Financial Advisory and Asset Management Firms

Advisor Support Platforms
Firm Award - Industry Disruption / Innovation
SEI
XY Planning Network
Nebo Wealth

Individual Award - CEO of the Year
Joe Duran, Rise Growth Partners
George Nichols III, CAP, The American College of Financial Services
Shirl Penney, Dynasty Financial Partners

Individual Award - CMO of the Year
Jennifer Geoghegan, Rise Growth Partners
Jared Trexler, The American College of Financial Services

Individual Award - Luminaries With Heart Award
Tina Powell, Intention.ly

Individual Award - Next-Gen Rising Stars
Andy Finnegan, Nebo Wealth

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Asset Managers
Firm Award - Excellence in Marketing and PR
Hartford Funds
Sentinel Net Lease
Wilmington Trust / Peppercomm
Ocean Park Asset Management

Firm Award - Product or Service Innovation
F/m Investments
TCW
Franklin Templeton

Firm Award - Thought Leadership and Education
Research Affiliates
PennantPark
PGIM

Individual Award - CEO of the Year
Jorge Abreu, Elevate Commercial Investment Group
Brendan Clark, Clark Capital Management Group
Adam Cox, First National Wealth Management
Katie Koch, TCW
Alex Morris, F/m Investments

Individual Award - Chief Investment Officer of the Year
Dennis Cisterna, Sentinel Net Lease
Sean Clark, Clark Capital Management Group
Bryan T. Whalen, TCW
Alexandra Wilson-Elizondo, Goldman Sachs Asset Management

Individual Award - Next-Gen Rising Stars
Margaret A. Farquharson, Nationwide

Individual Award - Thought Leader of the Year
Jorge Abreu, Elevate Commercial Investment Group
Kimberly Flynn, XA Investments
Sharon Klein, Wilmington Trust
Seema Shah, Principal Asset Management

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Broker-Dealers - Fewer Than 1000 Advisors
Firm Award - Thought Leadership and Education
United Planners
Inspire Network LLC
Prospera Financial Services

Individual Award - CEO of the Year
Michael A. Baker, United Planners Financial Services
Billy Hopkins, Silver Oak Securities
Saša Mirković, Inspire Network LLC

Individual Award - Next-Gen Rising Stars
Katie Mohan, Prospera Financial Services

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Broker-Dealers - Greater Than 1000 Advisors
Firm Award - Excellence in Marketing and PR
Cambridge Investment Research, Inc.
LPL Financial

Firm Award - Industry Disruption
Raymond James
Osaic

Firm Award - Product or Service Innovation
Merrill
Cetera Financial Group
Raymond James
Prudential Advisors

Firm Award - Thought Leadership and Education
Merrill Center for Family Wealth
Osaic
Cambridge Investment Research, Inc.
Cetera Financial Group

Individual Award - CEO of the Year
Marianne Caswell, Park Avenue Securities
James Poer, Kestra
Jamie Price, Osaic
Amy Webber, Cambridge Investment Research, Inc.

Individual Award - Chief Investment Officer of the Year
Philip Blancato, Osaic
Gene Goldman, Cetera Financial Group

Individual Award - Luminaries With Heart Award
Jim Breen, Wells Fargo Advisors
Lindsay Haskins, Cambridge Investment Research, Inc.
Marivic Dar, Prudential Advisors

Individual Award - Next-Gen Rising Stars
Nicolette Davicino, Armstrong, Fleming & Moore, Inc
Myles Zueger, Adams Wealth Partners-Raymond James

Individual Award - Thought Leader of the Year
Valerie Galinskaya, Merrill Center for Family Wealth
Todd Mackay, Cetera Financial Group
Kara Murphy, Kestra Investment Management
Ryan Marcus, Binah Capital Group

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Custodians
Firm Award - Industry Disruption
TradePMR
Apex Fintech Solutions

Firm Award - Product or Service Innovation
Altruist
RBC Clearing & Custody
TradePMR

Individual Award - CEO of the Year
Robb Baldwin, TradePMR
Jennifer Warren, Wilmington Trust
Jason Wenk, Altruist

Individual Award - CTO of the Year
Hardik Patel, TradePMR
Noel Stave, RBC Clearing & Custody

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Financial Planning/Tax Planning
Firm Award - Industry Disruption / Innovation
Prudential Advisors
Thrivent
Drucker Wealth
WMGNA

Individual Award - CEO of the Year
James Comblo, FSC Wealth Advisors
Heather Robertson Fortner, SignatureFD

Individual Award - CMO of the Year
Carolyn Sakstrup, Thrivent
Cameron Spann, Pickler Wealth Advisors

