Wealthies Circle Showcase: 2022 Award Winners

February 10, 2023

Highlighting the 2022 Awards Winners and
Wealthies Circle Members

Asset Managers

Heather Brilliant

James Katz

Michael Forman

Scott MacKillop (First Ascent Asset Management), Doug Scott (Ethic), Bruce Bond (Innovator ETFs), Paul Kim (Simplify), Eric Metz (SpiderRock Advisors), Sylvia Jablonski (Defiance ETFs), Christine Hurtsellers (Voya Investment Management)

Broker–Dealers (1,000 Advisors Or More)

Amy Webber

Adam Antoniades

Black Advisor Voices Video Series

Inclusion and Diversity Initiatives (Lincoln Financial Network), Advisor Development Program (J.P. Morgan Wealth Management), DEI Program (Commonwealth Financial Network), Diverse Viewpoints (Merrill Wealth Management)

Succession/Ownership Transition
Services – Non-Custodian/Broker Dealer

GrowthBuilder

Succession Plan

TAMPs

Crypto SMA Platform

Digital Marketing (AssetMark), Tactical Robo Advisory TAMP (Tactive), New Operational Efficiency Applications (SMArtX Advisory Solutions), A Menu of TAMPs (Smartleaf Asset Management, LLC), Matson Money TAMP (Matson Money)

Diversified Model Marketplace with OCIO Overlay

Enhanced UMA Trading Interface

Strategy PLUS SDBA Model Portfolio Program

THOR’s Model Marketplace (THOR Financial Technologies), Manager Exchange (Adhesion Wealth), AI Driven Platform (UX Wealth Partners)

Trusts

ESG and Sustainability in Trusts

Wealth Impact Planning (Bank of America Private Bank), International Trust and Insurance Solutions (Bridgeford Trust Company)

Technology Providers

Wealth Transfer Marketing Strategies

Bull and Bear Markets Quiz Visual Insights Newsletter

The Love Campaign

Signals

Health +

Protect Live Dream

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