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Industry Spotlight > Advisors

Meet the LUMINARIES Class of 2022 Finalists

By Janet Levaux

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We are extremely pleased to present the LUMINARIES Class of 2022 Finalists, who are being recognized this year for the many dynamic and inclusive ways they are driving the wealth, investment and retirement industry forward.

An evolution of our Broker-Dealers of the Year awards, the LUMINARIES program is now in its second year. It aims to highlight how top-performing industry participants — both firms and individuals — produce meaningful results through efforts that matter most to advisors in Community Impact; Diversity, Equity & Inclusion; Executive Leadership; and Thought Leadership & Education.

“By sharing experiences and successes, we help each other,” said Tonia Bottoms, a LUMINARIES winner in 2021, managing director and senior managing counsel for BNY Mellon’s Pershing. By involving firms who may be in a different place in their journey, these awards “shed light by helping to elevate their views and understanding” about opportunity and change in the advice business and financial services overall, she explained.

The LUMINARIES Class of 2022 Finalists will be reviewed by a diverse panel of judges from across the advice industry, as well by our editorial team. Their stories will be told in print and online via features, interviews, podcasts and other coverage over the next few months. A select group of winners will be announced on stage at the program’s second awards dinner and gala — set to take place Nov. 17 in New York.

Sign up to receive regular LUMINARIES briefings here.

Community Impact

Firms

  • American Portfolios Financial Services
  • Archford
  • Cambridge Investment Research
  • CAPTRUST
  • Cetera Financial Group
  • Envestnet
  • Finance of America Companies
  • Kondo Wealth Advisors
  • MyVest
  • Schwab Advisor Services
  • The American College of Financial Services
  • Twelve Points Wealth Management

Individuals

  • Thomas Marino, Atrium Financial
  • Jean Heath, Envestnet
  • Greg Hammond, Hammond Iles Wealth Advisors
  • Dr. Nicole B. Simpson, CFP, Harvest Wealth Financial
  • Danielle Robinson, Jackson National Life Insurance
  • Paul Wetmore, Merrill Lynch
  • David Pickler, Pickler Wealth Advisors
  • Fred Kaynor, Schwab Charitable
  • Frederick Gillis, TCB Financial Solutions
  • Bob Swift, TCI Wealth Advisors
  • Syed Nishat, Wall Street Alliance Group
  • Jim Breen, Wells Fargo Advisors
  • Jody J. Bluitt, WFA

Diversity, Equity & Inclusion

Firms

  • CAIS
  • CAPTRUST
  • Carson Group
  • Choir
  • Commonwealth Financial Network
  • CUNA Mutual Group
  • Edelman Financial Engines
  • Envestnet
  • Financial Alliance for Racial Equity
  • Merrill
  • Schwab Advisor Services
  • The American College of Financial Services
  • The Irick Group, Merrill Private Wealth Management
  • The Nationwide Retirement Institute (NRI) Diverse Markets Initiative

Individuals

  • Scarlett Abraham Clarke, Commonwealth Financial Network
  • Gabe Csizmadia, Edward Jones
  • Alex David, Stifel Independent Advisors
  • Mac Gardner, FinLit Tech
  • Fonda Jacobs, BNY Mellon | Pershing
  • Amy Kadomatsu, ComplySci
  • Ana Limon, Carson Group
  • Reegan Rae, CPWA, Arnerich Massena
  • Kristi Rodriguez, Nationwide
  • Marta Shen, Raymond James
  • Suzanne Siracuse, Suzanne Siracuse Consulting Services
  • James Thompson, Bernstein Private Wealth Management
  • Tana Thomson, Vista Capital Partners

Executive Leadership

 Firms

  • Advisor Group
  • AdvisorEngine
  • American Portfolios Financial Services
  • Atria Wealth Solutions
  • BrightPlan
  • Cambridge Investment Research, Inc.
  • Cetera Financial Group
  • ComplySci
  • Envestnet
  • F2 Strategy
  • FiComm Partners
  • FP ALPHA
  • iCapital
  • IncomeConductor (WealthConductor LLC)
  • Invent.us
  • Laserfiche
  • LPL Financial
  • Merit Financial Advisors
  • MyVest
  • Northwestern Mutual
  • Peak Reps
  • Sanctuary Wealth
  • Snowden Lane Partners
  • SS&C Black Diamond Wealth Platform
  • Wealth Enhancement Group

