Winners/Finalists

On September 27, 2018, Invest in Others awarded 15 financial advisors more than $300,000 for their commitment to charities in
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2018 Lifetime Achievement Award Winner Good Grief Private Advisor Group LPL Financial When Pat Sullivan joined the Board of a
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2018 Lifetime Achievement Award Finalist Town of Wallkill Boys & Girls Club SEP Financial Services HD Vest Stephen Plain envisioned
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2018 Lifetime Achievement Award Finalist Heart of Illinois Harvest Masterplan Financial Group Commonwealth Financial Network William Lervaag is one of
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2019 Lifetime Achievement Award Finalist Children's Hospital Colorado Foundation Northstar Investment Advisors, LLC Charles Schwab Fred Taylor’s connection to the
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2019 Community Service Award Finalist Greater Newark Conservancy The Short Hills Group at UBS Financial Services Inc. UBS Financial Services
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2019 Lifetime Achievement Award Finalist NJ SEEDS Bleakley Financial Group LPL Financial Andy Schwartz was an early supporter of New
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2019 Global Impact Award Finalist Starkey Hearing Foundation JNBA Financial Advisors TD Ameritrade Institutional Richard Brown has been giving the
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2019 Catalyst Award Finalist American Public Education Foundation Pickler Wealth Advisors Commonwealth Financial Network David Pickler has been a steadfast
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2019 Volunteer of the Year Award Finalist Big Brothers Big Sisters of Greater Los Angeles Miracle Mile Advisors Charles Schwab
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2019 Global Impact Award Finalist Quenched Affirm Wealth Advisors Ameriprise Financial Services, Inc. Matt MacLean's faith led him to create
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2019 Catalyst Award Finalist Kids Aid Legacy Wealth Management Cambridge Investment Research In 2004, Mike Berry dropped his daughter off
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2019 Community Service Award Finalist Memphis Inner City Rugby United Capital Financial Advisers, LLC Charles Schwab Michael Deutsch has a
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2019 Lifetime Achievement Award Finalist Marine Corps Scholarship Foundation Merrill Lynch Eric Candelori has volunteered with the Marine Corps Scholarship
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2018 Volunteer of the Year Award Finalist Milestones Autism Resources HW Financial Advisors Commonwealth Financial Network and National Financial Services
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2018 Volunteer of the Year Award Winner Funding the Future The Millstone Evans Group of Raymond James Raymond James Sacha
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2018 Volunteer of the Year Award Finalist Okizu Hanson McClain Advisors TD Ameritrade When Pat Henry’s son, Nathan, was diagnosed
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2018 Global Impact Award Finalist Open Arms Home for Children Morgan Stanley In 2006, Bob and Sallie Solis took their
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2018 Global Impact Award Finalist CameroonONE & ONETrack International Ameriprise Financial David Shnitzer co-founded CameroonONE after a heartwrenching trip to
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2018 Global Impact Award Winner Hope’s In Barrington Wealth Management Carson Group, TD Ameritrade, Fidelity & Cetera Advisor Networks In
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2018 Community Service Award Finalist Boys and Girls Club of Greater Northwest Indiana Lakeside Wealth Management First Allied Securities /
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2018 Community Service Award Finalist Jewish Federation of South Palm Beach County Drowos Wealth Management Group of Wells Fargo Advisors
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2018 Community Service Award Winner American Red Cross in the National Capital Region Blisk Financial Group Spire Investment Partners, LLC
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2018 Catalyst Award Finalist Al Wooten Jr. Heritage Center Merrill Lynch When Paul Wetmore became the Chairman of the Board
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