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 seventy five advisors as honorable mentions for the tremendous contributions they are making in their communities.
Each honorable mention recipient received a $2,000 donation from Invest in Others to the nonprofits they were recognized for.
| First Name | Last Name | Nonprofit | Firm | Broker-Dealer/Custodian | City | State |
|---|---|---|---|---|---|---|
| Tim | Andreas | Local Heart Foundation | Global Asset Management Group | Raymond James | Lake Charles | LA |
| Coleen | Beal | Marriage and Relationship Education Center | Janney Montgomery Scott | Janney | Westminster | MD |
| Bryan | Boynton | SA Life Academy, Inc. | Ameriprise Financial Services | Ameriprise Financial Services, Inc. | San Antonio | TX |
| Randy | Bratton | Father's Club, Inc. | Prevail | TD Ameritrade Institutional | Leawood | KS |
| Lupe | Camargo | Girl Scouts Arizona Cactus Pine Council | Perspective Financial Services, part of Thrivent Advisor Network | Charles Schwab | Phoenix | AZ |
| Ron | Carson | Dreamweaver Foundation | Carson Group | Cetera Advisor Networks | Ohama | NE |
| Norannsy | Chieuchin | Project Angkor | Ameriprise Financial | Ameriprise Financial Services, Inc. | Irvine | CA |
| Richard | Gagne | Richard Albert Gagné Charitable Foundation | Richard Gagne & Associates | Raymond James | Beaumont | TX |
| John | Gianacaci | Christine's Hope for Kids Foundation | Northwestern Mutual | Northwestern Mutual | Palm Beach Gardens | FL |
| Thomas | Henske | Westport Library Association (Total Cents) | Fifth Avenue Financial | MML Investors Services/Mass Mutual | New York | NY |
| Katherine Campbell | King | Berkeley Food Network | North Berkeley Wealth Management | Pershing | Berkeley | CA |
| Steven | Nearman | The Great Blizzards Of Massachusetts Special Hockey | The Great Blizzards Of Massachusetts Special Hockey | Cambridge Investment Research | Plymouth | MA |
| Greg | Poleon | LE3 INC | Comprehensive Wealth Management | Advisor Group - Securities America | Williamsville | NY |
| Lifan | Shen | Brooklyn Independent Middle School | Merrill Lynch Wealth Management | Merrill Lynch | New York | NY |
| Russ | Winthrop | The Boys & Girls Club of the Piedmont | Merrill Lynch Wealth Management | Merrill Lynch | Statesville | NC |
| First Name | Last Name | Nonprofit | Firm | Broker-Dealer/Custodian | City | State |
|---|---|---|---|---|---|---|
| Steve | Altman | Family Building Blocks | True Private Wealth Advisors | Fidelity | Salem | OR |
| Marianela | Collado | Gilda's Club South Florida, Inc. | Tobias Financial Advisors | TD Ameritrade Institutional | Plantation | FL |
| John | Corraro | Center Stage Theatre, Inc | Barnum Financial Group | MML Investors Services/Mass Mutual | Shelton | CT |
| Maria | Ferrante | Haven Academy of the Arts | UBS Financial Services | UBS Financial Services Inc. | Los Angeles | CA |
| Charles | Greer | Big Brothers Big Sisters of Middle Tennessee | Northwestern Mutual Nashville | Northwestern Mutual | Nashville | TN |
| Greg | Hammond | Connecticut Children's Medical Center Foundation | Hammond Iles Wealth Advisors | Purshe Kaplan Sterling Investments | Wethersfield | CT |
| Elinor Kit-Man | Ho | Association of Chinese Americans | Secure Planning Strategies | Advisor Group - Securities America | Southfield | MI |
| Sean | Livingston | San Francisco Gay Men's Chorus | UBS | UBS Financial Services Inc. | San Francisco | CA |
| Stu | McLeod | The Longest Day | UBS | UBS Financial Services Inc. | Boston | MA |
| Nannette | Nocon | George Eastman Museum | Nocon & Associates, a private wealth advisory practice of Ameriprise Financial LLC | Ameriprise Financial Services, Inc. | Rochester | NY |
| Stephen | Oliver | Greater Somerset County YMCA | Manhattan Ridge Advisors | Cetera Advisors | New York | NY |
| Jill | Pietrusinski | Rotary International | First Command | First Command Advisory Services | O'Fallon | IL |
| Rebecca | Rush | United Way of Greater Houston | Merrill Lynch Wealth Management | Merrill Lynch | Houston | TX |
| Judy | Sherman | Texas Pride Impact Funds | Cornerstone Wealth Strategies | MML Investors Services/Mass Mutual | Southlake | TX |
| Gregory | Spinazze | Vista Maria | AtAspen, LLC | Equitable | Farmington Hills | MI |
| First Name | Last Name | Nonprofit | Firm | Broker-Dealer/Custodian | City | State |
|---|---|---|---|---|---|---|
| Cromwell | Baun | The Leukemia & Lymphoma Society | UBS Wealth Management | UBS Financial Services Inc. | Atlanta | GA |
| Thomas | Bohanon | Tommy Bohanon Foundation | Baystate Financial | MML Investors Services/Mass Mutual | Bonita Springs | FL |
| L. William | Cropper III | Make-A-Wish Greater Virginia | Blueprint Financial Group - Northwestern Mutual | Northwestern Mutual | Richmond | VA |
| Elisabeth | Dewailly | WINGS WorldQuest | Merrill Lynch Wealth Management - The Novick Dewailly Group | Merrill Lynch | Garden City | NY |
| Leah | Granger | Keeping Our Promise, Inc. | OakWood Financial Services | Commonwealth Financial Network | Rochester | NY |
