Majdah alQuhtani, CPWA®, AIF®
Senior Wealth Advisor, Altus Wealth Management
Joe Anthony
Co-Owner and President, Gregory FCA
Breanna Rae Blaney
Founder & Chief Evolution Officer, Anya Institute for Human Revolution
Theresa Bursey
VP, Coaching & Advisor Productivity, Raymond James
Diana Cabrices
Founder, Diana Cabrices Consulting
Tracy Cafaro
VP & GM – Service and Implementation, President, ADP Retirement Trust Services
Jackie Campbell
President & Founding Partner, Financial Advisor, Campbell & Company
Cary Carbonaro, CFP® Professional, MBA
Managing Advisor, Ashton Thomas, Women and Wealth Ambassador
Monique Castillo
Founding Owner, Financial Advisor, Higher Ground Financial Services
Soraya Chabarek
CEO, Manulife | CQS Investment Management
Carrie Cook
President, Ignite Funding
Danielle Darling, CDFA®
LPL Financial Advisor, Certified Divorce Financial Analyst®, Resource One Advisors
Roberta Eckert, CRPC, RICP, CLTC
Director, Nationwide Retirement Institute®
Kristie Edling-Day
EVP, CIO Advisor Experience, LPL Financial
Heather Ettinger
Founder & CEO, Luma Thrive, Keynote Speaker, Best-Selling Author, Consultant
Kristie Feinberg, CFA
President and CEO, Manulife John Hancock Investments, Head of Retail, Wealth and Asset Management, Manulife Investment Management
Erinn Ford
EVP, Advisor Engagement, Osaic
Mary Beth Franklin, CFP®
RetirePro
Angela Giombetti
CMO, Wealthspire Advisors
Laura T. Godine, JD, AEP®, CAP®
Partner, Wealth Strategist & Regional Director of Wealth Planning
Sheena Gray
CEO | Visionary Leader | Speaker & Industry Advocate, Association of African American Financial Advisors
John Guido
President, Retirement Insights LLC
Hannah Shaw Grove
CMO, Foundation Source
Rona Guymon, CRC
SVP, Nationwide Financial Annuity Distribution
Lena Haas
Principal, Head of Wealth Management Advice and Solutions, Edward Jones
Becca Hajjar
Managing Principal, Chief Business Development Officer, Commonwealth
Mallory Hoff
Television Host & Producer, Impact Media
Kate Healy
CEO and Founder, AdvoKate IQ, LLC
Sheryl Hickerson
Founder, CEO, Females and Finance
Jamie Hopkins, LLM, CFP®, ChFC®, CLU®, RICP®
CWO, WSFS and Bryn Mawr Trust, CEO, Bryn Mawr Capital Managment
Alex House
CMO, The Impact Partnership
Robyn Jameson, CFP®, CLTC
Managing Director, Partner, Wealth Manager, Merit
Gregg Johnson
National Sales Director, Carson
Carole Laible
CEO, Domini Impact Investments
Lindsey Lewis, MBA, CHFC®, CFP®
Senior Director and Chair, The American College Center for Women in Financial Services
Becky Lightman, MBA
Founder, Lightman Capital
Tracey Longo
Washington Editor, Financial Advisor Magazine
Mike Macho
Chief Radio Officer, Impact Media
Marian Macindoe
Managing Director, Sustainable Investment Strategy
Alisa Maute CIMA®, CAIA℠
Executive Managing Director, Head of Client Development, Mercer Advisors
Kay Lynn Mayhue, CFP®, AEP®, RFC®
President, Partner, Merit Financial Advisors
Terra McBride, MBA
CMO, Prime Capital Investment Advisors
Pinki Mehta
SVP/MD Global Marketing and Digital Experience, Alliance Bernstein
Kerri Melley
Financial Planner, Commonwealth Financial Group
Liz Miller, CFP®, CFA®
Chair of CFP Board , Founder & President, Summit Place Financial Advisors, LLC
Hannah Moore, CFP®
Founder, Guiding Wealth
Cori Oliver, CAP®
Director, Charitable Consulting, DAFgiving360™
Vanessa Patterson
Managing Partner, Financial Advisor, New Perspective Financial Solutions
Kathy Pemberton
AVP, Nationwide Financial Life Product Development
Caroline Piehl, CFP®
Partner and Financial Advisor, TimeWise Financial
Maria Fiorini Ramirez
President & CEO, Maria Fiorini Ramirez, Inc.
Avani Ramnani, CFP®, CDFA®, CPWA®
Partner, Director of Financial Planning & Wealth Management, Francis Financial, Inc.
Heidi Ricken
President, Investment Adviser Representative, Ricken Financial
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
Marcy Ross
Sr. Consultant, Nationwide Financial Retirement Solutions
Katherine Roy
Principal, Retirement Products, Edward Jones
Leslie Samuelrich
President, Green Century Funds, Forbes 50 over 50, Barron’s List of Most Influential Women in Finance
Kristen Santerian
Managing Director, Head of BlackRock Growth Partners, U.S. Wealth business at BlackRock
Laine Schoneberger
CIO & Managing Partner, Yrefy, LLC
Catherine Seeber, CFP®, CeFT®
Principal | Financial Advisor, CAPTRUST
Andrea Seidt
Commissioner of the Ohio Department of Commerce, Division of Securities
Clara Sierra
Senior Director, Global Sales, Moody’s, Executive Board Member, Invest In Others Charitable Foundation
Evan Simonoff
Editor-in-Chief and Editorial Director, Financial Advisor Magazine
Suzanne Siracuse
Founder and CEO, Suzanne Siracuse Consulting, LLC
Kim Skouras
Senior VP of Sales, Impact Partnership
Liz Ann Sonders
Managing Director & Chief Investment Strategist, Charles Schwab & Co.
Laurie Stack
Regional VP, Tax Channel and Head of the Avantax Women’s Advisor Forum
Kelli Stanko, MBA
Wealth Strategist, MassMutual
Susan Theder
Chief Marketing and Experience Officer, FMG
Amethyst Vargas
VP and Head of Brand and Strategic Partner Firm Marketing, Brighthouse Financial
Tarah Williams
President & COO, Prospera Financial Services
Florrie Willis
National Sales Manager, Lincoln Financial
Erika Wilson
CMO, Sound Income Group
Michelle Winkles, MBA
Partner and CMO, Mission Wealth
Jasmine Yu, PhD, CFA, CAIA
CIO, Bryn Mawr Trust and Bryn Mawr Capital Management of WSFS bank
