Omaha, Neb. – April 23, 2026 – Carson Group, a leading wealth advisory firm with over $57 billion* in assets under management (AUM), today announced the recipients of its 2026 Women in Wealth Management Awards, honoring outstanding women in the financial services industry who are driving meaningful change, strengthening their communities and helping shape the future of wealth management.
“We are incredibly proud to recognize these extraordinary women, not only for their achievements, but for the impact they are having on the future of our industry,” said Heather Randolph Carter, Chief Marketing Officer of Carson Group. “At Carson, we believe advancing women in wealth management is essential to reflecting the communities we serve and meeting the needs of evolving investor demographics. These leaders are not only delivering exceptional results for their clients, but they are also mentoring others, strengthening their communities and helping create a path forward for the next generation of advisors.”
The 2026 Women in Wealth Management Award recipients are:
- The Backstage Star Award recognizes someone whose quiet daily management makes everything go smoothly for the company, the people within it and the people it serves.
- Marcie Ontiveros, operations assistant with BMY Wealth Management Group
- Career of Excellence Award created for women who have been in the financial advice profession for at least 15 years, focusing on those who have achieved notable career milestones and demonstrated success and leadership throughout their professional journey.
- Shanna Kehoe, CWS, CFP®, Partner, Wealth Advisor, Carson Wealth Las Vegas
- Community Impact Award highlights a woman who is using her platform, or area of expertise, to give back to her community in a meaningful way that generates a lasting impact for that community.
- Michelle Ogden, CFP®, CRPS, CKA®, Wealth Advisor, Founder and CEO, Ogden Wealth LLC
- Excellence in Mentorship Award recognizes women who have acted as mentors to others in the wealth management industry.
- Kim Gieseler, CFP®, RICP®, Co-Founder, Senior Wealth Advisor, Valorem Financial
- Growth & Top Advisor honors a woman who has experienced significant career advancement and achieved top-tier results, such as leading in AUM growth, and has an unwavering commitment to excellence.
- Rebecca Albers, CFP®, CExP™, CMT®, Partner, Wealth Advisor, Carson Wealth West Des Moines
- Transition Triumph Award celebrates a woman who started in an operational role at the firm and made a successful transition to advisor.
- Jamie Yeisley, Associate Wealth Advisor, Carson Wealth Cedar Rapids
- Up & Comer Award honors a woman in the early stages of her career making a significant impact in the industry through a client-centric approach to excellence, appreciation for professional development and overall dedication to long-term success in wealth management.
- Kayla Oliver, CFP®, Wealth Advisor, Bain Wealth Management
The Carson Women in Wealth Management Awards program reflects the firm’s broader commitment to elevating women across financial services. The awards recognize women who are advancing the profession and making a meaningful impact on their clients and communities. This year’s recipients were celebrated at the firm’s annual women’s conference, Represent, held this week in Washington, D.C. Through initiatives like Represent, mentorship and ongoing community engagement, Carson continues to invest in the growth and advancement of women at every stage of their careers.
This year’s Women in Wealth Management Award winners were selected by a panel of judges from across the industry, including WisdomTree, J.P. Morgan Asset Management, First Trust Portfolios and FIG.
About Carson Group
Carson Group manages over $57 billion* in assets and serves more than 60,000 client families among its advisory network of 165+ partner offices, including more than 50 Carson Wealth locations. For more information about Carson Group and partnership opportunities, visit https://www.carsongroup.com/ways-to-join/partnership/.
Carson Group is a dba of CWM, LLC, an SEC Registered Investment Advisor. Investment advisory services are offered through CWM, LLC. CWM, LLC is a subsidiary of Carson Group Holdings, LLC. *AUM amount is based on total assets under Carson Group Holdings, LLC., which include CWM, LLC and Northwest Capital Management, Inc.
Carson Group’s Women in Wealth Management awards program recognizes Carson Group partners based on impact made in their community through career excellence, mentorship, growth and innovation. The award is not available to individuals outside of the Carson Group, and judging is conducted by a selection committee external to the Carson Group. No compensation was provided directly or indirectly by the recipient in connection with obtaining or using the award. This award listing is not a guarantee of future investment success, and recognition should not be construed as an endorsement of the advisor by any client.