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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

Jack Reifsnider: Linking Capital, Community, and Client Outcomes
Rapid rise, advisor education and community impact define a relationship-driven approach to growth
Since joining Capital Square in January 2025 as AVP of national RIA accounts for the Southeast, Jack Reifsnider has moved with urgency, quickly building relationships with registered investment advisory firms and sharpening the firm’s presence in a competitive market. In less than a year, he was promoted to regional VP of Blue Ridge sales, now serving as the external wholesaler for North Carolina, South Carolina, and Tennessee—a pace of advancement that reflects both his determination and the confidence leadership has placed in him.
Jack’s value extends well beyond production. He holds FINRA Series 7 and 63 licenses and has developed deep fluency in tax-advantaged real estate investments, actively sharing that knowledge with advisors and RIAs to help them better serve clients. In February 2026, he spoke at the Restoring Hope and Building Opportunities National Summit, addressing policymakers and community leaders on how opportunity zone investments can drive job creation, infrastructure improvements, and economic mobility in underserved communities. He argued that these strategies can function “not just as a financial strategy, but as a driver of real-world impact.”
Outside the office, Jack’s community engagement is consistent and hands-on. He has volunteered on multiple Habitat for Humanity builds, helped raise funds for Tad’s Kids, and supported the Peavey Project’s mindfulness-based mental health programs. He brings the same focus he once showed as an offensive line captain to client relationships and team dynamics, and his earlier recognition at Transamerica—Team Player of the Year in 2023 and 2024 and selection to the Internal Wholesaler Council—underscores a reputation for collaboration, leadership, and long-term thinking.