20th Anniversary Awards Gala

Meet the 2026 Finalists

Catalyst Award

Ben French
CoreNorth Capital Planning
Cambridge Investment Research
Wichita, KS
for charity Shepherd’s Way

 Matthew Udal
Ameriprise Financial
Farmington, CT
for charity Open Doors Outdoors

Zach Bainter
Gerber Kawasaki Wealth & Investment Management
Santa Monica, CA
for charity Parker H. Bainter Foundation

Community Service Award

Jesse Giordano
Opal Wealth Advisors
Jericho, NY
for charity Blood Cancer United
(formerly The Leukemia & Lymphoma Society)

Andrew Meyer
The Cornerstone Group at Morgan Stanley
Scottsdale, AZ,
for charity The Be Kind People Project

John Thane
Peak Financial Group
Ameriprise Financial Services
Southlake, TX
for charity Metroport Meals on Wheels

Emerging Impact Award

Jeff McCullough
Koenig Investment Advisory, LLC
Charles Schwab & Co., Inc.
Ashland, OR
for charity Ashland Community Health Foundation

Layne Bruner
Harbor Investment Advisors
Osaic
Aberdeen, WA,
for charity Multisport 360

 David Shnitzer
CARE Private Wealth
Lincoln Investment
Auburndale, MA,
for charity ONETrack International

Lifetime Achievement Award

Kelly Castleberry
Graystone Consulting from Morgan Stanley
Charleston, WV
for charity Childhood Language Center, Inc.

 Andy M. Huggins
Ameriprise Financial
Harrisonburg, VA
for charity The Boys & Girls Club of Harrisonburg
and Rockingham County

 Michael Skrynecki
Skrynecki Financial Planning Group of Raymond James
Atlanta, GA
for charity Wiskott-Aldrich Foundation, Inc.

Volunteer of the Year Award

Amy B D Weinberger
Green Earth Financial Professionals LLC
Osaic
Cape May, NJ
for charity Soft Bones, Inc., The US Hypophosphatasia Foundation

 Michael Brady
Generosity Wealth Management
Cambridge Investment Research
Boulder, CO
for charity Frontier Horizon

 Pam Praetorious
Morgan Stanley
Garden City, NY
for charity Pink Aid