Meet the Luminaries Class of 2024 Finalists
Individual Award – Executive of the Year Jonathan Foster, Angeles Wealth Management Arthur Ambarik, Perigon Wealth Management Vikram Chugh, Robertson Stephens Wealth Management Heather Fortner, SignatureFD Thomas Goodson, The AmeriFlex Group Jimmy Lee, The Wealth Consulting Group (WCG)
Individual Award – Luminaries With Heart Hannah Moore, Founder and Owner, Amplified Planning Kim Aquino, Senior Vice President and Director of Operations of Wealth Management, Bailard Peter Krull, Partner and Director of Sustainable Investing, Earth Equity Advisors, a Prime Capital Financial Company Anna Barnes, Partner, Adviser, Wealth and Investment Manager, FAS Wealth Partners Jim Roberts, CEO and President, Jim Roberts Investment Advisors LLC
Individual Award – Next-Gen Rising Stars Madeline Hume, Senior Research Analyst, AlphaCore Wealth Advisory Annalise Durante, Senior ESG Analyst and Investment Counselor, Bailard Patrick Marcinko, Financial Advisor, Bogart Wealth Zoe Bollinger, VP, Porfolio Manager, Bollinger Capital Management Gideon Drucker, President and CEO, Drucker Wealth Justin Haywood, President, Haywood Wealth Management Travis Sholin, CEO, Keystone Financial Services Stacey McKinnon, Chief Operating Officer, Chief Marketing Officer, Morton Wealth Matthew Coutcher, Partner/Wealth Advisor, TrinityPoint Wealth
Individual Award – RIA M&A Leader of the Year Scott Danner, CEO, Freedom Street at Steward Partners Jason Gordo, Co-founder and President, Modern Wealth Management Jon Hoy, Chief Operating Officer, Perigon Wealth Management
Individual Award – Thought Leader of the Year Tom Ruggie, Founder and CEO, Destiny Wealth Partners Bud Sturmak, Head of Impact Investing and Partner, Perigon Wealth Management Jason Britton, President and Chief Investment Officer, Reflection Asset Management Ryan Fleischer, Founder/CIO/President, Revolution Group, LLC/Revolution Capital, LLC Jonathan Satovsky, CEO, Chief Behavioral Coach, Satovsky Asset Management Ross Marino, Founder and CEO, Transitus Wealth Partners
RIAs: More Than $10 Billion in Assets Firm Award – Excellence in Marketing/PR Private Advisor Group Wealthspire Advisors
Firm Award – Innovation Freestone Capital Management NewEdge Capital Group Mercer Advisors NewEdge Capital Group tru Independence
Firm Award – Thought Leadership and Education Integrated Partners WE Family Offices
Individual Award – Executive of the Year Larry Miles, CEO, Choreo Nate Lenz, CEO and Founder, Concurrent Paul Saganey, CEO and Founder, Integrated Partners Daniel Gourvitch, President, Mercer Advisors Rick Kent, CEO, Merit Financial Advisors Rob Sechan, Managing Partner | CEO and Co-founder, NewEdge Capital Group | NewEdge Wealth Michelle Knight, CEO and Chief Economist, RWA Wealth Partners Adam Malamed, CEO, Sanctuary Wealth Brian Holmes, CEO, SEIA Jim Gold, CEO, Steward Partners Jeffrey Concepcion, CEO and Founder, Stratos Wealth Holdings
Individual Award – Luminaries With Heart Justina Lai, Chief Impact Officer, Laird Norton Wetherby (LNW) Hayley Bates, Financial Advisor, MBA, CFP, AIF, SEIA Laura Mattia, SVP, Financial Advisor, Wealth Enhancement Group
Individual Award – Next-Gen Rising Stars Erin Christy, Senior Director, Wealth Management, Choreo Sean Carr, Portfolio Manager, Freestone Capital Management Dane Sauer, Wealth Advisor III, Senior Director, Mercer Advisors Hunter Gehring, Principal, NewEdge Wealth Michael Foley, Financial Advisor, North Star Resource Group Joel Callagan, VP Financial Advisor, Wealth Enhancement Group Kevin Brady, Advisor, Vice President, Wealthspire Advisors
Individual Award – RIA M&A Leader of the Year Conor Meehan, Vice President, Mergers and Acquisitions, Choreo Suzanne van Staveren, CFO and COO, Edelman Financial Engines Robert Sandrew, Chief Growth Officer, Integrated Partners David Barton, Vice Chairman, Mergers and Acquisitions Leader, Mercer Advisors Neil Turner, Co-Founder, Co-CEO and Managing Partner, NewEdge Advisors Adam Malamed, CEO, Sanctuary Wealth Jim Gold, CEO, Steward Partners Lou Camacho, President, Stratos Wealth Enterprises Michael Nathanson, CEO and Chair, The Colony Group
Individual Award – Thought Leader of the Year Ryan Detrick, Chief Market Strategist, Carson Group Justina Lai, Chief Impact Officer, Laird Norton Wetherby (LNW) Don Calcagni, Chief Investment Officer, Mercer Advisors Mary Ann Bartels, Chief Investment Strategist, Sanctuary Wealth Stephen Craffen, SVP, Wealth Enhancement Group
TAMPs & Model Marketplaces Firm Award – Innovation GeoWealth Envestnet
Individual Award – Executive of the Year Chris Radford, President, AE Wealth Management 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 Morgan Stanley
Individual Award – Executive of the Year Jack Ginter, CEO, Callan Family Office
Individual Award – Luminaries With Heart Lisette Cooper, Vice Chair, Fiduciary Trust International
