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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
John B. Petrick: Advancing Next Gen RIA Framework
Co-founder drives innovation, mentorship and operational excellence
John B. Petrick, senior managing director and co-founder of Perennial Financial Services, is shaping the evolution of wealth management through a combination of strategic vision, operational innovation and a deep commitment to advisor development.
Petrick has played a central role in building the firm’s infrastructure, implementing systems that enhance scalability while maintaining a high-touch client experience. A key focus has been professional development, including leading the firm’s annual APEX conference and organizing ongoing educational initiatives that equip advisors with new tools, insights and best practices.
He has also introduced structured onboarding programs that streamline advisor integration and improve long-term success, alongside spearheading executive hires such as a Chief Growth Officer and Chief Marketing Officer to strengthen internal capabilities. His development of standardized operational frameworks has further improved efficiency, consistency and client outcomes across the organization.
Beyond operations, Petrick is advancing a next-generation advisory model through initiatives like GoHybridRIA.com, which combines independence with institutional support, giving advisors access to resources from platforms including LPL Financial, Charles Schwab and Fidelity. His integration of emerging technologies, including AI-driven tools, reflects a forward-looking approach to scaling advice while preserving personalization.
Petrick’s influence extends into the community, where he has spent more than a decade in leadership roles supporting local business development and civic initiatives, while also mentoring emerging professionals and expanding access to financial education.