Lynette Atchley
2020 Catalyst Award Finalist Watch the Catalyst Award presentation on our website on Monday, September 21st at 4:45pm ET to
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Seth Coren
2020 Catalyst Award Finalist Watch the Catalyst Award presentation on our website on Monday, September 21st at 4:45pm ET to
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Matt Pisani
2020 Catalyst Award Finalist Watch the Catalyst Award presentation on our website on Monday, September 21st at 4:45pm ET to
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Duane Chaney
2020 Community Service Award Finalist Watch the Community Service Award presentation on our website on Tuesday, September 22nd at 4:45pm
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Lisa Policare
2020 Community Service Award Finalist Watch the Community Service Award presentation on our website on Tuesday, September 22nd at 4:45pm
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Tracye Caughell
2020 Lifetime Achievement Award Finalist Watch the Lifetime Achievement Award presentation on our website on Friday, September 25th at 4:45pm
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Lynn L. Chen-Zhang
2020 Lifetime Achievement Award Finalist Watch the Lifetime Achievement Award presentation on our website on Friday, September 25th at 4:45pm
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David Tornetto
2020 Community Service Award Finalist Watch the Community Service Award presentation on our website on Tuesday, September 22nd at 4:45pm
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Frederick P. Baerenz
2020 Global Impact Award Finalist Watch the Global Impact Award presentation on our website on Wednesday, September 23rd at 4:45pm
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Gerard Duphiney
2020 Global Impact Award Finalist Watch the Global Impact Award presentation on our website on Wednesday, September 23rd at 4:45pm
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Michael J. Martin
2020 Global Impact Award Finalist Watch the Global Impact Award presentation on our website on Wednesday, September 23rd at 4:45pm
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Scott Cohen
2020 Volunteer of the Year Award Finalist Watch the Volunteer of the Year Award presentation on our website on Thursday,
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Maureen Kerrigan
2020 Volunteer of the Year Award Finalist Watch the Volunteer of the Year Award presentation on our website on Thursday,
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Brian Robinson
2020 Volunteer of the Year Award Finalist Watch the Volunteer of the Year Award presentation on our website on Thursday,
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Carson Group
Employees: 176 Location: Omaha, NE Broker-Dealer: Cetera Advisor Networks Custodian: TD Ameritrade Institutional Top Executive: Ron Carson, CEO and FounderCarson
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Brighton Jones
Employees: 170 Location: Seattle, WA Broker-Dealer: N/A Custodian: Fidelity Clearing & Custody Solutions Top Executive: Jon Jones, CEOBrighton Jones of
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Vasso & Associates
Employees: 12 Location: Tyler, TX Broker-Dealer: Ameriprise Financial Services, Inc. Custodian: Broker-Dealer is Self Clearing Top Executive: Neal Vasso, Managing
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Cassaday & Company, Inc.
Employees: 48 Location: McLean, VA Broker-Dealer: Advisor Group - Royal Alliance Custodian: Pershing, LLC Top Executive: Stephan Quinn Cassaday, Chairman
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Triad Financial Advisors
Employees: 18 Location: Greensboro, NC Broker-Dealer: N/A Custodians: Schwab Advisor Services & TD Ameritrade Institutional Top Executive: Patrick Rush, CEOTriad
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Archford Capital Strategies, LLC
Employees: 17 Location: Swansea, IL Broker-Dealer: Purshe Kaplan Sterling Investments Custodians: Pershing, LLC and TD Ameritrade Top Executive: James D.
