Invest in Others Awards
The Invest in Others Awards program recognizes financial advisors who are making a difference with charities across the country and around the world.
Congratulations to our 2023 Winners and Finalists!
View the 2023 Photo GalleryView our 2023 Winners & FinalistsView our 2023 Honorable Mentions
2023 IiO Awards Gala Recap
2023 IiO Awards Gala Program
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About the IiO Awards
The Invest in Others Awards recognizes the charitable work of financial advisors in communities across the country and around the world. Applications are evaluated based on an advisor’s leadership, dedication, contribution, inspiration and impact on a nonprofit and the community it serves. Three finalists are selected in each of the five categories with one winner being chosen for each award.
Award finalists and winners will receive donations from Invest in Others for their designated charities:
- Finalists in all five categories will receive $25,000
- Winners in the Catalyst, Community Service, Emerging Impact, and Volunteer of the Year categories will receive $60,000
- The Lifetime Achievement Award winner will receive $100,000
When are 2024 winners announced?
The five winners (one in each award category) will be announced at the Invest in Others Awards Gala on Wednesday, September 19th in Boston. This news will also be shared on Thursday, September 20th through Invest in Others’ email distribution list, social media, and a press release.
Invest in Others will work with the finalists and winners around each announcement to maximize the publicity for this honor.
Save the Date for 2024
About the IiO Awards
The Invest in Others Awards recognizes the charitable work of financial advisors in communities across the country and around the world. Applications are evaluated based on an advisor’s leadership, dedication, contribution, inspiration and impact on a nonprofit and the community it serves. Three finalists are selected in each of the five categories with one winner being chosen for each award.
Award finalists and winners will receive donations from Invest in Others for their designated charities:
- Finalists in all five categories will receive $25,000
- Winners in the Catalyst, Community Service, Emerging Impact, and Volunteer of the Year categories will receive $60,000
- The Lifetime Achievement Award winner will receive $100,000
Nominations are a two-part process. The nomination form (part 1) asks for contact information to help us verify eligibility. If the advisor meets our eligibility criteria, they will be invited to complete the application form (part 2) in order to be considered for an award.
Anyone can submit a nomination. Advisors may also nominate themselves. There is no limit to the number of advisors one person can nominate. However, multiple nominations per advisor will not increase their chances of being selected. If an advisor is nominated by multiple individuals for the same nonprofit organization, the advisor will only be invited to complete one application.
Nominators will be asked to create an account. Account creation will allow for proper tracking as well as provide the nominator access to revisit or edit information before submitting. Completing the nomination as soon as possible will ensure the advisor has enough time to complete the application.
When are finalists and winners announced?
The fifteen finalists (three in each award category) will be announced on Monday, July 17th through Invest in Others’ email distribution list, social media, and a press release.
The five winners (one in each award category) will be announced at the Invest in Others Awards Gala on Wednesday, September 20th in Boston. This news will also be shared on Thursday, September 21st through Invest in Others’ email distribution list, social media, and a press release.
Invest in Others will work with the finalists and winners around each announcement to maximize the publicity for this honor.
Key Dates
| Nominations Closed | April 5, 2023 |
| Applications Closed | April 21, 2023 |
| Winners Announced | September 20, 2023 |
Save the Date
Agenda
Thursday, September 29, 2022
| 12:00–1:30pm |
Invest in Others Honoree LuncheonBusiness Casual Attire |
Board members & 2020–2022 finalists / winners |
Invest in Others Awards GalaCocktail Attire / Business Professional |
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| 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 MembersBusiness Casual Attire |
Board members & 2022 finalists / winners |
Why Nominate?
No one wins without first being nominated. Apply for yourself of another advisor. Nominations open February 13, 2023.
Eligibility
- Nominees must be currently working as:
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- registered representatives (i.e. Series 7)
- registered investment advisors, or
- financial advisors with a professional certification (please refer to FINRA’s list of designations for examples).
- Nominees must have worked in this capacity for at least three years.
- Nominees must be active financial advisors, defined by spending at least 75% of their time providing financial consultation with clients (households or organizations).
