Winners/Finalists

2018 IiO Award Impact
On September 27, 2018, Invest in Others awarded 15 financial advisors more than $300,000 for their commitment to charities in
Read More
Read More

Pat Sullivan
2018 Lifetime Achievement Award Winner Good Grief Private Advisor Group LPL Financial When Pat Sullivan joined the Board of a
Read More
Read More

Stephen Plain
2018 Lifetime Achievement Award Finalist Town of Wallkill Boys & Girls Club SEP Financial Services HD Vest Stephen Plain envisioned
Read More
Read More

William Lervaag
2018 Lifetime Achievement Award Finalist Heart of Illinois Harvest Masterplan Financial Group Commonwealth Financial Network William Lervaag is one of
Read More
Read More

Fred Taylor
2019 Lifetime Achievement Award Finalist Children's Hospital Colorado Foundation Northstar Investment Advisors, LLC Charles Schwab Fred Taylor’s connection to the
Read More
Read More

Rachel Schwarz
2019 Community Service Award Finalist Greater Newark Conservancy The Short Hills Group at UBS Financial Services Inc. UBS Financial Services
Read More
Read More

Andy Schwartz
2019 Lifetime Achievement Award Finalist NJ SEEDS Bleakley Financial Group LPL Financial Andy Schwartz was an early supporter of New
Read More
Read More

Richard S. Brown
2019 Global Impact Award Finalist Starkey Hearing Foundation JNBA Financial Advisors TD Ameritrade Institutional Richard Brown has been giving the
Read More
Read More

David A. Pickler
2019 Catalyst Award Finalist American Public Education Foundation Pickler Wealth Advisors Commonwealth Financial Network David Pickler has been a steadfast
Read More
Read More

Brock Moseley
2019 Volunteer of the Year Award Finalist Big Brothers Big Sisters of Greater Los Angeles Miracle Mile Advisors Charles Schwab
Read More
Read More

Matt MacLean
2019 Global Impact Award Finalist Quenched Affirm Wealth Advisors Ameriprise Financial Services, Inc. Matt MacLean's faith led him to create
Read More
Read More

Mike Berry
2019 Catalyst Award Finalist Kids Aid Legacy Wealth Management Cambridge Investment Research In 2004, Mike Berry dropped his daughter off
Read More
Read More

Michael Deutsch
2019 Community Service Award Finalist Memphis Inner City Rugby United Capital Financial Advisers, LLC Charles Schwab Michael Deutsch has a
Read More
Read More

Eric Candelori
2019 Lifetime Achievement Award Finalist Marine Corps Scholarship Foundation Merrill Lynch Eric Candelori has volunteered with the Marine Corps Scholarship
Read More
Read More

Stephen Rudolph
2018 Volunteer of the Year Award Finalist Milestones Autism Resources HW Financial Advisors Commonwealth Financial Network and National Financial Services
Read More
Read More

Sacha Millstone
2018 Volunteer of the Year Award Winner Funding the Future The Millstone Evans Group of Raymond James Raymond James Sacha
Read More
Read More

David Shnitzer
2018 Global Impact Award Finalist CameroonONE & ONETrack International Ameriprise Financial David Shnitzer co-founded CameroonONE after a heartwrenching trip to
Read More
Read More

Jim Quigley
2018 Global Impact Award Winner Hope’s In Barrington Wealth Management Carson Group, TD Ameritrade, Fidelity & Cetera Advisor Networks In
Read More
Read More

Timothy Rice
2018 Community Service Award Finalist Boys and Girls Club of Greater Northwest Indiana Lakeside Wealth Management First Allied Securities /
Read More
Read More

Bryan Drowos
2018 Community Service Award Finalist Jewish Federation of South Palm Beach County Drowos Wealth Management Group of Wells Fargo Advisors
Read More
Read More

Brenda Blisk
2018 Community Service Award Winner American Red Cross in the National Capital Region Blisk Financial Group Spire Investment Partners, LLC
Read More
Read More

Paul Wetmore
2018 Catalyst Award Finalist Al Wooten Jr. Heritage Center Merrill Lynch When Paul Wetmore became the Chairman of the Board
Read More
Read More