Images from the Influencer Awards
(left to right) Randy Swan and Jim Pritchard of Swan Consulting; Eric Cott of Options Industry Council; and K.C. Higgins of Icon Advisers
Images from the Influencer Awards
Gina Gabriele (left) from RIA Database and SourceMedia's Tim Whiting (right)
Images from the Influencer Awards
Greg Sullivan (left) of Harris SBSB with SourceMedia's Bruce Morris (right)
Images from the Influencer Awards
From Capital Analysts, CEO Matt Lynch (left) and CMO John Parsons (right)
Award Winners Enjoy the Evening
(left to right) Ross Levin, Sheryl Garrett and Myra Salzer celebrate together.
Standing Room Only
Nearly 200 financial planners and advisors attended the event.
Advisors Enjoy the Event
The inaugural event was held at Kevin Taylors at the Opera House in Denver during the FPA Conference.
A Closer Look at the Award
The award winners were selected from a pool of nominations submitted by peers and colleagues. Here's a closer look at the Lucite statue presented to Ross Levin.
Lifetime Achievement Award: Ross Levin
Lifetime Achievement Award: Ross Levin The founding principal and president of Accredited Investors Inc., he has served the industry as a thought leader, volunteer, writer and role model.
Legacy Builder: Michael Kitces
Legacy Builder: Michael Kitces The director of financial planning for Pinnacle Advisory Group and editor of the Kitces Report, he founded NexGen, the interest group for younger advisors.
Technology Wizard: Myra Salzer
Technology Wizard: Myra Salzer The founder of The Wealth Conservancy, she founded Executor's Resource and Estate Logic, a highly secure suite of online services designed to help advisors and clients secure the documents that are essential for maintaining and transferring wealth.
Practice Management Guru: Sheryl Garrett
Practice Management Guru: Sheryl Garrett The founder of The Garrett Planning Network, she has espoused a fee-oriented model that recognizes the value of financial planning as a profession.
Contributor of the Year: Marilyn Capelli Dimitroff
Contributor of the Year: Marilyn Capelli Dimitroff The president of Capelli Financial Services Inc., Dimitroff (left) was honored for her work on the Financial Planning Coalition and her advocacy for financial planners as a member of the CFP Board.
The Evening's Hosts
The event was hosted by Tim Whiting, Financial Planning's publisher, and Marion Asnes, the magazine's editor-in-chief.
The Awards
The awards, which were sponsored by New York Life and MainStay Investments, were given to six practitioners that have made significant contributions to the financial planning profession. One winner, Louis P. Stanasolovich, was not at the event.
Snapshots from FP's Influencer Awards
As part of its 40th Anniversary celebration, Financial Planning magazine honored six practitioners that have made significant contributions to the financial planning industry.