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The 2026 Invest in Others Awards Honorable Mention honorees represent the extraordinary depth of charitable leadership within the financial advisory profession. Their commitment to the nonprofits and communities they serve is inspiring.

We are proud to recognize and celebrate their remarkable contributions.

 


Catalyst

 

Michael Breard of Baton Rouge, LA for Grow with the Alliance – First Tuesday | Cetera Wealth Services

Jeff Burgess of Chicago, IL for American Cancer Society | MassMutual Investor Services

Jamie Docster of Jacksonville, FL for Jacksonville Business Professionals, Inc. | Cambridge Investment Research, Inc.

William (Bill) D Eckert of Overland Park, KS for KAMO Adventures | Cetera Wealth Services LLC and Cetera Investment Advisers LLC

Sheila Erickson of Lindenhurst, NY for Lindenhurst Youth Services Board inc. | Osaic

Paul Fegan of Rye Brook, NY for Navis Foundation | Great Point Capital

Andrew Garstang of Southington, CT for Southington-Cheshire Community YMCA | Ameriprise Financial HQ
Aditi Gupta of Tucson, AZ for Tu Nidito Children & Family Services | Morgan Stanley

Amy Jamrog of Holyoke, MA for Community Adolescent Resource and Education Center, Inc. | MassMutual

Brent Kiley of Manchester, NH for Mental Health Center of Greater Manchester | Ameriprise Financial

Massimo Magliari of Lansdale, PA for Mitzvah Circle Foundation | Ameriprise Financial

Shaun McDuffee of Austin, TX for Stop Alzheimer’s Now | Cetera Wealth Services

Alejandro Mendieta of Miami, FL for Elena A. Miranda Foundation | MassMutual

David Young of Lehi, UT for Live Your Dream Foundation | Charles Schwab & Co., Inc.

 

Community Service

 

William Beynon of Naples, FL for Naples Children Foundation | Charles Schwab & Co., Inc.

Nicole L Bouffard of Bethlehem, CT for Healing Hoofbeats of CT, INC | Ameriprise Financial

John T Campbell of Locust Valley, NY for Grenville Baker Boys & Girls Club, Inc. | UBS Financial Services Inc.

Michelle Clary of Richland, WA for Habitat for Humanity Tri-County Partners | Fidelity Investments

Patrick Wayne Evans of Houston, TX for Houston Livestock Show & Rodeo Inc. | Morgan Stanley

Brian R Exelbert of Miami, FL for Make-A-Wish Foundation of Southern Florida | Morgan Stanley

Kimberly Gaxiola of Gilroy, CA for Informed Choices | Cambridge Investment Research, Inc.

Jamie P Hopkins of Omaha, NE for Finserv Foundation

Robin Morgan of Jackson, MS for The LGBTQ Fund of Mississippi – a Field of Interest Fund at The Community Foundation of Mississippi | Cambridge Investment Research, Inc.

David A. Pickler of Collierville, TN for American Pillars Education Foundation | Commonwealth Financial Network

E Lawrence Smith of Dallas, TX for The Guide Right Foundation of Dallas | Osaic

Paula D Tarpey of Powell, OH for Delaware County Foundation | KMS Financial Services

Reggie Turner of Hagerstown, MD for Robert W. Johnson Community Center | Edward Jones

Kevin Wood of Belton, MO for Cass Community Health Foundation | LPL Financial

Aaron Zimmer of Wauwatosal, WI for Down Syndrome Association of Wisconsin. Inc. | Ameriprise Financial

 

Emerging Impact

 

Gregory Armstrong of Baltimore, MD for Mount Washington Pediatric Hospital | LPL Financial

Brandon J Bettis of Montgomery, TX for Mighty Oaks Foundation | The Ameriflex Group, Cambridge Investment Research, Inc.

Clint W Boxman of Kingston, WA for Kingston-NK Rotary Club Foundation | Ameriprise Financial

Jake Buman of Menasha, WI for St. Joseph Food Program | Cambridge Investment Research, Inc.

