Each year, ther editorial team reviews more than 1,000 nominations to create a list of 40 outstanding financial advisers, or industry professionals supporting advisers, who are 39 or younger. Honorees are judged on their accomplishments, contribution to the industry, leadership and promise.Accomplishments: Professionals who are successful in the advisory business, industry-related projects and the wider world in an advisory capacity, as exhibited by their credentials and achievements.Contribution: Professionals who promote the financial advice profession, advocate for financial literacy and engage in pro bono financial planning work.Leadership: Professionals who offer guidance and successful management within a company or the industry as a whole.Promise: Professionals who have passion, enthusiasm, great ideas and show a commitment to the field.Awarded for the time period of June 2021 - June 2022. No fee was paid to participate in this selection.
An evolution of their Broker-Dealers of the Year awards, the LUMINARIES program is now in its second year. It aims to highlight how top-performing industry participants — both firms and individuals — produce meaningful results through efforts that matter most to advisors in Community Impact; Diversity, Equity & Inclusion; Executive Leadership; and Thought Leadership & Education.In evaluating entries, a number of factors are taken into account: The nominee’s impact on the firm, its advisors and the broader professional community and industry, as well as on the landscape of clients, prospective clients, investors and would-be investors nationwide.This impact should include both quantitative and qualitative results -- such as the number of advisors affected by the nominee and a clear description of the innovative way the nominee has contributed to the particular program, firm and broader community, and industry.A demonstrated ability to achieve goals and display ingenuity in terms of creative thinking and problem solving – i.e., filling a significant gap.A description of the nominee’s dedication to furthering the development of advisors and the industry -- most notably its ability to serve the best interests of investor clients and the broader community in which they live and work.A personal commitment to the highest ethical standards, service and excellence.
Awarded for the time period of August 2021 - August 2022. No fee was paid to participate in this selection.
The 40 Under Forty Awards profile Northwest Louisiana’s outstanding entrepreneurs, executives, managers, and professionals in public, private, or non-profit sectors. Winners are chosen based on such values as achievement, experience and innovation, vision, leadership, and community involvement.
The 40 Under Forty Awards are held each December. The awards ceremony is the signature event of the Young Professionals Initiative of Northwest Louisiana and is presented by The Forum.
The 40 Under Forty Awards are open to individuals who meet the criteria:
Must be under 40 years of age as of July 31, during the award yearHas made an impact on his or her company or communityShow the potential to be a leader in business, politics and/or the community during the next decadeMust live and work in Northwest Louisiana
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if WFA is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of WFA by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. WFA does not pay a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.