ThinkAdvisor Names Shirl Penney of Dynasty Financial Partners as CEO of the Year

In Recognition of His Exemplary Leadership, Innovation, and Impact

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--ThinkAdvisor has named Shirl Penney as its 2025 CEO of the Year, an honor announced at the publication’s Luminaries Awards gala on December 4, 2025, in New York City.

The ThinkAdvisor Luminaries Awards have become one of the industry’s most respected honors, recognizing leaders and organizations that are making meaningful contributions across financial advice, asset management, and wealth services. Now in its fifth year, the program highlights those advancing the profession through innovation, client focus, and forward-looking leadership.

“This award may have my name on it, but it truly reflects the efforts of our entire Dynasty family – our investors, resource partners, clients, and the incredible Dynasty team that is behind everything we do,” said Penney. “It was humbling to be included among such accomplished peers, and I’m grateful to ThinkAdvisor for acknowledging the work happening across our firm. Congratulations to all the finalists and winners who took part in a full day of thoughtful conversations and roundtables leading into the gala. Our industry is evolving quickly, and it’s an exciting time to be working together on what comes next.”

The recognition underscores the progress Dynasty Financial Partners continues to make in supporting independent advisors and strengthening the broader wealth-management ecosystem.

About Dynasty Financial Partners

For more than 15 years, Dynasty has championed the benefits of independent wealth management by providing access to an open-architecture platform of software and technology tools, business services, and holistic investment management capabilities delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools, and services provide advisory firms with Supported Independence to better serve their clients as they launch, scale, and grow. Dynasty owns and operates one of the largest investment platforms in the RIA space offering a vast selection of investment solutions, as well as a leading investment bank dedicated to serving the asset and wealth management industry.

For more information, please visit www.dynastyfinancialpartners.com.

Also visit Dynasty on social media:

LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners
Facebook: https://www.facebook.com/DynastyFP
Twitter: @DynastyFP
Youtube: http://bit.ly/1MKXhC8 ​
Instagram: https://www.instagram.com/thedynastyfp/

About ThinkAdvisor

ThinkAdvisor provides financial advisors, registered investment advisors, and wealth managers with comprehensive coverage of the products, services, and information they need to guide their clients in making critical wealth, health, and life decisions. The website showcase advisors adapting and succeeding in new ways, translating the impact of industry regulation, dealmaking, and technology into digestible coverage, so advisors have more time to spend advising clients and running their businesses.

www.thinkadvisor.com

Disclosure:

The Think Advisor Luminaries awards for 2025 was announced December 4, 2025. Nominations were accepted by individuals as well as firms within the financial industry. Seeking those that demonstrate exemplary leadership, groundbreaking innovation and outstanding community impact. No compensation was provided to be considered.