Award Categories

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ALLYSHIP CHAMPION OF THE YEAR

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Winner: Heather Fortner – SignatureFD

EXCELLENCE AWARDEES

Christine Lucero – Satovsky Asset Management
Jennifer Craig – Prudential Advisors
Liz Miller – Summit Place Financial Advisors, LLC
Molly Goetz – Greenspring Advisors
Shannon Spotswood – RFG Advisory
Tasneem Dohadwala – Excelestar Ventures
Valarie Vest – Cambridge Investment Group

EMPLOYER OF CHOICE

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Winner: Prudential Advisors

EXCELLENCE AWARDEES

Cambridge Investment Group
Connecticut Wealth Management, LLC
F2 Strategy
Merit Financial Advisors
Park Avenue Securities
RFG Advisory

EXCELLENCE IN GENDER DIVERSITY & INCLUSION

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Winner: Fiduciary Trust International

EXCELLENCE AWARDEES

AuguStar Financial
Mercer Advisors
Prudential Advisors

THE FIDELITY CHARITABLE® AWARD FOR EXCELLENCE IN PHILANTHROPY & COMMUNITY SERVICE

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Winner: Michelle Clary – Piton Wealth

EXCELLENCE AWARDEES

Eden Lopez-Robles – RBC Wealth Management
Lisa Quadrini – Brandywine Oak Private Wealth
LPL Financial Foundation

EXECUTIVE EXCELLENCE AWARD

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Winner: Sneha Shah – SEI Investments Company

EXCELLENCE AWARDEES

Carole Laible – Domini Impact Investments LLC
Dana D’Auria – Envestnet
Elizabeth Shabaker – Versant Capital Management
Kristen Bauer – Laird Norton Wetherby (LNW)
Maria Elena (Mel) Lagomasino – WE Family Offices
Marianela Collado – Tobias Financial Advisors
Martina L. Cheung – S&P Global Ratings
Natalie Wolfsen – Orion Advisor Solutions
Terri Kallsen – Rise Growth Partners

FASTEST GROWING, FEMALE LED ADVISORY TEAM

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Winner: CovingtonAlsina

EXCELLENCE AWARDEES

Harbor Asset Private Wealth
Pearl Planning

FEMALE TRAILBLAZER OF THE YEAR

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Winner: Lindsey Lewis – The American College of Financial Services

EXCELLENCE AWARDEES

Alvina Lo – Wilmington Trust
Barbara Provost – Purse Strings, LLC
Carolyn Launie Nolan – TNG Private Wealth
Hannah Moore, CFP – Amplified Planning and Guiding Wealth
Lacy Garcia – Willow Network Inc.
Lisette Cooper – Fiduciary Trust International
Maggie Vo – Fuel Venture Capital
Sheena Gray – Association of African American Financial Advisors

FINANCIAL LITERACY CHAMPION

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Winner: Jennifer Aube – Wironen Aube Wealth Management

EXCELLENCE AWARDEES

Erin Voisin – EP Wealth Advisors
Erin Wood – Carson Group
Jamie Bosse – Milton the Money Savvy Pup
Laura X Chen – Morgan Stanley
Lynn Toomey – Her Retirement
Melissa Dailey-Newman – Clearwater Capital Partners
Regina McCann Hess – Forge Wealth Management
Stacey Spedden-Irrgang – Heritage Financial Consultants

PORTFOLIO MANAGER OF THE YEAR

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Winner: Carin Pai – Fiduciary Trust International

EXCELLENCE AWARDEES

Janet Rilling – Allspring Global Investments
Joanne Driscoll – Franklin Templeton
Megan Trask – Connecticut Wealth Management, LLC
Roberta Keller – Alexis Advisors
Sandra Cho – Pointwealth Capital Management
Stephanie Williams – AlphaCore Wealth Advisory

THE SEI AWARD FOR RISING STAR ADVISOR OF THE YEAR

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Winner: Gloria Garcia Cisneros – LourdMurray

EXCELLENCE AWARDEES

Ashley Gorman – Savant Wealth Management
Caitlin Frederick – Ullmann Wealth Partners
Danielle Darling – Resource One Advisors
Gabrielle Mollick – Mercer Advisors
Julie Penwell – Wealthspire Advisors
Lauren Lippert – MAI Capital Management

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

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Winner: Carolyn McClanahan, M.D., CFP® – Life Planning Partners, Inc.