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Wealth Solutions Report Honors Top Women Industry Leaders Of 2025

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March 25, 2025
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Published on PR Newswire on March 25, 2025

Wealth Solutions Report Honors Top Women Industry Leaders Of 2025

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Wealth Solutions Report

Mar 25, 2025, 09:00 ET

Pathfinder Awards Celebrating Women's History Month Now In Fourth Year, Recognizing Outstanding Women Executives And Financial Advisors

NEW YORK, March 25, 2025 /PRNewswire/ -- Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and analysis – today announced the winners of the fourth annual WSR Pathfinder Awards – Top Women Industry Leaders of 2025, coinciding with Women's History Month.

WSR selects winners of the invitation-only awards according to prominence and recognition in the industry, professional history and dedication to wealth management, and the ability to serve as a role model for those considering or already in a career in wealth management.

"We are excited to honor this fourth group of outstanding women for their tireless devotion and excellent service to wealth management and the clients whose lives our industry enriches," said Larry Roth, Founder & CEO of Wealth Solutions Report. "While more remains to be done to advance women in our industry and beyond, our future looks bright when we consider these remarkable executives, leaders and professionals. Congratulations to all of today's winners."

Pathfinder Awardees For 2025

Please join us in congratulating the winners, who are in alphabetical order below:

  • Financial Planner of the Year – Kofo Akosile, Financial Planner, Prudential Advisors
  • Philanthropy Champion of the Year – Hayley Wood Bates, Senior Financial Advisor, Signature Estate & Investment Advisors
  • Advisor Leadership Executive of the Year – Moira Buckley, Vice President of Western Territory, Prudential Advisors
  • Brand Advocacy Executive of the Year – Diana Cabrices, CEO, Diana Cabrices Consulting
  • Women Advisors Empowerment Program of the Year – Choreo Momentum
  • Advisor Recruiter of the Year – Julie Davis, Head of MMFA Field Recruiting & Development, MassMutual
  • CEO of the Year – Heather Fortner, Chair and CEO, SignatureFD
  • Strategic Innovation Executive of the Year – Terri Kallsen, Managing Partner, Rise Growth Partners
  • Private Wealth Executive of the Year – Beth Lawlor, President, Private and Affluent Wealth Management, U.S. Bank
  • M&A Executive of the Year – Jacqueline Martinez, Managing Partner, Alaris Acquisitions
  • Trusts & Estates Executive of the Year – Paulina Mejia, National Fiduciary Counsel, Fiduciary Trust International
  • Chief Product Officer of the Year – Elizabeth Pavlik, Chief Product Officer, Docupace
  • CMO of the Year – Samantha Schwimmer, Chief Marketing Officer, Advyzon
  • Operations Executive of the Year – Brandy Weiberg, Managing Director & Head of Operations, Wealthcare Capital Management
  • Behavioral Finance Executive of the Year – Naomi Win, Behavioral Finance Analyst, Orion

"As our industry continues to improve opportunities for women professionals and services to a growing number of women clients, we are encouraged by positive change, focus and awareness surrounding women's advancement," said WSR's Editor in Chief, Julius Buchanan. "We are pleased that our platform can provide part of the solution and thank the winners for helping us raise awareness of how our industry must change for the better."

In February, WSR published the first Pathfinder Awards of the year, the Top Black Industry Leaders of 2025, in recognition of Black History Month. WSR also highlights industry excellence through its annual Wealth Exemplar Awards, as well as recognition lists of executives and firms serving various industry niches and roles throughout the year.

Wealth Solutions Report Honors Top Women Industry Leaders Of 2025

As 2024 unfolds, several significant legal changes are set to impact both individuals and businesses. Staying informed about these updates is crucial for compliance and strategic planning. Here's an overview of the most pertinent legal changes and what they mean for you and your business.
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"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
William Blanton, Owner, Acquired by Composition Wealth
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
William Rosenthal, Owner, Acquired by Beacon Pointe
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Dean Barber, Owner, Acquired by Modern Wealth Management
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Mike Dohlberg
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Mike Dohlberg
CEO Apollon Wealth Management
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Mike Dohlberg
CEO Apollon Wealth Management
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Mike Dohlberg
CEO Apollon Wealth Management
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Mike Dohlberg
CEO Apollon Wealth Management
"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."
Mike Dohlberg
CEO Apollon Wealth Management
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CEO Apollon Wealth Management
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Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
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"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."
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"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."
Mike Dohlberg
CEO Apollon Wealth Management
"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."
Mike Dohlberg
CEO Apollon Wealth Management
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Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
William Blanton, Owner, Acquired by Composition Wealth
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
William Rosenthal, Owner, Acquired by Beacon Pointe
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
Dean Barber, Owner, Acquired by Modern Wealth Management
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Marc Wolff, Owner, Acquired by Beacon Pointe
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"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."
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Alaris in the News
My Team/ Staff