10th Annual Invest In Women


Andrew Altfest

President and Founder – Altfest Personal Wealth Management/FP Alpha

Jennifer Anderson

Managing Director, Advisor Engagement, Hightower

Renee Baker

Head of Private Client Group Advisor Inclusion Networks, Raymond James

Kelly Baldoni

Vice President of Global Women’s Strategies, Impax Asset Management LLC

Ryan Bertrand

Vice President and Managing Director, Advanced Markets, Transamerica

Kristen Billows

Regional Vice President, Jackson National Life Distributors LLC

Stephanie Bogan

Founder, Limitless Advisor Coaching

Erin Botsford

Founder, The Advisor Authority

Hannah Buschbom

Co-Founder, The W Source

Catherine Chen

Managing Director and Financial Advisor, SRI Wealth Management Group, RBC Wealth Management

Cathie Cobe

CPA, CFP, CLU, ChFC, Consultant, Nationwide Retirement Institute®

Chantalle Couba

Executive Office, Chief Inclusion and Diversity Officer, Cetera

Lara Coviello

Vice President, Senior Portfolio Manager, Brinker Capital Investments

Nicole Donnelly

Marketing Director, TisBest

Dr. Sofia Duffy

Assoc. Vice Provost of Curriculum Quality, Assoc. Prof. of Business Planning, The American College of Financial Services

Maddy Dychtwald

Co-Founder of Age Wave

Heather Ettinger

Founder & CEO, Luma Wealth Advisors

Dani Fava

Head of Strategic Development, Envestnet

Kimberly Foss

President, Empyrion Wealth Management

Jen Gloss

Vice President, Business Consulting, Assetmark

Theresa Gralinski

Executive Director, Events and Thought Leadership, Hightower

Laura Gregg

Director of Practice Management and Advisor Research, FlexShares Exchange Traded Funds

Jill Hollander

Managing Partner, Financial Connections Group, Incorporated

Aimee Johnson

Vice President, Advanced Markets and Solutions, Allianz Insurance Company of North America

Pui Kalyanamitra

Regional Vice President, Transamerica

Susan Kay

Vice President, Director of Business Development, MFS Fund Distributors, Inc.

Tracey Longo

Washington Editor, Financial Advisor Magazine

Kay Lynn Mayhue

President, Merit Financial Advisors

Junette McCarthy

Wealth Manager, CERTIFIED FINANCIAL PLANNER™, McCarthy Wealth Management

Rene Nourse

Founder/CEO, Urban Wealth Management Group®

Angie O’Leary

Head of Wealth Planning, RBC Wealth Management

Samantha Palm

Portfolio Manager, Parnassus Fixed Income Fund

Lauren Pearson

Managing Director, Partner, Hightower

Amanda Piper

Partner, Wagener-Lee, LLC, Financial Advisor, RJFS

Pat Quinn

Advance Your Reach

Christeen Reeg


Heidi Ridley

Co-founder & CEO, RadiantESG Global Investors

Carol Lee Roberts

President, Institute for Divorce Financial Analysts

Samantha Russell

Chief Evangelist, FMG Suite

Catherine Seeber

Vice President and Financial Advisor, CAPTRUST

Evan Simonoff

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

Suzanne Siracuse

Founder and CEO, Suzanne Siracuse Consulting, LLC

Carin Stimolo

VP Client Experience, ESG Pro

Susan Theder

Chief Marketing and Experience Officer, FMG Suites