Invest in Women 2019 | FA-MAG | 29 April 2019 | Loews Atlanta Hotel, 1065 Peachtree St NE, Atlanta, GA 30309, US

Invest In Women 2019 is the leading forum nationwide to explore, discuss and learn about issues that are meaningful for women financial advisors and female clients. Both male and female advisors are invited to this event that promises insight and networking to help practices grow. The 2019 conference will offer expanded programming that reflects input from prior attendees as well as other industry leaders. Take the opportunity to be inspired — and have fun — at a conference you won’t want to miss. Plan to be there and register now.

2019 Speakers

Christina Boris
Vice President and Client Research Director, Oppenheimerfunds

Dr. Bernice a. King
Chief Executive Officer, the King Center

Dr. Laura L. Carstensen
Director of the Stanford Center on Longevity, Stanford University

Marlena Lee
Co-head of Research, Dimensional Fund Advisors

Lara Logan
Chief Foreign Correspondent, Cbs News

Lauren Simmons
Equity Trader

Dr. Kristy Archuleta
Associate Professor in the Department of Financial Planning, Housing, and Consumer Economics, University of Georgia

Lynn Ballou
Regional Director, Ep Wealth Advisors Inc.

Sarah Boston
Financial Advisor, Raymond James Financial Services Network for Women Advisors

Sally Boulter
Senior Engagement Officer, Impactassets

Diane Bourdo
President, the Humphreys Group

Susan Bradley
Founder, Sudden Money Institute

Lisa Brown
Partner and Wealth Advisor, Brightworth

Cary Carbonaro
Managing Director and Partner, United Capital Financial Advisers

Nancy Carlson
Children’s Book Author and Illustrator

Jennifer a. Connelly
Chief Executive Officer, Jconnelly Inc.

Karen L. Coyne
Strategic Wealth Advisor, Raymond James Financial Services Inc.

Emily Dwyer
Head of Esg Equity Research, Brown Advisory

Kimberly Foss
Founder and President, Empyrion Wealth Management

Ande Frazier
Head of Vision and Brand, Myworth Llc

Peggy Frye
Family Advisor, Glenayr Wealth Advisors Llc

Rich P. Gill
Senior Partner, Wealth Partners Capital Group

Bridget Venus Grimes
Founder and President, Wealthchoice; Co-founder, Equita Financial Network

Theresa Gusman
Chief Investment Officer, First Affirmative Financial Network

Andrew Hall
Vice President, Narwhal Capital Management

Gretchen Halpin
Co-founder, Beyond Aum

Kate Healy
Managing Director, Generation Next; Td Ameritrade Institutional

Christine Palmer Hennigan
Principal, Divorce Wealth Strategies Llc; Chartered Financial Consultant, 1847financial

Dorothy Hinchcliff
Executive Editor, Cfpn

Melissa Joy
President, Pearl Planning

Jessica Karner
Managing Partner, Keegin Harrison Llp

Joseph Keefe
President and Ceo, Pax World Funds; President, Impax Asset Management Llc; Ceo, Pax Ellevate Management Llc

Lori a. Keith
Portfolio Manager, Parnassus Investments

Aradhana Gupta Kejriwal
Board Trustee, Atlanta Society of Finance and Investment Professionals

Deborah Kimery
Chief Executive Officer, Vident Advisory Llc

Amanda Koplin
Founder and Chief Executive Officer, Koplin Consulting

John Lafleur
Managing Director, Strategic Philanthropy Ltd.

Stacy Lewis
Wealth Advisor, Truewealth Management

Patricia Lizarraga
Managing Partner, Hypatia Capital and Hypatia Invests

Lauren Locker
Founder, Locker Financial Services Llc

Geoff Madsen
Chairman, Independent Trust Company

Laura Mattia
Raymond James Personal Financial Planning Program Director, University of South Florida

Sunaina Mehra
Head of Client Relations and Marketing, Francis Financial

Adri Miller-heckman
Success Coach, Femxadvisor

Dan Moisand
Principal, Moisand Fitzgerald Tamayo Llc

Helen Ngo
Chief Executive Officer and Founder, Capital Benchmark Partners Llc

Angie O’leary
Head of Wealth Planning, Rbc Wealth Management—u.s.

Sherryl Ray
Chief Culture Ambassador, Ep Wealth Advisors

Catherine Seeber
Vice President and Financial Advisor, Captrust

David Selig
Chief Executive Officer and Founder, Advice Dynamics Partners

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

Patricia Sklar
Wealth Advisor, Brightworth

Jill T. Slomski
President, Niche Team Llc

Reshell Smith
Founder and Chief Executive Officer, Ames Financial Solutions Llc

Marlo Stil
Investment Strategy Committee Member and Executive Advisory Board Member, the Wealth Consulting Group

Katie Swain
Director, Bny Mellon’s Pershing

Bonita L. Stone
Partner, Katten Muchin Rosenman Llp

Tracy Vaughn
Branch Manager and Senior Vice President of Investments, the Vaughn/mclaughlin Team of
Raymond James & Associates Inc.

Erin Durkin Voisin
Director of Financial Planning, Ep Wealth Advisors

Beth Walker
Partner and Personal Cfo, the Wealth Consulting Group; Founder, Center for College Solutions

Lynne Ward
Executive Director, My529

Diane Weinberg
Of Counsel, Morgan & Disalvo, P.c.

2019 Sponsors

PLATINUM SPONSORS:
• Oppenheimer Funds

GOLD SPONSORS:
• Wealth Management
• White Glove

SILVER SPONSORS:
• Independent Trust Company

BRONZE SPONSORS:
• Dimensional
• eMoney
• Folio Institutional
• Broadridge Matrix
• Niche
• Parnassus Investments
• Reminder Media
• United Planners
• Vident Financial

EXHIBIT SPONSORS:
• ASFIP
• Idfa
• My529
• Pax Ellevate

NON-EXHIBIT REFRESHMENT BREAK:
• SunTrust

CONTENT SPONSORS:
• TD Ameritrade Institutional
• My Worth