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Wealth Management Industry Awards
September 4, 2025
Cipriani 42nd StNew York, NY

Meet the Judges

Led by WealthManagement.com’s David Armstrong, a panel of independent judges made up of top names in the industry will determine Finalists and Winners of the awards. A record-breaking number of nominations were submitted in 2023, with over 1,000 entries received from more than 400 companies.

David Armstrong, Awards Program Chair | Director of Editorial Strategy & Operations for the Wealth Management Group, WealthManagement.com

David Armstrong Awards Program Chair

Director of Editorial Strategy & Operations for the Wealth Management Group

WealthManagement.com


Carolyn Armitage, CEO

Carolyn Armitage

CEO

Carolyn Armitage Consulting

Vib Arya, Chief Operating Officer of Shufro Rose

Vib Arya

Partner, Chief Wealth Officer

Transcend Capital Advisors

Toussaint Bailey, CEO and Founder of Uplifting Capital

Toussaint Bailey

CEO and Founder

Uplifting Capital

Fred Barstein, Founder and CEO of The Retirement Advisor University

Fred Barstein

Founder and CEO

The Retirement Advisor University

T. Neil Bathon, Managing Partner at FUSE Research Network, LLC

T. Neil Bathon

Managing Partner

FUSE Research Network, LLC

Diana Britton, Managing Editor at WealthManagement.com

Diana Britton

Managing Editor

WealthManagement.com

Lisa Crafford, Managing Director and Head of Advisory at Constellation Wealth Capital

Lisa Crafford

Managing Director and Head of Advisory

Constellation Wealth Capital

Amy Flourry, Principal at Rehmann Financial

Amy Flourry

Principal

Rehmann Financial

Greg Friedman, Senior Strategic Advisor at Wealthspire Advisors

Greg Friedman

Senior Strategic Advisor

Wealthspire Advisors

Doug Fritz, CEO and Co-Founder of F2 Strategy

Doug Fritz

CEO and Co-Founder

F2 Strategy

Stacy Havener, CEO and Founder of Havener Capital Partners

Stacy Havener

CEO and Founder

Havener Capital Partners

Kate Healy, CEO and Founder of AdvoKate IQ, LL

Kate Healy

CEO and Founder

AdvoKate IQ, LLC

Davis Janowski, Senior Technology Editor and Columnist at WealthManagement.com

Davis Janowski

Senior Technology Editor and Columnist

WealthManagement.com

Tom Lydon

President

Global Trends Investments

Matt Lynch, Managing Partner at Strategy & Resources, LLC

Matt Lynch

Managing Partner

Strategy & Resources, LLC

Alois Pirker, Founder and CEO of Pirker Partners

Alois Pirker

Founder and CEO

Pirker Partners

Scott Smith, Director at Cerulli

Scott Smith

Director

Cerulli

Tim Welsh, Awards Program Consultant | President, CEO and Founder of Nexus Strategy, LLC

Tim Welsh, Awards Program Consultant

President, CEO and Founder

Nexus Strategy, LLC

Methodology

The Wealthmanagement.com Industry Awards are independently granted in recognition of business initiatives that enhance financial advisor success and help advisors create better outcomes for their clients.

The program begins with an open nomination process for all categories which extends from February to May. Firms submit business initiatives either introduced or enhanced during the previous 18 months. Submissions are reviewed in June by a panel of independent judges with required industry expertise, looking at the submission’s innovation, scope and impact. From the pool of submissions, judges select finalists for each category. Each judge on the committee then ranks those finalists, with the weighted aggregate ranking determining the winner. Winners are announced in September.

No financial compensation is paid for consideration in the award process. Judges’ decisions are made independent of any firm’s business relationships with Informa Plc. Judges recuse themselves from the process from selecting finalists or winners for any category where the conflict exists.