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.
| First Name | Last Name | Nonprofit | Firm | Broker-Dealer/Custodian | City | State |
|---|---|---|---|---|---|---|
| Brian | Haugen | Taylor Haugen Foundation | Emerald Coast Wealth Advisors of Raymond James | Raymond James | Niceville | FL |
| Francis | DeBlasi | The Baller Dream Foundation | Merrill Lynch | Merrill Lynch | Mesa | AZ |
| Jim | Forbis | One Million Wells | CFH Financial Services, Inc. | Other | Memphis | TN |
| Shafiq | Jadavji | Johns Creek Cricket Association Inc. | Cetera Advisor Networks | Cetera Advisor Networks | Johns Creek | GA |
| Dodee | Crockett | Women's Philanthropy Institute of the Dallas Foundation | Merrill Lynch | Merrill Lynch | Dallas | TX |
| Eric | Anderson | Brothers of Valor, Inc / dba Valor Mentoring | Eagle Strategies, LLC | NY Life Securities | Keizer | OR |
| Nathan | Fikse | LEAD OC | Northwestern Mutual | Northwestern Mutual | Newport Beach | CA |
| Maurice | Miller Jr. | IBA Detroit Community Development Corporation | MassMutual Great Lakes | MML Investors Services/Mass Mutual | Detroit | MI |
| Jacqueline | Moss | MetroSquash | William Blair | Other | Chicago | IL |
| Brady | Murray | Racing for Orphans with Down Syndrome | MassMutual | MML Investors Services/Mass Mutual | Lehi | UT |
| Christine | Korte | Des Moines Council of St Vincent de Paul | Ameriprise Financial, LLC | Ameriprise Financial Services, Inc. | Des Moines | IA |
| Diane | Valenzuela | Dream Volunteers | Merrill Lynch, Pierce, Fenner & Smith Inc. | Merrill Lynch | Mountain View | CA |
| Steven | Nearman | THE GREAT BLIZZARDS OF MASSACHUSETTS SPECIAL HOCKEY | Nearman Financial Consulting Inc | Cambridge Investment Research | Plymouth | MA |
| Joe | Kusar | The Arc of Southwest Colorado | Raymond James | Raymond James | Durango | CO |
| Wendy | Spinner | Fulfillment Fund | UBS Financial Services Inc. | UBS Financial Services Inc. | Los Angeles | CA |
| First Name | Last Name | Nonprofit | Firm | Broker-Dealer/Custodian | City | State |
|---|---|---|---|---|---|---|
| Virginia | Brewer | Women's Foundation for a Greater Memphis | Goldman Sachs Personal Financial Management | Goldman Sachs | Memphis | TN |
| Jennifer | Newman | American Cancer Society | Merrill Lynch | Merrill Lynch | Columbus | OH |
| Ray | Hawkins | Preschool Advantage, Inc | Wealth Enhancement Group | Charles Schwab | Morristown | NJ |
| Greg | Hammond | Connecticut Childrens Medical Center | Hammond Iles Wealth Advisors | Charles Schwab | Hartford | CT |
| Michael | Cosgrove | Southwest Partners Inc | Capial Wealth Advisory Group | Ameriprise Financial Services, Inc. | Richland Center | WI |
| Kurt | Opella | Rainbow Days Inc. | LandMark Financial Network | Cetera Advisor Networks | Dallas | TX |
| Kimberly | Saunders | The Central Florida Chapter of the National Black MBA Association, Inc. | VestWyze, LLC | SEI | Orlando | FL |
| Jeffrey | Schneider | Catholic Charities Dallas | Jeff Schneider & Associates | Cetera Advisor Networks | Dallas | TX |
| Stephan | Altman | Family Building Blocks | TRUE Private Wealth Advisors | Fidelity | Salem | OR |
| Kristin | Prentice | Promising Pages | Cetera Investors | Cetera Investment Services | Charlotte | NC |
