Meet the LUMINARIES Class of 2021
August 17, 2021 by Janet Levaux
We’re pleased to present the first winners of our new, pioneering recognition program: the LUMINARIES. The program’s Class of 2021 members are being honored for the dynamic and inclusive ways they are driving the wealth, investment and retirement industry forward.
An evolution of our Broker-Dealers of the Year awards, the LUMINARIES program shines a spotlight on how the top-performing industry participants are producing meaningful results in the areas that matter most to advisors, rather than emphasizing asset levels, rankings or the latest industry buzz.
The Class of 2021 includes winners in four categories: Diversity & Inclusion, Thought Leadership, Executive Leadership and Dealmaking/Growth. Profiles of those being recognized in the first two categories will be posted soon, while those for the honorees in the second two categories will be posted in October.
Members of the Class of 2021 LUMINARIES were selected by a distinguished and diverse panel of judges from across the advice industry, as well by our editorial team. Their stories will be told in print and online via features, interviews, podcasts and other coverage, and on stage at the program’s inaugural awards dinner — set to take place Nov. 9 at the Mandarin Oriental in New York.
Many congratulations to Class of 2021 and many thanks to all participants in the inaugural LUMINARIES program.
Thought Leadership & Education LUMINARIES
Individuals – Partnerships and Consulting Groups
- Sheryl Moore, Wink, Inc.
- Gretchen Halpin, Beyond AUM
- Amy Florian, Corgenius, Inc.
- Doug Fritz, F2 Strategy
- Marie Swift, Impact Communications, Inc.
- Michael Kitces, Kitces.com