Meet the 2024 Luminaries Winners

Individual Award – RIA M&A Leader of the Year
Jason Gordo, Co-founder and President, Modern Wealth Management

Individual Award – Thought Leader of the Year
Ross Marino, Founder and CEO, Transitus Wealth Partners

RIAs: More Than $10 Billion in Assets
Firm Award – Excellence in Marketing/PR
Wealthspire Advisors

Firm Award – Innovation
Freestone Capital Management

Firm Award – Thought Leadership and Education
Integrated Partners

Individual Award – Executive of the Year
Paul Saganey, CEO and Founder, Integrated Partners

Individual Award – RIA M&A Leader of the Year
David Barton, Vice Chairman, Mergers and Acquisitions Leader, Mercer Advisors

Individual Award – Thought Leader of the Year
Stephen Craffen, SVP, Wealth Enhancement Group

TAMPs & Model Marketplaces
Firm Award – Innovation
GeoWealth

Individual Award – Executive of the Year
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

Individual Award – Executive of the Year
Jack Ginter, CEO, Callan Family Office

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

Fintech
Thought Leadership Firm Award – Thought Leadership and Education
CAIS

Business Development
Digital Marketing Firm Award – Excellence in Marketing/PR
Snappy Kraken

Firm Award – Industry Disruption
Catchlight

Firm Award – Innovation
AssetMark

Individual Award – Executive of the Year
Natalie Wolfsen, CEO, Orion

Client Engagement/Artificial Intelligence
Firm Award – Innovation
YourStake

Client Portals
Firm Award – Innovation
CapIntel

Financial Planning
Firm Award – Industry Disruption
Vanilla

Firm Award – Innovation
Thrivent

Firm Award – Thought Leadership and Education
Asset-Map

Individual Award – Executive of the Year
Rafael Loureiro, CEO, wealth.com

Individual Award – Thought Leader of the Year
Steve Lockshin, Founder and Chairman, Vanilla

Investment Management
Firm Award – Excellence in Marketing/PR
intelliflo

Firm Award – Industry Disruption
Opto Investments

Alternative Investment Platforms
Firm Award – Innovation
Crystal Capital Partners

Investment Management
Firm Award – Innovation
VRGL

Investment/Data Analytics
Firm Award – Innovation
55ip

Portfolio Management, Accounting and Performance Reporting
Firm Award – Innovation
SMArtX Advisory Solutions

Rebalancing
Firm Award – Innovation
intelliflo

Retirement Income
Firm Award – Innovation
DPL Financial Partners

Specialized Planning Applications

Firm Award – Innovation
Luminary

Alternative Investment Platforms

Firm Award – Innovation
Opto Investments

Custodial Platform Firm Award – Innovation
RBC Clearing and Custody

Individual Award – Executive of the Year
Aaron Wormus, Chief Technology Officer, SMArtX Advisory Solutions

Operations Business Support Systems/Workflow Automation
Firm Award – Industry Disruption
AdvicePay

Business Support Systems/Workflow Automation
Firm Award – Innovation
Sycamore

Operations
Firm Award – Innovation
Advisor360°

Unified (All-in-One) Systems
Firm Award – Innovation
Amplify Technology

Firm Award – Thought Leadership and Education
F2 Strategy

Individual Award – Executive of the Year
Hailin Li, CEO, Advyzon

Individual Award – Thought Leader of the Year
Daniel Crosby, Chief Behavioral Officer, Orion

