2017 Honorable Mentions

NameNon-ProfitFirm NameBroker-Dealer/CustodianAward CategoryCityState
Jason ChepenikJunior Achievement of Central Florida Chepenik FinancialTriad Advisors/Resources Investment AdvisorsCatalyst AwardWinter ParkFL
Beverly DavisSpecial Kids Therapy and Nursing Center LPL Financial LPL Financial Catalyst AwardMurfreesboroTN
Bruce EnsrudThe Sheridan Story Thrivent Financial - Colonnade GroupThrivent Finacial Catalyst AwardEdinaMN
Coleen HohnNational Kidney Foundation of the DakotasRBC Wealth ManagementRBC Wealth ManagementCatalyst AwardSioux FallsSD
Eric HuckPA Lyme Resource NetworkBAR Financial, LLCCetera Advisor NetworksCatalyst AwardMechanicsburgPA
Rahul KothariMiami Children's MuseumIronview Capital ManagementSchwab / FidelityCatalyst AwardBlue BellPA
Robert KreitlerEMERGE ConnecticutKreitler Financial LLCRaymond James Financial ServicesCatalyst AwardNew HavenCT
Kai A. LambViper Nation Education FoundationSolaris Private Wealth ManagementSchwab InstitutionalCatalyst AwardAustinTX
Patrick MullenMontgomery Cancer Wellness Foundation Raymond James Financial Services, Inc.Raymond James Financial ServicesCatalyst AwardMontgomeryAL
David A. PicklerThe American Public Education Foundation Pickler Wealth AdvisorsCommonwealth Financial NetworkCatalyst AwardColliervilleTN
Tracy M. RedmonFamily Scholar House, Inc.Limestone Wealth AdvisorsAmeriprise Financial Services, Inc.Catalyst AwardLouisvilleKY
Geoffrey W. SoperYouth Enrichment ServicesMerrill LynchMerrill LynchCatalyst AwardBostonMA
Lisa (Bodine) PolicareLenape Valley FoundationPenn Wealth Planning, LLCLPL FinancialCommunity Service AwardNew HopePA
Michael BapisThe Ronald McDonald House of New York - Greek DivisionThe Bapis Group at HighTower AdvisorsFidelity Community Service AwardNew YorkNY
Madison CarterRAFT- Resource Area for Teaching ColoradoMorgan StanleyMorgan StanleyCommunity Service AwardDenverCO
Ronya A. CoreyDC SCORESMerrill Lynch Wealth ManagementMerrill LynchCommunity Service AwardArlingtonVA
Matthew L. FoleyEva's VillageMerrill LynchMerrill LynchCommunity Service AwardParamusNJ
David M HeckHodag School FoundationHeck Capital AdvisorsFidelity Investments Community Service AwardRhinelanderWI
Todd Parker LoweSpeed Art MuseumParthenon LLCSchwabCommunity Service AwardLouisvilleKY
Leslie C. Quick IIIBig Brothers Big Sisters of Essex, Hudson & Union CountiesMassey QuickFidelity/Schwab/PershingCommunity Service AwardNew JerseyNJ
Tiana RonstadtYWCA of Southern TucsonPower Women InvestingAdvisor Group - Woodbury Financial Services, IncCommunity Service AwardTucsonAZ
James J. SilbernagelMain Street Philanthropy The Silbernagel Group Inc. Real Wealth AdvisorsAdvisor Group - Woodbury Financial Services, IncCommunity Service AwardKewaskumWI
Scott W. VoggThe University of Chicago Cancer Research Foundation (UCCRF)CIBC Atlantic Trust Private Wealth ManagementFidelity and SchwabCommunity Service AwardChicagoIL
Gary WilliamsBrigance Brigade FoundationWilliams Asset ManagementCommonwealth Financial NetworkCommunity Service AwardColumbiaMD
Michelle BertramOperation GoBertram Financial TD AmeritradeGlobal Community Impact AwardMineral PointWI
Erin BotsfordThe Ebenezer FoundationBotsford Financial GroupLPL Financial Global Community Impact AwardFriscoTX
Jeffrey DraughonBaptist Medical & Dental International (BMDMI)Upton, Draughon & Bollinger FinancialLPL FinancialGlobal Community Impact AwardAlexandriaLA
Teresita L. PajeSan Diego Premier Lions ClubIndependent Capital Management, Inc. Advisor Group - Sagepoint Financial, Inc.Global Community Impact AwardOceansideCA
