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15 Advisors. 15 Stories of Impact.

Catalyst Award

Ben FrenchAward Recipient
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

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


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


Emerging Impact Award

David ShnitzerAward Recipient
CARE Private Wealth
Lincoln Investment
Newton, MA,
for charity ONETrack International


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


Lifetime Achievement Award

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


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


Volunteer of the Year Award

Amy B D WeinbergerAward Recipient
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 Praetorius
Morgan Stanley
Garden City, NY
for charity Pink Aid