Individual Award - Luminaries With Heart Award
Jason C. DiLauro, DWT Wealth
Brandon Dixon-James, Resilient Wealth Management
Phil Kim, Signature Wealth Concepts
David A. Pickler, Pickler Wealth Advisors
Heather Robertson Fortner, SignatureFD

Individual Award - Next-Gen Rising Stars
Justene Charlesworth, Charlesworth Financial Services
Cody Garrett, Measure Twice
Kyle R. Kuyat, Defining Wealth
Vinya Muso, Gagne Wealth Management
Katie Pickler, Pickler Wealth Advisors
Zackary Royce, Falcon Wealth Planning
Stephanie L. Van Albert, Moneco Advisors

Individual Award - Thought Leader of the Year
J. Christopher Boyd, Wealth Enhancement
James Comblo, FSC Wealth Advisors
Peter Krull, Earth Equity Advisors

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Insurance and Retirement Products
Firm Award - Industry Disruption
John Hancock
Human Interest

Individual Award - Executive of the Year
Brooks Tingle, John Hancock
Sanjay Chojar, Amalgamated Life Insurance Company

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Real Estate Investments - Including REITs
Firm Award - Thought Leadership and Education
Veris Residential
SDS Capital
QC Capital LLC
Bluerock

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RIAs - Less Than $10 Billion AUM/AUA
Firm Award - Excellence in Marketing and PR
Perigon Wealth Management
Drucker Wealth
Falcon Wealth Planning
Francis Financial. Inc.

Firm Award - Industry Disruption
Amida Wealth Advisors
Inspire Advisors, LLC
RFG Advisory
Prosperity Capital Advisors
Elevation Point
Bogart Wealth
Northeast Private Wealth Management

Firm Award - Product or Service Innovation
Paragon Capital Management, LLC
Savvy Wealth
Wescott Financial Advisory Group
Farther

Firm Award - Thought Leadership and Education
Vestia Personal Wealth Advisors
AIRE Advisors
Dovetail Financial
DWT Wealth
Journey Strategic Wealth
RFG Advisory
Prosperity Capital Advisors
Great Lakes Wealth
Ferguson Wellman Capital Management
Dunham & Associates Investment Counsel
Keystone Global Partners
intellicents
49 Financial

Individual Award - CEO of the Year
Arthur Ambarik, Perigon Wealth Management
Raj Bhattacharyya, Robertson Stephens
James Bogart, Bogart Wealth
Jim Dickson, Elevation Point
Gideon Drucker, Drucker Wealth
Brian Duncan, Duncan Financial Group
Jimmy Lee, The Wealth Consulting Group (WCG)
Ritik Malhotra, Savvy Wealth
Taylor Matthews, Farther
Rob Nelson, NorthRock Partners
Shannon Spotswood, RFG Advisory

Individual Award - Chief Investment Officer of the Year
Edison Byzyka, Credent Wealth Management
Ryan Fleischer, Revolution Group, LLC
Mark McCarron, Wescott Financial Advisory Group
Ryan Patterson, Linscomb Wealth
Stephen Tuckwood, Modern Wealth Management
Rick Wedell, RFG Advisory

Individual Award - CMO of the Year
Louis Calabrese, Robertson Stephens
Matt Seitz, Prosperity Capital Advisors
Erin Taylor, Sowell Management

Individual Award - Luminaries With Heart Award
Tyson Ray, FORM Wealth Advisors
Mike Bisaro, StraightLine
Heidi Davis, Linscomb Wealth
Jeff Dobyns, SageSpring Wealth Partners
Maggie Kulyk, Chicory Wealth
Grant Rawdin, Wescott Financial Advisory Group
Jim D. Roberts, Jim Roberts Investment Advisors LLC
Emily Vennerstrom, NorthRock Partners

Individual Award - M&A Leader of the Year
Josh Gerry, VestGen Wealth Partners
David Hefty, Credent Wealth Management
Bruce Milam, Composition Wealth
David Wood, Gateway Financial Partners
Jon Hoy, Perigon Wealth Management
Casey Bibb, Martin Wealth

Individual Award - Next-Gen Rising Stars
Elijah Essa, Essa Financial
Spencer Knickerbocker, Stonebrook Private
Kaitlyn Laney, Trek Wealth Solutions
Georgia Lord, Corbett Road
Aaron Moon, Inspire Advisors, LLC
Stephen Nicholas, Jr., Northeast Private Wealth Management
Riley P. Saunders, Cassaday & Company
Duke Schillaci, Elevation Point
Brian Keith Seymour II, Prosperitage Wealth
Adem Tumerkan, Dunham & Associates Investment Counsel
Brandon M. Wester, Longwave Financial
Tim Rodgers, 49 Financial

