10th Annual Invest In Women

Speakers

Carrie Cook

President, Ignite Funding

Mary Beth Franklin, CFP®

RetirePro

Hannah Shaw Grove

Executive, Foundation Source

Kate Healy

CEO and Founder, AdvoKate IQ, LLC

Sheryl Hickerson

Founder, CEO, Females and Finance

Jamie Hopkins

Chief Wealth Officer, WSFS and Bryn Mawr Trust, CEO, Bryn Mawr Capital Managment

Tracey Longo

Washington Editor, Financial Advisor Magazine

Maria Fiorini Ramirez

President & CEO, Maria Fiorini Ramirez, Inc.

Rita Robbins

Founder & President, Affiliated Advisors

Carol Lee Roberts

CFP, CeFT, CDFA, President, Institute for Divorce Financial Analysts

Antoinette Rodriguez

Chairwoman – Invest In Women, Financial Advisor Magazine

Laine Schoneberger

Chief Investment Officer & Managing Partner, Yrefy, LLC

Catherine Seeber

Vice President and Financial Advisor, CAPTRUST

Evan Simonoff

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

Liz Ann Sonders

Managing Director & Chief Investment Strategist, Charles Schwab & Co.

Laurie Stack

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

Susan Theder

Chief Marketing and Experience Officer, FMG