Invest in Others

20 years of celebrating financial advisors who make a difference.

This year, Invest in Others marked a major milestone at our 20th Anniversary Awards Gala, bringing together the financial services community to celebrate the extraordinary charitable work of financial advisors across the country.

It was a record-setting evening of impact, with nearly $1 million raised and $800,000+ in grants awarded to this year’s honorees, support that will help nonprofits strengthen communities and change lives.

Most importantly, the evening celebrated the people at the heart of our mission: financial advisors who give their time, talent and resources to causes they care deeply about.

As we reflect on 20 years of Invest in Others, we’re grateful to every advisor, nonprofit, sponsor and supporter who has been part of this journey, and excited about the impact still ahead.

🌱 Read a recap and meet this year’s award recipients:
https://lnkd.in/gUSKzxWE

Something new is coming in 2027.

We've redesigned the Invest in Others grant program to make it easier for financial advisors to access funding for the nonprofits and causes they champion.

A simpler application. Expanded funding opportunities. More ways to make an impact.

We’ll be sharing more details in the months ahead. Follow Invest in Others on LinkedIn to be among the first to hear what’s coming, and how to get involved.

Financial advisors understand firsthand how much financial stability can shape a person’s future. Eustache Clerveaux, CFP®, CPWA®, EA, CDFA® is putting that understanding into action in his community.

Through his support of Westchester Residential Opportunities, Inc. (WRO), Eustache is helping champion work that gives individuals and families access to something fundamental to long-term financial well-being: a safe and secure place to call home.

From first-time homebuyer education and financial literacy to eviction and foreclosure prevention, WRO helps people navigate critical moments that can have a lasting impact on their financial futures.

Eustache’s story is also an inspiring reminder for financial advisors everywhere: your expertise, your relationships, and the causes you care about can be powerful forces for good.

At Invest in Others, we believe every advisor has the potential to make a meaningful difference, and we’re proud to share the stories of those putting that belief into action.

Read Eustache’s story and get inspired about how you can grow your own charitable impact: https://lnkd.in/geZFbysK

What does an advisor take home from the Invest in Others Awards?

For 2026 Volunteer of the Year Award finalist Michael Brady, CEPA, CVGA, it was much more than a $25,000 grant for Frontier Horizon.

It was new connections. Greater visibility for a cause deeply personal to him. Professional storytelling resources he can continue using to amplify the nonprofit’s mission. And, perhaps unexpectedly, an experience that made him an even stronger board member and advocate.

Throughout the Awards process, Michael had repeated opportunities to tell Frontier Horizon’s story, helping him sharpen how he communicates its mission, think critically about what resonates, and consider how the organization can tell its story even more effectively moving forward.

That’s part of what the Invest in Others Awards are all about: not only funding financial advisors' charitable work, but helping them amplify their impact and become even stronger champions for the causes they care about.

Read Michael’s story and discover how the experience extended far beyond the grant:

🔗 https://lnkd.in/gsQKZWzw

https://lnkd.in/gT59auwU to watch his story.

What happens when you sit at the judges’ table and hear story after story of financial advisors making a difference?

For Marianne Rivera, a judge for the 2026 Invest in Others Awards, the experience was a powerful reminder of the passion, perseverance and deeply personal motivations behind so many advisors’ charitable work.

As Marianne shared, “Recognition puts a light on them and their causes. It’s infectious and it inspires others to do more.”

That’s exactly why we tell these stories.

For 20 years, the Invest in Others Awards have helped shine a light on financial advisors who give their time, talent and resources to causes they care deeply about, bringing greater visibility to the nonprofits they serve and inspiring others across the financial services community to get involved.

In our latest story, Marianne reflects on her experience as a judge, the moments from our 20th Anniversary Gala that stayed with her, and why celebrating advisors’ service can create a ripple effect far beyond the awards stage.

