2025 WINNERS & EXCELLENCE AWARDEES

Award Categories

THE STEPSTONE GROUP AWARD FOR ALLYSHIP CHAMPION OF THE YEAR

20251021_w2w-07756

Winner: Amy Jamrog – The Jamrog Group

EXCELLENCE AWARDEES

  • Andrea Shafer – Cambridge Investment Research, Inc.
  • Heather Robertson Fortner – SignatureFD
  • Jen Dawson – Hemington Wealth Management
  • Kara Lewis – Bernstein Private Wealth Management
  • Larissa Vidal – Coldstream
  • Paulina Mejia – Fiduciary Trust International
  • Susan E. Sukys, CFP – Mosaic Financial Group
  • Valarie Vest – Cambridge Investment Research, Inc.

EMPLOYER OF CHOICE

Cambridge Investment Research- Inc.-01

Winner: Cambridge Investment Research, Inc.

EXCELLENCE AWARDEES

  • Mercer Advisors
  • Mission Wealth
  • Modera Wealth Management
  • Park Avenue Securities
  • RFG Advisory

EXCELLENCE IN GENDER, DIVERSITY & INCLUSION

20251021_w2w_awards-7291 (1)

Winner: Amplified Planning

EXCELLENCE AWARDEES

  • Avante Capital Partners

EXCELLENCE IN PHILANTHROPY & COMMUNITY SERVICE

20251021_w2w_awards-7365

Winner: Mosaic at Raymond James

EXCELLENCE AWARDEES

  • Chicory Wealth
  • CovingtonAlsina
  • Hayley Wood Bates – Signature Estate & Investment Advisors (SEIA)
  • Heidi Davis – Linscomb Wealth
  • Kristin Bartlow – Journey Strategic Wealth
  • Lindsay Haskins – Cambridge Investment Research, Inc.
  • Rhonda Ducote – Apriem Advisors

EXECUTIVE EXCELLENCE AWARD

Marianne Caswell-01

Winner: Marianne Caswell – Park Avenue Securities

EXCELLENCE AWARDEES

  • Era Jain – Zeplyn
  • Natalie Wolfsen – Orion
  • Que Nguyen – Research Affiliates
  • Rashmi Badwe – TIAA
  • Shannon Eusey – Beacon Pointe Advisors
  • Sindhu Joseph – CogniCor
  • Tami Rosen – Pagaya
  • Terri Kallsen – Rise Growth Partners
  • Terry Rasmussen – Thrivent 

FASTEST GROWING, FEMALE LED ADVISORY TEAM

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Winner: Francis Financial, Inc.

EXCELLENCE AWARDEES

  • CovingtonAlsina
  • Diversified LLC Northampton Office
  • Journey Strategic Wealth
  • Lindsey & Lindsey Wealth Management, Inc.
  • VLP Financial Advisors
  • Weatherly Asset Management 

THE OSAIC AWARD FOR FEMALE TRAILBLAZER OF THE YEAR

Isabelle Freidheim-01

Winner: Isabelle Freidheim – Athena Capital

EXCELLENCE AWARDEES

  • Bridget Venus Grimes – WealthChoice and EquitaFN
  • Cary Carbonaro – Ashton Thomas Private Wealth (ATPW)
  • Clara Sierra – BluPerl Enterprises, LLC
  • Diana Cabrices – Diana Cabrices Consulting
  • Jeanette Pieper – Blackstone
  • Leslie Samuelrich – Green Century Funds
  • Lisette Cooper – Fiduciary Trust International
  • Mary Ann Bartels – Sanctuary Wealth
  • Stefania Di Bartolomeo – Physis Investment

FINANCIAL LITERACY CHAMPION

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Winner: Stacy Francis – Francis Financial, Inc.

EXCELLENCE AWARDEES

  • Jamie Bosse – CGN Advisors
  • Jessica Walgenbach – Prudential Advisors
  • Kim Scouller – Wealthwave
  • Laura Chen – Morgan Stanley
  • Laura Mattia – Wealth Enhancement Group
  • Mariia Eroshin – Certuity
  • Merriweather Mulé – Beacon Pointe Advisors
  • Naomi Win – Orion
  • Valerie Galinskaya – Merrill Center for Family Wealth 

THE ALEXANDRA ARMSTRONG AWARD FOR LIFETIME ACHIEVEMENT IN THE FINANCIAL SERVICES INDUSTRY

20251021_w2w-07860

Winner: Margaret Starner – The Starner Group of Raymond James

PORTFOLIO MANAGER OF THE YEAR

20251021_w2w-07682

Winner: Kristin Hull – Nia Impact Capital

EXCELLENCE AWARDEES

  • Brooke Kelly – Weatherly Asset Management
  • Jamie Ryan – Orion
  • Lauren Lehman – NewEdge Advisors
  • Mary Ballin – Perigon Wealth Management
  • Sandra Cho – Pointwealth Capital Management
  • Victoria Greene – G Squared Private Wealth
  • Zoe Bollinger – Bollinger Capital Management 

THE ORION AWARD FOR RISING STAR ADVISOR OF THE YEAR

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Winner: Agnieszka Valenta – Retirement Income Source® SFG

EXCELLENCE AWARDEES

  • April Hayden – Choreo
  • Caroline Knights – Boston Wealth Strategies
  • Haley Wainio – Carson Wealth
  • Jennifer Dazols – Modern Family Finance
  • Joanna Burish – Custer Burish Financial Services
  • Nicole Allen – Monarch Wealth Strategies
  • Nicole Mulea – CovingtonAlsina
  • Samantha Grupe – Prudential Advisors