Award Category
Individual RIA Firm Leaders
Award Finalists
Adhesion Wealth
Innovator of the Year
Barrett Ayers

Allworth Financial
Chief Executive Officer of the Year
Scott Hanson
Allworth Financial
M&A Leader of the Year
Pat McClain
Arnerich Massena
Chief Technology Officer of the Year
David Vaughan

Aspiriant
Chief Marketing Officer of the Year
Cammie Doder
Edelman Financial Engines
Chief Executive Officer of the Year
Larry Raffone
Falcon Wealth Planning, Inc.
Rising Star of the Year
Gabriel Shahin
HCR Wealth Advisors
Chief Technology Officer of the Year
Alyssa Phillips
HCR Wealth Advisors
Rising Star of the Year
Michelle Katzen
Intrepid Wealth Partners
Innovator of the Year
Derek Notman
Intrepid Wealth Partners
Rising Star of the Year
Derek Notman
Intrepid Wealth Partners
Thought Leader of the Year
Derek Notman
Journey Strategic Wealth
Innovator of the Year
Penny Phillips
Keel Point
Thought Leader of the Year
Steven L. Skancke Ph.D.
Manhattan West
Innovator of the Year
Lorenzo Esparza
Mattreiner.com
Thought Leader of the Year
Matt Reiner
Optas Capital
Rising Star of the Year
Ryan Klippel
Robertson Stephens
Rising Star of the Year
Mallon FitzPatrick
SageView Advisory Group
M&A Leader of the Year
Randall Long
SignatureFD
Chief Executive Officer of the Year
Heather Fortner
SignatureFD
Chief Marketing Officer of the Year
Crystal Mathis
SignatureFD
Chief Technology Officer of the Year
Walter Chamblee
Stratos Wealth Holdings
M&A Leader of the Year
Lou Camacho
Sunpointe Investments
Thought Leader of the Year
Michael Pompian
SVB Private
Thought Leader of the Year
Shannon Saccocia
The Colony Group
M&A Leader of the Year
Zinovy Iosovich
Waddell & Associates
Rising Star of the Year
Teresa J.W. Bailey
Wealth Enhancement Group
Chief Executive Officer of the Year
Jeff Dekko
Wealth Enhancement Group
M&A Leader of the Year
Jeff Dekko
Wedmont Private Capital
Rising Star of the Year
James Pelletier
Wipfli Financial Advisors
Chief Executive Officer of the Year
Jeff Pierce
Wipfli Financial Advisors
Rising Star of the Year
Rafia Hasan