Page 36 - Investment Advisor November 2022

Jenson serves as a mentor to up-and-coming associates and With Keller’s leadership, CFP Board launched its first
has directed change initiatives including the Savvy Girls pro- national advertising campaign and set up its Center for
gram in Minneapolis and Women in Conversation in Chicago. Financial Planning “to create a sustainable and diverse
She also is the executive sponsor of Raymond James’ Women’s financial planning workforce,” it says. His work with CFP
Inclusion Network and oversees leadership of the firm’s advi- Board’s volunteer board of directors and other industry
sor inclusion networks for women, Black and LGBT+ advisors. leaders led to the creation of a strategic plan highlighting
its commitment “to continuing the emergence of financial
Adrian Johnstone planning as an established, client-centered profession,” the
Adrian Johnstone is the president and co- group explains.
founder of Practifi, a performance-optimiza-
tion platform for wealth management firms. Patrice Kelly
During the pandemic, Johnstone focused As chief creative officer of Snappy Kraken,
much of his time and effort on improving the firm’s culture. Patrice Kelly has helped raise “the percep-
He continues to ask for ongoing feedback from all staff, as tion of financial advisors within the industry
well, and encourages mutual respect of different opinions by influencing the layout, design and visual
and creative thinking, the firm says. strategy of marketing content available through Snappy
Instead of mandating a return to the office, the firm spoke Kraken,” the firm says, adding that this content was seen by
with its employees and then decided on a solution that an estimated 11 million-plus investors, retirees and consum-
accounted for the preferences of about 30% of the workforce: ers in 2021.
It remains a remote-first office, with everyone able to come to Kelly oversaw and produced all visual design elements of
its offices in Chicago and Sydney, Australia. Under Johnstone’s the firm’s inaugural Jolt! Conference held in May, such as the
direction, Practifi added more than 15 new clients with a com- presentation templates, backdrops, risers, banners and more.
bined assets of over $28 billion in early 2022. In the last 12 This event was the industry’s first 100% marketing-focused
months, Practifi’s year-over-year global net user growth was conference for advisors, and Kelly took to the stage during
47%. The firm also launched four product releases in the past the event as a strong advocate and instructor of the marketing
year with several platform add-ons. craft.

Anders Jones Aaron Klein
CEO Anders Jones is leading Facet Wealth to Aaron Klein is the co-founder and CEO at
“transform the lives of everyday Americans,” Riskalyze, the maker of the Risk Number and
the firm says, believing that “unbiased finan- the Risk Alignment Platform. Under his lead-
cial planning is the key to living well.” Last ership, the firm recently introduced Command
year — of its 11,000-plus clients, 516 began a secure retirement, Center, which makes it easier for wealth management pro-
208 families got financially prepared to welcome a new baby, fessionals to see accounts with inappropriate investments,
167 dream homes were purchased, 307 made smart decisions concentrated positions and holdings that are out of alignment
about employer stock compensation, 806 protected their loved with their targets, according to the firm. It also expanded its
ones with estate plans, and nearly $340 million in debt was executive team this year, bringing on Craig Clark as its first
paid off. chief marketing officer, Josh Gray in the role of chief tech-
Also, Jones and Facet Wealth began partnering with CFP nology officer and Riskalyze veteran Justin Boatman as its
Board in 2021 to fund scholarships for people of color who chief product officer. As of mid-year, some 10,000 advisors
wanted to become Certified Financial Planners. The firm is had signed on for its platform. These developments follow an
funding and managing the program again this year and plans investment by Hg Capital in 2021.
to do so next year, too.
Michael LaMena
Kevin R. Keller In his five years with Wealthspire, CEO Michael
Kevin R. Keller, CAE, is CEO of the Certified LaMena has helped the firm grow from under
Financial Planner Board of Standards, Inc. For $6 billion in assets to over $20 billion, the RIA
15 years, he has led the largest professional firm says. He has also led its rollout of new
group of personal financial planners in the U.S., services to ultra-high net worth investors, impact investors
“so that the public has access to and benefits from competent and clients in need of estate plans and family office services.
and ethical financial planning,” according to the organization. In addition, the firm recently completed four transactions:
The CFP certification is held by over 92,000 professionals in It acquired StratWealth, Private Capital Group and Private
the U.S. Ocean, as well as integrated Lenox Wealth Advisors.

34 INVESTMENT ADVISOR NOVEMBER 2022 | ThinkAdvisor.com

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