2022 Honorable Mentions

2022 Honorable Mentions

IiO Awards Honorable Mention iconInvest 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 NameLast NameNonprofitFirmBroker-Dealer/CustodianCityState
BrianHaugenTaylor Haugen FoundationEmerald Coast Wealth Advisors of Raymond JamesRaymond JamesNicevilleFL
FrancisDeBlasiThe Baller Dream FoundationMerrill LynchMerrill LynchMesaAZ
JimForbisOne Million WellsCFH Financial Services, Inc.OtherMemphisTN
ShafiqJadavjiJohns Creek Cricket Association Inc.Cetera Advisor NetworksCetera Advisor NetworksJohns CreekGA
DodeeCrockettWomen's Philanthropy Institute of the Dallas FoundationMerrill LynchMerrill LynchDallasTX
EricAndersonBrothers of Valor, Inc / dba Valor MentoringEagle Strategies, LLCNY Life SecuritiesKeizerOR
NathanFikseLEAD OCNorthwestern MutualNorthwestern MutualNewport BeachCA
MauriceMiller Jr.IBA Detroit Community Development CorporationMassMutual Great LakesMML Investors Services/Mass MutualDetroitMI
JacquelineMossMetroSquashWilliam BlairOtherChicagoIL
BradyMurrayRacing for Orphans with Down SyndromeMassMutualMML Investors Services/Mass MutualLehiUT
ChristineKorteDes Moines Council of St Vincent de PaulAmeriprise Financial, LLCAmeriprise Financial Services, Inc.Des MoinesIA
DianeValenzuelaDream VolunteersMerrill Lynch, Pierce, Fenner & Smith Inc.Merrill LynchMountain ViewCA
StevenNearmanTHE GREAT BLIZZARDS OF MASSACHUSETTS SPECIAL HOCKEYNearman Financial Consulting IncCambridge Investment ResearchPlymouthMA
JoeKusarThe Arc of Southwest ColoradoRaymond JamesRaymond JamesDurangoCO
WendySpinnerFulfillment FundUBS Financial Services Inc.UBS Financial Services Inc.Los AngelesCA

First NameLast NameNonprofitFirmBroker-Dealer/CustodianCityState
VirginiaBrewerWomen's Foundation for a Greater MemphisGoldman Sachs Personal Financial ManagementGoldman SachsMemphisTN
JenniferNewmanAmerican Cancer SocietyMerrill LynchMerrill LynchColumbusOH
RayHawkinsPreschool Advantage, IncWealth Enhancement GroupCharles SchwabMorristownNJ
GregHammondConnecticut Childrens Medical CenterHammond Iles Wealth AdvisorsCharles SchwabHartfordCT
MichaelCosgroveSouthwest Partners IncCapial Wealth Advisory GroupAmeriprise Financial Services, Inc.Richland CenterWI
KurtOpellaRainbow Days Inc.LandMark Financial NetworkCetera Advisor NetworksDallasTX
KimberlySaundersThe Central Florida Chapter of the National Black MBA Association, Inc.VestWyze, LLCSEIOrlandoFL
JeffreySchneiderCatholic Charities DallasJeff Schneider & AssociatesCetera Advisor NetworksDallasTX
StephanAltmanFamily Building BlocksTRUE Private Wealth AdvisorsFidelitySalemOR
KristinPrenticePromising PagesCetera InvestorsCetera Investment ServicesCharlotteNC
LupeCamargoGirl Scouts Arizona Cactus Pine CouncilPerspective Financial Services LLCCharles SchwabPhoenixAZ
StephanCassadayPRS, Inc.Cassaday & Company, Inc.Advisor Group - Royal Alliance OaktonVA
JefferyChaddockFoundation for Appalachian OhioEnvisage WealthAmeriprise Financial Services, Inc.NelsonvilleOH
SusanPalomboImpact Austin FoundationRobert W. Baird & Co.BairdAustinTX
DawnLandinoBroadway Cares/Equity Fights AIDSBaystate FinancialMML Investors Services/Mass MutualNew YorkNY

