News

Mentoring Excellence Award At the age of 26, Marc Turner accepted a part-time position as a basketball coach at Church
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Frank Martin & Team

Volunteer Team Award After serving as a board member for several non-profit organizations, Frank Martin, senior partner at Martin Capital
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Elizabeth Verterano

Community Leadership Award For almost 30 years, Ms. Elizabeth Verterano, a financial advisor in New Wilmington, PA, has campaigned against
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2nd Annual “Invest in Others” Awards Dinner – September 9, 2008 – Financial Community Awarded for Exemplary Community Service

New York, NY (June 10, 2008) The Invest in Others Charitable Foundation, InvestmentNews magazine, along with LPL Financial, are preparing for the
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Ken Clark

Mentoring Excellence Award Ken Clark has an affinity for a group of people whom others might view as unreachable: wayward
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Gerald Strid

Volunteer of the Year Award Many years ago, Gerry Strid stepped off a commuter train without socks. When his son
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Barry Glassman

Community Leadership Award In the aftermath of a childhood friend’s death from brain cancer more than 20 years ago, Barry
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Gerard Klingman

2016 Lifetime Achievement Award Winner Best Buddies International Klingman & Associates, LLC Raymond James When Gerry Klingman took a phone call
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Mary Lou Arveseth

2016 Volunteer of the Year Award Winner American Foundation for Suicide Prevention – Utah Chapter Financial Network Cetera Advisor Networks On
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Ameriprise Financial, Inc.

In partnership with Feeding America, 14,000 Ameriprise volunteers participated at 700 events across the country last year to prepare over
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Budros, Ruhlin & Roe, Inc.

100% of senior leaders and employees participate in the firm’s philanthropic efforts. Closes the office for one day each year
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Michael Meltzer

2016 Global Community Impact Award Winner Maya’s Hope Foundation, Inc. Tocqueville Asset Management L.P. Michael Meltzer watched as his good friend
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Roy C. Jordan

2016 Community Service Award Winner Green Hills Family YMCA/YMCA of Middle Tennessee Northwestern Mutual Northwestern Mutual Investment Services Roy Jordan grew
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Michael J. Nathanson

2016 Catalyst Award Winner National Brain Tumor Society The Colony Group Fidelity, Charles Schwab & TD Ameritrade When Michael Nathanson joined
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Where Are They Now? Lynn Phillips-Gaines

Lynn Phillips-Gaines is a Certified Financial Planner and Principal of Phillips Financial, an independent firm affiliated with Raymond James Financial
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Today’s Hot Topic in Philanthropy: Women’s Economic Empowerment

One of President Barack Obama’s most lauded initiatives was the launch of “My Brother’s Keeper (MBK)” in 2014. The MBK
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Perspectives on Philanthropy: Millennials At Work

“Millennials want to work for a company that doesn’t just make money, but gives back to society,” said Dan Schawbel,
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Where Are They Now? Stacy Francis

Financial advisor Stacy Francis believes financial instability should never determine a person’s fate, especially a woman’s. Growing up, Stacy saw
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Where Are They Now? Rob Shick

For financial advisor Rob Shick, winning the Community Service Award at the 2015 Community Leadership Awards was particularly meaningful. “I
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