Individuals

  • Ruchir Swarup, Addepar
  • Greg Cornick, Advisor Group
  • Hailin Li, Advyzon
  • Reegan and Bryan Rae, CPWA, and Shipley, CFA, CAIA, Arnerich Massena
  • Brian Bichler, Atria Wealth Solutions
  • Sonya Mughal, Bailard Inc.
  • Shannon Eusey, Beacon Pointe Advisors
  • David Le, Beacon Pointe Advisors
  • Matt Brown, CAIS
  • Kevin R. Keller, Certified Financial Planner Board of Standards Inc. (CFP Board)
  • Megan Gorman, Chequers Financial Management
  • Peter Mallouk, Creative Planning
  • Ryan Arthur George, Docupace
  • Shirl Penney, Dynasty Financial Partners
  • Larry Raffone, Edelman Financial Engines
  • Anders Jones, Facet Wealth
  • Susan Theder, FMG
  • Monali Vora, Goldman Sachs Asset Management
  • Bob Oros, Hightower Advisors
  • Robert Russo, Independent Advisor Alliance
  • Laxmi Ramanath, La Meer Inc.
  • Margaret J. Hartigan, Marstone Inc.
  • Kay Lynn Mayhue, Merit Financial Advisors
  • Lindsay Hans, Merrill Lynch Wealth Management
  • Ed Deutschlander, North Star Resource Group
  • Eric Clarke, Orion Advisor Solutions
  • Adrian Johnstone, Practifi
  • Kim Jenson, Raymond James
  • Shannon Spotswood, RFG Advisory
  • Aaron Klein, Riskalyze
  • Vikram Chugh, Robertson Stephens
  • Raj Bhattacharyya, Robertson Stephens
  • Jim Dickson, Sanctuary Wealth
  • Michael Carvin, SmartAsset
  • Evan Rapoport, SMArtX Advisory Solutions
  • Patrice Kelly, Snappy Kraken
  • George Nichols III, The American College of Financial Services
  • Michael J. Nathanson, The Colony Group
  • Carolyn Armitage, Thrivent Advisor Network
  • Michael Blundin, Vestmark
  • Aaron Schumm, Vestwell
  • Matt Regan, Wealthcare
  • Michael LaMena, Wealthspire Advisors

Thought Leadership & Education

Firms

  • Adhesion Wealth
  • Adviser Investments
  • Alliance for Lifetime Income
  • Allianz Life
  • Andes Wealth Technologies
  • Bank of America
  • BlackRock
  • BNY Mellon Wealth Management
  • CAIS
  • Carver Financial Services
  • Commonwealth Financial Network
  • DPL Financial Partners
  • Ed Slott & Company
  • Edelman Financial Engines
  • Ethic
  • FiComm partners
  • Fiduciary Financial Advisors
  • FMG Suite
  • Hammond Iles Wealth Advisors
  • Hightower Advisors
  • Incedo Inc.
  • Innovator Capital Management (Innovator ETFs)
  • iSectors LLC
  • LPL Financial
  • Morgan Stanley
  • New York Life Investments
  • Peak Reps
  • PPC LOAN
  • Prospera Financial Services
  • Raymond James
  • Schwab Advisor Services
  • Smart
  • SMArtX Advisory Solutions
  • Snappy Kraken
  • The American College of Financial Services
  • The Kelley Group Intl.
  • The Meakem Group, Idea Decanter, & Kalli Collective
  • Vestmark
  • Wealthramp
  • YieldX

Individuals

  • Jeff Crosby, 3xEquity
  • Barrett Ayers, Adhesion Wealth Advisor Solutions
  • Kevin DiSano, Beacon Pointe Advisors
  • Jeffrey Levine, Buckingham Strategic Wealth
  • Preston D. Cherry, Concurrent Financial Planning | UWGB
  • David DeVoe, DeVoe & Company
  • Nick Lalonde, Edward Jones
  • Dana D’Auria, Envestnet
  • Rick Bookstaber, Fabric
  • Denise Chisholm, Fidelity Investments
  • Lisette Cooper, Fiduciary Trust International
  • Jon Henschen, Henschen & Associates
  • Sonya Lutter, Ph.D.
  • Sarah Musante, Hightower Advisors
  • Stephanie Link, Hightower Advisors
  • Kimberly A Griego-Kiel, Horizons Sustainable Financial Services Inc.
  • Nitin Seth, Incedo
  • Brooks Tingle, John Hancock
  • Penny Phillips, Journey Strategic Wealth
  • Matt Reiner, mattreiner.com
  • Michael W Crook, Mill Creek Capital Advisors
  • Lawrence Sprung, Mitlin Financial Inc.
  • Meghan Railey, Optas Capital
  • Daniel Crosby, Orion Advisor Solutions
  • Matt Sonnen, PFI Advisors
  • Amy Hart Clyne, Pitcairn
  • Shari Greco Reiches, Rappaport Reiches Capital Management
  • Dan Wanous, Thrivent Advisor Network
  • Teresa Wells, Tiedemann Advisors
  • Tony Steuer, Females & Finance
  • Ross Marino, Transitus Wealth Partners
  • Teresa J.W. Bailey, Waddell & Associates
  • Bridget V Grimes, WealthChoice

Janet Levaux

@Think_JanetL

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