Page 24 - Investment Advisor September 2022

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.

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