CONCORD, CA – August 3, 2026 – AssetMark, a leading wealth management platform for independent financial advisors, today announced the recipients of its 2026 Practice Excellence Awards, recognizing financial advisory firms that are putting AssetMark’s platform capabilities into practice in meaningful and measurable ways.
The awards, now in their ninth year, recognize firms that are embracing AssetMark technology to perform traditionally manual middle- and back-office functions. Firms were recognized across three areas of practice excellence: accuracy of submitted client requests, overall adoption of AssetMark digital tools and adoption of eDelivery.
“These firms demonstrate what’s possible when advisors fully embrace digital tools to better serve their clients,” said Carrie Hansen, Executive Vice President and Chief Operating Officer of AssetMark. “By leveraging technology to streamline processes, improve accuracy, and support digital-first processes, they’re creating more efficient workflows—and freeing up time to focus on what matters most: their clients.”
This year’s honorees are:
2026 Digital Practice Award – Overall Adoption of AssetMark Digital Tools
Alexander Telidis, Innovative Financial Solutions (Chandler, AZ)
Nancy Rodriguez, Richardson Rodriguez Financial Group (Brownsville, TX)
Randy Verlin, Verlin Financial (Kalamazoo, MI)
Richard Gutshall & Allison Berhorst, KW Gutshall & Associates (San Marcos, TX)
2026 Operations Excellence Award – Accuracy of Submitted Client Requests
Seth Jones, Alterra Advisors (Bellevue, WA)
Tim McFall & Maria Lucaci, U.S. Capital Strategies, Inc. (Kirkland, WA)
Jeff Fisher, Capital Financial Consultants Group (San Juan Capistrano, CA)
Chris Koppelman, Twin Oak Advisors (Austin, TX)
2026 Green Planet Award – Adoption of eDelivery
Dustin Carr, Planning Resources, Inc. (Englewood, CO)
Joshua Baer and Evan Pollack, Stratus Associates (New York, NY)
David Duquette, Westshore Financial Group (Tampa, FL)
Guy Baker, Wealth Teams Alliance (Irvine, CA)
The Practice Excellence Awards were announced during the kick-off of AssetMark’s annual Client Obsession Week, a week-long celebration starting today through August 7, 2026. “This year’s award winners exemplify how adopting the right tools and processes can transform the way advisors work, making it easier to deliver timely, accurate, and more seamless experiences for their clients,” Hansen noted. “By recognizing these firms, we’re highlighting a simple but powerful truth: when advisors embrace the full capabilities of the AssetMark platform, they’re better equipped to serve their clients—and that’s how we collectively bring our commitment to client success to life.”
Award recipients were selected by a panel of senior leaders in AssetMark’s Operations and Service organization. Nominees were evaluated based on usage of AssetMark’s digital tools, accuracy, and volume of work.
About AssetMark
AssetMark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. AssetMark, together with its subsidiaries AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, and operational capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction.
Founded in 1996, AssetMark has over 1,000 employees and serves more than 10,000 financial advisors and over 340,000 investor households. As of June 30, 2026, the firm had over $180 billion in platform assets. AssetMark, Inc. is a registered investment adviser with the U.S. Securities and Exchange Commission.
For more information, please visit assetmark.com. Follow us on LinkedIn.
Media Contact
Jen Deitsch
PR and Investment Communications Lead
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.