Page 40 - Investment Advisor - November 2021

Firms – RIAs Products, Programs & Bruce Bond, Innovator Capital Jeff Pierce, Wipfli Financial
Avitas Wealth Management Services – Asset Management/ Management Advisors
Edelman Financial Engines Portfolio Firms Manish Khatta, Potomac Fund
Matson Money AllianceBernstein Management Products, Programs & Services
RFG Advisory BlackRock Cheri Belski, T. Rowe Price American Portfolios Financial
Robertson Stephens Schwab Asset Management and Services Inc.
The Humphreys Group Ariel Investments Individuals – Broker-Dealers Brentmark Inc.
Innovator Capital Management Erinn Ford, Advisor Group CircleBlack
Individuals – Asset iSectors LLC. Lon Dolber, American Portfolios d1g1t
Management/Portfolio Firms Macquarie Asset Management Financial Services Inc. IncomeConductor
Omar Aguilar, Schwab Asset Northern Trust Asset Dawn Cooper, Ameriprise La Meer Inc.
Management Management Financial NaviPlan by InvestCloud
Lisette Cooper, Fiduciary Trust State Street Global Advisors Steve Stroker, Black Creek
International Capital Markets Dealmaking and Growth
Matt Hall, Hill Investment Products, Programs & Services – Amy Webber, Cambridge LUMINARIES
Group Broker-Dealers Investment Research Inc.
David Waddell, Waddell & Advisor Group Eric Schwartz, Cambridge Firms
Associates American Portfolios Financial Investment Research Inc. Advisor Group
Loreen Gilbert, WealthWise Services Inc. Dan Arnold, LPL Financial Atria Wealth Solutions
Financial Services Atria Wealth Solutions Kirstin Hill, Merrill Lynch Wealth Beacon Pointe Advisors
Peak Reps LLC Management Blaylock Van
Individuals – Other Prospera Financial Services Adam Lampe, Mint Wealth CI Financial
Barrett Ayers, Adhesion Wealth Raymond James Management Hightower Advisors
LaChandra Mason, BNY Mellon The Investment Center Inc. Evamarie Schoenborn, LPL Financial
Pershing Northwestern Mutual Wealth Sanctuary Wealth
Amy Webber, Cambridge Products, Programs & Services – Management Co. Vestwell
Investment Research Inc. Fintech/TAMP Platforms Tash Elwyn, Raymond James
Samantha Russell, FMG Suite Addepar Individuals
Jacob Gold, JG&A Adhesion Wealth Individuals – Fintech/ Brandon Kawal, Advisor Growth
Jeffrey Rotman, Rotman and Advisor360° TAMP Platforms Strategies
Associates CHIP (Changing How Matt Brown, CAIS Matthew Cooper, Beacon Pointe
Individuals Prosper) David Knoch, Docupace Advisors
Individuals – Partnerships and Envestnet | MoneyGuide Bill Crager, Envestnet Scott Holsopple, Hightower
Consulting Groups Laserfiche Scott MacKillop, First Ascent Advisors
Gretchen Halpin, Beyond AUM Proteus Asset Management Kristen Bauer, Laird Norton
Amy Florian, Corgenius Inc. John Lunny, Vestmark Wealth Management
Doug Fritz, F2 Strategy Products, Programs & Services – Dan Arnold, LPL Financial
Marie Swift, Impact Other Individuals – Other David Grau Jr., Succession
Communications Inc. Arnerich Massena Inc. Catherine Keating, BNY Mellon Resource Group
Michael Kitces, Kitces.com Beacon Pointe Wealth Management
Sheryl Moore, Wink Inc. BNY Mellon Wealth Management Debra Guarino, BNY Mellon’s Products, Programs & Services –
Clarity 2 Prosperity Pershing Asset Management/Portfolio
Individuals – RIAs CUNA Mutual Group Andrew Salesky, Charles Schwab Firms
Eric Roberge, Beyond Your Hightower David Lau, DPL Financial Partners BNY Mellon | Pershing
Hammock Schwab Advisor Services Sheryl O’Connor, Hamilton Lane
Sue Stevens, Buckingham SmartAsset IncomeConductor Macquarie Asset Management
Strategic Wealth Succession Resource Group
Taylor Schulte, Define Financial Individuals – RIAs Products, Programs & Services –
Peter Krull, Earth Equity Executive Leadership Jonathan Straub, AdvicePeriod Other
Advisors LUMINARIES James Maher, Archford American Portfolios Financial
Kimberly Foss, Empyrion Wealth Kelley Downing, Bartlett Wealth Services Inc.
Management Firms Management LPL Financial
Hannah Moore, Financial Archford Shannon Eusey, Beacon Pointe SS&C Advent
Planning Association Equita Financial Network, Advisors
Gary Furukawa, Freestone affiliated with Beyond AUM Hamesh Chawla, Edelman Products, Programs & Services –
Capital Management Cambridge Investment Research Financial Engines Partnerships and Consulting
Josh Crawford, Matson Money Inc. Larry Miles, Freestone Capital Groups
Stacey McKinnon, Morton CBOE Vest Management Advisor Legacy
Capital Flexible Plan Investments Ltd. Mark Matson, Matson Money LendingWell
Greg Friedman, Private Ocean Geneos Wealth Management Edward Deutschlander, North PPC LOAN
Wealth Management LPL Financial CEO Dan Arnold Star Resource Group Succession Resource Group
Rick Wedell, RFG Advisory Quantum Partners LLC Stuart Katz, Robertson Stephens
Justin Castelli, RLS Wealth Vanilla Michael Carvin, SmartAsset Products, Programs & Services –
Ross Marino, Transitus Wealth Haleh Moddasser, Stearns RIAs
Partners & Advisory 2X Individuals – Asset Financial Group Hightower
Management/Portfolio Firms Ken Van Leeuwen, Van Leeuwen Proteus
Monali Vora, Goldman Sachs and Co. Robertson Stephens

38 INVESTMENT ADVISOR NOVEMBER 2021 | ThinkAdvisor.com