6th Annual Invest In Women


Sabrina Bailey

Global Head of Wealth Solutions, Refinitiv, An LSEG Business

Kristen Billows

Regional Vice President, Jackson National Life Distributors LLC

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, Brightworth

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, DHG Wealth Advisors

Chris Cherry

Chief Engagement Officer, JConnelly, Inc.

Lara Coviello

Vice President, Senior Portfolio Manager, Brinker Capital Investments

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

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

Cheryl Holland

Founder, Abacus Planning Group

Melissa Intezar

Vice President, Manager of Enterprise Consulting, AssetMark

Charlie Jordan

Practice Area Leader of Retiring Well, CI Brightworth Private Wealth

Katty Kay

Lead Anchor, BBC World News America; Bestselling Author

Erin Kirkwood

Enterprise Account Executive, Riskalyze

Deanna LaRue

President, Financial Advisor, TimeWise Financial, LLC

Elizabeth R. Levy

Head of ESG Strategy and Portfolio Manager, Trillium

Tracey Longo

Washington Editor, Financial Advisor Magazine

Kay Lynn Mayhue

President, Merit Financial Advisors

Amy Merrill

Managing Director, Partner, Creative Planning

Haleh Modasser

Senior Wealth Advisor and Partner, Stearns Financial Group

Angie O’Leary

Head of Wealth Planning, RBC Wealth Management

Shannon O’Neill

Director of Direct & Intermediary Sales, Cadre

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

Niharika Shah

GM, Clout by TIFIN

Evan Simonoff

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

Liz Ann Sonders

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

Laurie Stack

VP of Business Development, Avantax

Carin Stimolo

VP Client Experience, Fidelity ESG Pro

Jeannie Underwood-Kotner

Senior Vice President, Global Atlantic Consulting

Dr. Katy Votava

Founder and President, GOODCARE.com

Lizzie Warner

Vice President, Cambridge Investment Research, Inc.