- Volunteer involvement with the nonprofit organization must be current and ongoing for at least three years.
- Nonprofits must be U.S.-based organizations and educational institutions with tax-exempt status granted under the Internal Revenue Code Section 501(c)(3). Nonprofits doing work in other countries are eligible as long as they meet these criteria.
- Advisors who were previously recognized as a finalist or winner can be nominated after seven years from the award date for the same charity. There is no limit to the number of times an advisor may be nominated if they have not previously been selected as an award finalist or winner.
For more information regarding eligibility, please visit: https://www.investinothers.org/faqs/
IiO Award Finalists
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.
- Jared Brancazio of Brancazio Wealth Management of Raymond James in Fort Myers, Fla., for CureSearch for Children’s Cancer
- Brady Murray of Capstone Partners in Highland, Utah, for RODS Heroes
- Ryan Smith of Mosaic Wealth Consulting in Erie, Pa., for Grady’s Decision
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.
- John Garvey of UBS Financial Services, Inc. in Conshohocken, Pa., for Community Volunteers in Medicine
- Cristen Morgan of Lake Norman Financial Group, Inc. in Cornelius, N.C., for Hope House Foundation
- Wendy Spinner of UBS Financial Services, Inc. in Los Angeles, Calif., for Fulfillment Fund
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.
- Gina Brewer of Goldman Sachs in Memphis, Tenn., for Women’s Foundation for a Greater Memphis
- Anasuya Kabad Meyer of Jaykay Wealth Advisors in Houston, Texas, for Daya Inc.
- Aaron Sherman of Odyssey Group Wealth Advisors in Lancaster, Pa., for Lancaster Public Library
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.
- Stacy Francis of Francis Financial, Inc. in New York, N.Y., for Savvy Ladies
- Paul Martel of YHB Investment Advisors in West Hartford, Conn., for Partners for Andean Community Health Inc.
- Raj Sharma of The Sharma Group, Merrill Private Wealth Management in Boston, Mass., for American India Foundation
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.
- Carl Bailey of Bailey & Beatty Financial Services, LLC in Danbury, Conn., for Danbury Grassroots Academy
- Todd Johnson of Provision Financial Group, a private wealth advisory practice of Ameriprise Financial, in New Brighton, Minn., for Homes of Hope International
- Elliot Kallen of Prosperity Financial Group, Inc. in San Ramon, Calif., for A Brighter Day
Honorable Mentions
Invest in Others receives hundreds of worthy award nominations each year. Narrowing down the decision to just three finalists is extremely challenging for our judges as all of our nominees give back to others in meaningful ways. We are pleased to recognize an additional sixty advisors as honorable mentions for the tremendous contributions they are making in their communities.
Each honorable mention recipient received a $1,500 donation from Invest in Others to the nonprofits they were recognized for.
2023 Gala Sponsors
Diamond Sponsors
Platinum Sponsors
Gold
- Allianz
- American Century Investments
- Ameriprise
- AssetMark, Inc.
- Blackrock
- Blackstone Group
- BNY Mellon | Pershing
- CAIS
- Cambridge Investment Research, Inc.
- Capital Group
- Envestnet
- Franklin Templeton
- FS Investments
- MarketCounsel
- MassMutual
- Moody’s Analytics, Inc.
- Nuveen Investments
- Orion Advisor Solutions
- PIMCO
- Putnam Investments
- Raymond James
- Sammons Institutional Group
- State Street Alpha | CRD
- State Street Global Advisors
- T. Rowe Price
- UBS
Silver
- Clark Capital Management
- Corebridge Financial
- Lincoln Financial Distributors
- New York Life
- Sanctuary Wealth
Bronze
- Advisor 360°
- Advisor Asset Management
- Charles Schwab
- Columbia Threadneedle
- iCapital
- Impax Asset Management
- Invesco
- Norima Consulting
- SEI
- Transamerica
Honoree Luncheon
- Thrivent Advisor Network
Cocktail Reception
- Nitrogen
Photo Backdrop
- BetaNXT
After Party
- Financial Planning
- SS&C Alps Advisors
Finalist Breakfast
- Lord Abbett