(L-R) Josh Vail, Senior Vice President, Director of Sales; Tom Florence, President & CEO; Diana Britton, Managing Editor - Wealthmanagement.com

Company: 361 Capital
Category: Asset Managers - Alternatives 
Initiative: The New Core Allocation: Long/Short Equity

Company: Artivest
Category: Disruptors – Technology
Initiative: Artivest Platform Enables Financial Advisors to Better Serve HNW Clients with Private Alts

(L-R) Ryan W. Neal, Reporter - WealthManagement.com; Joe Zeimer, Vice President; Cara Reisman, Senior Business Manager

Company: Betterment for Business
Category: 401(k) Retirement Plan Support Services 
Initiative: Betterment for Business 

Scott Howes, Managing Director

Company: BlackRock
Category: Asset Managers- Equities
Initiative: Minimum Volatility Challenge Tool

(L-R) Timothy Shannon, president; Diana Britton, Managing Editor - Wealthmanagement.com

Company: CAIS
Category: Hedge Funds/Private Equity 
Initiative: Increased access to Private Equity and Hedge Funds through Fidelity and Mercer 

(L-R) Michael Savage, Managing Director; Jackie Zelenko, National Accounts-Institutional Sales

Company: Charles Schwab Investment Management
Category: Asset Managers - Corporate Social Responsibility/Diversity
Initiative: CSIM's Women's Advancement Initiatives

(L-R) Ned Seitler, Internal Sales; Jackie Zelenko, National Accounts-Institutional Sales

Company: Charles Schwab Corp.
Category: Brokers/Dealers (1,000 Advisors or More) - Thought Leadership 
Initiative: The Schwab ETF OneSource 2016 ETF Industry Outlook
 
Company: Schwab Advisor Services
Category: Custodians ($25 Billion or More)- Practice Management
Initiative: Insight to Action Program – Creating a Referral Culture (CRC)
 

(L-R) Ryan Neal, Reporter - Wealthmanagement.com; Todd Clarke, President & CEO

Company: CLS Investments
Category: Asset Managers – ETF Strategists
Initiative: Outcome Based Investment Approach

(L-R) Bill Miller, President & CEO; Melanie Fox, Vice President, Relationship Management

Company: Cole Capital
Category: Asset Managers – Real Estate (Including REITs)
Initiative: Advisor Educational Resources: FINRA 15-02

(L-R) Ryan Neal, Reporter - Wealthmanagement.com; Bob Cunha, Director Marketing Distribution; Robyn Tice, Vice President, Director Media Relations

Company: Eaton Vance
Category: Asset Managers – Fixed Income  
​Initiative: Laddered Investing Interest Rate Scenario Tool 

Connor Sung, Financial Planning Consultant

Company: eMoney Advisor 

Category: Technology Providers -- Client Portals 
Initiative: Client portal 

Category: Technology Providers – TechProviders Innovation Platform 
Initiative: Innovation 

(L-R) Alexandra Caffery, Associate Portfolio Manager; James Lumberg, Co-Founder and Executive Vice President

Company: Envestnet
​
Category: 401(k) Services
Initiative: Envestnet Retirement Services (ERS)

Category: Asset Managers - Socially Responsible Investing (SRI) / Impact Investing 
Initiative: Envestnet's Impact Investing Platform 

Category: TAMPs 
Initiative: Envestnet’s Platform 

(L-R) Judy Erdman, Vice President, Sales; David Canter, EVP of Practice Management and Consulting; Caroline St. Angelo, Assistant Communications Manager; Alison Barry, Senior Director, Marketing and Client Solutions; Amy Greeley, SVP, Marketing

Company: Fidelity Investments 

Category: Family Offices – Thought Leadership
Initiative: Family Office Executive Compensation Research  

(L-R) Ryan Neal, Reporter - Wealthmanagement.com; Craig Wietz, President

Company: First Rate, Inc. 