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Citizen Advisory Group
Employees: 12 Location: Perrysburg, OH Broker-Dealer: N/A Custodian: TD Ameritrade Institutional Top Executives: Jeffery Bucher, President; Kevin Bucher, Vice PresidentCitizen
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Tolleson Wealth Management
Employees: 161 Location: Dallas, TX Broker-Dealer: N/A Custodians: Pershing, Schwab Advisor Services, & Alternative Investments Top Executive: Carter Tolleson, CEOTolleson
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Lynette Atchley
2020 Catalyst Award Finalist Watch the Catalyst Award presentation on our website on Monday, September 21st at 4:45pm ET to
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Seth Coren
2020 Catalyst Award Finalist Watch the Catalyst Award presentation on our website on Monday, September 21st at 4:45pm ET to
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Matt Pisani
2020 Catalyst Award Finalist Watch the Catalyst Award presentation on our website on Monday, September 21st at 4:45pm ET to
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Duane Chaney
2020 Community Service Award Finalist Watch the Community Service Award presentation on our website on Tuesday, September 22nd at 4:45pm
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Lisa Policare
2020 Community Service Award Finalist Watch the Community Service Award presentation on our website on Tuesday, September 22nd at 4:45pm
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Tracye Caughell
2020 Lifetime Achievement Award Finalist Watch the Lifetime Achievement Award presentation on our website on Friday, September 25th at 4:45pm
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Lynn L. Chen-Zhang
2020 Lifetime Achievement Award Finalist Watch the Lifetime Achievement Award presentation on our website on Friday, September 25th at 4:45pm
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David Tornetto
2020 Community Service Award Finalist Watch the Community Service Award presentation on our website on Tuesday, September 22nd at 4:45pm
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Frederick P. Baerenz
2020 Global Impact Award Finalist Watch the Global Impact Award presentation on our website on Wednesday, September 23rd at 4:45pm
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Gerard Duphiney
2020 Global Impact Award Finalist Watch the Global Impact Award presentation on our website on Wednesday, September 23rd at 4:45pm
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Michael J. Martin
2020 Global Impact Award Finalist Watch the Global Impact Award presentation on our website on Wednesday, September 23rd at 4:45pm
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Scott Cohen
2020 Volunteer of the Year Award Finalist Watch the Volunteer of the Year Award presentation on our website on Thursday,
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Maureen Kerrigan
2020 Volunteer of the Year Award Finalist Watch the Volunteer of the Year Award presentation on our website on Thursday,
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Brian Robinson
2020 Volunteer of the Year Award Finalist Watch the Volunteer of the Year Award presentation on our website on Thursday,
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Carson Group
Employees: 176 Location: Omaha, NE Broker-Dealer: Cetera Advisor Networks Custodian: TD Ameritrade Institutional Top Executive: Ron Carson, CEO and FounderCarson
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Brighton Jones
Employees: 170 Location: Seattle, WA Broker-Dealer: N/A Custodian: Fidelity Clearing & Custody Solutions Top Executive: Jon Jones, CEOBrighton Jones of
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Vasso & Associates
Employees: 12 Location: Tyler, TX Broker-Dealer: Ameriprise Financial Services, Inc. Custodian: Broker-Dealer is Self Clearing Top Executive: Neal Vasso, Managing
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Cassaday & Company, Inc.
Employees: 48 Location: McLean, VA Broker-Dealer: Advisor Group - Royal Alliance Custodian: Pershing, LLC Top Executive: Stephan Quinn Cassaday, Chairman
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Triad Financial Advisors
Employees: 18 Location: Greensboro, NC Broker-Dealer: N/A Custodians: Schwab Advisor Services & TD Ameritrade Institutional Top Executive: Patrick Rush, CEOTriad
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Archford Capital Strategies, LLC
Employees: 17 Location: Swansea, IL Broker-Dealer: Purshe Kaplan Sterling Investments Custodians: Pershing, LLC and TD Ameritrade Top Executive: James D.
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Citizen Advisory Group
Employees: 12 Location: Perrysburg, OH Broker-Dealer: N/A Custodian: TD Ameritrade Institutional Top Executives: Jeffery Bucher, President; Kevin Bucher, Vice PresidentCitizen
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Tolleson Wealth Management
Employees: 161 Location: Dallas, TX Broker-Dealer: N/A Custodians: Pershing, Schwab Advisor Services, & Alternative Investments Top Executive: Carter Tolleson, CEOTolleson
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