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
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
