planning Applications

Firm Award – Innovation
Luminary

Alternative Investment Platforms

Firm Award – Innovation
Opto Investments

Custodial Platform Firm Award – Innovation
RBC Clearing and Custody

Individual Award – Executive of the Year
Aaron Wormus, Chief Technology Officer, SMArtX Advisory Solutions

Operations Business Support Systems/Workflow Automation
Firm Award – Industry Disruption
AdvicePay

Business Support Systems/Workflow Automation
Firm Award – Innovation
Sycamore

Operations
Firm Award – Innovation
Advisor360°

Unified (All-in-One) Systems
Firm Award – Innovation
Amplify Technology

Firm Award – Thought Leadership and Education
F2 Strategy

Individual Award – Executive of the Year
Hailin Li, CEO, Advyzon

Individual Award – Thought Leader of the Year
Daniel Crosby, Chief Behavioral Officer, Orion

HONOREES: Luminaries With Heart

• Kim Aquino, Senior Vice President and Director of Operations of Wealth Management, Bailard 
• Anna Barnes, Partner, Adviser, Wealth and Investment Manager, FAS Wealth Partners 
• Hayley Bates, Financial Advisor, MBA, CFP, AIF, SEIA 
• Colleen Bell, President, Innovation and Experience, Cambridge Investment Group
• Kevin Brady, Advisor, Vice President, Wealthspire Advisors
• Kellan Brown, Executive Director, FinServ Foundation
• Karen Cecilio, Head of Integrations, Cetera Financial Group
• Lisette Cooper, Vice Chair, Fiduciary Trust International
• Jason DiLauro, Managing Partner, The Wealth Advisory Group of DiLauro Wracher & Thomas
• Mary Anne Ehlert, Founder, Protected Tomorrows
• Derek Fiorenza, COO/CCO, Summit Group Retirement Planners, Inc.
• Dustin Gale, Senior Wealth Advisor, Kayne Anderson Rudnick 
• William Hoffman, President, Hoffman Wealth Management
• Peter Krull, Partner and Director of Sustainable Investing, Earth Equity Advisors with Prime Capital Financial
• Justina Lai, Chief Impact Officer, Laird Norton Wetherby (LNW)
• Zachary Larson, Wealth Advisor and Co-Founder, IntentGen Financial Partners
• Erin Linehan, SVP, Supervision – Dispute Resolution and Senior At-Risk Clients, Raymond James
• Eden Lopez-Robles, Managing Director- Financial Advisor, RBC Wealth Management
• Laura Mattia, SVP, Financial Advisor, Wealth Enhancement Group
• Joellen Meckley, AVP, Center Strategy and Operations; Managing Director, Center for Special Needs, The American College of Financial Services
• Hannah Moore, Founder and Owner, Amplified Planning 
• David Pickler, CEO and President, Pickler Wealth Advisors
• Jim Roberts, CEO and President, Jim Roberts Investment Advisors LLC
• Luis Rosa, Founder/Financial Planner, Build a Better Financial Future, LLC
• Jordan Toma, Financial Professional, Prudential Advisors
• Bill Wostoupal, EVP, OCIO, Orion

HONOREES: Next-Gen Rising Stars

• Zoe Bollinger, VP, Portfolio Manager, Bollinger Capital Management
• Dan Bolton, Vice President of Corporate Marketing, Nitrogen

• Diana Cabrices, Founder, Diana Cabrices Consulting LLC
• Joel Callagan, VP Financial Advisor, Wealth Enhancement Group

• Sean Carr, Portfolio Manager, Freestone Capital Management
• Erin Christy, Senior Director, Wealth Management, Choreo
• Matthew Coutcher, Partner/Wealth Advisor, TrinityPoint Wealth
• Gideon Drucker, President and CEO, Drucker Wealth
• Annalise Durante, Vice President, Senior SRII Research Analyst, Investment Counselor, Bailard
• Ryan Eisenman, CEO and Co-founder, Arch
• Michael Foley, Financial Advisor, North Star Resource Group
• Hunter Gehring, Principal, NewEdge Wealth
• Delante Greer, Financial Planner, Opulentia LLC
• Jordan Haines, Director of Product Marketing, Elements
• Justin Haywood, President, Haywood Wealth Management
• Madeline Hume, Senior Research Analyst, AlphaCore Wealth Advisory
• Jordan Hutchison, VP of Technology and Operations, RFG Advisory
• Zachary Jennings, Financial Advisor, Ameriprise Financial
• Andrew Johnson, CEO and Co-founder, Testimonial iQ
• Jeffrey A. Kash, AVP, Community Relations, Premier Members Credit Union 
• Justin Kissner, First Vice President, Investments, Raymond James
• Kyle Malavasi, Wealth Management Advisor, Main Street Wealth Management
• Patrick Marcinko, Financial Advisor, Bogart Wealth
• Stacey McKinnon, COO & CMO, Morton Wealth
• Danyell Munassi, AVP, Wealth Management, Raymond James
• Jibreel Murray, Fixed Income Investment Officer, The Haverford Trust Company
• Vinya Muso, Financial Advisor, Raymond James

• Cole Pearson, President, OneAscent Investments 
• Chris Robertson, Financial Advisor, Peak Financial Group
• Zackary Royce, Managing Director, Falcon Wealth Planning
• Dane Sauer, Wealth Advisor III, Senior Director, Mercer Advisors
• Tara Seegers, Financial Advisor, RBC Wealth Management
• Travis Sholin, CEO, Keystone Financial Services

• Aman Soni, VP of Data Strategy, Canoe Intelligence
• Jamie Susanin, Senior Portfolio Manager, Custom Indexing, Orion 
• Elle Switzer, Director, Annuity Product Management, TruStage Financial Group Inc.

• R. Scott Victoria, Chief Operating Officer, TradePMR

• Emily Wilcox, Chief Operations Officer, Practifi

• Naomi Win, PsyD., Behavioral Finance Analyst, Orion