Meet the 2024 Luminaries Winners

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

HONOREES 

Luminaries With Coronary heart

• Kim Aquino, Senior Vice President and Director of Operations of Wealth Administration, Bailard 
• Anna Barnes, Associate, Adviser, Wealth and Funding Supervisor, FAS Wealth Companions 
• Hayley Bates, Monetary Advisor, MBA, CFP, AIF, SEIA 
• 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 Rudnick 
• 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 Planning 
• 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

HONOREES 

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 Union 
• 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 Investments 
• 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, Orion 
• 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