Page 33 - Investment Advisor September 2022

Thought Leadership

most recent milestone being Pitcairn’s publication of “Finding and trends,” it said. “His careful analyses result in cutting-
Her Voice & Creating a Legacy: Portraits of Pioneering Women edge strategies designed to be helpful and prevent adverse
Leading Wealthy Families,” co-authored by Amy Hart Clyne, decision making. [He] has a special passion for assisting with
Pitcairn’s chief knowledge and learning officer, and Dennis T. tax-efficient retirement planning.”
Jaffe, Ph.D. The book shares the untold stories of the women
leading ultra-wealthy families. Stephanie Link, Hightower Advisors
Chief Investment Strategist and Portfolio
Jon Henschen, Henschen & Associates Manager Stephanie Link leads Investment
Jon Henschen, owner of Henschen & Solutions at Hightower. Link and nine other
Associates, “has distinguished himself in the investment professionals serve as “an extended
industry as an unbiased voice who is primarily team to Hightower advisors seeking support with asset alloca-
concerned with a desire for increased trans- tion ideas, thought leadership, client acquisition and more,”
parency and awareness in financial services,” according to the firm said.
the firm. “His contributions to the industry are evident in A nationally recognized portfolio manager and expert in
the number of original articles that he writes annually and macroeconomic and investment topics, Link “has the unique
the number of times he is sought after for comments in vari- ability to clearly and transparently explain the macro/market
ous publications.” Henschen has made the importance of the environment and its effect on investor portfolios. She shares
fiduciary standard a primary focus of his writing and in his her knowledge regularly via special-request webinars for
recruiting/consulting services. He is committed to making the Hightower advisory businesses, tailoring the content to the
industry more aware of the impact that a fiduciary approach interests of their specific clientele. Advisors, who are encour-
can have on the integrity of financial services and has written aged to invite both clients and prospects, have found these
extensively on the unspoken conflicts that exist within some webinars to be highly effective in strengthening relation-
segments of this field. ships, raising the profile of their businesses and attracting
clients,” the firm said.
Nick Lalonde, Edward Jones As a “trusted source on all subjects related to markets and
When he looked at where he could make the the economy, [Link] strikes the right balance, ensuring that
biggest impact in his market, Nick Lalonde, viewers recognize the opportunities in any market without
CFP, CEPA, saw that employer retirement downplaying potential risks. She is also highly committed
plans were being neglected by financial advi- to empowering and uplifting women and has mentored
sors, plan sponsors and administrators. He also found that women in the financial services industry throughout her
some plan sponsors and administrators “avoid benchmarking career,” it explained.
their plan and making this benefit best in class,” and “most
employees spend more time planning their next vacation than Sonya Lutter
planning for retirement,” his firm said. An academic in personal financial planning,
In response, he decided to “provide a white-glove expe- Sonya Lutter, Ph.D., was hired by Herbers &
rience to business owners and their employees, start an Company to conduct a 2021 consumer finan-
advisor-led advisory board at Edward Jones for employ- cial behavior study. Surveying 1,000 American
er retirement plans, and coach other advisors all across adults who each held between $250,000 and $6 million in
the country on this space,” including those not with assets, the academic research study found that the amount
Edward Jones. of happiness a person achieved from having a financial advi-
sor significantly increased once a consumer accumulated
Jeffrey Levine, Buckingham Strategic Wealth $1.2 million in assets. When she was a professor at Kansas
Buckingham Strategic Wealth Chief Planning State University’s Institute of Personal Financial Planning,
Officer Jeffrey Levine, CFP, CPA, PFS, CWS, Lutter also played a part in organizing the institute’s Personal
AIF, is featured onstage at industry confer- Financial Professionals Summit, which was designed to edu-
ences, in financial publications, in the news cate, inspire and elevate knowledge of the industry among
and on social media. “He is a trusted resource who offers keen both students and professionals.
advice to his firm’s clients, industry professionals, educators
and media sources,” according to Buckingham. Ross Marino, Transitus Wealth Partners
“With an ever-growing reputation as the ‘go-to guru,’ “Life happens, plans change, and financial plan-
[Levine] adeptly navigates today’s complicated and rapidly ners can help.” That’s the motto of Transitus
changing financial landscape, … [and] clearly delivers the very Wealth Partners, Advisor2x and Ross Marino,
latest information about changes in laws, regulations, tools CFP, CeFT, who founded both firms. “The key

SEPTEMBER 2022 INVESTMENT ADVISOR 29