Particular person Award – RIA M&A Chief of the 12 months
Jason Gordo, Co-founder and President, Fashionable Wealth Administration
Particular person Award – Thought Chief of the 12 months
Ross Marino, Founder and CEO, Transitus Wealth Companions
RIAs: Extra Than $10 Billion in Property
Agency Award – Excellence in Advertising and marketing/PR
Wealthspire Advisors
Agency Award – Innovation
Freestone Capital Administration
Agency Award – Thought Management and Schooling
Built-in Companions
Particular person Award – Govt of the 12 months
Paul Saganey, CEO and Founder, Built-in Companions
Particular person Award – RIA M&A Chief of the 12 months
David Barton, Vice Chairman, Mergers and Acquisitions Chief, Mercer Advisors
Particular person Award – Thought Chief of the 12 months
Stephen Craffen, SVP, Wealth Enhancement Group
TAMPs & Mannequin Marketplaces
Agency Award – Innovation
GeoWealth
Particular person Award – Govt of the 12 months
Andres Garcia-Amaya, CEO and Founder, Zoe Monetary
Particular person Award – Thought Chief of the 12 months
Dana D’Auria, Co-CIO and Group President, Envestnet
UHNW Wealth Administration/Household Places of work
Agency Award – Thought Management and Schooling
Fiduciary Belief Worldwide
Particular person Award – Govt of the 12 months
Jack Ginter, CEO, Callan Household Workplace
Particular person Award – Thought Chief of the 12 months
Ghislain Gouraige, Associate, NewEdge Wealth
Expertise Platforms, Merchandise and Providers
Fintech Advertising and marketing
Agency Award – Excellence in Advertising and marketing/PR
Docupace
Fintech
Thought Management Agency Award – Thought Management and Schooling
CAIS
Enterprise Growth
Digital Advertising and marketing Agency Award – Excellence in Advertising and marketing/PR
Snappy Kraken
Agency Award – Trade Disruption
Catchlight
Agency Award – Innovation
AssetMark
Particular person Award – Govt of the 12 months
Natalie Wolfsen, CEO, Orion
Consumer Engagement/Synthetic Intelligence
Agency Award – Innovation
YourStake
Consumer Portals
Agency Award – Innovation
CapIntel
Monetary Planning
Agency Award – Trade Disruption
Vanilla
Agency Award – Innovation
Thrivent
Agency Award – Thought Management and Schooling
Asset-Map
Particular person Award – Govt of the 12 months
Rafael Loureiro, CEO, wealth.com
Particular person Award – Thought Chief of the 12 months
Steve Lockshin, Founder and Chairman, Vanilla
Funding Administration
Agency Award – Excellence in Advertising and marketing/PR
intelliflo
Agency Award – Trade Disruption
Opto Investments
Different Funding Platforms
Agency Award – Innovation
Crystal Capital Companions
Funding Administration
Agency Award – Innovation
VRGL
Funding/Knowledge Analytics
Agency Award – Innovation
55ip
Portfolio Administration, Accounting and Efficiency Reporting
Agency Award – Innovation
SMArtX Advisory Options
Rebalancing
Agency Award – Innovation
intelliflo
Retirement Earnings
Agency Award – Innovation
DPL Monetary Companions
Specialised Planning Functions
Agency Award – Innovation
Luminary
Different Funding Platforms
Agency Award – Innovation
Opto Investments
Custodial Platform Agency Award – Innovation
RBC Clearing and Custody
Particular person Award – Govt of the 12 months
Aaron Wormus, Chief Expertise Officer, SMArtX Advisory Options
Operations Enterprise Help Programs/Workflow Automation
Agency Award – Trade Disruption
AdvicePay
Enterprise Help Programs/Workflow Automation
Agency Award – Innovation
Sycamore
Operations
Agency Award – Innovation
Advisor360°
Unified (All-in-One) Programs
Agency Award – Innovation
Amplify Expertise
Agency Award – Thought Management and Schooling
F2 Technique
Particular person Award – Govt of the 12 months
Hailin Li, CEO, Advyzon
Particular person Award – Thought Chief of the 12 months
Daniel Crosby, Chief Behavioral Officer, Orion
HONOREESÂ
Luminaries With Coronary heart
- Kim Aquino, Senior Vice President and Director of Operations of Wealth Administration, BailardÂ
- Anna Barnes, Associate, Adviser, Wealth and Funding Supervisor, FAS Wealth CompanionsÂ
