Finalists Announced for the Invest in Others Awards 2025
The Invest in Others Charitable Foundation has celebrated the spirit of charitable work through the announcement of the finalists for the 2025 Invest in Others Awards Gala. This prestigious event recognizes financial advisors who dedicate their time and resources to support nonprofits and foster positive changes within their communities.
Significance of the Awards
Each year, the Invest in Others Awards spotlight financial advisors making profound impacts through their charitable projects. As Barkley Payne, the President and CEO of the Invest in Others Charitable Foundation, stated, "This year's finalists illustrate the dedication, leadership, and compassion that drive community change through the invaluable work they do with their chosen charities. We are proud to highlight their contributions and enhance the support for their nonprofit organizations through monetary awards and recognition."
About The Awards Program
Now entering its 19th year, the Invest in Others Awards program honors financial advisors for their volunteerism and community service. The awards are given in five distinctive categories: Catalyst, Community Service, Emerging Impact, Volunteer of the Year, and Lifetime Achievement. Each award recognizes the individual contributions that have distinctly enriched the charitable landscape.
Recognizing Outstanding Advisors
This year's finalists were selected by a panel of judges who evaluated the nominees based on their leadership qualities, dedication, contributions, and overall impact. A total of 90 advisors will be recognized, with 15 finalists chosen across the various categories; one will be awarded in each category to celebrate their extraordinary dedication to their communities.
Financial Grants for Charitable Work
The Invest in Others Foundation is committed to supporting the finalists further by providing grants. Each finalist's designated charity will receive $25,000, with higher amounts of up to $100,000 available for award recipients in specific categories. Honorable mention recipients will also receive grants to assist their charitable endeavors.
Meet the 2025 Finalists
The finalists for the 2025 Invest in Others Awards are a diverse group of individuals, each making a substantial difference through their charitable engagements:
Catalyst Finalists
- Gregory Poleon of Poleon Comprehensive Wealth Management | Osaic, for LE3 INC
- William Sherlach of Raymond James, for Sandy Hook Promise
- Thomas Whitehurst of Whitehurst Advisory Group | Raymond James, for Casa Familia, Inc
Community Service Finalists
- Thomas McCarthy of KAF Wealth Management | Lincoln Investment, for South Shore Health
- Robb Pantano of Renaissance Financial | Cetera Networks, for Breakthrough T1D
- Nadia Shokohi of Shokohi Wealth Management Group | LPL Financial, for DBA Wings
Emerging Impact Finalists
- Justin Elder of Cetera Financial Specialists, for Moose & Me Baking Company
- Ana Munro of Morgan Stanley, for Women Enabled Enterprises
- Whit Newton of Luca Partners | Northwestern Mutual, for Frankie Lemmon School and Foundation
Lifetime Achievement Finalists
- Christine Painley Gustafson of Ameriprise, for American Heart Association
- Scott Stackman of UBS Financial Services, for Challenged Athletes Foundation
- Barbara Treadwell of Barbara Treadwell, LLC | Osaic, for The Arc Lexington
Volunteer of the Year Finalists
- Paige Henry of Riegel Financial | Raymond James, for Society for the Improvement of Conditions for Stray Animals (SICSA)
- Jeff Moorhouse of Moorhouse Financial Wealth Management Group | Raymond James, for Angel Flight West
- John Lyons of J Lyons Fund Management, Inc | Interactive Brokers, for Hope for the Silent Voices
Support from Top Sponsors
The Invest in Others Awards are made possible thanks to the generous support of top sponsors including Cambridge, Cetera Financial Group, and Fidelity Investments. Their commitment to philanthropy underlines the event's mission to foster community development and engagement.
Explore Their Impact
Since its inception in 2006, the Invest in Others Charitable Foundation has collaborated with over 725 charities, aiming to deliver positive changes across numerous sectors. The foundation has shared inspiring stories and contributed nearly $8 million to various causes, demonstrating its dedication to health, education, the arts, and community needs.
About Invest in Others Charitable Foundation
Invest in Others is a 501(c)(3) organization committed to amplifying the philanthropic efforts within the financial services sector. The foundation serves as a catalyst for positive change, rallying support for essential causes while inspiring others to contribute.
Frequently Asked Questions
What are the Invest in Others Awards?
The Invest in Others Awards recognize financial advisors for their outstanding charitable efforts and community service.
How are finalists selected for the awards?
Finalists are selected based on their leadership, commitment to community service, and impact on their chosen charities.
What grants do finalists receive?
Each finalist’s designated charity receives a grant of $25,000, while award recipients in specific categories receive up to $100,000.
How many categories are there in the Invest in Others Awards?
There are five award categories: Catalyst, Community Service, Emerging Impact, Volunteer of the Year, and Lifetime Achievement.
How can I learn more about the Invest in Others Charitable Foundation?
Find out more by visiting the official website and following on social media for updates and stories about philanthropic efforts.
