FA Invest in Women 2024 | Financial Advisor Magazine | 12 March 2024 | Hilton West Palm Beach, 600 Okeechobee Blvd, West Palm Beach, FL 33401, USA

Invest In Women empowers financial advisors to address the needs of female clients, ushering in a new era of excellence for financial advisors, industry leaders, and their valued clientele.

Join us for networking opportunities, an array of actionable insights to further support you and your practice, and a diverse thought-leadership agenda featuring an all-star lineup of influential and expert speakers.

This inclusive event, while known as the Invest In Women conference, welcomes and encourages both women and men to participate.

2024 Topics include:

• What Female Clients’ Longevity Means For Social Security And Medicare Planning
• Surviving Major Illnesses: How Advisors Can Help
• The Harsh Reality: Every Marriage Ends
• 3 Visions For Scaling The Advisory Firm You Want

2024 Speakers

Shevawn Adams
Senior Manager, Business Enablement, RBC Wealth Management

Samantha Allen
Senior Vice President of Marketing Strategy, Carson Group

Catherine Avery
Founder, CAIM LLC.

Colleen Bell
President, Innovation and Experience, Cambridge Investment Research, Inc.

Emily Bentley
Principal, Homrich Berg

Susan Bradley
Founder, Sudden Money Institute

Lisa Brown
Partner and Wealth Advisor, Corient

Catherine D. Burgess, CFP®, RICP®, ADPA℠
First Vice President, Wells Fargo Advisors

Cary Carbonaro, CFP®
SVP, Director of Women and Wealth, ACM Wealth

Kristen Civin
Director, Practice Management, Cambridge Investment Research, Inc.

Marissa Foy Comerford
Senior Vice President, Gregory FCA

Jennifer Connelly
Chief Executive Officer, JConnelly Inc.

Kathy Crowley
Business Development, AdvisorEngine

Danielle Darling
LPL Financial Advisor, Certified Divorce Financial Analyst®, Resource One Advisors

Diane DeOliveira, CFP®, AIF®, CRPS®
President, Co-Founder, Wealthspring Financial Partners

Neva DePalma
General Counsel, Smarsh

Katherine Dowling
General Counsel, Chief Compliance Officer, Bitwise Asset Management

Shannon F. Eusey
Chief Executive Officer, Beacon Pointe Advisors

Kimberly Foss
President, Empyrion Wealth Management

Marissa Fox-Foley
Chief Marketing Officer, Choreo Advisors

Mary Beth Franklin, CFP®
RetirePro

Alexandra Goodelman, CFP®
Wealth Planning Associate, RBC Wealth Management

Rona Guymon
Sr. Vice President, Annuity Distribution, Nationwide Annuities

Sheryl Hickerson
Founder, CEO, Females and Finance

Kristina Hooper
Chief Global Market Strategist, Invesco

Nicole Johnson
Vice President, Business Development, Cambridge Investment Research, Inc.

Dr. Sindhu Joseph
Founder and CEO of CogniCor

Michael Kitces
Chief Financial Planning Nerd, Kitces.com

Megan Kopka, CFP®
Founder, Kopka Financial, LLC

Lindsey Lewis, ChFC®, CFP®
Senior Director, Chair, The American College Center for Women in Financial Services

Becky Lightman
Founder, Lightman Capital

Tracey Longo
Washington Editor, Financial Advisor Magazine

AuBree Lucas
Vice President, Annuities Marketing, Nationwide Annuities

Krista Lynch
Vice President, ETF Capital Markets, Grayscale

Carolyn McClanahan M.D., CFP®
Life Planning Partners

Moira A. McLachlan
Senior National Director, Core Allocation Strategies, Senior Investment Strategist, Alliance Bernstein

Maria Menounos
Emmy Award-winning Journalist, TV Personality, Actress, Motivational Speaker, Author, and Digital Entrepreneur

Lisa Meyer
Director, Annuities Marketing, Nationwide

Carolyn Moor
Founder, Modern Widows Club

Gigi Norcross
Vice President, Business Development, Green Century Funds

Angie O’Leary
Head of Wealth Planning, RBC Wealth Management

Katherine Paulson
Chief Marketing Officer, Haven Tower

Tonia Pfeifer
Supervisor, Practice Management, Cambridge Investment Research, Inc.

Caroline Piehl
Partner and Financial Advisor, TimeWise Financial LLC

Tina Powell
Chief of Community, Intention.ly

Julie Ragatz, Ph.D
Vice President, NextGen and Advisor Development Programs, Carson Group

Carol Lee Roberts
President, Institute for Divorce Financial Analysts

Antoinette Rodriguez
Chairwoman – Invest In Women, Financial Advisor Magazine

Emma Rodriguez-Ayala
Chief Administrative Officer and General Counsel, Ariel Investments

Laine Schoneberger
Chief Investment Officer & Managing Partner, Yrefy, LLC

Leila Shaver
Founder and Managing Partner, My RIA Lawyer

Clara Sierra
Senior Director of Business Development and Global Sales, Moody’s Analytics

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

Suzanne Siracuse
Founder and CEO, Suzanne Siracuse Consulting, LLC

Laurie Stack
VP of Business Development and Head of the Avantax Women’s Advisor Forum

Jeannie Underwood-Kotner
Senior Vice President, Global Atlantic Consulting

Lori Van Dusen
Founder and CEO, LVW Advisors

Sarah Vita
Chief Talent Officer, Equitable Advisors

Shivani Vohra
Portfolio Manager, Senior Research Analyst, Parnassus Growth Equity Fund

Cathy Walker
Senior Manager, Professional Trustee and Philanthropic Solutions, RBC Wealth Management

Kendal Wilde
Partner Relationship Manager, Snappy Kraken

Erika Wilson
Director of Marketing, Sound Income Group

Kami Zonin
Wealth Management Advisor, Zonin Wealth Management

2024 Sponsors

GOLD SPONSOR:
• Nationwide

SILVER SPONSORS:
• Bitwise
• Cambridge
• Equitable Advisors
• Global Atlantic Financial Group
• Wealth Management
• Yrefy

BRONZE SPONSORS:
• Alliance Bernstein
• AdvisorEngine
• Ariel Investments
• Avantax
• Catherine Avery Investments Managements
• Carson
• Choreo
• Gregory FCA
• IDFA
• Parnassus Investments
• Snappy Kraken

EXHIBIT SPONSORS:
• The American College
• CAZ Investments
• Green Century Funds
• Schall Law
• SWAN Global Investments
• USCF

CONTRIBUTING SPONSORS:
• Female Finance
• Haven Tower
• J Connelly
• Sound Income Group
• Trust & Will
• The Truth About Your Future
• Wealthspire Advisors