The 2025 Invest in Others Awards Gala was a night of inspiration and celebration, honoring extraordinary financial advisors and leaders who are transforming lives and communities through their dedication to charitable work. This year’s finalists for the Catalyst, Community Service, Emerging Impact, Lifetime Achievement, and Volunteer of the Year Awards exemplify the power of service, whether by revitalizing nonprofits, leading organizations with vision and heart, inspiring the next generation of changemakers, or dedicating decades of tireless commitment to causes close to their hearts.
In addition, we were proud to recognize John Hyland as our 2025 Executive Tribute Honoree, celebrating his remarkable leadership, resilience, and lifelong advocacy for community impact. Together, these honorees embody the very best of our industry and the enduring spirit of giving back.
We invite you to watch our 2025 Invest in Others Awards finalist videos and experience their inspiring stories as they come to life.
Each video highlights the passion, dedication, and impact these incredible financial advisors have made through their work with nonprofits, transforming organizations, strengthening communities, and creating lasting change. Their journeys are powerful reminders of what’s possible when leadership and generosity come together, and we know you’ll walk away motivated to make a difference in your own way.
Catalyst Award – Presented to an advisor who has been an active stimulus for positive change and displayed entrepreneurial vision and leadership to a nonprofit organization for at least three years. This may involve rejuvenating an organization from failing to thriving or helping to launch a new nonprofit organization.
Gregory Poleon
Poleon Comprehensive Wealth Management | Osaic
Charity: LE3 Inc
William Sherlach – 2025 Category Recipient
Raymond James
Charity: Sandy Hook Promise
Thomas Whitehurst – in memoriam
Raymond James
Charity: Casa Familia, Inc
Community Service Award – Presented to an advisor who has made an outstanding impact on a community through leadership contributions to a nonprofit organization for at least three years. He or she has not only contributed to the long-term sustainability of the nonprofit but also has an established record of motivating and inspiring others. This includes serving with distinction as a fundraiser, board member, or other executive position.
Thomas J. McCarthy
KAF Wealth Management | Lincoln Investment
Charity: South Shore Health
Robb Pantano
Renaissance Financial | Cetera Networks
Charity: Breakthrough T1D – Formerly JDRF
Nadia Shokohi – 2025 Category Recipient
Shokohi Wealth Management Group | LPL Financial
Charity: Front Range Divorce Center DBA WINGS
Emerging Impact Award – Presented to an advisor 45 years of age or younger who is making a mark in their community through their outstanding commitment of time, talent, and resources to a nonprofit over a period of at least three years, demonstrating exceptional promise in what they have already contributed and paving the way for the future.
Justin Elder – 2025 Category Recipient
Cetera Financial Specialists
Charity: Moose & Me Baking Company
Ana Munro
Morgan Stanley
Charity: Women Enabled Enterprises
Whit Newton
Luca Partners
Charity: Frankie Lemmon School and Developmental Center
Lifetime Achievement Award – Presented to an advisor who has made a profound contribution to a non-profit organization through an established history of distinguished service, where he or she exhibited leadership, provided inspiration, and gained recognition and respect from peers and the community over a period of at least 20 years, helping the organization evolve and creating a lasting impact on the future of the organization.
Christine Painley Gustafson
Ameriprise Financial
Charity: American Heart Association
Scott Stackman – 2025 Category Recipient
UBS Financial Services
Charity: The Challenged Athletes Foundation
Barbara Treadwell
Barbara Treadwell, LLC | Osaic
Charity: The Arc Lexington
Volunteer of the Year Award – Presented to an advisor who has made a significant impact on a nonprofit as a volunteer of at least three years by working hands-on and giving of their time, talent, and energy to make a lasting impact on the organization, those it serves, and the community at large.
Paige R. Henry
Riegel Financial | Raymond James
Charity: Society for the Improvement of Conditions for Stray Animals (SICSA)
John Stanley Lyons – 2025 Category Recipient
J Lyons Fund Management, Inc.
Charity: Hope For the Silent Voices
Jeff Moorhouse
Moorhouse Financial Wealth Management Group | Raymond James
Charity: Angel Flight West
