Wealth Solutions Report Honors Top Women Industry Leaders Of 2025

Pathfinder Awards Celebrating Women's History Month Now In Fourth Year, Recognizing Outstanding Women Executives And Financial Advisors

NEW YORK, March 25, 2025 /PRNewswire/ -- Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and analysis – today announced the winners of the fourth annual WSR Pathfinder Awards – Top Women Industry Leaders of 2025, coinciding with Women's History Month.

WSR selects winners of the invitation-only awards according to prominence and recognition in the industry, professional history and dedication to wealth management, and the ability to serve as a role model for those considering or already in a career in wealth management.

"We are excited to honor this fourth group of outstanding women for their tireless devotion and excellent service to wealth management and the clients whose lives our industry enriches," said Larry Roth, Founder & CEO of Wealth Solutions Report. "While more remains to be done to advance women in our industry and beyond, our future looks bright when we consider these remarkable executives, leaders and professionals. Congratulations to all of today's winners."

Pathfinder Awardees For 2025

Please join us in congratulating the winners, who are in alphabetical order below:

• Financial Planner of the Year – Kofo Akosile, Financial Planner, Prudential Advisors
• Philanthropy Champion of the Year – Hayley Wood Bates, Senior Financial Advisor, Signature Estate & Investment Advisors
• Advisor Leadership Executive of the Year – Moira Buckley, Vice President of Western Territory, Prudential Advisors
• Brand Advocacy Executive of the Year – Diana Cabrices, CEO, Diana Cabrices Consulting
• Women Advisors Empowerment Program of the Year – Choreo Momentum
• Advisor Recruiter of the Year – Julie Davis, Head of MMFA Field Recruiting & Development, MassMutual
• CEO of the Year – Heather Fortner, Chair and CEO, SignatureFD
• Strategic Innovation Executive of the Year – Terri Kallsen, Managing Partner, Rise Growth Partners
• Private Wealth Executive of the Year – Beth Lawlor, President, Private and Affluent Wealth Management, U.S. Bank
• M&A Executive of the Year – Jacqueline Martinez, Managing Partner, Alaris Acquisitions
• Trusts & Estates Executive of the Year – Paulina Mejia, National Fiduciary Counsel, Fiduciary Trust International
• Chief Product Officer of the Year – Elizabeth Pavlik, Chief Product Officer, Docupace
• CMO of the Year – Samantha Schwimmer, Chief Marketing Officer, Advyzon
• Operations Executive of the Year – Brandy Weiberg, Managing Director & Head of Operations, Wealthcare Capital Management
• Behavioral Finance Executive of the Year – Naomi Win, Behavioral Finance Analyst, Orion

"As our industry continues to improve opportunities for women professionals and services to a growing number of women clients, we are encouraged by positive change, focus and awareness surrounding women's advancement," said WSR's Editor in Chief, Julius Buchanan. "We are pleased that our platform can provide part of the solution and thank the winners for helping us raise awareness of how our industry must change for the better."

In February, WSR published the first Pathfinder Awards of the year, the Top Black Industry Leaders of 2025, in recognition of Black History Month. WSR also highlights industry excellence through its annual Wealth Exemplar Awards, as well as recognition lists of executives and firms serving various industry niches and roles throughout the year.

About Wealth Solutions Report

Wealth Solutions Report (WSR) is a B2B digital platform for insights, analysis and expert commentary provided by wealth management industry leaders, for wealth management industry participants. Its team of editors, research analysts and expert columnists deliver content that inspires, engages and entertains industry audiences. Its parent company is Finetric Media.

WSR's editorial team prides itself on its objectivity and independence in spotlighting actionable growth strategies, demystifying complex issues and showcasing the individuals and enterprises that are shaping the future of wealth management. WSR delivers each week's content through its flagship website, e-blasts to registered readers and LinkedIn. For more information, please visit https://wealthsolutionsreport.com/.

Contact & Editorial Submissions

James Miller
Contributing Editor & Research Analyst
Wealth Solutions Report
[email protected]

SOURCE Wealth Solutions Report