More Regions
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
Lucas Mijares: Putting Values at the Center of Wealth Planning
Founder and wealth advisor serves “everyday families” with fiduciary advice grounded in faith, discipline, and deep listening
Since entering the financial industry in 2013 as a life insurance agent in Southern California, Lucas Mijares, Founder and Wealth Advisor at Zion Capital, has built a career rooted in service, discipline, and faith. After earning a bachelor’s degree in Interpersonal Communication with a minor in Biblical Studies from Biola University, he and his wife, Becca, moved to Northern California, where he developed a thriving advisory practice at Edward Jones. Along the way, he earned the Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) designations in 2016, followed by the CERTIFIED FINANCIAL PLANNER certification in 2019—credentials that elevated both his technical capabilities and client impact. In 2022, he was invited to participate in the Forbes SHOOK Top Next‑Gen Advisor Summit, a recognition of his rising influence in the profession.
Outside the office, Lucas is deeply involved at Calvary Bible in Grass Valley. After teaching himself guitar and gaining the confidence to sing publicly, he launched a local “Church Without a Building” event and now serves on the church worship team. He is also an avid athlete, competing in HYROX events and ultramarathons, and brings that same coaching mindset to youth sports as a frequent head coach for his sons’ baseball, basketball, and soccer teams—using sports as a platform to teach character, work ethic, and leadership.
At Zion Capital, Lucas’s passion for people drives his approach to wealth management. He believes every client has a story and makes listening the foundation of each relationship. He and his team focus on delivering tailored, fiduciary advice and comprehensive financial plans, with clients’ best interests at the center of every decision. Guided by his personal priorities—“Faith, Family, Business. And in that order!”—Lucas aims to help families pursue financial success in a way that aligns with their values and long-term purpose.