Cori Oliver Director, Charitable Consulting, DAFgiving360 |
Vanessa Patterson Managing Partner, Financial Advisor, New Perspective Financial Solutions |
Kathy Pemberton AVP, Nationwide Financial Life Product Development |
Caroline Piehl Managing Partner, Timewise Financial |
Maria Fiorini Ramirez President & CEO, Maria Fiorini Ramirez, Inc |
Avani Ramnani Partner, Director of Financial Planning & Wealth Management, Francis Financial |
Dana Rhodes COO, Axtella |
Heidi Ricken President, Investment Advisor Representative, Ricken Financial |
Rita Robbins Founder & President, Affiliated Advisors |
Carol Lee Roberts President, Institute for Divorce Financial Analysts |
Antoinette Rodriguez Chairwoman – Invest In Women, Financial Advisor Magazine |
Marcy Ross Sr. Consultant, Nationwide Financial Retirement Solutions |
Leslie Samuelrich President, Green Century Funds |
Laine Schoneberger CIO & Managing Partner, Yrefy |
Catherine Seeber VP & Financial Advisor, CAPTRUST |
Andrea Seidt Commissioner, Ohio Department of Commerce, Division of Securitiest |
Clara Sierra Sr. Director, Global Sales, Moody’ s |
Evan Simonoff Editor-in-Chief, Editorial Director, Financial Advisor Magazine |
Suzanne Siracuse Founder & CEO, Suzanne Siracuse Consulting |
Kim Skouras SVP of Sales, Impact Partnership |
Laurie Stack Regional VP, Tax Channel and Head of the Avantax Women’ s Advisor Forum |
Kelli Stanko Assoc. Regional Director of Wealth Management, West Region, MassMutual |
Susan Theder CMO & Chief Experience Officer, FMG |
Amethyst Vargas VP, Head of Brand & Strategic Partner Firm Marketing, Brighthouse Financial |
Tarah Williams President & COO, Prospera Financial Services |
Florrie Willis National Sales Manager, Lincoln Financial |
Erika Wilson CMO, Sound Income Group |
Michelle Winkles Partner & CMO, Mission Wealth |