Meet the Luminaries

It's critical "because people don’t like phoniness. There’s a real hunger for authenticity and being human,” says Snappy Kraken's Angel Gonzalez.

As for Raymond James’s achievement as a LUMNIARIRES finalist, he calls that recognition “motivating. It gives me incentive and drive to continue to improve and evolve in delivering technology education to advisors.”

Attracting diversity to a financial advisor team is easy; keeping it is more difficult, argues Caron Group's Ana Trujillo Limon.

Schwab Advisor Services' Lisa Salvi says young adults want to see a clear path to a rewarding career and business ownership.

At Dynasty Financial Partners, "You have to think in-depth. But you have to be dynamic in your management style as well,” the CEO explains. To hear Penney discuss his leadership philosophy and a mix of industry issues, please listen to this insightful podcast.