| Lupe | Camargo | Girl Scouts Arizona Cactus Pine Council | Perspective Financial Services LLC | Charles Schwab | Phoenix | AZ |
| Stephan | Cassaday | PRS, Inc. | Cassaday & Company, Inc. | Advisor Group - Royal Alliance | Oakton | VA |
| Jeffery | Chaddock | Foundation for Appalachian Ohio | Envisage Wealth | Ameriprise Financial Services, Inc. | Nelsonville | OH |
| Susan | Palombo | Impact Austin Foundation | Robert W. Baird & Co. | Baird | Austin | TX |
| Dawn | Landino | Broadway Cares/Equity Fights AIDS | Baystate Financial | MML Investors Services/Mass Mutual | New York | NY |
| First Name | Last Name | Nonprofit | Firm | Broker-Dealer/Custodian | City | State |
|---|---|---|---|---|---|---|
| Alejandro | Mendieta | Boy Scouts of America South Florida Council | Coastal Wealth Private Client Group, a division of Coastal Wealth, a MassMutual firm | MML Investors Services/Mass Mutual | Miami Lakes | FL |
| Jennifer | Noone | American Cancer Society | Merrill Lynch | Merrill Lynch | Manasquan | NJ |
| Eric | Hamberg | COVERD Greater Cincinnati | Rik Saylor Financial | Advisor Group - Triad Advisors | Cincinnati | OH |
| Josh | Zillmer | Western Communities Football League | Zillmer Wealth Management | Cetera Advisors | Wellington | FL |
| Julie | Singer | United Way of Central Indiana | Singer Wealth Advisory of Raymond James | Raymond James | Indianapolis | IN |
| Tom | Love | Comfort Zone Camp | The Main Street Group | Charles Schwab | Richmond | VA |
| Kort | McCulley | Champions For Cures | McCulley Financial Group | TD Ameritrade Institutional | Westchester | IL |
| Lindsay | Mais | Pathways To Independence | UBS Financial Services Inc. | UBS Financial Services Inc. | Los Alamitos | CA |
| Jaclyn | Mazur | Carlsbad Education Foundation | Guide My Finances | Advisor Group - Woodbury Financial | Carlsbad | CA |
| Scott | Andrews | South County Habitat for Humanity | Voya Financial Advisors | Other | Charlestown | RI |
| Robert | Heck | Hands On Children's Museum | Kiley Juergens Wealth Management | Advisor Group - Royal Alliance | Olympia | WA |
| Aoibheann | Greene | Thompson Center on Lourdes | Hinnendael, Greene and Associates | Ameriprise Financial Services, Inc. | Appleton | WI |
| Daniel | Campos | Child Justice, Inc. | CAMPOS FINANCIAL GROUP | Advisor Group - Securities America | Silver Spring | MD |
| John "Trey" | Valkenaar | Pay it Forward | Clean & Sober Living | Platinum Wealth Solutions | Advisor Group - Royal Alliance | San Antonio | TX |
| Leah | Granger | Keeping Our Promise, Inc. | OakWood Financial Services | Commonwealth Financial Network | Pittsford | NY |
| First Name | Last Name | Nonprofit | Firm | Broker-Dealer/Custodian | City | State |
|---|---|---|---|---|---|---|
| Thomas | Berg | Civil Air Patrol - Marietta Air Museum Cadet Squadron - SER-GA-454 | Ameriprise Financial | Ameriprise Financial Services, Inc. | Marietta | GA |
| Ralph | McDevitt | The College Settlement of Philadelphia | Raymond James & Associates | Raymond James | Horsham | PA |
| C. | Mosley | Mississippi Council on Economic Education | Ballew Wealth Management, Inc. | Fidelity | Jackson | MS |
| Fred | OConnor | Big Shoulders Fund | Northwestern Mutual | Northwestern Mutual | Chicago | IL |