👉 Read it here https://lnkd.in/gSP3pkAH

15 advisors. 15 powerful stories of impact. ❤️

At the 20th Anniversary Invest in Others Awards Gala, we had the privilege of sharing the stories of 15 extraordinary financial advisors who are using their time, talents, and resources to make a difference in their communities.

Now, we’re sharing those stories with you.

From supporting families facing rare diseases and food insecurity to creating opportunities for children, strengthening communities, and responding to deeply personal causes, each of our 2026 Awards finalists shows what’s possible when financial advisors turn their passion for giving back into action.

Their stories are different. Their causes are different. But they share something important: a commitment to making an impact far beyond their profession.

🎥 Meet 15 advisors and watch their stories:
https://lnkd.in/gSPkC5ag

We hope you’ll watch, share, and help us celebrate these remarkable advisors, and perhaps be inspired to think about how you can make an even greater difference for a cause you care about.

Congratulations again to our entire 2026 finalist class. Thank you for allowing us to tell your stories and shine a light on the incredible organizations you serve.

The 2026 Invest in Others Awards Gala may be over, but the stories, moments, and impact are worth revisiting. ✨

We’re excited to share our official 2026 Gala Photo Gallery, capturing an unforgettable evening in Boston as we celebrated 20 years of amplifying, celebrating, and inspiring the charitable work of financial advisors.

And while you’re there, take some time to watch the videos of our 2026 honorees and hear the powerful stories behind their work. These advisors are making a meaningful difference for nonprofits and communities across the country, and their stories remind us exactly why we do what we do.

📸 Explore the Gala photo gallery
🎥 Watch our 2026 honoree videos

See it all here: https://lnkd.in/gm8A8weg

Thank you to everyone who joined us in Boston and helped make our 20th Anniversary celebration so special.

We’re proud to continue celebrating the impact of our collaboration with Association of African American Financial Advisors - Quad-A, and the financial advisors who are putting purpose into action in their communities.

At their recent VISION 2026 Conference and Noir Legacy Gala, we were honored to recognize Lashundra Strother-Wiley CEPA Financial Advisor Partner of Edward Jones as the first-ever recipient of the Invest in Others × Quad-A Grant.

Joining us on stage to help present the $5,000 grant was Barrett D. Wragg, CFP®, a member of the Invest in Others Leadership Council.

The grant will support the American Care Foundation’s Family Literacy & Empowerment Initiative, helping strengthen families through literacy, education, and empowerment opportunities.
Lashundra’s story is a powerful example of the impact financial advisors can make beyond their professional roles, and exactly why this collaboration matters.

Together, Quad-A and Invest in Others are working to shine a brighter light on the charitable leadership of Black financial advisors, support the causes they champion, and inspire others to make a difference in their own communities.

And there’s more opportunity ahead.

In January 2027, Invest in Others will debut a redesigned grant program, creating even more opportunities for financial advisors to secure funding for the nonprofits and causes they care about. If you’re a financial advisor making a difference in your community, or know someone who is, now is the time to get to know Invest in Others and stay connected for what’s coming next.

Learn more about Lashundra’s inspiring work and Invest in Others: https://lnkd.in/grsxfFDy

A meal can provide nourishment. A knock on the door can provide something just as important: connection.

For 2026 Invest in Others Community Service Award recipient John R. Thane, CRPC®CMFA™, supporting Metroport Meals On Wheels Inc is about both.

Through his commitment to the organization, John is helping seniors in his Texas community remain healthy, connected and independent in their own homes. Each meal delivery also brings a wellness check, a friendly face and a reminder that someone cares.

As John shared, financial advisors have a unique opportunity to make an impact that extends far beyond their clients and businesses and Invest in Others is proud to help amplify that impact.

Congratulations again to John on receiving the 2026 Invest in Others Community Service Award and thank you for showing what it means to turn a commitment to community into meaningful change.

https://lnkd.in/g_bfJWCr to read more about John’s work with Metroport Meals on Wheels and why this mission means so much to him.