Ellen S. RoginGhana Scholarship Fund, Inc. Strategic Financial Designs, Inc.Advisor Group - FSC Securities Corporation Global Community Impact AwardNorthfieldIL
David ShnitzerCameroonONEAmeriprise FinancialAmeriprise Financial Services, IncGlobal Community Impact AwardWestboroughMA
Doug Vander WeideAbodShelters FoundationValiant Wealth Family OfficeCharles SchwabGlobal Community Impact AwardWest Des MoinesIA
Barbara A. BlasJewish Federation of Ulster CountyQuestar Capital Corp.Questar Capital Corp.Lifetime Achievement AwardKingstonNY
Harlan J. FischerArt League of Long IslandBranch Financial Services, Inc.Cetera Advisor Networks, LLC.Lifetime Achievement AwardSmithtownNY
Les FoxTexas Children's HospitalRBC Wealth ManagementRBC Wealth ManagementLifetime Achievement AwardHoustonTX
Robert LankinRotary FoundationRaymond James Financial ServicesRaymond James Financial ServicesLifetime Achievement AwardGlensidePA
James D. MaherSt Louis Community FoundationArchford Capital Strategies LLCPershing / BNYMellonLifetime Achievement AwardSwanseaIL
Brock MoseleyBig Brothers Big Sisters of Greater Los AngelesMiracle Mile AdvisorsTD AmeritradeLifetime Achievement AwardLos AngelesPA
Nannette NoconGeva Theatre CenterNocon and Associates, A private wealth advisory practice of Ameriprise Financial Services, Inc.Ameriprise FinancialLifetime Achievement AwardRochesterNY
Michael RaineriCity of HopeRaineri financialCetera Advisors LLCLifetime Achievement AwardSeattleWA
Scott ReedUnited WayHardy Reed, LLCFidelityLifetime Achievement AwardTupeloMS
Roger C. ReynoldsOutdoors For All FoundationColdstream Wealth ManagementFidelityLifetime Achievement AwardBellevueWA
R. Mark ShepherdAbilityPLUSShepherd Financial PartnersLPL FinancialLifetime Achievement AwardWinchesterMA
Conrad L. SlateTennessee Children's HomeSlate, Disharoon, Parrish & Assoc.Cambridge Investment ResearchLifetime Achievement AwardKnoxvilleTN
Mark BarrettBoys & Girls Clubs of the North ValleyBarrett Financial ServicesLPL FinancialVolunteer of the Year AwardChicoCA
Brenda Pack BliskAmerican Red Cross in the National Capital RegionBlisk Financial Group at Spire Investment Partners, LLCSpire Investment Partners, LLCVolunteer of the Year AwardMcLeanVA
Thomas BodineHabitat for Humanity North Central Massachusetts, Inc.3D Asset Management Inc.Charles Schwab & CoVolunteer of the Year AwardNorthboroMA
Duane ChaneyLee Health FoundationRaymond JamesRaymond JamesVolunteer of the Year AwardFort Myers FL
Elisabeth A. HickoxYoung Survival CoalitionIndependence Financial PartnersSignator Investors, LLCVolunteer of the Year AwardWarwickRI
Bellaria JimenezJunior Achievement of New JerseyMassMutual Tri StateMML Investors Services, LLCVolunteer of the Year AwardIselinNJ
Leon LaBrecqueHazel Park Promise ZoneLJPR Financial AdvisorsCharles Schwab, TD Ameritrade and FidelityVolunteer of the Year AwardTroyMI
Sacha MillstoneFunding the FutureMillstone Evans Group of Raymond JamesRaymond James & AssociatesVolunteer of the Year AwardBoulderCO
Robert E. Saunders IIICystic Fibrosis Foundation - Maryland ChapterAmeriprise FinancialAmeripriseVolunteer of the Year AwardAnnapolisMD
Mark S. SullivanSeacoast Family Food PantrySeacoast Asset Management, Inc.Advisor Group - Woodbury Financial ServicesVolunteer of the Year AwardPortsmouthNH
Kristi L. Van VleckYoung Entrepreneurs Business Week (YEBW)Sutherland & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. Ameriprise Financial Services, IncVolunteer of the Year AwardWest LinnOR
Dung VuCal State Fullerton Philanthropic FoundationMML Investors Services, LLCMML Investors Services, LLCVolunteer of the Year AwardIrvineCA

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