Category: Technology Providers - Compliance 
Initiative: ExecView - Managing Oversight of Client Outcomes Firm-Wide 

Category: Technology Providers - Corporate Social Responsibility-Diversity 
Initiative: First Rate Living - Making an Impact with Corporate Values 

(L-R) Joe Mrak, CEO; Diana Britton, Managing Editor - Wealthmanagement.com 

Company: FolioDynamix
Category: Digital Advisors (Robo)
Initiative: FolioDynamix/VisX Solutions

Tim Whiting, Chief Marketing Officer and Managing Director of Sales

Company: IMCA 
Category: Industry Associations 
Initiative: New IMCA Applied Behavioral Finance Certificate Program 

(L-R) Nicola Sutton, Director of Marketing; Diana Britton, Managing Editor - Wealthmanagement.com

Company: The Investment Center 
Category: Broker/Dealers (Fewer Than 1,000 Advisors) – Practice Management 
Initiative: Advisor Marketing Coaching Program 

Lowell Putnam, CEO, Quovo; Robert Thielman, Chief Information Officer, Janney

Company: Janney Montgomery Scott 
Category: Broker/Dealers (Fewer Than 1,000 Advisors) – Technology 
Initiative: Financial Aggregation 

(L-R) Andrew Peterson, Editorial Director; Emily Roland, Head of Investment Research; Christopher Link, Creative Director

Company: John Hancock Investments
Category: Asset Managers - ETFs
Initiative: ETF Research and Education Portal

(L-R) Diana Britton, Managing Editor - Wealthmanagement.com; Kevin Hale, Vice President, Global Brand Development and Advertising; Jaime Kalfus, Managing Director, Global Head of Brand Experience

Company: J.P. Morgan Funds 
Category: Asset Manager - Social Media Leadership
Initiative: Dare to Compare 

(L-R) John Vanderheyden, COO; David Armstrong, Editor-in-Chief - Wealthmanagement.com

Company: Kestra Financial
Category: Broker/Dealers: Greater than 1000 Advisors - Service
Initiative: Effortless Experience

(L-R) Chris Wacker, CEO; Diana Britton, Managing Editor, WealthManagement.com

Company: Laserfiche
Category: Document Management
Initiative: Laserfiche 10

(L-R) Mike MicGinley, Investment Advisory Senior Loan Officer; Maggie Wilson, Investment Advisory Loan Officer; Jason Carroll, Managing Director of Investment Advisory Lending; Anne Mino, Enterprise Program Manager, Investment Advisor;

Company: Live Oak Bank 
Category: Investment Banks/Lenders/Succession Planning Consultants 
Initiative: Advisor to Owner: Enabling internal succession 

Company: MarketCounsel 
Category: Compliance/Law Firms 
Initiative: MarketCounsel and the Hamburger Law Firm + MarketCounsel Summit 

(L-R) Peter Rasmussen, Sr. Marketing Consultant; Scott Logan, Regional Sales Vice President

Company: Metlife 
Category: Insurance Technology 
Initiative: Interactive Income Tool 

Company: Millennium Trust Company 
Category: Custodians (Emerging — Less Than $25 Billion) — Technology 
Initiative: MAIN 

Trish Rothschild, Head of Global Advisor and Wealth Management Solutions

Company: Morningstar
Category: Technology - Thought Leadership
Initiative: Financial Services Observer, Oct. 2015 – The U.S. Dept. of Labor ‘s Fiduciary Rule for Advisors Could Reshape the Financial Sector

(L-R) Jeff Saline, Board Member; Claudia Hanania, Marketing Manager, Barry Knight, President

Company: NEXT Financial Group 
Category: Broker/Dealers (Fewer Than 1,000 Advisors) – Service 
Initiative: Advisor Training and Coaching Program – ELITE (Essential Lessons for Investment Training Excellence) 

(L-R) Eric Clarke, CEO; Ryan Neal, Reporter - Wealthmanagement.com

Company: Orion Advisor Services
Category: Technology Providers – Portfolio Management, Accounting and Performance Reports 
Initiative: Orion Business Intelligence Trends Application 

