Celebrating Community Impact: 2025 Invest in Others Awards Finalists Announced

Recognition of Community Impact Through Charity



The Invest in Others Charitable Foundation, an esteemed nonprofit organization, has proudly unveiled the list of finalists for the 2025 Invest in Others Awards. This annual event, scheduled for September 25, 2025, at the Omni Boston Hotel at the Seaport, aims to shine a spotlight on the significant charitable contributions made by financial advisors within their communities.

Barkley Payne, President and CEO of the foundation, expressed, “Each year, the Invest in Others Awards recognize financial advisors who are making a significant difference through their charitable work.” This year’s finalists embody the spirit of leadership, compassion, and volunteerism, demonstrating their commitment to supporting various charitable causes.

Now in its 19th year, this awards program continues to highlight the efforts of financial advisors dedicating their time and expertise to non-profit organizations. It culminates in five distinct award categories: "Catalyst," "Community Service," "Emerging Impact," "Volunteer of the Year," and "Lifetime Achievement." These categories specifically acknowledge advisors who have had a noteworthy impact on the charitable organizations they advocate for and the communities they serve.

Selection Process and Recognition



The selection of finalists was a meticulous process carried out by a panel of judges who assessed each nominee's leadership qualities, dedication, contributions, and overall impact. A total of 90 financial advisors will be honored at the gala, with 15 emerging as finalists across the aforementioned five categories. Additionally, 75 advisors will receive Honorable Mentions, further acknowledging their outstanding contributions to charitable causes.

Recognition for these professionals goes beyond accolades. Each finalist will benefit from a $25,000 grant, designated to support their chosen charities. Higher grants await the award recipients in specific categories: those selected as winners will receive $60,000 for their respective charities, while the Lifetime Achievement Award winner will secure a generous $100,000 grant. Honorable Mention recipients will also contribute $2,000 to their designated charities.

2025 Finalists



Here’s a quick overview of the remarkable individuals in each category for 2025:

Catalyst:
  • - Gregory Poleon - Poleon Comprehensive Wealth Management | Osaic (Tonawanda, NY) - charity: LE3 INC
  • - William Sherlach - Raymond James (Fairfield, CT) - charity: Sandy Hook Promise
  • - Thomas Whitehurst - Whitehurst Advisory Group | Raymond James (Coral Gables, FL) - charity: Casa Familia, Inc

Community Service:
  • - Thomas McCarthy - KAF Wealth Management | Lincoln Investment (Braintree, MA) - charity: South Shore Health
  • - Robb Pantano - Renaissance Financial | Cetera Networks (New York, NY) - charity: Breakthrough T1D
  • - Nadia Shokohi - Shokohi Wealth Management Group | LPL Financial (Parker, CO) - charity: DBA Wings

Emerging Impact:
  • - Justin Elder - Cetera Financial Specialists (Naperville, IL) - charity: Moose Me Baking Company
  • - Ana Munro - Morgan Stanley (Naples, FL) - charity: Women Enabled Enterprises
  • - Whit Newton - Luca Partners | Northwestern Mutual (Raleigh, NC) - charity: Frankie Lemmon School and Foundation

Lifetime Achievement:
  • - Christine Painley Gustafson - Ameriprise (Dallas, TX) - charity: American Heart Association
  • - Scott Stackman - UBS Financial Services (San Diego, CA) - charity: Challenged Athletes Foundation
  • - Barbara Treadwell - Barbara Treadwell, LLC | Osaic (Gloversville, NY) - charity: The Arc Lexington

Volunteer of the Year:
  • - Paige Henry - Riegel Financial | Raymond James (Columbus, OH) - charity: Society for the Improvement of Conditions for Stray Animals
  • - Jeff Moorhouse - Moorhouse Financial Wealth Management Group | Raymond James (Santa Monica, CA) - charity: Angel Flight West
  • - John Lyons - J Lyons Fund Management, Inc | Interactive Brokers (Deerfield, IL) - charity: Hope for the Silent Voices

Conclusion



The story of the Invest in Others Charitable Foundation dates back to its inception in 2006. Since then, it has partnered with over 725 charities, shared countless inspirational tales, and contributed nearly $8 million to diverse causes ranging from health initiatives to education and poverty prevention strategies. By uplifting financial advisors who illuminate the importance of giving back, this event fuels the ethos of philanthropy and volunteerism within the financial services sector, encouraging positive community dynamics.

For additional information on the finalists, honorable mentions, and their charitable endeavors, visit the official 2025 Awards page.

Topics People & Culture)

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