First NameLast NameNonprofitFirmBroker-Dealer/CustodianCityState
AlejandroMendietaBoy Scouts of America South Florida CouncilCoastal Wealth Private Client Group, a division of Coastal Wealth, a MassMutual firmMML Investors Services/Mass MutualMiami LakesFL
JenniferNooneAmerican Cancer SocietyMerrill LynchMerrill LynchManasquanNJ
EricHambergCOVERD Greater CincinnatiRik Saylor FinancialAdvisor Group - Triad AdvisorsCincinnatiOH
JoshZillmerWestern Communities Football LeagueZillmer Wealth ManagementCetera AdvisorsWellingtonFL
JulieSingerUnited Way of Central IndianaSinger Wealth Advisory of Raymond JamesRaymond JamesIndianapolisIN
TomLoveComfort Zone CampThe Main Street GroupCharles SchwabRichmondVA
KortMcCulleyChampions For CuresMcCulley Financial GroupTD Ameritrade InstitutionalWestchesterIL
LindsayMaisPathways To IndependenceUBS Financial Services Inc.UBS Financial Services Inc.Los AlamitosCA
JaclynMazurCarlsbad Education FoundationGuide My FinancesAdvisor Group - Woodbury FinancialCarlsbadCA
ScottAndrewsSouth County Habitat for HumanityVoya Financial AdvisorsOtherCharlestownRI
RobertHeckHands On Children's MuseumKiley Juergens Wealth ManagementAdvisor Group - Royal Alliance OlympiaWA
AoibheannGreeneThompson Center on LourdesHinnendael, Greene and AssociatesAmeriprise Financial Services, Inc.AppletonWI
DanielCamposChild Justice, Inc.CAMPOS FINANCIAL GROUPAdvisor Group - Securities AmericaSilver SpringMD
John "Trey"ValkenaarPay it Forward | Clean & Sober LivingPlatinum Wealth SolutionsAdvisor Group - Royal Alliance San AntonioTX
LeahGrangerKeeping Our Promise, Inc.OakWood Financial ServicesCommonwealth Financial NetworkPittsfordNY

First NameLast NameNonprofitFirmBroker-Dealer/CustodianCityState
ThomasBergCivil Air Patrol - Marietta Air Museum Cadet Squadron - SER-GA-454Ameriprise FinancialAmeriprise Financial Services, Inc.MariettaGA
RalphMcDevittThe College Settlement of PhiladelphiaRaymond James & AssociatesRaymond JamesHorshamPA
C.MosleyMississippi Council on Economic EducationBallew Wealth Management, Inc.FidelityJacksonMS
FredOConnorBig Shoulders FundNorthwestern MutualNorthwestern MutualChicagoIL
MarkEidlinHighland HospitalMerrill LynchMerrill LynchRochesterNY
JamesVinickNaismith Memorial Basketball Hall of FameMoors & Cabot, Inc.OtherSpringfieldMA
RandallCollisThe John G Shedd Institute for the ArtsMerrill LynchMerrill LynchEugeneOR
AlfredDouglassGood Shepherd RehabilitationMerrill LynchMerrill LynchAllentownPA
RobertBonfiglioFamily Promise of Southern New HampshireRise Private Wealth ManagementAmeriprise Financial Services, Inc.NashuaNH
GaryWeissValley of the Sun Jewish Community Center (Martin Pear JCC)Weiss Wealth Strategies of Raymond JamesRaymond JamesScottsdaleAZ
DeborahStavisBarbara Bush Houston Literacy FoundationStavis & Cohen FinancialAdvisor Group - FSC SecuritiesHoustonTX
JamesWesselsCentral Iowa Shelter & Service (CISS)Vision Financial GroupCambridge Investment ResearchDes MoinesIA
AllisonMolkenthinWaterford.orgBentley Securities, Inc.OtherTaylorsvilleUT
TimothyBreitfelderCamp Albrecht Acres of the MidwestStackStone WealthAmeriprise Financial Services, Inc.SherrillIA
ColinGrahlPlacer SPCAWGG Wealth PartnersAmeriprise Financial Services, Inc.RosevilleCA

First NameLast NameNonprofitFirmBroker-Dealer/CustodianCityState
MarilynPozzutoStephy's PlaceMerrill Lynch Wealth ManagementMerrill LynchRed BankNJ
KausChristopherBig Brothers Big Sisters of Central IndianaUBSUBS Financial Services Inc.IndianapolisIN
RobertPeckhamRegional HospiceInfinex Investments Inc.PershingDanburyCT
SandraPetersMentor Rhode Island- The RI Mentoring Partnership IncAmeriprise FinancialAmeriprise Financial Services, Inc.WarwickRI
ColleenSchonFunding the FutureAnthem Advisors of Raymond JamesRaymond JamesCheyenneWY
RebeccaColemanRemy Bumppo Theatre CompanyColeman and AssociatesCetera Financial SpecialistsChicagoIL
BryanBradfordVeterans ConnectedBradford Financial AdvisorsCetera Advisor NetworksBrightonMI
JonathanBarrettDominican Republic Relief OrganizationEquitable AdvisorsEquitable (formerly AXA Advisors)CaldwellNJ
MichelleClaryTri-County Partners Habitat for HumanityPiton WealthFidelityRichlandWA
DeborahHechtKeiki International Foundation (D/B/A Paper For Water)Ameriprise FinancialAmeriprise Financial Services, Inc.DallasTX
HaroldLaudienTeam PHenomenal HopeMercer Wealth ManagementLPL FinancialBeloitWI
PattyPerryWilton Rocks for FoodAmeriprise FinancialAmeriprise Financial Services, Inc.WiltonCT
PhilKimBrighter Way InstituteSignature Wealth Concepts, LLCEquitable (formerly AXA Advisors)PhoenixAZ
NealVassoHiway 80 - Triumph VillageAmeriprise Financial, LLCAmeriprise Financial Services, Inc.TylerTX
GregoryPoleonLE3 INCSecurities of America: Gregory PoleonAdvisor Group - Securities AmericaWilliamsvilleNY