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2026 Connect Money Next Generation 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
Collin Lyon: Rewiring Tech, Talent, and Team-Based Planning
Wealth strategy advisor enhances client experience and advances next-gen planning model
As a Wealth Strategy Advisor at Anderson Financial Strategies, Collin Lyon has led a firmwide overhaul of how technology supports planning, operations, and client service. He designed and executed a multi-system integration that brought the majority of the firm’s fintech stack into a unified data environment, coordinating stakeholders across planning, operations, and client-facing teams. The result: materially fewer planning errors, better data accessibility, and streamlined advisor workflows that free up more time for strategy and client conversations.
Collin also modernized the client journey. He led the upgrade of client portals and spearheaded development of a custom client-facing app, giving clients a clearer, more intuitive window into their financial lives. These enhancements elevated the digital experience while improving internal efficiency and consistency around onboarding and ongoing service.
On the planning side, Collin standardized how the estate planning team collaborates internally and with outside professionals. By creating a repeatable process for working with estate attorneys and CPAs, he reduced confusion, tightened implementation, and strengthened trust with local professional partners—contributing directly to new business and deeper client relationships.
His impact extends beyond the firm. Collin regularly provides pro bono planning to disabled veterans and military families, donating more than 30 hours of service in 2025 alone. He serves as an adjunct professor at Wright State University, teaching estate planning to seniors preparing for financial planning careers, with coursework centered on real-world application and interdisciplinary collaboration.
He also sits on his local FPA board, has held leadership roles with the Beavercreek Chamber of Commerce and its Young Professionals Network, and leads and teaches within his church community.