Recognition and Awards

Jason DiLauro, Matthew Wracher, and Nathan Cope have been named to AdvisorHub's 2023 list of 100 Advisors to Watch (Over $1B). See the full rankings here: https://www.advisorhub.com/advisors-to-watch-over-1b-2023/

2023 AdvisorHub 100 Advisors to Watch over $1b, is based on the period from 1/1/2021 - 12/31/2022 and was released on 6/20/2023. 1,246 nominations were received and 100 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3NC5gZX

† The 2023 AdvisorHub 100 Advisors to Watch over $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022, and was released on 6/20/2023. Advisors considered have a minimum of seven years' experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.

Nathan Cope was named to the 2022 edition of the AdvisorHub’s list of 25 Next-Gen Advisors to Watch. See the full rankings here: https://www.advisorhub.com/advisors-to-watch-next-gen/

† The 2022 AdvisorHub 25 Next Gen Advisors to Watch ranking is as of 6/23/2022 and based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Advisors considered have between seven and fifteen years’ experience, a compliance record with no more than 3 complaints, and must have been with their current firm since 1/1/2020. Out of approximately 560 total nominations received and 152 in this category, 25 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.

Jason DiLauro and Matthew Wracher was named to the 2022 edition of the AdvisorHub’s list of 50 Advisors to Watch (over $1B) †.” See the full rankings here: https://www.advisorhub.com/advisors-to-watch-over-1b/

† The 2022 AdvisorHub 50 Advisors to Watch over $1b ranking is as of 6/23/2022 and based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Advisors considered have a minimum of seven years’ experience, a compliance record with no more than 3 complaints, and must have been with their current firm since 1/1/2020. Out of approximately 560 total nominations received and 79 in this category, 50 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.

Akron Financial Advisor Earns National Recognition for Philanthropy

Jason DiLauro is a Finalist in the 2022 Invest in Others Awards

Akron, Ohio  – July 11^th, 2022– Jason DiLauro, Managing Partner, Branch Manager at The Wealth Advisory Group of DiLauro Wracher & Thoms in Akron, OH is one of three national finalists for the Community Service Award in the 16th Annual Invest in Others Awards for his philanthropic contributions to Revere Schools Foundation.

The Invest in Others Awards program recognizes the charitable work of financial advisors in communities across the country and around the world. There are five award categories: Catalyst, Community Service, Emerging Impact, Lifetime Achievement and Volunteer of the Year. Finalists are selected based on their leadership, dedication, contribution, inspiration, and impact on a nonprofit and the community it serves. Each finalist will receive $25,000 for their nonprofit, which will increase to $50,000-$75,000 if selected as the category winner.

Revere Schools Foundation Mission:

• Promote experiential learning thru teach grants
• Produce leaders thru scholarships and working with local businesses to offer scholarships and internships.
• Protect our kids thru many avenues that include funding an additional officer at our schools, sponsoring health fairs, working with local Equine Therapy organizations and supporting mental services in our schools.

Awards will be presented on September 29th at the Westin Seaport District Boston and announced on investinothers.org following the event.

About the Invest in Others Charitable Foundation

Invest in Others provides a platform for financial professionals to make an impact on the causes they care about. Our awards and grant programs recognize and amplify the philanthropic work of financial advisors, employees and firms who give their time, talents, and resources to support diverse nonprofits within their communities. Financial professionals can apply for grants and awards from Invest in Others that provide critical funding and visibility for nonprofits. For more information, visit investinothers.org or follow Invest in Others on Twitter, LinkedIn, and Facebook.

The Invest in Others (IiO) Awards program recognizes financial advisors who lend their time and talents to support nonprofits helping to make a difference in people’s lives. Through the five award categories -- Catalyst, Community Service, Emerging Impact, Lifetime Achievement and Volunteer of the Year -- the IiO Awards honor financial advisors who have contributed to their causes in significant ways. Finalists are selected based on their leadership, dedication, contribution, inspiration and impact on both the nonprofit and the community it serves.

This ranking is not based in anyway on the individual's abilities in regards to providing investment advice or management.  This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with Invest in Others.

Jason DiLauro and Matthew Wracher were named to the 2022 edition of the Forbes list of Best-In-State Wealth Advisors*. The list, which recognizes advisors from national, regional and independent firms. https://www.forbes.com/best-in-state-wealth-advisors

† The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.