Individual Award – Thought Leader of the Year Ghislain Gouraige, Partner, NewEdge Wealth
Technology Platforms, Products and Services
Fintech Marketing Firm Award – Excellence in Marketing/PR Docupace IncomePath
Fintech Thought Leadership Firm Award – Thought Leadership and Education CAIS Envestnet Fidelity Investments
Business Development Digital Marketing Firm Award – Excellence in Marketing/PR Lyceus Group Snappy Kraken Wealthtender
Firm Award – Industry Disruption Catchlight Couplr AI FutureProof Invent Snappy Kraken Testimonial iQ
Firm Award – Innovation AssetMark Catchlight Couplr AI Snappy Kraken
Individual Award – Executive of the Year Michael Kim, CEO and President, AssetMark Yelena Melamed, Co-founder and Head of Product, Catchlight Natalie Wolfsen, CEO, Orion
Individual Award – Next-Gen Rising Stars Andrew Johnson, CEO and Co-founder, Testimonial iQ
Individual Award – Luminaries With Heart Bill Wostoupal, EVP, OCIO, Orion
Client Engagement Artificial Intelligence Firm Award – Innovation Seismic TIFIN AG Wealth Management GPT YourStake
Client Portals Firm Award – Innovation CapIntel Wealth Access
Individual Award – Next-Gen Rising Stars Diana Cabrices, Founder, Diana Cabrices Consulting LLC
Financial Planning Firm Award – Industry Disruption Flourish Tolerisk Vanilla wealth.com
Financial Planning Firm Award – Innovation Alphathena Asset-Map Conquest Planning Docupace Thrivent Vanilla wealth.com
Retirement Income Firm Award – Innovation DPL Financial Partners Envestnet Flourish Specialized Planning Applications Firm Award – Innovation FP Alpha Luminary Tolerisk
Financial Planning Firm Award – Thought Leadership and Education Asset-Map IncomeConductor (WealthConductor LLC) IncomePath Orion
Individual Award – Executive of the Year H. Adam Holt, CEO and Founder, Asset-Map Max Lane, CEO, Flourish Gene Farrell, CEO, Vanilla Aaron Schumm, CEO and Founder, Vestwell Rafael Loureiro, CEO, wealth.com
Individual Award – Next-Gen Rising Stars Jordan Haines, Director of Product Marketing, Elements
Individual Award – Thought Leader of the Year Phil Lubinski, Co-founder, WealthConductor LLC Steve Lockshin, Founder and Chairman, Vanilla
Individual Award – Luminaries With Heart Joellen Meckley, AVP, Center Strategy and Operations; Managing Director, Center for Special Needs, The American College of Financial Services
Investment Management Firm Award – Excellence in Marketing/PR intelliflo Adhesion Wealth Advisor Solutions
Firm Award – Industry Disruption Alphix Solutions Nitrogen Wealth Opto Investments
Alternative Investment Platforms Firm Award – Innovation CAIS Crystal Capital Partners
Investment Management Firm Award – Innovation Kwanti VRGL
Investment/Data Analytics Firm Award – Innovation 55ip Alphix Solutions Helios Quantitative Research
Portfolio Management, Accounting and Performance Reporting Firm Award – Innovation Adhesion Wealth Advisor Solutions Ethic FusionIQ MyVest and Income Discovery FINIAT MyVest SMArtX Advisory Solutions Summit Wealth Systems Vestmark
Rebalancing Firm Award – Innovation Apex Fintech Solutions Inc. intelliflo Pontera
Alternative Investment Platforms Firm Award – Innovation Opto Investments
Custodial Platform Firm Award – Innovation RBC Clearing and Custody
Individual Award – Executive of the Year Matt Brown, CEO, CAIS Mark Healy, CEO, FusionIQ Lawrence Calcano, Chairman and CEO, iCapital Aaron Wormus, Chief Technology Officer, SMArtX Advisory Solutions Rob Battista, SVP, Head of Advisory Solutions, Vestmark Individual Award – Next-Gen Rising Stars Ryan Eisenman, CEO and Co-founder, Arch Dan Bolton, Vice President of Corporate Marketing, Nitrogen
Operations Business Support Systems/Workflow Automation Firm Award – Industry Disruption AdvicePay Canoe Intelligence CogniCor Orion Quik!
Business Support Systems/Workflow Automation Firm Award – Innovation Agio, Inc. Canoe Intelligence Milemarker Orion Sycamore
Operations Firm Award – Innovation Advisor360° Laserfiche RegVerse – A Surge Ventures Company
Unified (All-in-One) Systems Firm Award – Innovation Advyzon Amplify Technology Micruity, Inc.
Firm Award – Thought Leadership and Education AdvicePay F2 Strategy
Individual Award – Executive of the Year Hailin Li, CEO, Advyzon Jason Eiswerth, CEO, Canoe Intelligence Sindhu Joseph, Founder and CEO, CogniCor David Knoch, CEO, Docupace Doug Fritz, CEO and Co-founder, F2 Strategy Adrian Johnstone, CEO, Practifi Kim Crawford Goodman, CEO, Smarsh Mike Overdorf, CEO, Sycamore Company
Individual Award – Next-Gen Rising Stars Aman Soni, VP of Data Strategy, Canoe Intelligence Naomi Win, PsyD., Behavioral Finance Analyst, Orion Jamie Susanin, Senior Portfolio Manager, Custom Indexing, Orion Emily Wilcox, Chief Operations Officer, Practifi
Individual Award – Thought Leader of the Year Trevor Gary, CEO and Co-founder, Micruity, Inc. Daniel Crosby, Chief Behavioral Officer, Orion
(Credit: Chris Nicholls/ALM)
