Celebrating Rob Guldner's Achievement: A Testament to Advocacy in Finance

Steward Partners Celebrates Rob Guldner's Recognition

Steward Partners, a distinguished employee-owned financial services firm, proudly celebrates the recognition of its Chief Compliance Officer, Rob Guldner, as the recipient of the 2025 Stephen R. Kareta Excellence in Advocacy Award. This accolade serves as a testament to his unwavering commitment to industry advocacy and his efforts in supporting the Financial Services Institute's (FSI) initiatives.

A Honored Leader in Advocacy

Guldner's esteemed recognition comes as a result of his proactive involvement in shaping advocacy priorities within the financial services sector. As the Chair of FSI's Compliance Council and a member of their AI Task Force, he has played a pivotal role in steering policy discussions and engaging with the advisor community at large. His active participation in advocacy initiatives demonstrates not only his leadership capabilities but also his dedication to fostering a supportive environment for financial advisors.

"Rob's commitment to industry advocacy sets a standard for excellence and advances the financial services community," noted Hy Saporta, President and COO at Steward Partners. Under Guldner’s leadership, the firm emphasizes empowering advisors and driving meaningful change within the industry.

Impact on the Advisor Community

This recognition underscores Guldner's dedication to enhancing the advisor community and reinforces Steward Partners' culture of leadership and advocacy. The firm is committed to nurturing a professional atmosphere where advisors can thrive, significantly impacting their clients and the industry as a whole.

Rob Guldner’s honor among FSI's Advocacy Circle of Excellence highlights his efforts to elevate advocacy practices that benefit both advisors and clients.

Steward Partners' Continued Growth and Recognition

Since its establishment in 2013, Steward Partners has emerged as one of the fastest-growing independent registered investment advisory firms. Recently, it earned a #9 ranking on Barron's Top 100 RIA Firms for 2025, demonstrating significant progress and expertise in wealth management. Notably, two members of the firm’s leadership team were also recognized as finalists on WealthManagement.com’s 2025 Industry Awards.

Furthermore, Steward Partners has been spotlighted on several esteemed lists, including Inc. 5000’s fastest-growing private companies and Financial Advisor Magazine's Top RIA rankings, underscoring the firm's unwavering commitment to client service and innovative wealth management solutions.

Commitment to Excellence

Steward Partners is dedicated to creating a culture of excellence and camaraderie in the financial services sphere. With over $43 billion in client assets as of July 2025, the firm continually seeks to empower advisors to deliver exceptional outcomes for their clients through substantial collaboration and comprehensive wealth planning strategies.

As the firm celebrates Rob Guldner’s remarkable achievement, it reaffirms its mission to advance advocacy within the financial realm, ensuring its advisors are well-equipped to provide forward-looking guidance to their clientele.

For further information regarding the full list of 2025 FSI Excellence honorees and award winners, please visit FSI Advocacy.

About Steward Partners

Steward Partners is renowned for representing some of the top advisors in the U.S., offering a range of wealth management solutions designed for families, businesses, and multigenerational investors. The firm prides itself on a collaborative culture that prioritizes transparency and excellence. By fostering partnerships and delivering exceptional client service, Steward Partners is committed to maintaining its reputation as a leader in the financial advisory industry.