Award Categories

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THE STEPSTONE GROUP AWARD FOR ALLYSHIP CHAMPION OF THE YEAR

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Winner: Amy Jamrog – The Jamrog Group

EXCELLENCE AWARDEES

Andrea Shafer – Cambridge Investment Research, Inc.
Heather Robertson Fortner – SignatureFD
Jen Dawson – Hemington Wealth Management
Kara Lewis – Bernstein Private Wealth Management
Larissa Vidal – Coldstream
Paulina Mejia – Fiduciary Trust International
Susan E. Sukys, CFP – Mosaic Financial Group
Valarie Vest – Cambridge Investment Research, Inc.

EMPLOYER OF CHOICE

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Winner: Cambridge Investment Research, Inc.

EXCELLENCE AWARDEES

Mercer Advisors
Mission Wealth
Modera Wealth Management
Park Avenue Securities
RFG Advisory

EXCELLENCE IN GENDER, DIVERSITY & INCLUSION

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Winner: Amplified Planning

EXCELLENCE AWARDEE

Avante Capital Partners

EXCELLENCE IN PHILANTHROPY & COMMUNITY SERVICE

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Winner: Mosaic at Raymond James

EXCELLENCE AWARDEES

Chicory Wealth
CovingtonAlsina
Hayley Wood Bates – Signature Estate & Investment Advisors (SEIA)
Heidi Davis – Linscomb Wealth
Kristin Bartlow – Journey Strategic Wealth
Lindsay Haskins – Cambridge Investment Research, Inc.
Rhonda Ducote – Apriem Advisors

EXECUTIVE EXCELLENCE AWARD

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Winner: Marianne Caswell – Park Avenue Securities

EXCELLENCE AWARDEES

Era Jain – Zeplyn
Natalie Wolfsen – Orion
Que Nguyen – Research Affiliates
Rashmi Badwe – TIAA
Shannon Eusey – Beacon Pointe Advisors
Sindhu Joseph – CogniCor
Tami Rosen – Pagaya
Terri Kallsen – Rise Growth Partners
Terry Rasmussen – Thrivent

FASTEST GROWING, FEMALE LED ADVISORY TEAM

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Winner: Francis Financial, Inc.

EXCELLENCE AWARDEES

CovingtonAlsina
Diversified LLC Northampton Office
Journey Strategic Wealth
Lindsey & Lindsey Wealth Management, Inc.
VLP Financial Advisors
Weatherly Asset Management

THE OSAIC AWARD FOR FEMALE TRAILBLAZER OF THE YEAR

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Winner: Isabelle Freidheim – Athena Capital

EXCELLENCE AWARDEES

Bridget Venus Grimes – WealthChoice and EquitaFN
Cary Carbonaro – Ashton Thomas Private Wealth (ATPW)
Clara Sierra – BluPerl Enterprises, LLC
Diana Cabrices – Diana Cabrices Consulting
Jeanette Pieper – Blackstone
Leslie Samuelrich – Green Century Funds
Lisette Cooper – Fiduciary Trust International
Mary Ann Bartels – Sanctuary Wealth
Stefania Di Bartolomeo – Physis Investment

FINANCIAL LITERACY CHAMPION

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Winner: Stacy Francis – Francis Financial, Inc.

EXCELLENCE AWARDEES

Jamie Bosse – CGN Advisors
Jessica Walgenbach – Prudential Advisors
Kim Scouller – Wealthwave
Laura Chen – Morgan Stanley
Laura Mattia – Wealth Enhancement Group
Mariia Eroshin – Certuity
Merriweather Mulé – Beacon Pointe Advisors
Naomi Win – Orion
Valerie Galinskaya – Merrill Center for Family Wealth

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

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Winner: Margaret Starner – The Starner Group of Raymond James

PORTFOLIO MANAGER OF THE YEAR

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Winner: Kristin Hull – Nia Impact Capital

EXCELLENCE AWARDEES

Brooke Kelly – Weatherly Asset Management
Jamie Ryan – Orion
Lauren Lehman – NewEdge Advisors
Mary Ballin – Perigon Wealth Management
Sandra Cho – Pointwealth Capital Management
Victoria Greene – G Squared Private Wealth
Zoe Bollinger – Bollinger Capital Management

THE ORION AWARD FOR RISING STAR ADVISOR OF THE YEAR

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Winner: Agnieszka Valenta – Retirement Income Source® SFG

EXCELLENCE AWARDEES

April Hayden – Choreo
Caroline Knights – Boston Wealth Strategies
Haley Wainio – Carson Wealth
Jennifer Dazols – Modern Family Finance
Joanna Burish – Custer Burish Financial Services
Nicole Allen – Monarch Wealth Strategies
Nicole Mulea – CovingtonAlsina
Samantha Grupe – Prudential Advisors