Page 22 - Investment Advisor September 2021

Meet the LUMINARIES Judges

To lead the LUMINARIES program, we assembled a team of stellar judges. Their careers encompass
leadership excellence and innovation, as well as a focus on thought leadership, diversity and inclusion, and
other critical areas. Judges did not review any entries where there may have been a conflict of interest.

Renée Baker leads Raymond James Private Client Kate Healy is board chair of the Foundation for Financial
Group’s Advisor Inclusion Networks, which includes Planning. Previously, she was a managing director at TD
its Women Financial Advisors Network, Pride Ameritrade (2012-2021), where she led a marketing team
Financial Advisors Network and Black Financial focused on deepening relationships with RIAs and other
Advisors Network. She joined Raymond James in advisors. In addition, Healy was in charge of Generation
2017 and led marketing for Carillon Tower Advisers for several years. Next at TD Ameritrade Institutional. She joined TD Ameritrade in 2008.

Sonya Dreizler is a speaker, author and consultant Aneri Jambusaria is executive vice president of
focused on “fostering candid conversations about Strategy, New Ventures & Analytics for LPL Financial.
gender and race in financial services.” The head of This work includes developing new approaches to
Solutions With Sonya is also a subject matter drive the firm’s growth agenda, accelerating key stra-
expert in environmental, social and governance tegic efforts and creating sustainable, stand-alone
and responsible investing, and a former CEO of an independent bro- businesses for LPL. She also is on the CFP Board’s board of directors.
ker-dealer/RIA with two decades of industry experience.
Jeff Levine, CPA/CFP, is Kitces.com’s lead financial
Joe Duran is head of Goldman Sachs Personal planning nerd and recently was tapped for the role of
Financial Management, founding the firm’s predeces- chief planning officer at Buckingham Wealth
sor entity — United Capital Financial Partners — in Partners. He recently signed on to advise Holistiplan
2005. The firm, which is committed to giving its on ways it can further tweak how its software
high-net-worth clients a personalized experience, reviews clients’ tax returns for potential financial planning issues.
includes an RIA and a white-label advice, training, planning and invest-
ment management platform. Aaron Schaben has been president of Carson Group
since late 2011. He’s focused on continually improv-
Ric Edelman is an author and founder of RIA ing the overall client experience for its advisors and
Edelman Financial Engines. He also leads the Digital works with them to bring new strategies to enhance
Assets Council of Financial Professionals, which communications and improve client education.
recently formed a strategic partnership with the
Financial Planning Association to provide educational Mark Tibergien is the former CEO of Advisor Solutions for
programming and content to help members understand the complexi- BNY Mellon | Pershing (2007-2020). He’s also the former
ties of cryptocurrencies and how these issues can affect financial plans. principal at Moss Adams. Now “retired,” Tibergien is an
independent board member, business advisor and speaker.
Gabe Garcia is managing director, Corporate
Development, for Cresset Capital Management. Amy Webber is president and CEO of Cambridge
Earlier, he served as managing director, Advisor Investment Research, where she’s worked for 23
Client Experience for E-Trade Advisor Services years. She’s currently a member of the FINRA Board
and as managing director of BNY Mellon’s of Governors as the Independent Dealer/Insurance
Pershing Advisor Solutions. Affiliate Governor and was on the Financial Services
Institute board of directors from 2014-2017, serving as chair in 2016.
Neesha Hathi is executive vice president and Digital
Solutions officer, Charles Schwab. She oversees the Dasarte Yarnway is founder and managing director
digital platforms that support retail and registered of Berknell Financial Group, a firm focused on helping
independent advisor clients, digital advice solutions, founders and tech professionals. He’s also head of
including Schwab Intelligent Portfolios and Schwab community for Altruist. In addition, Yarnway is the
Intelligent Advisory, Schwab’s data office and business innovation. creator of the “Young Money” podcast series.

20 INVESTMENT ADVISOR SEPTEMBER 2021 | ThinkAdvisor.com