Page 27 - Investment Advisor May 2021

INDUSTRY EVENTS

By Janet Levaux

It’s Time to Honor Excellence, Achievement

Nominations are being accepted through May 17 for our new recognition program.

hinkAdvisor has a new ground- • Aneri Jambusaria, Executive Vice
breaking recognition program President of Strategy and New
Tfor advisors, broker-dealers, Ventures, Data and Analytics, LPL
RIAs, asset managers and other industry Financial
players, and we invite you to participate • Jeff Levine, Chief Planning Officer
in it by completing your online nomina- at Buckingham Wealth Partners;
tions by May 17. Lead Financial Planning Nerd at
The LUMINARIES promises to shape Kitces.com; Tax Planning Strategist,
industry conversations in 2021 and Holistiplan
beyond by honoring top advisors, indus- • Aaron Schaben, President, Carson
try executives, teams, RIAs, broker-deal- • Asset/portfolio management firms Group
ers, asset managers and other groups for • Broker-dealers • Mark Tibergien, Principal, Mark
their achievements in four key areas: • Clearing/custodial firms Tibergien Insights LLC; former
• Diversity & inclusion • Consulting firms CEO of Advisor Solutions, BNY
• Thought leadership • Corporate RIAs Mellon Pershing
• Executive leadership • Fintech firms • Amy Webber, President and Chief
• Dealmaking/growth • Partnerships Executive Officer, Cambridge
This recognition program, which • Retirement product companies Investment Management
replaces Investment Advisor’s Broker- • Retirement planning firms • Desarte Yarnway, Founder and
Dealers of the Year, will celebrate the • RIA firms/IAR teams Managing Director, Berknell
bold steps being taken to drive the wealth, • TAMP platforms & providers Financial Group
investment and retirement industry for- Winners will be selected by a dis- The judging panel, along with our sea-
ward in more dynamic and inclusive ways. tinguished and diverse panel of judges soned editorial team, will evaluate the
The program and its related coverage will from across the advice industry: impact entries have made. This impact
show the quantitative and qualitative • Renée Baker, Head of Advisor should include both quantitative and qual-
impacts that the LUMINARIES are mak- Inclusion Networks, Raymond itative results — such as the number of
ing on the industry — for both today’s and James Private Client Group advisors affected by the nominee and a
tomorrow’s advisors. • Joe Duran, Managing Director, clear description of the innovative ways
Unlike other programs, which tend to Head of Goldman Sachs Personal the nominee has contributed to a particu-
be based on rankings and give only nomi- Financial Management lar program, firm and the broader financial
nal coverage to honorees, ThinkAdvisor’s • Sonya Dreizler, national D&I/ESG/ services industry, as well as the investor
LUMINARIES will immerse advisors in SRI expert, Head of Solutions With community, over the past 12 to 18 months.
the accomplishments of industry leaders Sonya Nominees should demonstrate the
and tell their stories through year-round • Ric Edelman, Founder, RIA Digital ability to achieve goals and display
coverage. Editorial content focused on Assets Council ingenuity in terms of creative think-
award winners will begin in September, • Gabe Garcia, Managing Director and ing and problem solving, particularly in
and then we’ll host the inaugural awards Head of Business Management & furthering the development of advisors,
dinner in New York in November. Plus, Strategy, Advisor Services, E*Trade investors and the industry, as well as a
we’ll build a supportive and instructive • Neesha Hathi, Executive Vice personal commitment to the highest eth-
community of winners through social President and Digital Solutions ical standards, service and excellence.
media posts, blogs and multimedia pre- Officer, Charles Schwab You may nominate individuals, teams
sentations like podcasts and videos. • Kate Healy, Board Chair for the or organizations, and there is no charge
In addition to financial advisors, the Foundation for Financial Planning; for completing the nomination form.
following industry organizations can former executive at TD Ameritrade Please send any questions about the
submit nominations: Institutional program to [email protected].

MAY 2021 INVESTMENT ADVISOR 25