Invest in Others Awards

The IiO Awards program recognizes financial advisors who are making a difference with charities across the country and around the world.

Open to Financial Advisors Monetary Award

Three people holding large check for Marine Corps Scholarship Foundation

Information
Agenda
Finalists
Sponsors

16th Annual IiO Awards

September 29, 2022
Westin Boston Seaport District
425 Summer St.
Boston, MA 02210

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Save the Date for 2023!
The 17th Annual IiO Awards
September 20, 2023

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Agenda

Thursday, September 29, 2022

12:00–1:30pm

Invest in Others Honoree Luncheon

Business Casual Attire

Board members & 2020–2022 finalists / winners

	Invest in Others Awards Gala Cocktail Attire / Business Professional
5:30pm	VIP Toast	Board members & 2020–2022 finalists / winners
5:45pm	All Attendee Cocktail Reception	All registered guests
7:00pm	Dinner and Awards Program	All registered guests
	Post-Gala Gathering	All registered guests

Friday, September 30, 2022

8:30–9:30am

Invest in Others Finalist Breakfast with IiO Board Members

Business Casual Attire

Board members & 2022 finalists / winners

IiO Award Finalists

Catalyst badge

Catalyst

Presented to an advisor who has been an active stimulus for positive change and displayed entrepreneurial vision and leadership to a nonprofit organization for at least 3 years. This may involve rejuvenating an organization from failing to thriving, or helping to launch a new nonprofit organization.

2022 Finalists

Evan Deoul
Bernstein Private Wealth Management
Sanford C. Bernstein & Co.
Charles Dunn
Charles R. Dunn Investment Advisors
First Allied Securities/Cetera
Alana Scott
Lattig Scott Wealth Management
Raymond James

Community Service badge

Community Service

Presented to an advisor who has made an outstanding impact on a community through leadership contributions to a nonprofit organization for at least 3 years. He or she has not only contributed to the long-term sustainability of the nonprofit, but also has an established record of motivating and inspiring others. This includes serving with distinction as a fundraiser, board member, or other executive position.

2022 Finalists

Jason DiLauro
The Wealth Advisory Group of DiLauro Wracher & Thomas
Raymond James
Jason Ting
Ting & Associates
Merrill
Dave Weeks
Weeks Financial Group
Equitable

Emerging Impact badge

Emerging Impact

Presented to an advisor 45 years of age or younger who is making a mark in their community through their outstanding commitment of time, talent, and resources to a nonprofit over a period of at least 3 years, demonstrating exceptional promise in what they have already contributed and paving the way for the future.

2022 Finalists

Daniel Drabinski
Bluecrest Financial Alliances
MassMutual
Ashley Waddington
UBS Financial Services
Aron Weingard
Weingard Wealth Management
Raymond James

Lifetime Achievement badge

Lifetime Achievement

Presented to an advisor who has made a profound contribution to a non-profit organization through an established history of distinguished service, where he or she exhibited leadership, provided inspiration, and gained recognition and respect from peers and the community over a period of at least 20 years, helping the organization evolve and creating a lasting impact on the future of the organization.

2022 Finalists

Frederick Hussey
Morgan Stanley
Gail Perry-Mason
Oppenheimer & Co.
Elizabeth Shepard
Merrill

Volunteer of the Year badge

Volunteer of the Year

Presented to an advisor who has made a significant impact on a nonprofit as a volunteer of at least 3 years by working hands-on and giving of their time, talent, and energy to make a lasting impact on the organization, those it serves, and the community at large.