PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 2

Industry Leader
Awards2023
Welcome to the PLANADVISER Industry Leader Awards dinner and celebration!
This event, now in its second year, is an opportunity to gather those from across
the adviser industry who are passionate about retirement plan and financial
wellness success for sponsors and, ultimately, participants.
The road to financial security for many Americans is mostly paved by employer
retirement plans. Advisers and consultants continue to play a pivotal role in
helping employers frame their retirement and financial wellness programs and
encouraging American workers to strive after their retirement goals.
The PLANADVISER community is closely tied. The investment managers and
recordkeepers receiving awards tonight are doing so because they've been
selected by advisers, and many of our 2023 finalists were nominated by their
peers, leading asset managers or recordkeepers. How wonderful to be able to
recognize each other for a job well done: It's what keeps our community strong.
I would like to thank everyone-clients, advisers, the PLANADVISER team and
this evening's guests-for helping to make this event successful.
We at PLANADVISER and ISS congratulate and thank the retirement plan
advisers, recordkeepers and investment managers-the Industry Leaders-
showcased this evening. We are privileged to recognize all you do and be
a partner in your efforts.
There will always be more work to do-more plans to create, more people
to educate, more savings to build-but that can wait until tomorrow.
For now, we celebrate!
With my best regards,
Alison Cooke Mintzer, Publisher, PLANADVISER
2 May 10, 2023 planadviser Industry Leader Awards 2023

PLANADVISER Industry Leader Awards 2023 - 5/10 Event

Table of Contents for the Digital Edition of PLANADVISER Industry Leader Awards 2023 - 5/10 Event

PLANADVISER Adviser Choice Awards
2023 Vision Awards: CFP Board
2023 Vision Awards: Kelli Hueler
Retirement Plan Adviser of the Year Finalists
Retirement Plan Adviser of the Year Finalists
Retirement Plan Adviser of the Year Finalists
Special Thanks to Our Supporters
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 1
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 2
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 3
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 4
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 5
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - PLANADVISER Adviser Choice Awards
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 7
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 2023 Vision Awards: CFP Board
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 2023 Vision Awards: Kelli Hueler
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - Retirement Plan Adviser of the Year Finalists
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - Retirement Plan Adviser of the Year Finalists
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - Retirement Plan Adviser of the Year Finalists
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 13
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - Special Thanks to Our Supporters
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 15
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 16
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https://www.planadviserdigital.com/planadviser/summer_2023
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https://www.planadviserdigital.com/planadviser/may_june_2022
https://www.planadviserdigital.com/planadviser/industry_leader_awards_2022
https://www.planadviserdigital.com/planadviser/march_april_2022
https://www.planadviserdigital.com/planadviser/january_february_2022
https://www.planadviserdigital.com/planadviser/november_december_2021
https://www.planadviserdigital.com/planadviser/september_october_2021
https://www.planadviserdigital.com/planadviser/july_august_2021
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https://www.planadviserdigital.com/planadviser/march_april_2021
https://www.planadviserdigital.com/planadviser/january_february_2021
https://www.planadviserdigital.com/planadviser/november_december_2020
https://www.planadviserdigital.com/planadviser/september_october_2020
https://www.planadviserdigital.com/planadviser/july_august_2020
https://www.planadviserdigital.com/planadviser/may_june_2020
https://www.planadviserdigital.com/planadviser/march_april_2020
https://www.planadviserdigital.com/planadviser/january_february_2020
https://www.planadviserdigital.com/planadviser/november_december_2019
https://www.planadviserdigital.com/planadviser/september_october_2019
https://www.planadviserdigital.com/planadviser/july_august_2019
https://www.planadviserdigital.com/planadviser/may_june_2019
https://www.planadviserdigital.com/planadviser/march_april_2019
https://www.planadviserdigital.com/planadviser/january_february_2019
https://www.planadviserdigital.com/planadviser/november_december_2018
https://www.planadviserdigital.com/planadviser/september_october_2018
https://www.planadviserdigital.com/planadviser/july_august_2018
https://www.planadviserdigital.com/planadviser/may_june_2018
https://www.planadviserdigital.com/planadviser/march_april_2018
https://www.planadviserdigital.com/planadviser/january_february_2018
https://www.planadviserdigital.com/planadviser/november_december_2017
https://www.planadviserdigital.com/planadviser/september_october_2017
https://www.planadviserdigital.com/planadviser/july_august_2017
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