Invest in Women 2022 | Financial Advisor Magazine | 21 June 2022 | Loews Atlanta Hotel, 1065 Peachtree St NE, Atlanta, GA 30309, USA

More information coming soon.

2022 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

2022 Sponsors

GOLD SPONSORS:
• Edward Jones
• JP Morgan Chase
• Nationwide

SILVER SPONSORS:
• Cadre
• Charles Schwab
• Fidelity Investments
• Global Atlantic Financial Group
• Trillium

BRONZE SPONSORS:
• American College
• Asset Mark
• Avantax
• Cambridge
• Captrust
• Dimensional
• Impax Asset Management
• Jackson
• Orion
• RBC Wealth Management
• Refinitiv
• Republic Capital Group
• Snappy Kraken
• TIFIN Wealth

CONTENT SPONSORS:
• Complysci
• Idfa
• Lumiant
• NAIFA
• Riskalyze