Jessica DeLuca of Cherry Hill Township, NJ for Thomas Jefferson University, The Kevin Todd Memorial Fund at Jefferson Health NJ | Raymond James

Kristen Hemmings of Pittsburgh, PA for Hello Neighbor | Kestra Financial

Jessica Holloway of Northampton, MA for Girls on the Run Western MA | MML Investor Services

Ryan MacDonell of Chicago, IL for Alzheimer’s Association | MassMutual

Nick Mazgaj of Omaha, NE for Learning for All | Cetera Wealth Services LLC and Cetera Investment Advisers LLC

Evan McGinnis of Maryland Heights, MO for Ranken Jordan Hospital | Cetera Wealth Services

Rachel Monfort of Mount Gilead, OH for Flying Horse Farms | Morgan Stanley

Nick Andres Rodriguez of Colorado Springs, CO for Angels of America’s Fallen | Raymond James

Marc C Shaffer of Overland Park, KS for Growing Futures Early Education Center | Charles Schwab & Co., Inc.

Troy Sorel of Pembroke Pines, FL for Children’s Harbor, Inc. | Charles Schwab & Co., Inc.

Javier Tafoya of Denver, CO for Mile High 360 | Cambridge Investment Research, Inc.

Qutevia Weaver of Charlotte, NC for Fly Foundation | Cetera Advisors

 

Lifetime Achievement

 

Mark Cannon of Dallas, TX for Broadway Dallas | Ameriprise Financial

Steven Felton of Durham, NC for Duke University | Ameriprise Financial

Adam Goldstein of Orlando, FL for Orlando Health Foundation | Ameriprise Financial

Ed Grogan of Tacoma, WA for The Zoo Society | Commonwealth Financial Network

Heather Ince of Ozark, MO for Midwest Hemophilia Association | Ameriprise Financial Services

Paul A. Manfrey of St. Petersburg, FL for Parc Center for Disabilities | Raymond James

Ralph McDevitt of Horsham, PA for College Settlement of Philadelphia | Raymond James

L Travis McIntosh of Summerton, SC for Clarendon Hall | Raymond James

John Riter of Batavia, NY for Glow YMCA Support Corp | Merrill Lynch

Nancy Rodriguez of Brownsville, TX for Gladys Porter Zoo | Cambridge Investment Research, Inc.

Lawrence Sprung of New York, NY for Keith Milano Memorial Fund at the American Foundation for Suicide Prevention

Gary Weiss of Scottsdale, AZ for Valley of the Sun Jewish Community Center | Raymond James

Stephen Wells of Bayside, NY for St. Mary’s Foundation for Children | Charles Schwab & Co., Inc.

Brian Werdesheim of Los Angeles, CA for Fulfillment Fund | Stifel

Paul Wexler of New York, NY for Familial Dysautonomia Foundation | UBS Financial Services Inc.

 

Volunteer of the Year

 

Brendren Austin of Frisco, TX for 3to1 Foundation | Charles Schwab & Co., Inc.

Christopher Beach of Dallas, TX for Serve Hope International | Merrill Lynch, Pierce, Fenner & Smith

Derek Bonifer of Louisville, KY for A Hand Up Community Resource Center Inc | Robert W. Baird & Co.

Brian Carlson of Arlington Heights, IL for Prospect Girls Feeder Basketball | Osaic

Ron Eckloff of Kearney, NE for CASA Court Appointed Special Advocates for Children Kearney/Buffalo County | LPL Financial

James Goldman of West Hartford, CT for Jewish Family Services of Greater Hartford | RBC

Daniel Jeffery of Lakewood, CO for National Ski Patrol | Cambridge Investment Research, Inc.

Howard Kaplan of Cincinnati, OH for Cincinnati Reds Hall of Fame and Museum | Raymond James

Georgios Livanos of Norwich, VT for Love Your Brain Foundation | Raymond James

Patrick McAleer of New York, NY for Breakthrough T1D | Ameriprise Financial

Keith Piscitello of West Des Moines, IA for Alzheimer’s Association–Iowa Chapter | Cambridge Investment Research, Inc.

Bill Rabbitt of Hartford, CT for Habitat for Humanity of North Central Connecticut | Private Advisor Group

Meghan M. Railey of San Francisco, CA for ICA Cristo Rey Academy | Fidelity Investments

Robert Romeo of Buffalo, NY for FeedMore WNY | MassMutual

Jeffrey Ting of Danville, CA for Kristi Yamaguchi’s Always Dream | Merrill Lynch