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Attention, all outstanding early-career planners and advisors!
Financial Planning is
The annual program spotlights young professionals and career changers with fewer than 10 years in the industry who are making meaningful contributions through their achievements, leadership and service.
The deadline to submit nominations is midnight on June 30, 2026.
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Who is eligible?
Rising Stars nominations are open to fee-only or fee-based planners and advisors with less than a decade of advisory experience in the wealth management industry (as of December 31, 2026).
You may nominate yourself as a Rising Star, or others, and there is no limit on the number of submissions.
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What we're looking for in a Rising Star
We're especially interested in nominees who have demonstrated exceptional impact during their time in wealth management, whether through innovation, leadership, measurable business results or other contributions that have aided clients, colleagues or the broader industry. Strong nominations often include clear, specific examples of outcomes the nominee has achieved. We also value compelling personal narratives, including pivots into financial planning careers. (Firm assets under management provides context but is not a primary criterion.)
A three-person Financial Planning panel will review all submissions individually and select honorees after careful consideration and discussion. Winners will be notified in the summer; honorees will be announced in September.
To submit a Rising Stars nomination, please
