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ANNOUNCING THE 2020 FINALISTS—AND OUR THRILLING ALL-DIGITAL PROGRAMS DESIGNED TO RECOGNIZE THIS YEAR’S AWARD RECIPIENTS
A panel of fifteen judges made up of top names in the industry will determine the WealthManagement.com 2020 Industry Awards Finalists. Winners will then be selected based on quantitative measures of their initiatives—such as scope, scale, adoption and feature set—along with qualitative measures such as innovation, creativity and new methods of delivery.

David Armstrong
Executive Director, Content and User Engagement

WealthManagement.com

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Timothy D. Welsh, CFP®
President, CEO and Founder

Nexus Strategy, LLC

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T. Neil Bathon
Managing Partner

FUSE Research Network LLC

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Darrin Courtney
VP Analyst

Gartner

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Amy Flourry
Principal

Rehmann Wealth

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Greg Friedman
CEO, Co-Founder

Private Ocean Wealth Management

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Doug Fritz
Founder

F2 Strategy

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Michael H. Kossman
CPA, Chief Operating and Chief Compliance Officer, Partner

Aspiriant

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Martine E. Lellis
CPA and CFP®

Mercer Advisors

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Julie Littlechild
Founder

Absolute Engagement

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Tom Lydon
Editor & Publisher

ETF Trends

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Matt Lynch
Managing Partner

Strategy & Resources, LLC

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Craig D. Pfeiffer
President and CEO

Money Management Institute

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Tina C. Powell
CEO

C-Suite Social Media

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Scott Smith
Director

Cerulli Associates

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