Finalists Announced for 19th Annual Invest in Others Awards, Recognizing Advisors Committed to Community Impact

Awards Will Be Presented at Gala in Boston on September 25, 2025

BOSTON, July 15, 2025 /PRNewswire/ -- The Invest in Others Charitable Foundation, a nonprofit organization dedicated to amplifying, celebrating, and inspiring the charitable work of the financial services community, has announced 15 finalists for the 2025 Invest in Others Awards Gala, taking place on September 25, 2025, at the Omni Boston Hotel at the Seaport.

"Each year, the Invest in Others Awards recognize financial advisors who are making a significant difference through their charitable work," said Barkley Payne, President and CEO of Invest in Others Charitable Foundation. "This year's finalists demonstrate the power of leadership, compassion, and volunteerism in driving community impact through their favorite charities. We are proud to celebrate their efforts and support the nonprofits they serve through national recognition and direct funding."

Now in its 19th year, the Invest in Others Awards program honors financial advisors who volunteer their time and talents to support nonprofits, positively impacting lives and the communities they serve. Through five award categories – Catalyst, Community Service, Emerging Impact, Volunteer of the Year, and Lifetime Achievement – the awards recognize advisors who have contributed to their charitable causes in significant and lasting ways.

Finalists were selected by this year's panel of judges based on their leadership, dedication, contribution, inspiration, and impact on both their designated charities and the communities they serve. Invest in Others will honor 90 total financial advisors, 15 of whom were selected as finalists across the five categories, with one recipient chosen for each award. In addition, 75 financial advisors have also received Honorable Mentions in recognition of their outstanding charitable work.

Alongside the recognition, Invest in Others will provide $25,000 grants in honor of each finalist to support their designated charities. This financial support increases to $60,000 grants for each recipient named in the Catalyst, Community Service, Emerging Impact, and Volunteer of the Year award categories, and to a $100,000 grant for the recipient of the Lifetime Achievement Award. Honorable Mentions recipients will receive $2,000 for their charities. Award recipients will be announced at the Invest in Others Awards Gala on September 25.

The 2025 Invest in Others Awards finalists are:

Catalyst

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

Community Service

• Thomas McCarthy of KAF Wealth Management | Lincoln Investment in Braintree, MA, for charity South Shore Health
• Robb Pantano of Renaissance Financial | Cetera Networks in New York, N.Y., for charity Breakthrough T1D (formerly JDRF)
• Nadia Shokohi of Shokohi Wealth Management Group | LPL Financial in Parker, CO, for charity DBA Wings

Emerging Impact

• Justin Elder of Cetera Financial Specialists in Naperville, IL, for charity Moose & Me Baking Company
• Ana Munro of Morgan Stanley in Naples, FL, for charity Women Enabled Enterprises
• Whit Newton of Luca Partners | Northwestern Mutual in Raleigh, N.C., for charity Frankie Lemmon School and Foundation

Lifetime Achievement

• Christine Painley Gustafson of Ameriprise in Dallas, TX, for charity American Heart Association
• Scott Stackman of UBS Financial Services in San Diego, CA, for charity Challenged Athletes Foundation
• Barbara Treadwell of Barbara Treadwell, LLC | Osaic in Gloversville, N.Y., for charity The Arc Lexington

Volunteer of the Year

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

To learn more about the finalists, honorable mentions, and their charitable work, visit the 2025 Awards page.

Top sponsors of the 2025 Invest in Others Awards include Cambridge, Cetera Financial Group, Commonwealth Financial Network, Fidelity Investments, MFS, Natixis Investment Managers, Osaic, and Private Advisor Group.

Since 2006, Invest in Others has partnered with more than 725 charities, shared hundreds of inspirational stories, and donated nearly $8 million to a wide array of causes, including health and wellness, education and youth programs, arts and culture, hunger and poverty prevention, military, and veterans and more.

About the Invest in Others Charitable Foundation

The Invest in Others 501(c)(3) Charitable Foundation aims to amplify, celebrate, and inspire the charitable work of the financial services community. Invest in Others is a catalyst to channel philanthropy and volunteerism to where it is needed most.

For more information, visit investinothers.org or follow Invest in Others on Facebook, Instagram, and LinkedIn

Media Contact:

Sabrina Scarpa

JConnelly for Invest in Others

IiOPR@jconnelly.com | 973.309.0051

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SOURCE Invest in Others Charitable Foundation