10th Annual Invest In Women

Speakers

Joe Anthony

Co-Owner and President, Gregory FCA

Breanna Ray Blaney

Founder & Chief Evolution Officer, Anya Institute for Human Revolution

Theresa Bursey

Vice President, Coaching & Advisor Productivity, Raymond James

Cary Carbonaro, CFP® Professional, MBA

Managing Advisor, Ashton Thomas, Women and Wealth Ambassador

Carrie Cook

President, Ignite Funding

Danielle Darling

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

Roberta Eckert

Director, Nationwide Retirement Institute®

Kristie Edling-Day

Executive Vice President, CIO Advisor Experience, LPL Financial

Mary Beth Franklin, CFP®

RetirePro

Angela Giombetti

Chief Marketing Officer, Wealthspire Advisors

John Guido

President, Retirement Insights LLC

Hannah Shaw Grove

Executive, Foundation Source

Rona Guymon

Sr. Vice President, 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

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

Alex House

Chief Marketing Officer, The Impact Partnership

Robyn Jameson, CFP®, CLTC

Managing Director, Partner, Wealth Manager

Carole Laible

Chief Executive Officer, Domini Impact Investments

Lindsey Lewis, MBA, CHFC®, CFP®

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

Tracey Longo

Washington Editor, Financial Advisor Magazine

Kay Lynn Mayhue, CFP®, AEP®, RFC®

President, Partner, Merit Financial Advisors

Terra McBride, MBA

Chief Marketing Officer, Prime Capital Investment Advisors

Pinki Mehta

SVP/MD Global Marketing and Digital Experience, Alliance Bernstein

Cori Oliver, CAP®

Director, Charitable Consulting, DAFgiving360™

Kathy Pemberton

AVP, Nationwide Financial Life Product Development

Maria Fiorini Ramirez

President & CEO, Maria Fiorini Ramirez, Inc.

Dana Rhodes

Chief Operating Officer, Axtella

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

Leslie Samuelrich

President, Green Century Funds, Forbes 50 over 50, Barron’s List of Most Influential Women in Finance

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

Suzanne Siracuse

Founder and CEO, Suzanne Siracuse Consulting, LLC

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

Amethyst Vargas

Vice President and Head of Brand and Strategic Partner Firm Marketing, Brighthouse Financial

Tarah Williams

President & Chief Operating Officer, Prospera Financial Services

Florrie Willis

National Sales Manager, Lincoln Financial

Erika Wilson

Chief Marketing Officer, Sound Income Group

Michelle Winkles, MBA

Partner and Chief Marketing Officer, Mission Wealth