• 2015 Finalists
• Individual
• Team Alliance Benefit Group Financial Services The Casey Retirement Group at Morgan Stanley Compass Financial Partners Graystone Consulting | Cincinnati The D’Aiutolo Institutional Consulting Team at UBS Financial Heffernan Retirement Services PearlStreet Investment Management of Oppenheimer & Co. Inc. The Ratay Group at Morgan Stanley Spectrum Investment Advisors, Inc.
• Multioffice Team
• Judges

2014 Winners 2015 Winners