Celebrating our 2026 philanthropic champions

Fidelity Charitable is proud to announce the 2026 recipients of the Philanthropic Champion award—12 financial advisors who exemplify the power of giving.

Meet Fidelity Charitable's 2026 philanthropic champions

Selected through a comprehensive quantitative and qualitative review, these advisors stood out for integrating philanthropy into client service, inspiring generosity, and driving meaningful impact in their communities. By helping clients align their financial resources with what matters most, the honorees show how charitable planning can uncover opportunities, strengthen family engagement, and reinforce their role as trusted partners in achieving financial and personal goals.

Glenn Ullmann

Ullmann Wealth Partners

Cheryl Young

Rockefeller Capital Management

Nick Johnson

Willis Johnson Wealth

Jeffrey Lindsay

Peterson Wealth Advisors, LLC

Benjamin Dickey

Resonant Capital Advisors

Robert "Buzz" Law

Creative Financial Group, a division of Synovus Securities, Inc.

Katie Poole

Pathstone

John Vande Guchte

Innovia Wealth

Caleb “Spuds” Powell

Kayne Anderson Rudnick Investment Management

Brad Sharp

RWA Wealth Partners

Scott Brueske

B3 Wealth Strategies

Mark Mulvoy

Cresset Asset Management LLC, Cresset Capital

Why charitable planning matters

Advisors who incorporate charitable planning into their client discussions can create value that extends beyond traditional financial guidance. Whether clients are navigating a major life transition, experiencing a high-income year, or planning for future generations, charitable planning can help align their financial decisions with long-term goals and purpose.

In a 2024 Fidelity Charitable study (opens in new tab or window), nearly half of registered investment advisors said that charitable planning conversations helped nurture existing client relationships, while 60% reported that these discussions helped attract new clients. By integrating charitable giving into broader wealth planning discussions, advisors can create value that extends beyond traditional financial guidance.