| Aoibheann | Greene | Thompson Center on Lourdes | Hinnendael, Greene and Associates | Ameriprise Financial Services, Inc. | Appleton | WI |
| Anthony | McMullen | ReGenerative Roots Association | Paramount Financial Group, LLC | AGES Financial Services Ltd. | Nashua | NH |
| Sean | Peake | IGNITE | Morgan Stanley | Morgan Stanley | San Francisco | CA |
| Steven | Principe | Horizons for Homeless Children | Morgan Stanley Private Wealth Management | Morgan Stanley | Boston | MA |
| Laura-Min | Proctor | Evanston Community Foundation | William Blair and Company | William Blair and Company | Chicago | IL |
| Whitney | Reagan | The Children's Place | Mariner Wealth Advisors | Fidelity, Schwab, Pershing, Betterment | Overland Park | KS |
| Aaron | Rottenstein | Social Venture Partners International | UBS Financial Services, Inc. | UBS Financial Services Inc. | Tucson | AZ |
| Alexander | Urpi | Community Investment Collaborative | Emergent Financial Services, LLC | Altruist - Shareholders Service Group | Charlottesville | VA |
| Mindy | Zatta | Washington Health System Foundation | IronBridge Wealth Counsel, LLC | Advisor Group - SagePoint Financial | Canonsburg | PA |
| Josh | Zillmer | Western Communities Football League | Zillmer Wealth Management | Cetera Advisors | Delray Beach | FL |
| First Name | Last Name | Nonprofit | Firm | Broker-Dealer/Custodian | City | State |
|---|---|---|---|---|---|---|
| Carter | Benkendorfer | Buccaneer Commission Foundation | Benkendorfer Investment Group | Cambridge Investment Research | Corpus Christi | TX |
| John | Fahrmeier | Rotary Foundation of Cincinnati | UBS | UBS Financial Services Inc. | Cincinnati | OH |
| C. Richard | Herrold | Sparrow Foundation | Financial Technology Inc. | Commonwealth Financial Network | East Lansing | MI |
| Amy | Jamrog | The Women's Fund of Western Massachusetts | The Jamrog Group | MML Investors Services/Mass Mutual | Holyoke | MA |
| Roy | Jordan | Green Hills Family YMCA | Northwestern Mutual | Northwestern Mutual | Nashville | TN |
| Evans Yat-Sing | Lam | University of Rochester | UBS Financial Services Inc | UBS Financial Services Inc. | Pasadena | CA |
| Timothy | Long | Van Andel Institute | Merrill Lynch | Merrill Lynch | Grand Rapids | MI |
| Mark | McLeland | Gladney Center for Adoption | Merrill Lynch | Merrill Lynch | Fort Worth | TX |
| Fred | O'Connor | Big Shoulders Fund | Northwestern Mutual | Northwestern Mutual | Evanston | IL |
| Presciliano | Ortega | Boy Scouts of America Yucca Troop 191 | Retirement Advisors of the Southwest | Cetera Advisor Networks | El Paso | TX |
| John | Riter | GLOW YMCA | Merrill Lynch | Merrill Lynch | Batavia | NY |
| Nicole | Simpson | Generation X Community Association | Harvest Wealth Financial | Atria - NEXT Financial | Piscataway | NJ |
| Jim | Wessels | Central Iowa Shelter & Service (CISS) | Vision Financial Group | Cambridge Investment Research | Des Moines | IA |
| Paul | Wexler | Familial Dysautonomia Foundation | UBS | UBS Financial Services Inc. | Melville | NY |
| Art | Widmann | Boy Scouts of America National Capital Area Council | Widmann Financial Services | Commonwealth Financial Network | Bowie | MD |
| 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 |
| Claudia | Arnold-Sawaf | Sabil USA | Mission Wealth | Fidelity | Santa Barbara | CA |
| Becky | Batizy | The Colorado League | Morgan Stanley | Morgan Stanley | Boulder | CO |
| Rebecca | Coleman | Remy Bumppo Theatre Company | Coleman and Associates | Cetera Financial Specialists | Chicago | IL |
| Brandon | Croxton | Stocks in the Future | Lombard Securities Incorporated | Lombard Securities | Baltimore | MD |
| James | Goldman | Jewish Family Services of Greater Hartford | RBC Wealth Management | RBC | Hartford | CT |
| Bradley | Huffman | Columbus City Schools Special Olympics | Future Finances, Inc. | Advisor Group - Triad Advisors | Columbus | OH |
| Harold | Laudien | Team PHenomenal Hope | Mercer Wealth Management | LPL Financial | Hamilton | NJ |
| Scott | McMurdie | Garland ISD Education Foundation | MG Retirement Advisors | Advisor Group - FSC Securities | Richardson | TX |
| Robert | Romeo | FeedMore WNY Foundation | BS & P Wealth Management | Cambridge Investment Research | Buffalo | NY |
| Colleen | Schon | Funding the Future | Anthem Advisors of Raymond James | Raymond James | Clarkston | MI |
| John | Short | Gateway Children's Charity | Northwestern Mutual | Northwestern Mutual | Chesterfield | MO |
| Andrew Taylor | Spafford | Down Syndrome Association of Greater Charlotte | A Special Needs Plan | MML Investors Services/Mass Mutual | Charlotte | NC |
| Diane | Valenzuela | Dream Volunteers | Merrill Lynch | Merrill Lynch | Indian Wells | CA |
| Wendy | Wallace | Kinship Community Food Center | Merrill Lynch Wealth Management | Merrill Lynch | Milwaukee | WI |
| Michael | Wasserman | Storyteller Children's Center | UBS Financial Services | UBS Financial Services Inc. | Santa Barbara | CA |