Individual Award - Thought Leader of the Year
Bryan Bibbo, Prosperity Capital Advisors
Patricia Brennan, Key Financial, Inc.
Mallon FitzPatrick, Robertson Stephens
Brendan Frazier, RFG Advisory
Delante Greer, Opulentia
Harmon Kong, Apriem Advisors
Ana Ramos, Amida Wealth Advisors
Jason L Smith, Prosperity Capital Advisors
Brad Genser, Farther
Matt Reiner, Capital Investment Advisors

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RIAs - More Than $10 Billion AUM/AUA
Firm Award - Excellence in Marketing and PR
Steward Partners
Wealthspire Advisors
Private Advisor Group

Firm Award - Product or Service Innovation
Choreo
Mercer Advisors
Mission Wealth
World Investment Advisors, LLC
Sanctuary Wealth
Moneta

Firm Award - Thought Leadership and Education
Wealthspire Advisors
AlTi Tiedemann Global
Edelman Financial Engines

Individual Award - CEO of the Year
John Bunch, Allworth Financial
Matthew Fleissig, Pathstone
Jim Gold, Steward Partners
Brian Holmes, Signature Estate & Investment Advisors (SEIA)
Rick Kent, Merit Financial Advisors
Eric Kittner, Moneta
Mike LaMena, Wealthspire Advisors
Michael J. Nathanson, Focus Financial Partners
Ryan Parker, EP Wealth Advisors
Dave Welling, Mercer Advisors

Individual Award - Chief Investment Officer of the Year
Donald Calcagni, Mercer Advisors
Nate Garrison, World Investment Advisors
Stephen Kolano, Integrated Partners
Eric Sterner, Apollon Wealth Management
Mary Ann Bartels, Sanctuary Wealth

Individual Award - CMO of the Year
Greg R. Banasz, Steward Partners
Kelly Coulter, Private Advisor Group
Angela Giombetti, Wealthspire Advisors

Individual Award - CTO of the Year
Christine Cataldo, Mercer Advisors
Mohan Gurupackiam, Steward Partners

Individual Award - Luminaries With Heart Award
Jake Daly, Newfront Retirement Services, Inc.
Jon Jones, Brighton Jones
Charles Scarallo, Wealthspire Advisors
Hayley Wood Bates, Signature Estate & Investment Advisors (SEIA)

Individual Award - M&A Leader of the Year
Michael Belluomini, Carson Group
Amy Rizzo, Arax Investment Partners
John Bunch, Allworth Financial
Jim Cahn, Wealth Enhancement Group
Kevin Casey, Pathstone
Josh Harris, Coldstream
Kay Lynn Mayhue, Merit Financial Advisors
Cameron Stagg, Signature Estate & Investment Advisors (SEIA)

Individual Award - Next-Gen Rising Stars
Ali Ahmadi, Newfront Retirement Services, Inc.
Shinaola Atoro, Mission Wealth
Andrew Frattaroli, Wealthspire Advisors
Tom McNary, Mercer Advisors
John Rasic, Signature Estate & Investment Advisors (SEIA)
John Tidwell, North Star Resource Group

Individual Award - Thought Leader of the Year
Donald Calcagni, Mercer Advisors
Laura Mattia, Wealth Enhancement Group
Frank McDonnell, Steward Partners
Andree Mohr, Integrated Partners
Oliver Pursche, Wealthspire Advisors

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TAMPs and Model Marketplaces
Individual Award - CEO of the Year
Lee Andreatta, Advyzon Investment Management (AIM)
Michael Kim, AssetMark

Individual Award - Chief Investment Officer of the Year
Tim Holland, Orion
Cory Persson, Axxcess Wealth

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UHNW Wealth Management/Family Offices
Firm Award - Thought Leadership and Education
First National Wealth Management
Morgan Stanley Wealth Management
Fiduciary Trust International

Individual Award - CEO of the Year
Jack Ginter, Callan Family Office
Brad Vineyard, Astra Wealth Management
Samuel Diarbakerly, Generation Capital Advisors

Individual Award - Next-Gen Rising Stars
Oren Cabir, Kayne Anderson Rudnick

Individual Award - Thought Leader of the Year
Thomas H. Ruggie, Destiny Family Office
Christopher A. Zook, CAZ Investments

Technology Platforms, Products and Services

Business Development
Firm Award - Industry Disruption
Idea Decanter
Assetlink

Firm Award - Product or Service Innovation
SmartAsset
Nitrogen
Intention.ly
Alaris Acquisitions
TIFIN AG
Orion
Advyzon

Firm Award - Thought Leadership and Education
Zephyr's PSN
Wealthtender

Individual Award - CEO of the Year
Jason Eiswerth, Canoe Intelligence
Allen Darby, Alaris Acquisitions, LLC
Natalie Wolfsen, Orion