| Mark | Eidlin | Highland Hospital | Merrill Lynch | Merrill Lynch | Rochester | NY |
| James | Vinick | Naismith Memorial Basketball Hall of Fame | Moors & Cabot, Inc. | Other | Springfield | MA |
| Randall | Collis | The John G Shedd Institute for the Arts | Merrill Lynch | Merrill Lynch | Eugene | OR |
| Alfred | Douglass | Good Shepherd Rehabilitation | Merrill Lynch | Merrill Lynch | Allentown | PA |
| Robert | Bonfiglio | Family Promise of Southern New Hampshire | Rise Private Wealth Management | Ameriprise Financial Services, Inc. | Nashua | NH |
| Gary | Weiss | Valley of the Sun Jewish Community Center (Martin Pear JCC) | Weiss Wealth Strategies of Raymond James | Raymond James | Scottsdale | AZ |
| Deborah | Stavis | Barbara Bush Houston Literacy Foundation | Stavis & Cohen Financial | Advisor Group - FSC Securities | Houston | TX |
| James | Wessels | Central Iowa Shelter & Service (CISS) | Vision Financial Group | Cambridge Investment Research | Des Moines | IA |
| Allison | Molkenthin | Waterford.org | Bentley Securities, Inc. | Other | Taylorsville | UT |
| Timothy | Breitfelder | Camp Albrecht Acres of the Midwest | StackStone Wealth | Ameriprise Financial Services, Inc. | Sherrill | IA |
| Colin | Grahl | Placer SPCA | WGG Wealth Partners | Ameriprise Financial Services, Inc. | Roseville | CA |
| First Name | Last Name | Nonprofit | Firm | Broker-Dealer/Custodian | City | State |
|---|---|---|---|---|---|---|
| Marilyn | Pozzuto | Stephy's Place | Merrill Lynch Wealth Management | Merrill Lynch | Red Bank | NJ |
| Kaus | Christopher | Big Brothers Big Sisters of Central Indiana | UBS | UBS Financial Services Inc. | Indianapolis | IN |
| Robert | Peckham | Regional Hospice | Infinex Investments Inc. | Pershing | Danbury | CT |
| Sandra | Peters | Mentor Rhode Island- The RI Mentoring Partnership Inc | Ameriprise Financial | Ameriprise Financial Services, Inc. | Warwick | RI |
| Colleen | Schon | Funding the Future | Anthem Advisors of Raymond James | Raymond James | Cheyenne | WY |
| Rebecca | Coleman | Remy Bumppo Theatre Company | Coleman and Associates | Cetera Financial Specialists | Chicago | IL |
| Bryan | Bradford | Veterans Connected | Bradford Financial Advisors | Cetera Advisor Networks | Brighton | MI |
| Jonathan | Barrett | Dominican Republic Relief Organization | Equitable Advisors | Equitable (formerly AXA Advisors) | Caldwell | NJ |
| Michelle | Clary | Tri-County Partners Habitat for Humanity | Piton Wealth, part of Thrivent Advisor Network | Fidelity | Richland | WA |
| Deborah | Hecht | Keiki International Foundation (D/B/A Paper For Water) | Ameriprise Financial | Ameriprise Financial Services, Inc. | Dallas | TX |
| Harold | Laudien | Team PHenomenal Hope | Mercer Wealth Management | LPL Financial | Beloit | WI |
| Patty | Perry | Wilton Rocks for Food | Ameriprise Financial | Ameriprise Financial Services, Inc. | Wilton | CT |
| Phil | Kim | Brighter Way Institute | Signature Wealth Concepts, LLC | Equitable (formerly AXA Advisors) | Phoenix | AZ |
| Neal | Vasso | Hiway 80 - Triumph Village | Ameriprise Financial, LLC | Ameriprise Financial Services, Inc. | Tyler | TX |
| Gregory | Poleon | LE3 INC | Securities of America: Gregory Poleon | Advisor Group - Securities America | Williamsville | NY |