Kristin Andree
Founder, Business Strategist, The Andree Group
Catherine Avery
Founder, CAIM LLC.
Missie Beach, CFP®, CDFA®
Senior Financial Advisor, Wiser Wealth
Raluca Bighiu, CFP®
Senior Vice President and Family Wealth Director, Morgan Stanley Wealth Management
Stephanie Bogan
Founder, Limitless Advisor Coaching
Diane Bourdo
President, The Humphreys Group
Lisa Brown
Partner, CI Brightworth
Jovita Carranza
Former United States Administrator of the Small Business Administration, Former Treasurer of the United States
Melissa Carter
Multimedia Editor, Financial Advisor Magazine
Dee Dee Chadwick
Senior Director, Advanced Consulting Group, Nationwide
Michelle Connell, CFA
President/Owner, Portia Capital Management, LLC
Jennifer Connelly
Chief Executive Officer, JConnelly Inc.
Cammie Doder
Chief Marketing Officer, Partner, Aspiriant
Kamila Elliott
Co-Founder and CEO, Collective Wealth Partners
Abbey Flaum
Managing Director, HB Wealth Management
Heather Fortner
Chair, Chief Executive Officer, SignatureFD
Kimberly Foss
Senior Wealth Advisor, Mercer Advisors
Kim Crawford Goodman
Chief Executive Officer, Smarsh
Laura Gregg
Director of Practice Management and Advisor Research, FlexShares Exchange Traded Funds
Hannah Shaw Grove
Chief Marketing Officer, Foundation Source
Mary Kate Gulick
Senior Vice President, Advisor Marketing, Carson Group
Jenna Bush Hager
Co-Host of TODAY with Hoda & Jenna
Gretchen Halpin
Co-Founder, Beyond AUM
Sheryl Hickerson
Founder, CEO, Females and Finance
Ashley Ilardo
Regional Director and Vice President, Dimensional Fund Advisors
Dr. Sindhu Joseph
Founder and CEO of CogniCor
Lori Keith
Portfolio Manager, Parnassus Investments
Chrissy Lee
Chief Operating Officer, Merit Financial Advisors
Tracey Longo
Washington Editor, Financial Advisor Magazine
Kay Lynn Mayhue
President, Merit Financial Advisors
Stacey McKinnon
Chief Operating Officer, Chief Marketing Officer, Wealth Advisor, Morton Wealth
Francine Miltenberger
Managing Director, DeVoe & Company
Kristie Mitchell
Senior Manager, Schwab Charitable
Chloé Moore
Founder, Financial Staples
Carey Morgan
Founder, Livelihood Planning
Angie O’Leary
Head of Wealth Planning, RBC Wealth Management
Abbey O’Malley
Principal, Hidden Insights Group
Caroline Piehl
Partner and Financial Advisor, TimeWise Financial LLC
Mitali Prasad
Portfolio Manager & Research Analyst, Trillium Asset Management
Julie Ragatz, Ph.D
Vice President, NextGen and Advisor Development Programs, Carson Group
Padideh Nora Raphael
Global Head, Third Party Wealth Management Business, Goldman Sachs Asset Management
William Reichenstein, Ph.D
Head of Research, Social Security Solutions, Inc; Head of Research, Income Solver, Inc.
Tammy Robbins
Executive Vice President and Chief Business Development Officer, Cambridge Investment Research, Inc.
Carol Lee Roberts
President, Institute for Divorce Financial Analysts
Antoinette Rodriguez
Chairwoman – Invest In Women, Financial Advisor Magazine
Marcy Ross
Sr. Consultant, Nationwide Financial Marketing
Jen Rutley
Founder and Principal, Hidden Insights Group
Leslie Samuelrich
President, Green Century Funds
Julie Schneider
SVP Global Atlantic Consulting, Global Atlantic Financial Company
Heather Schreiber
Owner, HLS Retirement Consulting
Meredith Schwarz
Vice President, Business Development, Wealth Enhancement Group
Leila Shaver
Founder and Managing Partner, My RIA Lawyer
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
Jennifer Stephenson
Partner, Chief Planning Officer, SignatureFD.
Debra Brennan Tagg
President, BFS Advisory Group
Monali Vora
Global Head, Quantitative Equity Solutions, Goldman Sachs Asset Management
Dr. Katy Votava
Founder and President, GOODCARE.com
Cathy Walker
Senior Manager, Professional Trustee and Philanthropic Solutions, RBC Wealth Management
Brie Williams
Head of Practice Management, State Street Global Advisors
Lauryn Williams
Founder, Worth Winning
Lisa Zeiderman
Managing Partner, Miller Zeiderman LLP
