Page 35 - Investment Advisor September 2022

Thought Leadership

awareness for mental health. He has become a resource for Teresa Wells, Tiedemann Advisors
the community and helped many parents seeking help for their Principal and Managing Director Teresa
children,” his firm said. Wells, CFA, and the team at Tiedemann —
Mitlin spent over 12 years as a member of the American along with impact investors, community lead-
Foundation for Suicide Prevention’s national board and finance ers and fund managers — “have vowed to
committee and helped raise over $1.5 million for the charity change the investment landscape and reshape how investors
via the Keith Milano Memorial Fund, while also building his deploy capital in pursuit of addressing some of the world’s
wealth management business. most critical issues,” the firm said. “Her innovative strate-
gies within the firm’s Catalytic and Gender Forward work
Tony Steuer lean into sensitive social and environmental issues with care
Tony Steuer is the head financial wellness advo- and consideration.”
cate at Paperwork, a financial wellness platform. As a result, clients, industry partners and collaborators
Steuer, CLU, LA, CPFFE, also is an award-win- can “scale this work and these ideas to put impact ahead of
ning author, podcaster and speaker and a host monetary gains,” it explained. “Through reflective education,
of Females and Finance’s Financial Wellness Mastermind. He diligent research, creativity and collaboration, Teresa is work-
served as a long-term member of the California Department of ing to make big changes in the way people put their capital to
Insurance Curriculum Board. His aim is to “change the way we work for the planet and our future generations.”
think about money, so we can all achieve financial well-being.”
Some of his books are “Get Ready! A Step-By-Step Planner for
Maintaining Your Financial First Aid Kit,” “The Get Ready FIRMS
Monthly Personal Finance Guidebook,” “Insurance Made Easy:
A Comprehensive Roadmap to the Coverage You Need” and Adhesion Wealth
“Questions and Answers on Life Insurance.” Adhesion Wealth has been in the
direct indexing space for more
Brooks Tingle, John Hancock than 13 years and was “very early on the scene,” the
Brooks Tingle, president and CEO of John firm said. “Originally called Adhesion Investable Indexes
Hancock Insurance, has been “a guiding light back in 2009, our story has evolved from an SMA to tax
for his team, his peers and the life insurance transition to a tax-alpha solution to UMA core/satellite
industry with his focus on behavioral insurance portfolios to conditionally tax aware core/satellite — and
and the principle of shared value that underpins it,” according now on to personalized indexing. We are advocates for
to the firm. innovation, education and helping advisors build value for
In 2015, Tingle led the launch of John Hancock Vitality, their clients.”
which “combines life insurance with a technology-enabled The firm launched Personal Indexes with ESG Overlay —
program that offers education, support, incentives and rewards an investment solution for advisors that delivers custom-
designed to help customers make healthier decisions every ized investment options to fit a client’s individual values
day,” it explained. The program affected customers’ lives by and investment objectives. “Prior to this service launching,
“motivating and rewarding them to stay active, eat well, and there were only limited point solutions for direct indexing,”
live healthier.” It is offered on every policy John Hancock sells it added.
at no additional cost.
Adviser Investments
Dan Wanous, Thrivent Advisor Network RIA Adviser Investments works with
As Thrivent Advisor Network’s business devel- nearly 4,000 clients nationwide. “We
opment officer, Dan Wanous has “played a consider ourselves a communications
critical role in Thrivent’s evolution” since join- firm as much as a wealth manager and place great empha-
ing the organization in 2015, the firm said. “He sis on providing up-to-date content, advice and insight to
has been particularly essential in fostering an environment over 60,000 subscribers to our email updates, podcasts and
that promotes the development of Thrivent’s advisors to grow webinars,” the firm explained. “Our goal is to create engag-
their practice.” ing content that anyone can understand, no matter how
Wanous helped found Thrivent’s independent RIA, Thrivent familiar they are with investing or financial planning. We
Advisor Network, which was launched in 2019. He leads self- believe in empowering investors to make informed deci-
lessly and “is a dedicated resource for financial advisors who sions that will help them earn better returns, save money
are seeking a like-minded community of purpose-driven, on taxes and fees, and feel more confident about their
mission-led advisors,” Thrivent added. financial future.”

SEPTEMBER 2022 INVESTMENT ADVISOR 31