InvestmentNews Awards 2024 Excellence Awardees

investmentnews.com:

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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