Award Categories

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ALLYSHIP CHAMPION OF THE YEAR

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Winner: 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

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Winner: Thrivent

EXCELLENCE AWARDEES

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

EXCELLENCE IN GENDER DIVERSITY & INCLUSION

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Winner: Raymond James & Associates

EXCELLENCE AWARDEES

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

FEMALE TRAILBLAZER OF THE YEAR

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Winner: 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

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Winner: Rita Robbins – President, Affiliated Advisors

PORTFOLIO MANAGER OF THE YEAR

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Winner: 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

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Winner: 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