9th Annual Invest In Women


Shevawn Adams

Senior Manager, Business Enablement, RBC Wealth Management

Samantha Allen

Senior Vice President of Marketing Strategy, Carson Group

Catherine Avery

Founder, CAIM LLC.

Colleen Bell

President, Innovation and Experience, Cambridge Investment Research, Inc.

Susan Bradley

Founder, Sudden Money Institute

Lisa Brown

Partner and Wealth Advisor, Corient

Catherine D. Burgess, CFP®, RICP®, ADPA℠

First Vice President, Wells Fargo Advisors

Lauren Burthey

Director, Homrich Berg

Cary Carbonaro, CFP®

SVP, Director of Women and Wealth, ACM Wealth

Kristen Civin

Director, Practice Management, Cambridge Investment Research, Inc.

Marissa Foy Comerford

Senior Vice President, Gregory FCA

Jennifer Connelly

Chief Executive Officer, JConnelly Inc.

Kathy Crowley

Business Development, AdvisorEngine

Danielle Darling

LPL Financial Advisor, Certified Divorce Financial Analyst®, Resource One Advisors

Diane DeOliveira, CFP®, AIF®, CRPS®

President, Co-Founder, Wealthspring Financial Partners

Neva DePalma

General Counsel, Smarsh

Katherine Dowling

General Counsel & CCO, Bitwise Asset Management

Shannon F. Eusey

Chief Executive Officer, Beacon Pointe Advisors

Erinn Ford

EVP, Advisor Engagement, Osaic

Kimberly Foss

President, Empyrion Wealth Management

Marissa Fox-Foley

Chief Marketing Officer, Choreo Advisors

Mary Beth Franklin, CFP®


Lacy Garcia

Founder & CEO, Willow

Alexandra Goodelman, CFP®

Wealth Planning Associate, RBC Wealth Management

Rona Guymon

Sr. Vice President, Annuity Distribution, Nationwide Annuities

Sheryl Hickerson

Founder, CEO, Females and Finance

Kristina Hooper

Chief Global Market Strategist, Invesco

Jenny Johnson

President & CEO, Franklin Templeton

Nicole Johnson

Vice President, Business Development, Cambridge Investment Research, Inc.

Dr. Sindhu Joseph

Founder and CEO of CogniCor

Sandy Kaul

Senior Vice President, Head of Digital Asset and Industry Advisory Services, Franklin Templeton

Michael Kitces

Chief Financial Planning Nerd, Kitces.com

Megan Kopka, CFP®

Founder, Kopka Financial, LLC

Lindsey Lewis, ChFC®, CFP®

Senior Director, Chair, The American College Center for Women in Financial Services

Becky Lightman

Founder, Lightman Capital

Tracey Longo

Washington Editor, Financial Advisor Magazine

AuBree Lucas

Vice President, Annuities Marketing, Nationwide Annuities

Krista Lynch

Vice President, ETF Capital Markets, Grayscale

Carolyn McClanahan M.D., CFP®

Life Planning Partners

Moira A. McLachlan

Senior National Director, Core Allocation Strategies, Senior Investment Strategist, AllianceBernstein

Maria Menounos

Emmy Award-winning Journalist, TV Personality, Actress, Motivational Speaker, Author, and Digital Entrepreneur

Lisa Meyer

Director, Annuities Marketing, Nationwide

Carolyn Moor

Founder, Modern Widows Club

Beth Moss

Females & Finance

Gigi Norcross

Vice President, Business Development, Green Century Funds

Angie O’Leary

Head of Wealth Planning, RBC Wealth Management

Katherine Paulson

Chief Marketing Officer, Haven Tower

Tonia Pfeifer

Supervisor, Practice Management, Cambridge Investment Research, Inc.

Caroline Piehl, CFP®

Partner and Financial Advisor, TimeWise Financial LLC

Tina Powell

Chief of Community, Intention.ly

Julie Ragatz, Ph.D

Vice President, NextGen and Advisor Development Programs, Carson Group

Bobbi Rebell, CFP®

Founder, Financial Wellness Strategies

Rina Restaino

Partner, The Schall Law Firm

Carol Lee Roberts

President, Institute for Divorce Financial Analysts

Antoinette Rodriguez

Chairwoman – Invest In Women, Financial Advisor Magazine

Emma Rodriguez-Ayala

Chief Administrative Officer and General Counsel, Ariel Investments

Laine Schoneberger

Chief Investment Officer & Managing Partner, Yrefy, LLC

Leila Shaver

Founder and Managing Partner, My RIA Lawyer

Clara Sierra

Senior Director of Business Development and Global Sales, Moody’s Analytics

Evan Simonoff

Editor-in-Chief and Editorial Director, Financial Advisor Magazine

Suzanne Siracuse

Founder and CEO, Suzanne Siracuse Consulting, LLC

Laurie Stack

VP of Business Development and Head of the Avantax Women’s Advisor Forum

Jeannie Underwood-Kotner

Senior Vice President, Global Atlantic Consulting

Lori Van Dusen

Founder and CEO, LVW Advisors

Sarah Vita

Chief Talent Officer, Equitable Advisors

Shivani Vohra

Portfolio Manager, Senior Research Analyst, Parnassus Growth Equity Fund

Cathy Walker

Senior Manager, Professional Trustee and Philanthropic Solutions, RBC Wealth Management

Kendal Wilde

Partner Relationship Manager, Snappy Kraken

Erika Wilson

Chief Marketing Officer, Sound Income Group

Kami Zonin, CFP®, CDFA®

Wealth Management Advisor, Zonin Wealth Management