Displaying 34 results
2019 Icon: Sheryl Garrett
Founder, Garrett Planning Network
2019 Innovator: Heather Ettinger
Managing partner, Luma Wealth Advisors
2019 Innovator: Joseph Coughlin
Founder and director, MIT AgeLab
2019 Innovator: Kunal Kapoor
CEO, Morningstar Inc.
2019 Innovator: Valerie Brown
Executive chairwoman, Advisor Group
2019 Innovator: Naureen Hassan
Chief digital officer for wealth management, Morgan Stanley
2019 Innovator: Eric Clarke
CEO and founder, Orion Advisor Services
2019 Innovator: Fielding Miller
Co-founder and CEO, Captrust
2019 Innovator: Rick Kahler
President, Kahler Financial Group
2019 Innovator: John Streur
CEO and president, Calvert Research and Management
2019 Innovator: Ted Jenkin
CEO, oXYGen Financial
2017 Innovator: Richard Wagner
Founder, Nazrudin Project
2016 Innovator: Shirl Penney
The firm he founded, Dynasty, is focused on the specialized needs of top RIAs across the country.
Icons and Innovators winners announced
We recognize the icons and innovators who have shaped and transformed the financial advice profession for 2016.
