In the News: AD David Named 2026 Pathfinder Award Winner

We’re excited to share that Alex “AD” David, President & CEO of Equity Services, Inc., has been named one of five industry leaders recognized in the Wealth Solutions Report 2026 Pathfinder Awards. The Pathfinder Awards highlight executives who are helping shape the future of wealth management through leadership, innovation, and a strong commitment to the advisor community.

As part of this recognition, AD was also invited to contribute to a recent Wealth Solutions Report feature on representation in the industry, titled “The Wealth Industry’s Diversity Paradox.” The story explores the challenges and opportunities around building a more inclusive talent pipeline in wealth management and highlights perspectives from leaders across the industry on how firms can expand access, awareness, and long-term career opportunities.

In the article, AD shared insights on the importance of recruiting from broader talent pools — including mid-career professionals — and how thoughtful use of technology can help firms scale recruitment and retention efforts with greater precision. His perspective reflects ESI’s continued focus on building a relationship-driven firm that supports advisors from all backgrounds and stages of their careers.

This recognition is a meaningful moment for ESI and a reflection of the work happening across our community every day. Please join us in congratulating AD on this well-deserved honor and in celebrating the leadership and vision helping guide ESI forward.

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