HONOREES 

Luminaries With Heart

Kim Aquino, Senior Vice President and Director of Operations of Wealth Management, Bailard  Anna Barnes, Partner, Adviser, Wealth and Investment Manager, FAS Wealth Partners  Hayley Bates, Financial Advisor, MBA, CFP, AIF, SEIA  Colleen Bell, President, Innovation and Experience, Cambridge Investment Group Kevin Brady, Advisor, Vice President, Wealthspire Advisors Kellan Brown, Executive Director, FinServ Foundation Karen Cecilio, Head of Integrations, Cetera Financial Group Lisette Cooper, Vice Chair, Fiduciary Trust International Jason DiLauro, Managing Partner, 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 Management Peter Krull, Partner and Director of Sustainable Investing, Earth Equity Advisors with Prime Capital Financial Justina Lai, Chief Impact Officer, Laird Norton Wetherby (LNW) Erin Linehan, SVP, Supervision – Dispute Resolution and Senior At-Risk Clients, Raymond James Eden Lopez-Robles, Managing Director- Financial Advisor, RBC Wealth Management Laura Mattia, SVP, Financial Advisor, Wealth Enhancement Group Joellen Meckley, AVP, Center Strategy and Operations; Managing Director, Center for Special Needs, The American College of Financial Services Hannah Moore, Founder and Owner, Amplified Planning  David Pickler, CEO and President, Pickler Wealth Advisors Jim Roberts, CEO and President, Jim Roberts Investment Advisors LLC Luis Rosa, Founder/Financial Planner, Build a Better Financial Future, LLC Jordan Toma, Financial Professional, Prudential Advisors Bill Wostoupal, EVP, OCIO, Orion

HONOREES 

Next-Gen Rising Stars

Zoe Bollinger, VP, Portfolio Manager, Bollinger Capital Management Dan Bolton, Vice President of Corporate Marketing, Nitrogen Diana Cabrices, Founder, Diana Cabrices Consulting LLC Joel Callagan, VP Financial Advisor, Wealth Enhancement Group Sean Carr, Portfolio Manager, Freestone Capital Management Erin Christy, Senior Director, Wealth Management, Choreo Matthew Coutcher, Partner/Wealth Advisor, TrinityPoint Wealth Gideon Drucker, President and CEO, Drucker Wealth Annalise Durante, Senior ESG Analyst and Investment Counselor, Bailard Ryan Eisenman, CEO and Co-founder, Arch Michael Foley, Financial Advisor, North Star Resource Group Hunter Gehring, Principal, NewEdge Wealth Delante Greer, Financial Planner, Opulentia LLC Jordan Haines, Director of Product Marketing, Elements Justin Haywood, President, Haywood Wealth Management Madeline Hume, Senior Research Analyst, AlphaCore Wealth Advisory Jordan Hutchison, VP of Technology and Operations, RFG Advisory Zachary Jennings, Financial Advisor, Ameriprise Financial Andrew Johnson, CEO and Co-founder, Testimonial iQ Jeffrey A. Kash, AVP, Community Relations, Premier Members Credit Union  Justin Kissner, First Vice President, Investments, Raymond James Zachary Larson, Wealth Advisor and Co-Founder, IntentGen Financial Partners Kyle Malavasi, Wealth Management Advisor, Main Street Wealth Management Patrick Marcinko, Financial Advisor, Bogart Wealth Stacey McKinnon, COO & CMO, Morton Wealth Danyell Munassi, AVP, Wealth Management, Raymond James Jibreel Murray, Fixed Income Investment Officer, The Haverford Trust Company Vinya Muso, Financial Advisor, Raymond James Cole Pearson, President, OneAscent Investments  Chris Robertson, Financial Advisor, Peak Financial Group Zackary Royce, Managing Director, Falcon Wealth Planning Dane Sauer, Wealth Advisor III, Senior Director, Mercer Advisors Tara Seegers, Financial Advisor, RBC Wealth Management Travis Sholin, CEO, Keystone Financial Services Aman Soni, VP of Data Strategy, Canoe Intelligence Jamie Susanin, Senior Portfolio Manager, Custom Indexing, Orion  Elle Switzer, Director, Annuity Product Management, TruStage Financial Group Inc. R. Scott Victoria, Chief Operating Officer, TradePMR Emily Wilcox, Chief Operations Officer, Practifi Naomi Win, PsyD., Behavioral Finance Analyst, Orion