Wealth Solutions Report Names Top Black Industry Leaders Of 2025

Media Platform Launches Fourth Year Of Awards Series Highlighting Advancement Of Underrepresented Communities In Wealth Management

First Installment Of 2025 Celebrates Black History Month

NEW YORK, Feb. 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 WSR Pathfinder Awards – Top Black Industry Leaders of 2025, the fourth year for WSR to honor Black History Month with Pathfinder Awards.

The invitation-only Pathfinder Awards recognize excellence among advisors, professionals and executives of underrepresented communities and backgrounds in wealth management, as well as organizations that support their advancement. Concurrent with the awards, WSR offers a platform for our honorees to address important topics to their communities such as diversity, equity and inclusion (DEI) and the advancement of underrepresented groups in the wealth management industry.

"The Pathfinder Awards is one of our signature initiatives," said Larry Roth, Founder & CEO of Wealth Solutions Report. "Diversifying the ranks of advisors so they better represent the people they serve remains a top priority for the wealth management industry. To that end, these awards recognize the outstanding work of highly accomplished executives and professionals who in turn inspire people in their communities to pursue careers in wealth management. Congratulations to this year's honorees."

Pathfinder Awardees For 2025

Winners are selected based on strong track records, dedication to the industry, excellent reputations, broad influence and the ability to serve as role models for persons in or considering a wealth management career. This year's winners come from a broad range of professional backgrounds as well as two firms – one that serves communities and one that empowers employees.

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

• Black CFO of the Year ­– Gerard Daniels, Chief Financial Officer and Head of Corporate Development, PureFacts
  
  
• Black Entrepreneur of the Year – Brandon Dixon-James, President and Co-Founder, Resilient Wealth Management, part of NFW Advisory
  
  
• Black Financial Advisor of the Year – Victor Hicks II, Wealth Advisor, Perigon Wealth Management
  
  
• Black Financial Planner of the Year – Cordi Powell, Founder and Principal, Favored Financial Planning
  
  
• Black Community Service Program of the Year – Prudential Advisors' Blueprints to Black Wealth
  
  
• Black CEO of the Year – Kenneth Royster, President and CEO, First Genesis of Virginia, part of Stratos Wealth Partners
  
  
• Black Employee Empowerment Program of the Year – SageView Advisory Group's Black Employee Network
  
  
• Black COO of the Year – Kyle Samuel, Chief Operating Officer, Alera Group
  
  
• Black Marketing Executive of the Year – Shantese Smithers-Alexander, Marketing Manager, Wealthcare Capital Management
  
  
• Black M&A Executive of the Year – Cameron Stagg, Director of Mergers & Acquisitions, Signature Estate & Investment Advisors
  
  
• Black Strategy Executive of the Year – Tamekia Thompson, Director, Operations, Prospera Financial Services

Julius Buchanan, WSR's Editor in Chief, said, "We are excited to see the ongoing work of our industry to advance underrepresented communities, including the Black community, both at the office and in the general public. It is very fitting that the two organizations to receive Pathfinder Awards this month each operate an impactful program, one focused on employees and the other on community service. We encourage more firms to implement programs that change lives and outcomes for our industry and the people we serve."

WSR is part of Finetric Media, a portfolio company of RLR Strategic Partners, a strategic consulting, M&A advisory and private investment firm focused on the wealth management industry.

The next installment of WSR's Pathfinder Awards will be the Top Women Industry Leaders of 2025, in celebration of Women's History Month in March. 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 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 by spotlighting actionable growth strategies while demystifying complex issues. WSR delivers each week's content through its flagship website, e-blasts to registered readers and via social media, with an emphasis on 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