Joel Hempel, Chief Operating Officer, Lockwood Advisors

Company: Pershing 

Category: Asset Managers – Separate Accounts 
Initiative: Lockwood - Managed360 

Category: Custodians ($25 Billion or More) – Technology 
Initiative: Pershing’s Retirement Plan Network 

Category: Custodians ($25 Billion or More) -- Transition Support 
Initiative: Integrating Three Custody Platforms for a Unified Experience 

(L-R) Will Gilfillan, Sr. Enterprise Account Manager; Ryan Sullivan, Head of Investor Education; Heather Tompkins, Sr. Relationship Manager; Curt Olson, Head of Enterprise Sales

Company: PIEtech, Inc.  
Category: Technology Providers—Financial Planning 
Initiative: myMoneyGuide Planning Experience 

(L-R) Tanay Pandya, Senior Manager Client Reporting Technology; Richard Mona, Senior Reporting Consultant

Company: Raymond James 
Category: Broker/Dealers (1,000 Advisors or More) – Technology 
Initiative: Client Reporting 

(L-R) Ryan Neal, Reporter - Wealthmanagement.com; Aaron Klein, CEO; Cacey Klein

Company: Riskalyze
Category: Technology Providers - Risk Tolerance/Client Profiling
Initiative: Riskalyze

Company: Salesforce 
Category: Technology Providers - CRM 
Initiative: Transforming the Client-Advisor Relationship for the Digital Age with Salesforce Financial Services Cloud 

Randy Reed, Vice President of Application Development

Company: Securities America
Category: Broker/Dealers (1,000+ Advisors) Practice Management
Initiative: Next Level with Revenue Diagnostics

(L-R) John Anderson; Managing Director and Head of Practice Management Services; David Armstrong; Editor-in-Chief - Wealthmanagement.com

Company: SEI Custodians
Category: ($25 Billion or More) – Social Media Leadership
Initiative: Practically Speaking – SEI Social Media Program

(L-R) David Lenok, Senior Editor - Wealthmanagement.com; Dave Welling, Co-Head; Ryan Neal, Reporter - Wealthmanagement.com; Diana Britton, Managing Editor - Wealthmanagement.com

Company: SS&C | Advent
Category: Technology Providers- Account Aggregation
Initiative: Black Diamond True Client-Ready Aggregation

(L-R) David Armstrong, Editor-in-Chief - Wealthmanagement.com; Brie Williams, Vice President, Head of Practice Management

Company: State Street Global Advisors 
Category: Asset Manager—Thought Leadership Education 
Initiative: Addressing the Value Equation 

(L-R) Marshall Leeds, President & CEO; Diana Britton, Managing Editor - Wealthmanagement.com

Company: Summit Brokerage 
Category: Broker/Dealers (Fewer than 1000 Advisors)—Transition Support   
​Initiative: eLaunch 

Frank Loconte, Senior Specialist

Company: TD Ameritrade Institutional 

Category: Trusts 
Initiative: Advisors Private Wealth Trust 

Category: Custodians ($25 Billion or More) -- Corporate Social Responsibility/Diversity 
Initiative: NextGen Initiative 

(L-R) Katrina Clay, Public Relations Manager; Mark Sobolak, VP Integrated Marketing; Heather Long, VP of Marketing; Paul Zettl, Head of Integrated Marketing; Ted Martin, RIA Channel Marketing Manager; Heather Dzielak, Head of Marketing; Tommy Mullen, VP Corporate Communications; Darrell Riley, Asset Allocation Strategist

Company: T. Rowe Price 
Category: Asset Manager – Thought Leadership – Product 
​Initiative: MarketScene App for Financial Advisors  

David Littleton, Managing Director

Company: Vestmark 
Category: Technology Providers – Innovation 
​Initiative: Vestmark Manager Marketplace  

(L-R) David Benksin, CEO; Jeff Bloedorn, Chief Revenue Officer

Company: Wealth Access
Category: Wealth Reporting/Personal Financial Managers
Initiative: PFM For Advisors