- Hayley Bates, Monetary Advisor, MBA, CFP, AIF, SEIAÂ
- Colleen Bell, President, Innovation and Expertise, Cambridge Funding Group
- Kevin Brady, Advisor, Vice President, Wealthspire Advisors
- Kellan Brown, Govt Director, FinServ Basis
- Karen Cecilio, Head of Integrations, Cetera Monetary Group
- Lisette Cooper, Vice Chair, Fiduciary Belief Worldwide
- Jason DiLauro, Managing Associate, 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 RudnickÂ
- William Hoffman, President, Hoffman Wealth Administration
- Peter Krull, Associate and Director of Sustainable Investing, Earth Fairness Advisors with Prime Capital Monetary
- Justina Lai, Chief Influence Officer, Laird Norton Wetherby (LNW)
- Erin Linehan, SVP, Supervision – Dispute Decision and Senior At-Danger Purchasers, Raymond James
- Eden Lopez-Robles, Managing Director- Monetary Advisor, RBC Wealth Administration
- Laura Mattia, SVP, Monetary Advisor, Wealth Enhancement Group
- Joellen Meckley, AVP, Heart Technique and Operations; Managing Director, Heart for Particular Wants, The American School of Monetary Providers
- Hannah Moore, Founder and Proprietor, Amplified PlanningÂ
- David Pickler, CEO and President, Pickler Wealth Advisors
- Jim Roberts, CEO and President, Jim Roberts Funding Advisors LLC
- Luis Rosa, Founder/Monetary Planner, Construct a Higher Monetary Future, LLC
- Jordan Toma, Monetary Skilled, Prudential Advisors
- Invoice Wostoupal, EVP, OCIO, Orion
HONOREESÂ
Subsequent-Gen Rising Stars
- Zoe Bollinger, VP, Portfolio Supervisor, Bollinger Capital Administration
- Dan Bolton, Vice President of Company Advertising and marketing, Nitrogen
- Diana Cabrices, Founder, Diana Cabrices Consulting LLC
- Joel Callagan, VP Monetary Advisor, Wealth Enhancement Group
- Sean Carr, Portfolio Supervisor, Freestone Capital Administration
- Erin Christy, Senior Director, Wealth Administration, Choreo
- Matthew Coutcher, Associate/Wealth Advisor, TrinityPoint Wealth
- Gideon Drucker, President and CEO, Drucker Wealth
- Annalise Durante, Senior ESG Analyst and Funding Counselor, Bailard
- Ryan Eisenman, CEO and Co-founder, Arch
- Michael Foley, Monetary Advisor, North Star Useful resource Group
- Hunter Gehring, Principal, NewEdge Wealth
- Delante Greer, Monetary Planner, Opulentia LLC
- Jordan Haines, Director of Product Advertising and marketing, Components
- Justin Haywood, President, Haywood Wealth Administration
- Madeline Hume, Senior Analysis Analyst, AlphaCore Wealth Advisory
- Jordan Hutchison, VP of Expertise and Operations, RFG Advisory
- Zachary Jennings, Monetary Advisor, Ameriprise Monetary
- Andrew Johnson, CEO and Co-founder, Testimonial iQ
- Jeffrey A. Kash, AVP, Group Relations, Premier Members Credit score UnionÂ
- Justin Kissner, First Vice President, Investments, Raymond James
- Zachary Larson, Wealth Advisor and Co-Founder, IntentGen Monetary Companions
- Kyle Malavasi, Wealth Administration Advisor, Fundamental Road Wealth Administration
- Patrick Marcinko, Monetary Advisor, Bogart Wealth
- Stacey McKinnon, COO & CMO, Morton Wealth
- Danyell Munassi, AVP, Wealth Administration, Raymond James
- Jibreel Murray, Fastened Earnings Funding Officer, The Haverford Belief Firm
- Vinya Muso, Monetary Advisor, Raymond James
- Cole Pearson, President, OneAscent InvestmentsÂ
- Chris Robertson, Monetary Advisor, Peak Monetary Group
- Zackary Royce, Managing Director, Falcon Wealth Planning
- Dane Sauer, Wealth Advisor III, Senior Director, Mercer Advisors
- Tara Seegers, Monetary Advisor, RBC Wealth Administration
- Travis Sholin, CEO, Keystone Monetary Providers
- Aman Soni, VP of Knowledge Technique, Canoe Intelligence
- Jamie Susanin, Senior Portfolio Supervisor, Customized Indexing, OrionÂ
- Elle Switzer, Director, Annuity Product Administration, TruStage Monetary Group Inc.
- R. Scott Victoria, Chief Working Officer, TradePMR
- Emily Wilcox, Chief Operations Officer, Practifi
- Naomi Win, PsyD., Behavioral Finance Analyst, Orion