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Attention, all excellent early-career planners and advisors!
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have a financial plan
The annual event highlights young professionals and career changers with less than 10 years in the industry who are making meaningful contributions through their achievements, leadership and service.
The last date for submission of nominations is midnight of June 30, 2026.
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Who is eligible?
Rising Stars nominations are open only to fee-based or fee-based planners and advisors who have less than a decade of advisory experience in the wealth management industry (as of December 31, 2026).
You can nominate yourself or other people as a Rising Star, and there is no limit on the number of submissions.
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What we look for in a rising star
We are particularly interested in nominees who have demonstrated exceptional impact during their time in wealth management, whether through innovation, leadership, measurable business results or other contributions that have helped clients, colleagues or the wider industry. Strong nominations often include clear, specific examples of results achieved by the nominee. We also value compelling personal narratives including key points in financial planning careers. (Firm assets under management provide context but are not the primary criterion.)
A three-person financial planning panel will individually review all submissions and select honorees after careful consideration and discussion. Winners will be notified in the summer; The honorees will be announced in September.
Please submit rising star nominations