Page 42 - Investment Advisor September 2022

The LUMINARIES Class of 2022 Finalists

Community Impact • Ana Limon, Carson Group • Monali Vora, Goldman Sachs • LPL Financial
• Reegan Rae, CPWA, Arnerich Massena Asset Management • Morgan Stanley
FIRMS • Kristi Rodriguez, Nationwide • Bob Oros, Hightower Advisors • New York Life Investments
• American Portfolios Financial Services • Marta Shen, Raymond James • Robert Russo, Independent • Peak Reps
• Archford • Suzanne Siracuse, Suzanne Siracuse Advisor Alliance • PPC LOAN
• Cambridge Investment Research Consulting Services • Laxmi Ramanath, La Meer Inc. • Prospera Financial Services
• CAPTRUST • James Thompson, Bernstein Private • Margaret J. Hartigan, Marstone Inc. • Raymond James
• Cetera Financial Group Wealth Management • Kay Lynn Mayhue, Merit • Schwab Advisor Services
• Envestnet • Tana Thomson, Vista Capital Partners Financial Advisors • Smart
• Finance of America Companies • Lindsay Hans, Merrill Lynch • SMArtX Advisory Solutions
• Kondo Wealth Advisors Executive Leadership Wealth Management • Snappy Kraken
• MyVest • Ed Deutschlander, North Star • The American College of
• Schwab Advisor Services FIRMS Resource Group Financial Services
• The American College of • Advisor Group • Eric Clarke, Orion Advisor Solutions • The Kelley Group Intl.
Financial Services • AdvisorEngine • Adrian Johnstone, Practifi • The Meakem Group, Idea Decanter,
• Twelve Points Wealth Management • American Portfolios Financial Services • Kim Jenson, Raymond James & Kalli Collective
• Atria Wealth Solutions • Shannon Spotswood, RFG Advisory • Vestmark
INDIVIDUALS • BrightPlan • Aaron Klein, Riskalyze • Wealthramp
• Thomas Marino, Atrium Financial • Cambridge Investment Research, Inc. • Vikram Chugh, Robertson Stephens • YieldX
• Jean Heath, Envestnet • Cetera Financial Group • Raj Bhattacharyya, Robertson Stephens
• Greg Hammond, Hammond Iles • ComplySci • Jim Dickson, Sanctuary Wealth INDIVIDUALS
Wealth Advisors • Envestnet • Michael Carvin, SmartAsset • Jeff Crosby, 3xEquity
• Dr. Nicole B. Simpson, CFP, Harvest • F2 Strategy • Evan Rapoport, SMArtX • Barrett Ayers, Adhesion Wealth
Wealth Financial • FiComm Partners Advisory Solutions Advisor Solutions
• Danielle Robinson, Jackson National • FP ALPHA • Patrice Kelly, Snappy Kraken • Kevin DiSano, Beacon Pointe Advisors
Life Insurance • iCapital • George Nichols III, The American • Jeffrey Levine, Buckingham
• Paul Wetmore, Merrill Lynch • IncomeConductor College of Financial Services Strategic Wealth
• David Pickler, Pickler Wealth Advisors (WealthConductor LLC) • Michael J. Nathanson, The • Preston D. Cherry, Concurrent
• Fred Kaynor, Schwab Charitable • Invent.us Colony Group Financial Planning | UWGB
• Frederick Gillis, TCB Financial Solutions • Laserfiche • Carolyn Armitage, Thrivent • David DeVoe, DeVoe & Company
• Bob Swift, TCI Wealth Advisors • LPL Financial Advisor Network • Nick Lalonde, Edward Jones
• Syed Nishat, Wall Street • Merit Financial Advisors • Michael Blundin, Vestmark • Dana D’Auria, Envestnet
Alliance Group • MyVest • Aaron Schumm, Vestwell • Rick Bookstaber, Fabric
• Jim Breen, Wells Fargo Advisors • Northwestern Mutual • Matt Regan, Wealthcare • Denise Chisholm, Fidelity Investments
• Jody J. Bluitt, WFA • Peak Reps • Michael LaMena, • Lisette Cooper, Fiduciary
• Sanctuary Wealth Wealthspire Advisors Trust International
Diversity, Equity & Inclusion • Snowden Lane Partners • Jon Henschen, Henschen & Associates
• SS&C Black Diamond Wealth Platform Thought Leadership • Sonya Lutter, Ph.D.
FIRMS • Wealth Enhancement Group & Education • Sarah Musante, Hightower Advisors
• CAIS • Stephanie Link, Hightower Advisors
• CAPTRUST INDIVIDUALS FIRMS • Kimberly A Griego-Kiel, Horizons
• Carson Group • Ruchir Swarup, Addepar • Adhesion Wealth Sustainable Financial Services Inc.
• Choir • Greg Cornick, Advisor Group • Adviser Investments • Nitin Seth, Incedo
• Commonwealth Financial Network • Hailin Li, Advyzon • Alliance for Lifetime Income • Brooks Tingle, John Hancock
• CUNA Mutual Group • Reegan and Bryan Rae, CPWA, and • Allianz Life • Penny Phillips, Journey
• Edelman Financial Engines Shipley, CFA, CAIA, Arnerich Massena • Andes Wealth Technologies Strategic Wealth
• Envestnet • Brian Bichler, Atria Wealth Solutions • Bank of America • Matt Reiner, mattreiner.com
• Financial Alliance for Racial Equity • Sonya Mughal, Bailard Inc. • BlackRock • Michael W Crook, Mill Creek
• Merrill • Shannon Eusey, Beacon • BNY Mellon Wealth Management Capital Advisors
• Schwab Advisor Services Pointe Advisors • CAIS • Lawrence Sprung, Mitlin Financial Inc.
• The American College of • David Le, Beacon Pointe Advisors • Carver Financial Services • Meghan Railey, Optas Capital
Financial Services • Matt Brown, CAIS • Commonwealth Financial Network • Daniel Crosby, Orion
• The Irick Group, Merrill Private • Kevin R. Keller, Certified Financial • DPL Financial Partners Advisor Solutions
Wealth Management Planner Board of Standards Inc. • Ed Slott & Company • Matt Sonnen, PFI Advisors
• The Nationwide Retirement Institute (CFP Board) • Edelman Financial Engines • Amy Hart Clyne, Pitcairn
(NRI) Diverse Markets Initiative • Megan Gorman, Chequers Financial • Ethic • Shari Greco Reiches, Rappaport
Management • FiComm partners Reiches Capital Management
INDIVIDUALS • Peter Mallouk, Creative Planning • Fiduciary Financial Advisors • Dan Wanous, Thrivent
• Scarlett Abraham Clarke, • Ryan Arthur George, Docupace • FMG Suite Advisor Network
Commonwealth Financial Network • Shirl Penney, Dynasty • Hammond Iles Wealth Advisors • Teresa Wells, Tiedemann Advisors
• Gabe Csizmadia, Edward Jones Financial Partners • Hightower Advisors • Tony Steuer, Tony Steuer
• Alex David, Stifel Independent Advisors • Larry Raffone, Edelman • Incedo Inc. • Ross Marino, Transitus Wealth Partners
• Mac Gardner, FinLit Tech Financial Engines • Innovator Capital Management • Teresa J.W. Bailey, Waddell
• Fonda Jacobs, BNY Mellon | Pershing • Anders Jones, Facet Wealth (Innovator ETFs) & Associates
• Amy Kadomatsu, ComplySci • Susan Theder, FMG • iSectors LLC • Bridget V Grimes, WealthChoice

38 INVESTMENT ADVISOR SEPTEMBER 2022 | ThinkAdvisor.com