2026 WINNERS & EXCELLENCE AWARDEES

Award Categories

ALLYSHIP CHAMPION OF THE YEAR

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

EXCELLENCE AWARDEES

  • Abacus Wealth Partners
  • Halbert Hargrove
  • Mercer Advisors
  • Mission Wealth
  • Orion
  • TCI Wealth Advisors
  • Wealth.com 

EXECUTIVE EXCELLENCE AWARD

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

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

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

The 2026 Award Recipient will be announced at the Gala Ceremony on November 5th.

INDEPENDENT RIA LEADER OF THE YEAR (FEMALE-LED)

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

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

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

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 FINANCIAL AWARD FOR EXCELLENCE IN PHILANTHROPY & COMMUNITY SERVICE

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
  • Osaic
  • Jenny Sneed - Savant Wealth Management 

WEALTHTECH & INNOVATION LEADER OF THE YEAR

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