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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
Hannah Forney: Guiding Families and Athletes Through Wealth Decisions
Planning expertise spans estate strategy, retirement and portfolio design
Hannah Forney, executive director and wealth advisor at J.P. Morgan Wealth Management, is building a reputation for delivering thoughtful, relationship-driven advice to multi-generational families and high-performing individuals, including professional athletes.
Forney’s approach centers on helping clients navigate complex financial decisions with clarity and confidence. She works closely with families across generations, focusing on long-term planning, estate and guardianship strategies, concentrated stock management, portfolio construction, retirement planning and cash flow optimization. Her goal is to simplify complexity—helping clients reduce stress, reclaim time and establish a clear financial framework aligned with their goals.
A defining element of her practice is her commitment to collaboration. Forney works closely with clients’ external tax and legal advisors, ensuring alignment across all aspects of a client’s financial life. Her ability to coordinate across disciplines helps maintain momentum on key initiatives while delivering a more integrated advisory experience.
Prior to joining J.P. Morgan in 2023, Forney spent nearly five years at First Republic Private Wealth Management and previously served as a financial advisor at Merrill Lynch. She holds the CERTIFIED FINANCIAL PLANNER® designation and the Accredited Investment Fiduciary (AIF®) credential.
Outside the office, Forney is active in community and nonprofit leadership. She serves on the boards of Court Appointed Special Advocates for Children (CASA) and Sport Oregon and supports initiatives such as Special Olympics.
A former collegiate athlete and team captain at the University of Colorado Boulder, Forney brings discipline, leadership and a client-first mindset to her advisory practice—positioning her as a next-generation leader in wealth management.