InvestmentNews Awards 2024 Excellence Awardees
ADVISOR OF THE YEAR – ALTERNATIVE INVESTMENTS
Excellence Awardees
Aaron Hodari – Schechter Investment Advisors
Chris Vizzi – South Coast Investment Advisors, LLC
David Copeland – Strategic Wealth Partners
Joseph Spada – Summit Financial
Marti Marache – Harbor Asset Private Wealth
Michaelangelo Dooley – NewEdge Wealth
Rick Blanke – Blanke Schein Wealth Management
Sandra Cho – Pointwealth Capital Management
ADVISOR OF THE YEAR – ESG/RESPONSIBLE INVESTING
Excellence Awardees
Bud Sturmak – Perigon Wealth Management
James Brewer – Envision Wealth Planning
Jason Britton – Reflection Asset Management
Jeffrey Kingzett – Ameriprise Financial
Nick Cantrell – Green Future Wealth Management
Peggy Haslach – Planning For Good
Peter Krull – Earth Equity Advisors
ADVISOR OF THE YEAR (REGIONAL – MID-WEST)
Excellence Awardees
Jim Wessels – Vision Financial Group
MaryAnn Pietromonaco – Morgan Stanley
Sam Huszczo – SGH Wealth Management
Stoy Hall – Black Mammoth
Tim Rueter – Foundation Wealth Strategies
Travis Sholin – Keystone Financial Services
ADVISOR OF THE YEAR (REGIONAL – NORTHEAST)
Excellence Awardees
Christina Nash – Knox Grove Financial, LLC
Gregory Guenther – GRANTvest Financial Group
Lawrence Sprung – Mitlin Financial Inc®
Rocco Carriero – Rocco A. Carriero Wealth Partners Ameriprise Financial
Zach Gering – Wealthspire Advisors
Zack Hubbard – Greenspring Advisors
ADVISOR OF THE YEAR (REGIONAL – SOUTHEAST)
Excellence Awardees
Divam Mehta – Mehta Financial Group, LLC
James Wolf – Merrill Lynch Wealth Management
Kirk Klein – Koss Olinger
Nina O’Neal – AIM Advisors
Stanley Funches – INTELUS Wealth Management
Tom West – Signature Estate & Investment Advisors
ADVISOR OF THE YEAR (REGIONAL – SOUTHWEST)
Excellence Awardees
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