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Meet the 2022 LUMINARIES Judges






                 To honor the top financial advisors and firms moving the industry forward, we assembled a team of stellar
                 industry experts to serve as our LUMINARIES judges. Their careers encompass leadership excellence and
                 innovation, as well as a focus on thought leadership, diversity and inclusion, and other critical areas.


                              Renée Baker leads Raymond James Private Client     Jamie Hopkins is the managing partner of Wealth
                              Group’s Advisor Inclusion Networks, which includes   Solutions at Carson Group and also serves as finance
                              its Women Financial Advisors Network, Pride        professor of Practice at Creighton University’s Heider
                              Financial Advisors Network and Black Financial     College of Business. He has developed educational
                              Advisors Network. She joined Raymond James in      materials for The American College’s CFP, CLU, ChFC
                              2017 and led marketing for Carillon Tower Advisers   and RICP programs, along with CE programs for
                 for several years, after working for Aberdeen Standard Investments. She   attorneys and is the author of “Rewirement: Rewiring The Way You
                 recently became a board member of Choir.           Think About Retirement.” Also, Hopkins co-created the Retirement
                                                                    Income Certified Professional designation.
                              Christine Benz is Morningstar’s director of personal
                              finance and author of “30-Minute Money Solutions:   Aneri Jambusaria is executive vice president of LPL
                              A Step-by-Step Guide to Managing Your Finances”    Financial’s Services Group. Earlier she led Planning &
                              and the “Morningstar Guide to Mutual Funds:        Advice Services for the firm, as well as Strategy, New
                              5-Star Strategies for Success.” She joined         Ventures & Analytics for the firm. A member of the
                              Morningstar in 2006.                               CFP Board’s board of directors and a Certified
                                                                                 Financial Planner herself, she previously served as
                              Joe Duran is managing director and head of   head of the planning office for Fidelity Investments’ Enterprise Strategy
                              Goldman Sachs Personal Financial Management.   and Planning unit before joining LPL in April 2020.
                              Duran founded the firm’s predecessor entity —
                              United Capital Financial Partners — in 2005. The   Jeff Levine, CPA/CFP, is Kitces.com’s lead financial
                              firm includes an RIA and a white-label advice, train-  planning nerd and chief planning officer at
                              ing, planning and investment management platform.   Buckingham Wealth Partners. Levine is also the
                 He has written several popular books, including “The Money Code:   founder of Fully Vested Advice, which provides
                 Improve Your Entire Financial Life Right Now.”                  financial education and consulting services to
                                                                                 industry professionals, and is active on Twitter via
                              Gabe Garcia is managing director and head of RIA   the handle @CPAPlanner — where he explains the latest developments
                              Client Experience, Business Development and   out of Washington affecting retirement and tax rules.
                              Strategy at SEI. Earlier, he served in this role for
                              Corporate Development at Cresset Capital           Rose Niang is director of financial planning at Edelman
                              Management, Advisor Client Experience at E-Trade   Financial Engines, a role she has had since 2015. She
                              Advisor Services and at BNY Mellon’s Pershing      founded EFE’s Black and African American Employee
                 Advisor Solutions. In addition, Garcia spent 15 years with Charles   Resource Group and BEACON (Black Employees
                 Schwab, where he held several leadership positions.             Advancing Career Opportunities and Networking), which
                                                                                 has implemented several initiatives, including a mentor-
                              Neesha Hathi leads Charles Schwab’s Wealth &   ship program and an engagement program to welcome new hires. Earlier, she
                              Advice Solutions organization, which offers wealth   worked for Wells Real Estate Funds, Merrill Lynch and JPMorgan Chase.
                              management services to retail and RIA clients; in this
                              role, she is responsible for Schwab’s wealth manage-  Mark Tibergien is an independent board member,
                              ment strategy and solutions, including Schwab      management consultant and speaker (via Mark
                              Wealth Advisory and Schwab Advisor Network.        Tibergien Insights LLC) and FSO Advisor in Residence
                 Earlier, Hathi served as Schwab’s chief digital officer, and — before join-  for Ernst & Young Global Consulting Services. Earlier,
                 ing Schwab in 2004 — she worked for several startups, and in invest-  Tibergien was CEO of Advisor Solutions for BNY
                 ment banking at PricewaterhouseCoopers and Everen Securities.   Mellon | Pershing (2007–2020), principal at Moss
                                                                    Adams and a longtime columnist for Investment Advisor and ThinkAdvisor.
                              Kate Healy is managing director of the Certified
                              Financial Planner Board of Standards’ Center for   Amy Webber is president and CEO of Cambridge
                              Financial Planning. She recently was board chair of   Investment Research, where she’s been one of its
                              the Foundation for Financial Planning. Previously, she   leaders for more than 24 years. Webber has been a
                              was a managing director at TD Ameritrade (2012–    member of the FINRA Board of Governors as the
                              2021), where she led a marketing team focused on   Independent Dealer/Insurance Affiliate Governor
                 deepening relationships with RIAs and other advisors. In addition, Healy   since 2017 and formerly served on the Financial
                 was in charge of Generation Next at TD Ameritrade Institutional. She   Services Institute (FSI) Board of Directors (2014–2017), serving as chair
                 joined TD Ameritrade in 2008. Prior to these roles, she served as vice   in 2016. In addition, she was elected to serve on the Indian Hills
                 president of IRA product strategy at Merrill Lynch.   Community College Board of Trustees in 2019.



              20 INVESTMENT ADVISOR SEPTEMBER 2022 | ThinkAdvisor.com
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