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WealthManagement.com Reveals Ten Influencers for 2025

WealthManagement.com has proudly announced its much-anticipated annual list of the "Ten to Watch" for 2025. This list brings to light ten remarkable individuals poised to significantly influence the future of the wealth management sector.

The selected professionals embody a rich diversity of expertise, showcasing innovations in financial technology and groundbreaking wealth management strategies. They represent a fresh wave of talent that is set to reshape the future landscape of this crucial industry.

Meet the 2025 Ten to Watch

1. Jason Barber - Founder, Uptick Partners
2. Stephen Chen - CEO, Boldin, NewRetirement
3. Caitlin Douglas - Founding Partner and COO, Elevation Point
4. Stephanie Drescher - Partner, Chief Client and Product Development Officer, Apollo Global Management
5. Aly Kassim-Lakha - Founder and CEO, Aspen Standard Wealth
6. Jacqueline Martinez - Managing Partner, Alaris Acquisitions
7. Vanessa Martinez - CEO and Managing Partner, Expressive Wealth
8. Eden Ovadia - Co-founder and CEO, FINNY AI
9. Kyle Wiggs - Co-founder and CEO, UX Wealth Partners
10. Dien Yuen - CEO, Daylight Advisors

David Armstrong, the Director of Editorial Strategy and Operations for Wealth Management Group, commented on the significance of the list. He stated, "The individuals featured here are making remarkable strides in their respective domains, and their work will undeniably influence the financial advice industry in the coming years."

This distinguished list is not merely a compilation based on age, career tenure, or social media popularity. It includes both esteemed veterans and emerging leaders within the sector. The criteria for selection highlight individuals who are significantly impacting the industry, regardless of their personal marketing or promotional efforts.

Notably, the selection process was devoid of applications, votes, or public nominations. Instead, the editorial team relied on their extensive industry insights and networking to curate this list, ensuring it reflects genuine contributions to the field.

About WealthManagement.com

WealthManagement.com, operated under Informa, serves as a comprehensive resource for wealth professionals. The platform aims to equip financial service organizations with the knowledge necessary for industry leadership and growth. Through its offerings, it strives to foster meaningful connections among wealth management experts, aiming to enhance both practice and business growth.

The full profiles of the individuals making waves in the wealth management sector can be accessed through WealthManagement.com. As we enter 2025, these ten trailblazers exemplify the spirit of innovation that is essential for future success in financial advice and wealth management.