6th Annual Invest In Women

Keynote Speakers

ELEANOR BLAYNEY

Former CFP Board Consumer Advocate

ERIN BOTSFORD

Advisor, Author and Trainer; Botsford Financial Group

DONNA L. BRAZILE

Political Strategist and founder of Brazile & Associates LLC

MARJORIE FOX

Founder, FJY Financial LLC

KATTY KAY

Lead Anchor, BBC World News America; Bestselling Author

KAHNE KRAUSE

Head of Client Communities and Vice President, Dimensional Fund Advisors

ANGIE O’LEARY

Head of Wealth Planning, RBC Wealth Management—U.S.

LIZ ANN SONDERS

Senior Vice President and Chief Investment Strategist, Charles Schwab & Co. Inc.

DR. MILES J. VARN

Chief Executive Officer, PinnacleCare

LAURYN WILLIAMS

Founder, Worth Winning

Speakers

SUSAN BRADLEY

Founder, Sudden Money Institute

LISA BROWN

Partner, Wealth Advisor and Chief Strategy Officer for Corporate Professionals and Executives; Brightworth

HANNAH BUSCHBOM

Partner, AmeriFlex

JENIFER CANNON

Vice President, Business Development, Impax Asset Management LLC and Pax Ellevate Management

DONNA M. CHESWICK

Owner, Cheswick Divorce Solutions LLC; Financial Advisor and Partner, Medallion Wealth Management

KATHLEEN C. CHRISMAN

Investment Manager, Board Member and Financial Literacy Coach

ROBERTA ECKERT

Vice President, Retirement Institute, Nationwide

KARMA FORRESTAL

Partner and Financial Advisor, Forum Financial Management LP

KIMBERLY FOSS

Founder and President, Empyrion Wealth Management

BRIDGET VENUS GRIMES

Founder and President, WealthChoice; Co-Founder, Equita Financial Network

GRETCHEN HALPIN

Co-Founder, Beyond AUM

KATE HEALY

Managing Director, Generation Next, TD Ameritrade Institutional

MICHAELA HERLIHY

President, Beacon Financial Planning of Cape Cod Inc.

MARY TAYLOR HUNTLEY

Financial Planner, Taylor & Huntley Financial Group

TIMI JORGENSEN

Student, University of Georgia

KATHY KEADLE

President, Keystone Financial Services

LORI KEITH

Portfolio Manager, Parnassus Investments

LISA A.K. KIRCHENBAUER

President, Omega Wealth Management

MARY KUSSKE

President, Kusske Financial Asset Management Inc.

TRACEY LONGO

Washington Editor, Financial Advisor Magazine

KAY LYNN MAYHUE

President and Partner, Merit Financial Advisors

JULIE MEISSNER

Chief Operating Officer and Chief Compliance Officer, Garrison Point Capital

JOE MESSINGER

Co-Founder and Director of College Planning, Capstone Wealth Partners; Chief Education Officer, College Aid Pro

STACY J. MILLER

Partner, Vice President and Wealth Advisor; Bright Investments LLC

NAG-BUSHAN ODEKAR

Senior Vice President and Chief Strategy and Marketing Officer, Healthview Services

LENORE REINER

Senior Responsible Investment Strategy Specialist, Calvert Research and Management

HEIDI RIDLEY

Chief Executive Officer, Rosenberg Equities

CAROL LEE ROBERTS

President, Institute for Divorce Financial Analysts

BEATRICE SCHULTZ

Co-Founder of Westface Financial Advisory and Westface College Planning; Co-Owner, MoneyTrax NA

CATHERINE SEEBER

Vice President and Financial Advisor, CAPTRUST

SUZANNE SIRACUSE

Founder and Chief Executive Officer, Suzanne Siracuse Consulting Services LLC

JILL T. SLOMSKI

President, Niche Team LLC

HEATHER SMITH

Lead Sustainability Research Analyst, Impax Asset Management LLC; Vice President, Sustainable Investing, Pax World Funds

RESHELL SMITH

Founder and Chief Executive Officer, AMES Financial Solutions LLC

CARIN STIMOLO

Director of Client Experience, Fidelity Labs

LILI VASILEFF

President, Wealth Protection Management LLC; Founder and Co-President of the national Association of Divorce Financial Planners

TRACY VAUGHN

Branch Manager and SVP of Investments, The Vaughn/​McLaughlin Team of Raymond James & Associates Inc.

BETH WALKER

Wealth Advisor and Partner, Carson Wealth; Founder, Center For College Solutions

KELLY WALTRICH

Chief Marketing Officer, Orion

JOCELYN D. WRIGHT

Special Adviser On Gender Diversity, CFP Board Center For Financial Planning