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2026 Connect Money Next Gen Wealth Management Awards
Winners
- Cristina Wiebelt-Smith: Redefining Wealth Advice Through Education, Community Impact
- Jack Reifsnider: Linking Capital, Community, and Client Outcomes
- Ximena Silva-Avila: Pairing Values-Based Planning with Community Advocacy
- Scott Frazin: Blending Personal Engagement with Next Gen Advisory Approach
- Ken Vendley: Driving Growth Through Mentorship and Holistic Planning
- Michael Bueti: Scaling Growth, Innovation and Next Gen Client Engagement
- Abhishek Vakil: Aligning Personal Performance with Firmwide Growth
- John B. Petrick: Advancing Next Gen RIA Framework
- Alan Simeon: Transformation Through Growth, Innovation and Mentorship
- Julian Locke: Expanding Industry Access Through Mentorship
- Dana Hall: Redefining Wealth Creation Through Community Equity Innovation
- Alex Pape: Bringing AI, Unified Portfolios to the Advisor Desktop
- Nicholas Petrelli: Powering Growth Through Client Acquisition and Team Leadership
- Kelly Ann Winget: Challenges PE Norms With Access and Innovation
- Ashton Lawrence: Building $200M Practice Around Trust, Planning and Education
- Jacob Gurock: From Messaging to Mentorship
- Robert Howland: Modernizing a Legacy Firm While Deepening Client-Centered Advice
- Mamadou-Abou Sarr: Building $1.4B Quant Platform With High-Touch Innovation
- Collin Lyon: Rewiring Tech, Talent, and Team-Based Planning
- Lucas Mijares: Putting Values at the Center of Wealth Planning
- Danielle White: Building a One-Stop Operations Platform for Independent Advisors
- Susy Thomas: Bringing Athlete’s Discipline to Client-Centered Planning
- Rebecca Trethewey: Strengthening Platform With Retirement, Benefits Expertise
- Gautam Muthusamy: Accelerating Growth Through Personalized Advisory and Strategic Leadership
- Joseph Spina: Bridging Institutional Research and Private Wealth Advice
- Lowell Lyon: Prioritizing Simplicity in Wealth Management
- Greg Giardino: Turning Personal Experience Into Client-Focused Advisory Approach
- Hannah Forney: Guiding Families and Athletes Through Wealth Decisions
- Zach Schear: Fueling Record Growth and Transformation
- Megan Higgins: Driving Operational Innovation, Next Gen Talent Development
Greg Giardino: Turning Personal Experience Into Client-Focused Advisory Approach
Estate planning, legacy preservation drive wealth management philosophy
Greg Giardino, vice president and financial advisor at Wealth Enhancement, is delivering a deeply personal approach to wealth management shaped by both professional expertise and lived experience.
Giardino’s path into the industry was influenced by a formative event early in life, when his entrepreneurial father passed away unexpectedly. Through effective estate and financial planning, his family was able to maintain financial stability and preserve a lasting legacy—an experience that now informs his commitment to helping clients protect their families and long-term wealth.
With nearly two decades in financial planning, Giardino specializes in advising high-net-worth individuals and families, focusing on tax-efficient strategies, estate planning and wealth preservation. As a CFP® professional and Certified Private Wealth Advisor® (CPWA®), he delivers comprehensive solutions tailored to complex financial situations, including business exit planning, inheritance structuring and commercial real estate transactions.
Giardino also brings specialized expertise in serving academic and medical professionals. He works closely with faculty and physicians affiliated with Rutgers University, including practitioners at Robert Wood Johnson Medical School, the Rutgers Cancer Institute and New Jersey Medical School. He frequently speaks at Rutgers Business School, providing guidance on financial planning strategies for professionals navigating demanding careers and evolving compensation structures.
Beyond his advisory work, Giardino is active in both the professional and local community. He serves on the board of the Financial Planning Association of New Jersey and the Greater Pascack Valley Chamber of Commerce, contributing to industry development and regional economic growth.