On Stage: The LUMINARIES 2022 Awards Ceremony

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Meet the 2022 LUMINARIES winners, who received their awards on stage at our Nov. 17 gala in New York. The venue was the Lotte Palace Hotel, and we were thrilled to celebrate there with a crowd of about 200 guests.

These winners — along with those who could not attend — were honored for the dynamic and inclusive ways they’re driving the wealth, investment and retirement industry forward in Community Impact; Diversity, Equity & Inclusion; Thought Leadership and Executive Leadership.

ThinkAdvisor launched its LUMINARIES program last year to showcase the powerful, innovative ways the financial services industry is making a difference. We received a large number of nominations from firms and individuals working on programs to improve the financial education of K-12 children and young adults, for instance, as well as from those pushing for new innovation and excellence in financial planning.

These initiatives exemplify that the industry can change how it views and improves the financial health of both clients and the wider community of prospective investors.

The Class of 2022 LUMINARIES winners were selected by a distinguished and diverse panel of judges from across the advice industry, as well by our editorial team. They checked entries to see whether or not the nominated firms and individuals have produced replicable, scalable efforts and “must-know” success stories that can help other advisors and firms.

In other words, can the potential winners serve as powerful examples of industry excellence and offer best practices? Firms of all sizes and specialties should be able to learn — and find practical guidance — from what these standout individuals and firms are doing.

Many congratulations to this year’s Class of 2022 finalists and winners, and many thanks to all the individuals and firms who participated in this year’s LUMINARIES program.

In addition to the winners showcased in the above gallery, the additional LUMINARIES Class of 2022 members are:

Denise Chisholm, Fidelity Investments
Choir
Eric Clarke, Orion Advisor Solutions
Daniel Crosby, Orion Advisor Solutions
Mac Gardner, FinLit Tech
Edelman Financial Engines
Ethic
Laserfiche
Sonya Mughal, Bailard Inc.
Michael J. Nathanson, The Colony Group
Matt Reiner, mattreiner.com
Nicole B. Simpson, CFP, Harvest Wealth Financial
Ed Slott & Company
Matt Sonnen, PFI Advisors
Bob Swift, TCI Wealth Advisors
Tana Thomson, Vista Capital Partners

(Photos: Richard Binder and David Teng)

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