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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
Rebecca Trethewey: Strengthening Platform With Retirement, Benefits Expertise
Comprehensive strategy supports clients across all stages of financial life
Rebecca Trethewey, financial advisor at EFS Advisors, is building a client-centered practice focused on helping individuals navigate the complexities of retirement planning at every stage of life.
Rebecca’s path to advising reflects a deep foundation within the firm. Prior to becoming fully licensed, she held multiple roles at EFS Advisors, gaining hands-on experience across operations and client service. That progression has given her a comprehensive understanding of both the firm’s platform and the broader financial planning landscape, while establishing a reputation for responsiveness and attention to client needs.
Today, she specializes in retirement planning and employee benefits coordination, delivering holistic financial strategies that align with each client’s goals and circumstances. Her approach emphasizes clarity and relatability—helping clients understand their options and make informed decisions with confidence.
Rebecca holds a broad range of professional credentials, including Series 6, 26, 63 and 65 registrations, as well as licenses in life and health insurance. She is also a Certified Plan Fiduciary Advisor (CPFA®), Certified Retirement Education Specialist (CRES), and holds certification in long-term care planning. These qualifications support her ability to address a wide spectrum of client needs, from income planning to benefits optimization.
Mentored closely by the firm’s leadership, Rebecca brings a disciplined yet approachable advisory style. She works to build long-term relationships grounded in trust, transparency and consistent communication—ensuring clients feel supported throughout their financial journey.
Based in Stanchfield, Minnesota, Rebecca balances her professional role with a strong commitment to family and community. Her combination of technical expertise and personal connection reflects a next-generation approach to retirement planning, centered on helping clients achieve lasting financial security.