2026 WINNERS & EXCELLENCE AWARDEES
Award Categories
ALLYSHIP CHAMPION OF THE YEAR
Winner: Sarah Williams - CreativeOne
EXCELLENCE AWARDEES
- Andy Schwartz - OnePoint BFG Wealth Partners
- Heather Robertson Fortner - SignatureFD
- Jade Miller - ADISA
- Joe Duran - Rise Growth Partners
- Kirsten Schlumbohm - Prosperity Capital Advisors
- Nancy Hudak and Laura Thompson - Mercer Advisors
- Sarah Williams - CreativeOne
EMPLOYER OF CHOICE
Winner: Orion
EXCELLENCE AWARDEES
- Abacus Wealth Partners
- Halbert Hargrove
- Mercer Advisors
- Mission Wealth
- Orion
- TCI Wealth Advisors
- Wealth.com
EXECUTIVE EXCELLENCE AWARD
Winner: Cheryl Nash - InvestCloud
EXCELLENCE AWARDEES
- Amanda Agati - PNC Bank
- Carole Laible - Domini Impact Investments LLC
- Cheryl Nash - InvestCloud
- Christina Fast Adamson - Ares Wealth Management Solutions
- Danielle Delongchamp - Concorde Investment Services, LLC
- Jennifer Warren - Wilmington Trust
- Kristen Bauer - LNW
- Natalie Wolfsen - Orion
- Shannon Spotswood - RFG Advisory
- Tammy Robbins - Cambridge Investment Research, Inc.
FEMALE TRAILBLAZER OF THE YEAR
Winner: Hannah Moore - Amplified Planning and Guiding Wealth
EXCELLENCE AWARDEES
- Aneri Jambusaria - LPL Financial
- Anna Paglia - State Street Investment Management
- Bridget Venus Grimes - Equita Financial Network
- Hannah Moore - Amplified Planning and Guiding Wealth
- Heather Hunt-Ruddy - Wells Fargo
- Julie Enderson - BlackRock
- Kay Lynn Mayhue - Merit Financial Advisors
- Madeleine Sinclair - Blue Owl Capital
- Sheena Gray - Association of African American Financial Advisors
- Susie Cranston - Cresset
FINANCIAL LITERACY CHAMPION
Winner: Cristina Wiebelt-Smith - Gertsema Wealth Advisors
EXCELLENCE AWARDEES
- Amanda Charles, CSLP®, AIF® - Moxie Wealth Management
- Cristina Wiebelt-Smith - Gertsema Wealth Advisors
- Dr. Xu Xu - Aptus Financial
- M. Elizabeth Williams - VLP Financial Advisors
- Nicky Amore, MBA, MA, CFT™, CFP®, CPWA®, ChSNC®, CCFC - Parallel Advisors, LLC
- Rebecca Albers - Carson Wealth West Des Moines
- Stacey Spedden-Irrgang - Heritage Financial Consultants
- Sydney Woodward - YeskeBuie
- Timi Jorgensen - The American College of Financial Services
The Alexandra Armstrong Award for Lifetime Achievement In The Financial Services Industry
Winner: Cary Carbonaro - Ashton Thomas Private Wealth
INDEPENDENT RIA LEADER OF THE YEAR (FEMALE-LED)
Winner: Elizabeth Shabaker - Versant Capital Management
EXCELLENCE AWARDEES
- Andree Mohr - Integrated Partners
- Claire Alexander - Brookwood Investment Group
- Elizabeth Shabaker - Versant Capital Management
- Heather Robertson Fortner - SignatureFD
- Natalie Pine - Briaud Financial Advisors
- Neela Hummel - Abacus Wealth Partners
- Shannon Spotswood - RFG Advisory
- Susie Cranston - Cresset
PORTFOLIO MANAGER OF THE YEAR
Winner: Marti Marache - Harbor Asset Private Wealth
EXCELLENCE AWARDEES
- Brooke Boone Kelly - Weatherly Asset Management
- Catherine Avery - CAIM LLC
- Marti Marache - Harbor Asset Private Wealth
- Sandra Cho - Pointwealth Capital Management
RISING STAR ADVISOR OF THE YEAR
Winner: Lizbeth Menjivar - Fidelity Investments
EXCELLENCE AWARDEES
- Dionna Poluch - Brandywine Oak Private Wealth
- Kristin Strom, AIF® - Fortune Financial
- Lizbeth Menjivar - Fidelity Investments
- Maryann Keith - Beden Wealth Management
- Mia Cattaneo, CFP®, MBA - Mission Wealth
- Savannah Guy - Corient
THE PRUDENTIAL AWARD FOR FASTEST GROWING, FEMALE LED ADVISORY TEAM
Winner: Mercer Advisors San Francisco Bay Area Team
EXCELLENCE AWARDEES
- Affiliated Advisors
- Beacon Pointe Advisors
- Coldstream - Team Trillium
- LOTUS Financial Partners
- Mercer Advisors San Francisco Bay Area Team
- VLP Financial Advisors
- Wealth Enhancement Group
THE THRIVENT AWARD FOR EXCELLENCE IN PHILANTHROPY AND COMMUNITY SERVICE
Winner: Melissa Partridge - Loomis, Sayles & Company
EXCELLENCE AWARDEES
- Kate Johnson - Ashton Thomas Private Wealth
- BFG Financial Advisors
- Concurrent Investment Advisors
- Financial Insights Wealth Management
- Jody Robinson - Kingsview Partners
- Melissa Partridge - Loomis, Sayles & Company
- The Osaic Foundation
- Jenny Sneed - Savant Wealth Management
WEALTHTECH & INNOVATION LEADER OF THE YEAR
Winner: Charlotte Young - Wealth.com
EXCELLENCE AWARDEES
- Charlotte Young - Wealth.com
- Christine Cataldo - Mercer Advisors
- Churni Bhattacharya - Amplify Platform
- Erin Colledge - Orion
- Kimberly Tays - Raymond James
- Rachel Cameron - Nitrogen
- Sheryl O'Connor - IncomeConductor
- Yaela Shamberg - Communify
