7th Annual Invest In Women

Speakers

Kristin Andree

Founder, Business Strategist, The Andree Group

Sabrina Bailey

Global Head of Investment & Wealth Solutions, Data & Analytics Division at LSEG (London Stock Exchange Group)

Kristen Billows

Regional Vice President, Jackson National Life Distributors LLC

Breanna Blaney

Regional Director, Dimensional Fund Advisors

Erin Botsford

Founder, The Advisor Authority

Susan Bradley

Founder, Sudden Money Institute

Donna Brazile

Veteran Democratic Political Strategist, Adjunct Professor, Author, and Syndicated Columnist

Lisa Brown

Partner, CI Brightworth Private Wealth

Hannah Buschbom

Co-Founder, The W Source

Diana Cabrices

Vice President of Enterprise Development, Snappy Kraken

Christine Cappabianca

Vice President, Portfolio Manager, Impax Asset Management

Melissa Carter

Financial Advisor Magazine

Sarah Charles

Director, Regional Leader – Mid-Atlantic, FORVIS Wealth Advisors

Chris Cherry

Chief Engagement Officer, JConnelly, Inc.

Lara Coviello

Vice President, Senior Portfolio Manager, Brinker Capital Investments

Samuel Deane

Founder, Deane Wealth Management

Maddy Dychtwald

Co-Founder of Age Wave

Roberta Eckert

Vice President, Insights and Solutions Field Team, Nationwide

Jean Edelman

Founder, Health & Wellness, The Truth About Your Future

Ric Edelman

Founder, Digital Assets Council of Financial Professionals

Michael Finke, Ph.D

Professor & Frank M. Engle Chair of Economic Security Research, The American College of Financial Services

Hilary Fiorella

Executive Director, The American College

Kimberly Foss

President, Empyrion Wealth Management

Pam Friedman

Managing Director and Principal, Robertson Stephens Wealth Management

Teri Grubb

Senior Director, CAPTRUST

Gretchen Halpin

Co-Founder, Beyond AUM

Kate Healy

B2B CMO/NextGen Advocate; Board Chair, Foundation for Financial Planning

Sheryl Hickerson

Founder, CEO, Females and Finance

Cheryl Holland

Founder, Abacus Planning Group

Ashley Ilardo

Regional Director, Vice President, Dimensional Fund Advisors

Martina Jimenez Sperry

Executive Director, Market Director – Wealth, J.P. Morgan Wealth Management

Helen Johnson

Chief Technology Officer, ComplySci

Charlie Jordan

Practice Area Leader of Retiring Well, CI Brightworth Private Wealth

Katty Kay

Lead Anchor, BBC World News America; Bestselling Author

Kelly Keith

National Branch Atlantic Regional Leader, JP Morgan Personal Advisors

Erin Kirkwood

Enterprise Account Executive, Riskalyze

Kahne Krause

Head of Client Communities and Vice President, Dimensional

Kaya Ladejobi

Founder, Earn Into Wealth

John Langston

Founder, Managing Partner, Republic Capital Group

Deanna LaRue

President, Financial Advisor, TimeWise Financial, LLC

Tracey Longo

Washington Editor, Financial Advisor Magazine

Kay Lynn Mayhue

President, Merit Financial Advisors

Amy Merrill

Managing Director, Partner, Creative Planning

Stacy J. Miller

Partner | Vice President | Wealth Advisor with Bright Investments, LLC

Haleh Moddasser

Senior Wealth Advisor and Partner, Stearns Financial Group

Elizabeth Nesvold

Managing Director, Head of Asset & Wealth Management Investment Banking, Raymond James

Angie O’Leary

Head of Wealth Planning, RBC Wealth Management

Shannon O’Neill

Director of Direct & Intermediary Sales, Cadre

Mitali Prasad

Portfolio Manager & Research Analyst, Trillium

Rachel Rauch

Enterprise Business Consultant, AssetMark

William Reichenstein, Ph.D

Head of Research, Social Security Solutions, Inc; Head of Research, Income Solver, Inc.

Carol Lee Roberts

President, Institute for Divorce Financial Analysts

Antoinette Rodriguez

Social Media Editor, Financial Advisor Magazine

Catherine Seeber

Vice President and Financial Advisor, CAPTRUST

Bonnie Sewell

Managing Director, Senior Wealth Advisor, Dakota Wealth Management

Niharika Shah

TIFIN Wealth

Leila Shaver

Founder, Managing Partner, My RIA Lawyer

Evan Simonoff

Editor-in-Chief and Editorial Director, Financial Advisor Magazine

Liz Ann Sonders

Managing Director, Chief Investment Strategist, Charles Schwab & Co., Inc.

Gina Sorrells

Managing Director, J.P. Morgan Wealth Management

Laurie Stack

VP of Business Development, Avantax

Carin Stimolo

VP Client Experience, Fidelity ESG Pro

Emi Umezawa

Senior Wealth Advisor, Mercer Advisors

Jeannie Underwood-Kotner

Senior Vice President, Global Atlantic Consulting

Dr. Katy Votava

Founder and President, GOODCARE.com

Lizzie Warner

Vice President, Business Development and Transition, Cambridge Investment Research, Inc.

Blake Wood

CEO, Lumiant US