Individual Award - Next-Gen Rising Stars
Haley Connaughton, Franklin Templeton

Individual Award - Thought Leader of the Year
Kristen Luke, Kaleido Creative Studio
Allen Darby, Alaris Acquisitions, LLC

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Client Engagement
Firm Award - Industry Disruption
FINNY
Snappy Kraken
Pebble
Zocks

Firm Award - Product or Service Innovation
FINNY
Snappy Kraken
Jump
Interactive Brokers
Advyzon
Envestnet

Firm Award - Thought Leadership and Education
Catchlight
Envestnet

Individual Award - CEO of the Year
Parker Ence, Jump
Joe Anthony, Gregory

Individual Award - Next-Gen Rising Stars
Eden Ovadia & Victoria Toli, FINNY

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Financial Planning
Firm Award - Industry Disruption
Flourish
Wealth.com
Tolerisk
Luminary

Firm Award - Product or Service Innovation
FP Alpha
Wealth.com
Trust & Will
eMoney Advisor
Conquest Planning
EncorEstate Plans
Libretto
Future Capital
Asset-Map

Firm Award - Thought Leadership and Education
Syntax Data
eMoney Advisor

Individual Award - CEO of the Year
Cody Barbo, Trust & Will
Mark Evans, Conquest Planning
Gene Farrell, Vanilla
Rafael Loureiro, Wealth.com
Patrick Shaddow, Syntax Data
H. Adam Holt, Asset-Map
Max Lane, Flourish
Joseph Mrak III, Foundation Source

Individual Award - CMO of the Year
Dan Bolton, Wealth.com
Abby Domine, Flourish

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Investment Management
Firm Award - Industry Disruption
Alphathena
Vestmark
Ethic

Firm Award - Product or Service Innovation
Eaglebrook Advisors
iCapital
Helix
CAIS
OnBord
RBC Clearing & Custody
YCharts
Orion
Kwanti
Venn by Two Sigma
Vestmark
AssetMark
SMArtX Advisory Solutions
RedBlack
Helios
APL from InvestCloud

Firm Award - Thought Leadership and Education
Syntax Data
Ethic
Pontera

Individual Award - CEO of the Year
Lawrence Calcano, iCapital
Matt Brown, CAIS
Nick Bernardo, OnBord
Lee Andreatta, Advyzon Investment Management (AIM)
Mohan Naidu, Alphathena
Doug Scott, Ethic

Individual Award - CMO of the Year
Alex Cavalieri, CAIS
Samantha Schwimmer, Advyzon

Individual Award - CTO of the Year
Kan Kotecha, CAIS
Tushad Driver, Alphathena

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Operations
Firm Award - Industry Disruption
TIFIN AMP
Milemarker
AdvicePay
Shield
Orion
Zinnia

Firm Award - Product or Service Innovation
Fidelity Investments
Libretto
55ip
Kestra Financial
Docupace
SurgeONE.ai
Practifi
Orion
BetaNXT
Trust & Will
Canoe Intelligence
Advisor360°
Amplify Technology LLC
Advyzon
RBC Clearing & Custody
Zoe Financial

Firm Award - Thought Leadership and Education
F2 Strategy
Practifi

Individual Award - CEO of the Year
David Knoch, Docupace
Michael Overdorf, The Sycamore Company
Jud Mackrill, Milemarker
Bob Santella, BetaNXT
Andres Garcia-Amaya, Zoe Financial
Michele Trogni, Zinnia
Sid Yenamandra, SurgeONE.ai

Individual Award - CMO of the Year
Ryan George, Docupace
Samantha Schwimmer, Advyzon

Individual Award - CTO of the Year
Sue Cheema, JEDI Database Solutions
Kailash Duraiswami, Milemarker
Noel Calhoun, Canoe Intelligence
David Hatfield, Amplify Platform

Individual Award - Thought Leader of the Year
Michael Zebrowski, Docupace
Doug Fritz, F2 Strategy
Michael Overdorf, The Sycamore Company
Kyle Van Pelt, Milemarker
Darren Tedesco, Advisor360°

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Marketing/PR Services
Firm Award - Digital Marketing Campaigns
Amplify Reviews
Avenue Z
Prosperity Capital Advisors
Canoe Intelligence
QC Capital Group

Firm Award - Educational Programs
Idea Decanter
Intention.ly
Franklin Templeton
Event Advisors
Gregory

Firm Award - Public Relations Campaigns
Lyceus Group
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. (CFP Board Center for Financial Planning)
Sondhelm Partners
Gregory
Greenrose Communications

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