Invest In Others Announces Awards Finalists

Foundation Supporting Financial Advisor Philanthropy And Volunteerism Recognizes Finalists, Prepares Donations For Designated Charities

Michael Madden, Contributing Editor & Research Analyst, Wealth Solutions Report

The Invest in Others Charitable Foundation announced the finalists for its 17th annual Invest in Others Awards, recognizing financial advisors who volunteer to support nonprofits making a difference in the lives of others. The gala announcing the winners will be held at the Westin Boston Seaport District on Sept. 20.

Three finalists were announced for each of the five award categories: Catalyst, Community Service, Emerging Impact, Volunteer of the Year and Lifetime Achievement. Finalists are selected based on dedication, contribution, inspiration, leadership and impact on the charities and communities they serve.

The Gala will be held in Boston

“Each year, the Invest in Others Awards program recognizes the incredible efforts of financial advisors who have given their time and resources to support nonprofits within their communities,” said R. Barkley Payne, Executive Director and President of Invest in Others. “It’s a privilege to honor the tremendous charitable work of this year’s finalists, which in turn helps us provide critical funding to the nonprofits they support – optimizing the good we can do together as an industry.”

Finalists will receive $25,000 grants to support their designated charities. Invest in Others provides $60,000 grants to the designated charities of the winners of the Catalyst, Emerging Impact, Community Service and Volunteer of the Year categories and $100,000 for the Lifetime Achievement Award winner.

R. Barkley Payne, Executive Director & President, Invest in Others

In the Catalyst category, the finalists are Jared Brancazio of Brancazio Wealth Management of Raymond James for CureSearch for Children’s Cancer, Brady Murray of Capstone Partners for RODS Heroes and Ryan Smith of Mosaic Wealth Consulting for Grady’s Decision.

In the Community Service category, the finalists are John Garvey of UBS Financial Services for Community Volunteers in Medicine, Cristen Morgan of Lake Norman Financial Group for Hope House Foundation and Wendy Spinner of UBS Financial Services for Fulfillment Fund.

The finalists in the Emerging Impact category are Gina Brewer of Goldman Sachs for Women’s Foundation for a Greater Memphis, Anasuya Kabad Meyer of Jaykay Wealth Advisors for Daya and Aaron Sherman of Odyssey Group Wealth Advisors for Lancaster Public Library.

The Lifetime Achievement finalists are Stacy Francis of Francis Financial for Savvy Ladies, Paul Martel of YHB Investment Advisors for Partners for Andean Community Health and Raj Sharma of The Sharma Group, Merrill Private Wealth Management for American India Foundation.

Volunteer of the Year finalists include Carl Bailey of Bailey & Beatty Financial Services for Danbury Grassroots Academy, Todd Johnson of Provision Financial Group, a private wealth advisory practice of Ameriprise Financial, for Homes of Hope International and Elliot Kallen of Prosperity Financial Group for A Brighter Day.

Invest in Others has partnered with over 500 charities and donated more than $5 million to various causes since 2006. Sponsors for this year’s awards include Apollo, Cetera Financial Group, Commonwealth Financial Network, Fidelity Investments, LPL Financial, Merrill, MFS, Morgan Stanley, Natixis Investment Managers, Osaic and Private Advisor Group.

Michael Madden, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at

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