2023 Winners

November 6, 2024 Wednesday | TRIBECA 360, NEW YORK CITY

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Allyship Champion of The Year

Colleen Bell - Cambridge Investment Research, Inc.

Excellence Awardees
Mary Beth Storjohann - Abacus Wealth Partners
Laurie Stack - Avantax Wealth Management
Marianna Goldenberg - Curo Wealth Management
Tasneem Dohadwala - Excelestar Ventures
Ashley Golson - Jackson
Alyssa Moeder and Courtney Moore - Merrill Wealth Management
Aditi Javeri Gokhale - Northwestern Mutual
Amy Jamrog - The Jamrog Group

Employer of Choice


Excellence Awardees
Kestra Holdings
Merit Financial Advisors
Prudential Advisors
RBC Wealth Management
RMB Capital
SageView Advisory Group

Excellence in Gender Diversity & Inclusion

Raymond James & Associates

Excellence Awardees
Cetera Financial
Fiduciary Trust International
Palisade Capital Management, LP
Prospera Financial Services

Female Trailblazer of the Year

Kay Lynn Mayhue - Merit Financial Advisors

Excellence Awardees
Dana Wilson - CHIP Professionals
Leslie Samuelrich - Green Century Funds
Nicole B. Simpson - Harvest Wealth Financial
Noel Pacarro Brown - Morgan Stanley
Gabrielle Clemens - RBC Wealth Management
Paulita Pike - Ropes & Gray
Kim Crawford Goodman - Smarsh
Beata Kirr - The Copia Group

The Alexandra Armstrong Award For Lifetime Achievement in the Financial Services Industry

Rita Robbins - President, Affiliated Advisors

Portfolio Manager of the Year

Christine Cappabianca - Impax Asset Management

Excellence Awardees
Catherine Avery - CAIM LLC.
Rebecca Albers - Carson Wealth
Carin Pai - Fiduciary Trust International
Stephanie Link - Hightower
Sandra Cho - Pointwealth Capital Management
Lisa Hornby - Schroders
Kelli Burger - Weatherly Asset Management

Rising Star Advisor of The Year

Brittney Olinger - Koss Olinger

Excellence Awardees
Grace Hayden MacNaught - Cetera Advisors
Tremaine Wills - Mind Over Money, LLC
Ara Talkov - Morgan Stanley
Ava Elkins - Raymond James & Associates
Arvette M. Reid - SEIA Lifecare Affordability Plan
Chelsea Adams - Stratos Wealth Partners
Dana Cahan - Zuckerman Investment Group