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September 5, 2024

Ziegfeld BallroomNew 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

More about David

Carolyn Armitage, CEO

Carolyn Armitage

CEO

Carolyn Armitage Consulting

More about Carolyn

Vib Arya, Chief Operating Officer of Shufro Rose

Vib Arya

Chief Operating Officer

Shufro Rose

Toussaint Bailey, CEO and Founder of Uplifting Capital

Toussaint Bailey

CEO and Founder

Uplifting Capital

More about Toussaint

Fred Barstein, Founder and CEO of The Retirement Advisor University

Fred Barstein

Founder and CEO

The Retirement Advisor University

More about Fred

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

T. Neil Bathon

Managing Partner

FUSE Research Network, LLC

More about Neil

Diana Britton, Managing Editor at WealthManagement.com

Diana Britton

Managing Editor

WealthManagement.com

More about Diana

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

Lisa Crafford

Managing Director and Head of Advisory

Constellation Wealth Capital

More about Lisa

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

More about Greg

Doug Fritz, CEO and Co-Founder of F2 Strategy

Doug Fritz

CEO and Co-Founder

F2 Strategy

More about Doug

Stacy Havener, CEO and Founder of Havener Capital Partners

Stacy Havener

CEO and Founder

Havener Capital Partners

More about Stacy

Kate Healy, CEO and Founder of AdvoKate IQ, LL

Kate Healy

CEO and Founder

AdvoKate IQ, LLC

More about Kate

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

Davis Janowski

Senior Technology Editor and Columnist

WealthManagement.com

More about Davis

Tom Lydon

Vice Chairman

VettaFi

Matt Lynch, Managing Partner at Strategy & Resources, LLC

Matt Lynch

Managing Partner

Strategy & Resources, LLC

More about Matt

Alois Pirker, Founder and CEO of Pirker Partners

Alois Pirker

Founder and CEO

Pirker Partners

More about Alois

Scott Smith, Director at Cerulli

Scott Smith

Director

Cerulli

More about Scott

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