Trusted Advisers

Every business owner and top executive has a team of professionals outside of their company who are as much a part of their success as their employees. These outside professionals know the intimate details of the clients' business. They are Trusted Advisers.

About Trusted Advisers

Honorees for  Trusted Advisers come from 12 business fields. The top 12 honorees will be chosen; meaning there can be multiple honorees from the same business category (but not multiple winners from the same company).  Additionally, this event features Up-and-Comer awards and the celebrated Legacy Adviser award.

Event Date: Friday, September 26, 2025

Location: The Old Glass Place

Time: 11:30 a.m.

Nominate for 2025! 

Nomination deadline is June 9, 2025

Trusted Adviser
These professional advisers are at the peak of their career, having been in their field for more than five years. Individuals honored can come from the following fields:

• Accounting & Tax Strategy
• Architecture & Space Planning
• Banking & Finance
• Business & Strategy Consulting
• Commercial Real Estate & Site Selection
• Construction & Build Services
• Insurance & Risk Management
• Legal & Compliance
• Marketing, Branding & Communications
• Process Improvement & Logistics Management
• Technology, Digital & Cyber Advisory
• Wealth & Legacy Planning

Up-and-Comer
These professional advisers have been in their field fewer than five years and are on their way to Trusted Adviser status. These are individuals whose careers we should all be watching. Three individuals will be honored from any of the adviser categories.

Legacy Adviser
This professional has been in their field for 20 or more years. One person will be selected for the Legacy Adviser honor, the pinnacle award for achievement.

If you have questions about this event, please contact: support@sbj.net or call 417-831-3238.