Page 25 - Investment Advisor December 2022/January 2023

Meet The Class of 2022 LUMINARIES Winners

Community Impact Diversity, Equity & Inclusion Executive Leadership Thought Leadership
FIRMS FIRMS FIRMS FIRMS
• Cetera Financial Group • Choir • Atria Wealth Solutions • Andes Wealth Technologies
• Envestnet • Edelman Financial Engines • FP Alpha • Ed Slott & Company
• The American College of • Envestnet • Laserfiche • Ethic
Financial Services • Hammond Iles Wealth
Diversity, Equity & Inclusion Executive Leadership Advisors
Community Impact
INDIVIDUALS INDIVIDUALS • The American College of
INDIVIDUALS • Mac Gardner, FinLit Tech • Eric Clarke, Orion Advisor Financial Services
• Jean Heath, Envestnet • Kristi Rodriguez, Nationwide Solutions
• Fred Kaynor, Schwab • Suzanne Siracuse, Suzanne • Sonya Mughal, Bailard, Inc. Thought Leadership
Charitable Siracuse Consulting Services • Michael J. Nathanson, The INDIVIDUALS
• Danielle Robinson, Jackson • James Thompson, Colony Group • Denise Chisholm, Fidelity
• Nicole B. Simpson, CFP, Bernstein Private Wealth • George Nichols III, The Investments
D. Min., Harvest Wealth Management American College of • Daniel Crosby, Orion
Financial • Tana Thomson, Vista Financial Services Advisor Solutions
• Bob Swift, TCI Wealth Capital Partners • Jeffrey Levine, Buckingham
Advisors Strategic Wealth
• Matt Reiner, mattreiner.com
• Matt Sonnen, PFI Advisors

FAQs on the LUMINARIES
Category Selection ing campaign targeting a database of ethical standards, service and excellence.
The program is based on several evolving 350,000 contacts is conducted over 12 An independent judging panel of 12
categories that are reviewed each year weeks to encourage entries. industry experts reviews the list of finalists
by the editorial team and revised in light and selects the winners, which represent a
of changes in industry best practices, Judging Process small percentage of the finalists. The judg-
priorities and trends, in order to focus on All nominations are reviewed by our es include widely respected and diverse
efforts that truly are taking the industry editorial team using the criteria posted leaders from across the industry. The
to the next level. For 2022, the themes online. Out of hundreds of submissions, a selected winners are honored at an awards
are Community Impact; Diversity, Equity percentage of candidates are selected as ceremony to highlight their achievements
& Inclusion; Executive Leadership; and finalists, with a large number of nomina- and inspire the next generation of leaders.
Thought Leadership & Education. tions being excluded.
The criteria for the selection of finalists Coverage Plan
Nomination Process and winners include the nominee’s quali- LUMINARIES finalists and winners are
Individuals and firms complete a nomina- tative and quantitative impact on the firm, highlighted through a year-round cover-
tion form for themselves and/or others via its advisors, the broader professional com- age plan on ThinkAdvisor.com and in
an online platform, which requests detailed munity, industry and investors nationwide; Investment Advisor magazine, designed to
data, metrics and examples that show the a demonstrated ability to achieve goals celebrate their achievements as well as to
nominees are meeting category criteria. and display ingenuity in terms of creative offer advice and best practices for moving
All nominations are given equal con- thinking and problem solving — i.e., filling the industry forward. Our biweekly edito-
sideration. Editors do not dictate the a significant gap — and to serve the best rial briefing highlights leaders from the
nomination pool and work to ensure interests of investor clients and the broad- year’s LUMINARIES class, selected based
that the field of honorees is as open and er community in which they live and work; on editorial merit and the power of their
broad as possible. An email market- and a personal commitment to the highest individual stories.

DECEMBER 2022/JANUARY 2023 INVESTMENT ADVISOR 23