IiO Award Disclosure

The Invest in Others Award program recognizes the charitable work of financial advisors in communities across the country and around the world. Applications are evaluated based on an advisor’s leadership, dedication, contribution, inspiration and impact on a nonprofit and the community it serves. Three finalists are selected in each of the five categories with one winner chosen for each award. More information can be found at www.investinothers.org/awards. No fee was paid to IiO in exchange for inclusion in the award. The Award is not related to the quality of investment advice and based solely on the disclosed criteria.