8th Annual Invest In Women


Kristin Andree

Founder, Business Strategist, The Andree Group

Jovita Carranza

Former United States Administrator of the Small Business Administration, Former Treasurer of the United States

Melissa Carter

Multimedia Editor, Financial Advisor Magazine

Chris Cherry

Chief Engagement Officer, JConnelly

Cammie Doder

Chief Marketing Officer, Partner, Aspirant

Kimberly Foss

President, Empyrion Wealth Management

Laura Gregg

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

Hannah Shaw Grove

Executive, Foundation Source

Gretchen Halpin

Co-Founder, Beyond AUM

Sheryl Hickerson

Founder, CEO, Females and Finance

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 McKinon

Chief Operating Officer, Chief Marketing Officer, Wealth Advisor, Morton Wealth

Angie O’Leary

Head of Wealth Planning, RBC Wealth Management

Asahi Pompey

Global Head of Corporate Engagement and President, Goldman Sachs Foundation

Antoinette Rodriguez

Social Media Editor, Financial Advisor Magazine

Carol Lee Roberts

President, Institute for Divorce Financial Analysts

April Rudin

Founder and President, The Rudin Group

Leila Shaver

Founder and Managing Partner, My RIA Lawyer

Suzanne Siracuse

Founder and CEO, Suzanne Siracuse Consulting, LLC

Laurie Stack

VP of Business Development, Avantax

Susan Thompson

Executive Vice President, State Street Global Advisors

Jeannie Underwood-Kotner

Senior Vice President, Global Atlantic Consulting

Lisa Zeiderman

Managing Partner, Miller Zeiderman LLP