ThinkAdvisor is pleased to announce the winners of the 2024 Luminaries Awards, who were acknowledged on stage Wednesday at the Fontainebleau Las Vegas.
This year’s Luminaries Awards gala was staged in cooperation with the 16th edition of The MarketCounsel Summit, held Dec. 9-11 at the Fontainebleau Las Vegas. The popular wealth management event, led by MarketCounsel CEO Brian Hamburger, serves as the industry’s yearly capstone event.
The Luminaries Awards showcase excellence in financial services and spotlight innovative contributions from both firms and individuals. From a large group of nominations, 85 winners were selected from 242 finalist organizations for the fourth annual program.
In 2024, the Luminaries broadened its scope to encompass additional industry segments — with an expanded focus on fintech, including firms working on business development, client engagement, financial planning, investment management and operations, as well as on family offices and retirement-focused organizations.
In addition, this year marked the introduction of Next-Gen Rising Stars, honoring 40 emerging industry leaders. A second category of honorees, Luminaries with Heart, paid tribute to 25 individuals making a meaningful impact on their communities and the industry.
Plus, the ThinkAdvisor Luminaries Awards extended its celebration of industry excellence into the following day with a series of roundtable discussions on Thursday. These sessions aligned with key award themes — Next-Gen Rising Stars, Luminaries with Heart and Practice Management — and emphasized future-focused topics, including cybersecurity.
For more information about ThinkAdvisor's 2024 Luminaries Awards, visit our event site. And please enjoy the photos from our gala in Las Vegas and online profiles of this year’s winners.
WINNERS: Advisory Support, Products and Services
Advisor Education
Firm Award – Thought Leadership and Education
The American College of Financial Services
Firm Award: Innovation
The Refocus Coaching Academy
Advisor Support
Firm Award – Thought Leadership and Education
Foundation Source
Charitable Giving/Philanthropy
Firm Award Corporate Social Responsibility
Financial Alliance for Racial Equity (FARE)
Consultants
Firm Award – Thought Leadership and Education
The Oasis Group
Firm Award – Innovation (Tie)
Advisor Legacy
MarketCounsel Consulting
Firm Award – Industry Disruption
Alaris Acquisitions
Recruiting Firms
Firm Award – Thought Leadership and Education
Diamond Consultants
Research Providers
Firm Award – Innovation
Diverse Investing Collective
WINNERS: Financial Advisory and Asset Management Firms
Asset Managers
Firm Award – Innovation
F/m Investments
Firm Award – Thought Leadership and Education
Research Affiliates
Individual Award – Executive of the Year
Omar Aguilar, CEO and CIO, Schwab Asset Management
Individual Award – Thought Leader of the Year
John Le, Director of Marketing, Cambiar Investors
Broker-Dealers
Firm Award – Corporate Social Responsibility
Prudential Advisors
Firm Award – Excellence in Marketing/PR
Cetera Financial Group
Firm Award – Innovation
Kestra Financial
Firm Award – Thought Leadership and Education
Commonwealth Financial Network
Individual Award – Executive of the Year
Amy Webber, CEO and Co-Chairman of the Board, Cambridge Investment Group
Individual Award – Thought Leader of the Year
Jeff Vivacqua, President, Growth and Development, Cambridge Investment Group
Clearing & Custodial Firms
Firm Award – Innovation
Altruist
Financial Advisory Support
Firm Award – Corporate Social Responsibility
Mercer Advisors
Firm Award – Innovation
Callan Family Office
Firm Award – Thought Leadership and Education
Prospera Financial Services
Financial Planners/Tax Planners
Firm Award – Corporate Social Responsibility
Resilient Wealth Management
Firm Award – Excellence in Marketing/PR
Certified Financial Planner Board of Standards Center for Financial Planning (for its 2023 campaign)
Firm Award – Innovation
SWAN Virtual Family Office (VFO)
Firm Award – Thought Leadership and Education
ClearBridge Financial LLC
Individual Award – Executive of the Year
Phil Kim, Founding Member, Managing Director, Signature Wealth Concepts
Individual Award – Thought Leader of the Year
Nicole Simpson, CFP, President and CEO, Harvest Wealth Financial
Insurance & Retirement Products Firm Award – Innovation
Allianz Life
Marketing/PR Services
Firm Award – Digital Marketing Campaign of the Year
Graham Media Partners
Firm Award – Social Media Campaign of the Year
Ficomm Partners
RIA Support Platform Providers
Firm Award – Industry Disruption
Zoe Financial
Individual Award – Executive of the Year
Shannon Spotswood, Chief Executive Officer, RFG Advisory
RIAs: Less Than $10 Billion in Assets
Firm Award – Corporate Social Responsibility
Bailard
Firm Award – Excellence in Marketing/PR
The Mendall Financial Group (with Raymond James Financial Services)
Firm Award – Industry Disruption
Keystone Financial Services
Firm Award – Innovation
Robertson Stephens Wealth Management
Firm Award – Thought Leadership and Education
Bogart Wealth
Individual Award – Executive of the Year
Thomas Goodson, The AmeriFlex Group
