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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
Jacob Gurock: From Messaging to Mentorship
Next-gen advisor drives growth while building internal talent pipeline
In just over 12 months, Jacob Gurock, Wealth Advisor at Centurion Wealth Management, has made a meaningful, measurable impact on both growth and culture. As a wealth manager, he helped refine and simplify the firm’s messaging to prospective clients, clearly articulating Centurion’s value proposition in language that resonates with today’s investors. That work has strengthened business development efforts and positioned Jacob as a growth leader for the firm, with his team contributing significantly to net new clients and revenue.
Inside the firm, Jacob has emerged as a key internal leader. He led the 2025 intern program, creating structure, mentorship, and hands-on experience that improved the quality and consistency of the program while deepening the firm’s talent pipeline. He also plays an active role in mentoring the firm’s Financial Planning Associate, helping build technical skills, professional confidence, and overall team capacity.
Jacob is equally focused on improving how the firm delivers advice. He consistently fosters collaboration between the financial planning and tax preparation teams, ensuring clients receive coordinated, proactive guidance. By strengthening communication across disciplines, he has helped deliver a more seamless, efficient, and high-quality client experience that reflects clients’ full financial picture.
His leadership extends far beyond the office. Jacob serves as President of the Texas Tech University School of Financial Planning Alumni Advisory Board and as an advisory board member for the Texas Tech Center for Students in Addiction Recovery, where he established the Gurock Family Endowment to fund an annual scholarship in perpetuity.
He has served on the Board of Directors for the Financial Planning Association National Capital Area and volunteers with Night to Shine DC, supporting a prom experience for individuals with special needs.