Meet the LUMINARIES Class of 2023 Finalists
Over the next few weeks, the LUMINARIES Class of 2023 Finalists will be reviewed by our distinguished and diverse panel of 17 judges from across the advice industry. Their stories will be told online and in Investment Advisor magazine over the next few months via features, interviews and other coverage.
On Nov. 28, we will proudly recognize a select group of winners on stage at our yearly gala in New York. The winners will be announced for their standout achievements in their particular industry sectors, such as broker-dealers, RIAs, retirement-focused firms and financial technology (or fintech) companies.
Here is the full list of the Class of 2023 LUMINARIES Finalists:
Community Impact — Firms
Allianz Life Insurance Company of North America (Allianz Life)
Bank of America
Cambridge Investment Research Inc.
Carson Group
Certified Financial Planner Board of Standards, Inc. (CFP Board)
Commonwealth Financial Network
Females and Finance
Financial Alliance for Racial Equity (FARE)
Financial Planning Association (FPA)
First Command Financial Services, Inc.
Guardian
Lincoln Financial Group
LPL Financial
MyVest
New Hope Group – Thrivent
North Star Resource Group
Orion Advisor Solutions
Republic Capital Group
Schwab Charitable
SEI
Signature Estate & Investment Advisors
UBS
The American College of Financial Services
Zenith Wealth Partners
Community Impact — Individuals
Matthew Benson, Sonmore Financial
Jim Breen, Wells Fargo Advisors
Lupe Camargo, Perspective Financial Services – Thrivent
Dan Chung, Fred Alger Management
Mark Delp, Impact Wealth Management
Jonathan K. DeYoe, EP Wealth Advisors & Mindful Money
Darin M. Ely, Virginia Asset Group
Dustin Gale, Kayne Anderson Rudnick
John Hyland, Private Advisor Group
Lance T. Knight, Ashton Thomas Private Wealth
Carey McKenzie, T. Rowe Price
Narciso Munoz, Alex. Brown I Raymond James
David Pickler, Pickler Wealth Advisors
Jim Roberts, Jim Roberts Investment Advisors LLC
Executive Leadership — Firms
Alliance 160
AssetMark Inc.
Cambridge Investment Research Inc.
Commonwealth Financial Network
FP Alpha
FMG
Grand Wealth Management
Invent
Merit Financial Advisors
MyVest
Private Advisor Group
Prudential Financial
Republic Capital Group
Sanctuary Wealth
Wealthspire Advisors
Wealthstream Advisors Inc.
Executive Leadership — Individuals
Barrett Ayers, Adhesion Wealth Advisor Solutions
James Bogart, Bogart Wealth
Megan Carpenter, FiComm Partners
Kim Crawford, Smarsh
Jeff Dekko, Wealth Enhancement Group
Nancy Fahmy, Bank of America
Heather Robertson Fortner, SignatureFD
Snehal Fulzele, UPTIQ
Paul Gamble, 55ip
Scott Golde, Jackson
Jamie Hopkins, Carson Group
Margaret Hartigan, Marstone Inc.
Kevin Keller, Certified Financial Planner Board of Standards Inc. (CFP Board)
Aaron Klein, Nitrogen
David Knoch, Docupace
Joe Larizza, Mirador Inc.
Scott MacKillop, First Ascent Asset Management
Kay Lynn Mayhue, Merit Financial Advisors
Brian McLaughlin, Orion Advisor Solutions
Larry Miles, Choreo LLC
Kristian Mtetwa, 49 Financial
Tom O’Connor, IncomeConductor
Shirl Penney, Dynasty Financial Partners
Jodi Perry, Raymond James
Claire Santaniello, BNY Mellon I Pershing
David Savir, Element Pointe Family Office
David Scranton, Sound Income Strategies
Matt Seitz, C2P Enterprises
Dimple Shah, Osaic
Gabriel Shahin, Falcon Wealth Planning
Eric Thomes, Allianz Life Insurance Company of North America
Emily Wilcox, Practifi
Natalie Wolfsen, AssetMark Inc.
Financial & Investment Innovation — Firms
Absolute Capital Management
AdvisorEngine
Advyzon
Amplify Technology
Andes Wealth Technologies
AssetBook
Atria Wealth Solutions
Bento Engine
BNY Mellon | Pershing
BridgeFT
CAIS
Cambridge Investment Research Inc.
Carson Group
Cetera Financial
Commonwealth Financial Network
CogniCor Technology
CrowdStreet Advisors
DFD Partners
Edelman Financial Engines
Envestnet
Fidelity Investments
Flourish
Foundation Source
FusionIQ
F2 Strategy
GeoWealth
Halo Investing
Helios
Integrated Partners
Keystone Global Partners
Kwanti
La Meer Inc.
Laserfiche
J.P. Morgan Wealth Management
Merrill Wealth Management
Mirador Inc.
Morgan Stanley
MyVest
Nationwide
Nia Impact Capital
Orion Advisor Solutions
Pontera
Practifi
Private Advisor Group
Prospera Financial Services
Raymond James
Smartria
SMArtX Advisory Solutions
The Pacific Financial Group
Vanilla
Vestmark
Voya Financial
Financial & Investment Innovation — Individuals
Steven Brod, Crystal Capital Partners LLC
Matt Brown, CAIS
Lawrence Calcano, iCapital
Ben Cruikshank, Flourish
Mark Healy, FusionIQ
Julie Littlechild, Absolute Engagement
Eric Poirier, Addepar
Craig Ramsey, AdvisorEngine
Paul Saganey, Integrated Partners
Rajiv Sharma, Addepar
Thought Leadership — Firms
Advisor360°
AdvisorEngine
Arnerich Massena
BlackRock
CAIS
Cambridge Investment Research Inc.
Carson Group
Cetera Financial Group
C2P Enterprises
DeVoe & Company
Dynasty Financial Partners
Edelman Financial Engines
F2 Strategy
FiComm Partners
Fidelity Investments
Financial Planning Association
FlexShares Exchange Traded Funds
Franklin Templeton
Great Lakes Wealth
Hamilton Lane
Hightower
IncomeConductor
intellicents
Levatus Wealth Services
Nationwide
Northwestern Mutual
Orion Advisor Solutions
Osaic
Perigon Wealth Mangement
Pickler Wealth Advisors
Raymond James
Schwab Charitable
Smart
Sonen Capital
Succession Resource Group
The American College of Financial Services
The First National Bank in Sioux Falls
Thought Leadership — Individuals
Dave Alison, C2P Enterprises
John Berglowe, BNY Mellon | Pershing
Cary Carbonaro, ACM Wealth
Mary Ellen Dugan, Envestnet
Mallon FitzPatrick, Robertson Stephens Wealth Management
Chelsea Ganey, Moran Wealth Management
Ryan George, Docupace
Mel Hightower, UBS
Nate Hoskin, Hoskin Capital
Ross Marino, Transitus Wealth Partners
Mark Matson, Matson Money Inc.
Barry Mulholland, Diversitas
Michael Nathanson, The Colony Group
Derek Notman, Couplr
Frank Pape, CFA, CPA, Frontier Asset Management
Nitin Seth, Incedo
Jill Shipley, AlTi | Tiedemann Global
