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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
Michael Bueti: Scaling Growth, Innovation and Next Gen Client Engagement
Advisor blends disciplined execution, technology and relationship-driven strategies
Michael Bueti, vice president and wealth advisor at Wealthspire, is emerging as a next-generation leader through a combination of rapid growth, client-centric service and forward-looking innovation.
Bueti has played a central role in managing and expanding a client base of approximately 100 households representing $285 million in assets under management. In 2025 alone, he contributed to $205 million in new AUM—representing 338% year-over-year growth—driven by new relationships, expanded mandates and advisor team acquisitions. His disciplined approach to portfolio construction also helped generate approximately $15 million in client investment returns during the year.
Equally notable is his 100% client retention rate, reflecting strong communication, trust and consistent delivery. Bueti continues to build a robust pipeline, including an $80 million opportunity set, while developing new centers of influence that are already producing high-value prospects.
Beyond client work, Bueti is advancing the firm’s Rising Gen initiative, helping scale it into a firmwide platform. He led a two-part investment simulator workshop for clients’ children, introducing foundational financial concepts and strengthening multi-generational relationships.
He also mentors interns annually and remains active in community philanthropy, supporting organizations such as Smile Farms and Spence-Chapin Services to Families and Children.
Bueti’s use of technology, including advanced reporting tools like Addepar, enhances transparency and client engagement, while his thought leadership and industry participation position him at the forefront of modern advisory practices. His blend of performance, innovation and relationship-building underscores his role as a rising leader shaping the future of wealth management.