Meet the LUMINARIES Class of 2022 Finalists

The LUMINARIES Class of 2022 Finalists will be reviewed by a diverse panel of judges from across the advice industry, as well by our editorial team. Their stories will be told in print and online via features, interviews, podcasts and other coverage over the next few months. A select group of winners will be announced on stage at the program’s second awards dinner and gala — set to take place Nov. 17 in New York.

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Community Impact

Firms

• American Portfolios Financial Services
• Archford
• Cambridge Investment Research
• CAPTRUST
• Cetera Financial Group
• Envestnet
• Finance of America Companies
• Kondo Wealth Advisors
• MyVest
• Schwab Advisor Services
• The American College of Financial Services
• Twelve Points Wealth Management

Individuals

• Thomas Marino, Atrium Financial
• Jean Heath, Envestnet
• Greg Hammond, Hammond Iles Wealth Advisors
• Dr. Nicole B. Simpson, CFP, Harvest Wealth Financial
• Danielle Robinson, Jackson National Life Insurance
• Paul Wetmore, Merrill Lynch
• David Pickler, Pickler Wealth Advisors
• Fred Kaynor, Schwab Charitable
• Frederick Gillis, TCB Financial Solutions
• Bob Swift, TCI Wealth Advisors
• Syed Nishat, Wall Street Alliance Group
• Jim Breen, Wells Fargo Advisors
• Jody J. Bluitt, WFA

Diversity, Equity & Inclusion

Firms

• CAIS
• CAPTRUST
• Carson Group
• Choir
• Commonwealth Financial Network
• CUNA Mutual Group
• Edelman Financial Engines
• Envestnet
• Financial Alliance for Racial Equity
• Merrill
• Schwab Advisor Services
• The American College of Financial Services
• The Irick Group, Merrill Private Wealth Management
• The Nationwide Retirement Institute (NRI) Diverse Markets Initiative

Individuals

• Scarlett Abraham Clarke, Commonwealth Financial Network
• Gabe Csizmadia, Edward Jones
• Alex David, Stifel Independent Advisors
• Mac Gardner, FinLit Tech
• Fonda Jacobs, BNY Mellon | Pershing
• Amy Kadomatsu, ComplySci
• Ana Limon, Carson Group
• Reegan Rae, CPWA, Arnerich Massena
• Kristi Rodriguez, Nationwide
• Marta Shen, Raymond James
• Suzanne Siracuse, Suzanne Siracuse Consulting Services
• James Thompson, Bernstein Private Wealth Management
• Tana Thomson, Vista Capital Partners

Executive Leadership

 Firms

• Advisor Group
• AdvisorEngine
• American Portfolios Financial Services
• Atria Wealth Solutions
• BrightPlan
• Cambridge Investment Research, Inc.
• Cetera Financial Group
• ComplySci
• Envestnet
• F2 Strategy
• FiComm Partners
• FP ALPHA
• iCapital
• IncomeConductor (WealthConductor LLC)
• Invent.us
• Laserfiche
• LPL Financial
• Merit Financial Advisors
• MyVest
• Northwestern Mutual
• Peak Reps
• Sanctuary Wealth
• Snowden Lane Partners
• SS&C Black Diamond Wealth Platform
• Wealth Enhancement Group

Individuals

• Ruchir Swarup, Addepar
• Greg Cornick, Advisor Group
• Hailin Li, Advyzon
• Reegan and Bryan Rae, CPWA, and Shipley, CFA, CAIA, Arnerich Massena
• Brian Bichler, Atria Wealth Solutions
• Sonya Mughal, Bailard Inc.
• Shannon Eusey, Beacon Pointe Advisors
• David Le, Beacon Pointe Advisors
• Matt Brown, CAIS
• Kevin R. Keller, Certified Financial Planner Board of Standards Inc. (CFP Board)
• Megan Gorman, Chequers Financial Management
• Peter Mallouk, Creative Planning
• Ryan Arthur George, Docupace
• Shirl Penney, Dynasty Financial Partners
• Larry Raffone, Edelman Financial Engines
• Anders Jones, Facet Wealth
• Susan Theder, FMG
• Monali Vora, Goldman Sachs Asset Management
• Bob Oros, Hightower Advisors
• Robert Russo, Independent Advisor Alliance
• Laxmi Ramanath, La Meer Inc.
• Margaret J. Hartigan, Marstone Inc.
• Kay Lynn Mayhue, Merit Financial Advisors
• Lindsay Hans, Merrill Lynch Wealth Management
• Ed Deutschlander, North Star Resource Group
• Eric Clarke, Orion Advisor Solutions
• Adrian Johnstone, Practifi
• Kim Jenson, Raymond James
• Shannon Spotswood, RFG Advisory
• Aaron Klein, Riskalyze
• Vikram Chugh, Robertson Stephens
• Raj Bhattacharyya, Robertson Stephens
• Jim Dickson, Sanctuary Wealth
• Michael Carvin, SmartAsset
• Evan Rapoport, SMArtX Advisory Solutions
• Patrice Kelly, Snappy Kraken
• George Nichols III, The American College of Financial Services
• Michael J. Nathanson, The Colony Group
• Carolyn Armitage, Thrivent Advisor Network
• Michael Blundin, Vestmark
• Aaron Schumm, Vestwell
• Matt Regan, Wealthcare
• Michael LaMena, Wealthspire Advisors

Thought Leadership & Education