Financial Advisory and Asset Management Firms

Advisor Support Platforms

Firm Award - Industry Disruption / Innovation
SEI
XY Planning Network — WINNER
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 — WINNER

Individual Award - CMO of the Year
Jennifer Geoghegan, Rise Growth Partners — WINNER
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 — WINNER

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

Firm Award - Thought Leadership and Education
Research Affiliates
PennantPark
PGIM — WINNER

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 — WINNER
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 — WINNER

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 — WINNER

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Broker-Dealers - Fewer Than 1000 Advisors

Firm Award - Thought Leadership and Education
United Planners
Inspire Network LLC
Prospera Financial Services — WINNER

Individual Award - CEO of the Year
Michael A. Baker, United Planners Financial Services
Billy Hopkins, Silver Oak Securities — WINNER
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 — WINNER

Firm Award - Industry Disruption
Raymond James — WINNER
Osaic

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

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

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

Individual Award - Chief Investment Officer of the Year
Philip Blancato, Osaic — WINNER
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 — WINNER
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 — WINNER
Apex Fintech Solutions

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

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

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

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Financial Planning/Tax Planning

Firm Award - Industry Disruption / Innovation
Prudential Advisors
Thrivent
Drucker Wealth — WINNER
WMGNA

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

Individual Award - CMO of the Year
Carolyn Sakstrup, Thrivent — WINNER
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 — WINNER

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 — WINNER
Peter Krull, Earth Equity Advisors

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Insurance and Retirement Products

Firm Award - Industry Disruption
John Hancock
Human Interest — WINNER

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

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Real Estate Investments - Including REITs

Firm Award - Thought Leadership and Education
Veris Residential — WINNER
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. — WINNER

Firm Award - Industry Disruption
Amida Wealth Advisors
Inspire Advisors, LLC
RFG Advisory
Prosperity Capital Advisors — WINNER
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 — WINNER

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 — WINNER
49 Financial

Individual Award - CEO of the Year
Arthur Ambarik, Perigon Wealth Management
Raj Bhattacharyya, Robertson Stephens
James Bogart, Bogart Wealth — WINNER
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 — WINNER
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 — WINNER

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 — WINNER
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. — WINNER
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 — WINNER

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

Firm Award - Thought Leadership and Education
Wealthspire Advisors — WINNER
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 — WINNER

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 — WINNER
Mary Ann Bartels, Sanctuary Wealth

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

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

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 — WINNER
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 — WINNER
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 — WINNER

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

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UHNW Wealth Management/Family Offices

Firm Award - Thought Leadership and Education
First National Wealth Management — WINNER
Morgan Stanley Wealth Management
Fiduciary Trust International

Individual Award - CEO of the Year
Jack Ginter, Callan Family Office
Brad Vineyard, Astra Wealth Management — WINNER
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 — WINNER

Technology Platforms, Products and Services

Business Development

Firm Award - Industry Disruption

• Idea Decanter
• Assetlink — WINNER
   

Firm Award - Product or Service Innovation

• SmartAsset — WINNER
• Nitrogen
• Intention.ly
• Alaris Acquisitions
• TIFIN AG
• Orion
• Advyzon
   

Firm Award - Thought Leadership and Education

• Zephyr's PSN
• Wealthtender — WINNER
   

Individual Award - CEO of the Year

• Jason Eiswerth, Canoe Intelligence
• Allen Darby, Alaris Acquisitions, LLC
• Natalie Wolfsen, Orion — WINNER
   

Individual Award - Next-Gen Rising Stars

• Haley Connaughton, Franklin Templeton
   

Individual Award - Thought Leader of the Year

• Kristen Luke, Kaleido Creative Studio — WINNER
• Allen Darby, Alaris Acquisitions, LLC
   

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Client Engagement

Firm Award - Industry Disruption

• FINNY — WINNER
• Snappy Kraken
• Pebble
• Zocks
   

Firm Award - Product or Service Innovation

• FINNY
• Snappy Kraken — WINNER
• Jump
• Interactive Brokers
• Advyzon
• Envestnet
   

Firm Award - Thought Leadership and Education

• Catchlight — WINNER
• Envestnet
   

Individual Award - CEO of the Year

• Parker Ence, Jump — WINNER
• 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 — WINNER
• Tolerisk
• Luminary
   

Firm Award - Product or Service Innovation

• FP Alpha — WINNER
• 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 — WINNER
   

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 — WINNER
• Max Lane, Flourish
• Joseph Mrak III, Foundation Source
   

Individual Award - CMO of the Year

• Dan Bolton, Wealth.com
• Abby Domine, Flourish — WINNER
   

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Investment Management

Firm Award - Industry Disruption

• Alphathena — WINNER
• Vestmark
• Ethic
   

Firm Award - Product or Service Innovation

• Eaglebrook Advisors
• iCapital — WINNER
• 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 — WINNER
• Ethic
• Pontera
   

Individual Award - CEO of the Year

• Lawrence Calcano, iCapital
• Matt Brown, CAIS
• Nick Bernardo, OnBord
• Lee Andreatta, Advyzon Investment Management (AIM) — WINNER
• Mohan Naidu, Alphathena
• Doug Scott, Ethic
   

Individual Award - CMO of the Year

• Alex Cavalieri, CAIS — WINNER
• Samantha Schwimmer, Advyzon
   

Individual Award - CTO of the Year

• Kan Kotecha, CAIS
• Tushad Driver, Alphathena — WINNER
   

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Operations

Firm Award - Industry Disruption

• TIFIN AMP
• Milemarker
• AdvicePay — WINNER
• Shield
• Orion
• Zinnia
   

Firm Award - Product or Service Innovation

• Fidelity Investments
• Libretto
• 55ip
• Kestra Financial
• Docupace
• SurgeONE.ai
• Practifi
• Orion
• BetaNXT
• Trust & Will — WINNER
• Canoe Intelligence
• Advisor360°
• Amplify Technology LLC
• Advyzon
• RBC Clearing & Custody
• Zoe Financial
   

Firm Award - Thought Leadership and Education

• F2 Strategy — WINNER
• Practifi
   

Individual Award - CEO of the Year

• David Knoch, Docupace — WINNER
• 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 — WINNER
• Samantha Schwimmer, Advyzon
   

Individual Award - CTO of the Year

• Sue Cheema, JEDI Database Solutions
• Kailash Duraiswami, Milemarker — WINNER
• 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 — WINNER
• Darren Tedesco, Advisor360°
   

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Marketing/PR Services

Firm Award - Digital Marketing Campaigns

• Amplify Reviews
• Avenue Z
• Prosperity Capital Advisors
• Canoe Intelligence — WINNER
• QC Capital Group
   

Firm Award - Educational Programs

• Idea Decanter
• Intention.ly
• Franklin Templeton — WINNER
• Event Advisors
• Gregory
   

Firm Award - Public Relations Campaigns

• Lyceus Group
• Certified Financial Planner Board of Standards Center for Financial Planning, Inc. — WINNER
• Sondhelm Partners
• Gregory
• Greenrose Communications
   

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