InvestmentNews Women Advisor Summit 2023 | InvestmentNews | 19 April 2023 | Swissotel Chicago, 323 E Wacker Dr, Chicago, IL 60601, USA

This event dedicated to the growth and success of women in the financial advice industry. Since 2015, InvestmentNews has created a unique forum where women advisors and those who support them can connect with each other and the latest ideas in practice management, career growth, and industry trends. You will return to your practice inspired with practical ideas, new tools and valuable connections with your peers and industry influencers. Get ready to enjoy a day of community, connection and even CE credits.

2023 Speakers

Carolyn Armitage, CFP®, CIMA
President, Thrivent Advisor Network

Patricia Lizarraga
Managing Partner, Hypatia Capital

Heidi Helmeke, CFP®
Founder and President, Enspyre Wealth Advisors

Kate Healy
Managing Director, Center for Financial Planning, CFP Board

Valerie Rivera, CFP®
Founder and Financial Planner, FirstGen Wealth

Wendy Baum, CPA, JD, CDFA®
Partner, Infinity Strategic Partners

Dr. Daralee Barbera EdD, CFP®, CMFC, CLF, ChFC, CPMBC
Director, MSM Program, The American College of Financial Services

Lazetta Rainey Braxton, MBA, CFP®
Co-CEO, 2050 Wealth Partners

Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®
Founder and Financial Planner, Ellevate Advisors, LLC

Lupe Camargo, CFP®, MBA
Financial Planner, Perspective Financial Services

Joanne Cleaver
Diversity, Equity & Inclusion Editor, InvestmentNews

Rennie Curran
CEO, Game Changer Coaching

Pamela Dawson
Senior Vice President, Director of Advisory Business Relations, U.S. Bank Asset Management Group

Michele Francisco, CFP®
Partner, Co-Managing Director of Wealth Management, RMB Capital Management

Mary Beth Franklin, CFP®
Contributing Editor, InvestmentNews

Amy Florian
CEO, Corgenius, Inc.

Jeanette Garretty
Managing Director, Principal, Chief Economist, Robertson Stephens

Yonhee Choi Gordon, CFP®
Principal, Chief Operating Officer, Chief Marketing Officer, JMG Financial Group

Annette Hammortree, CLTC, RICP
Owner & CEO, Hammortree Financial Services

Elizabeth Hiza
Chief Marketing Officer, Barnum Financial Group

Louise Lane
Partner, Wealth Advisor, William Blair

Lisa Langley
CEO and Founder, Emerge Capital Management

Heather Randolph Carter
Executive Vice President and Chief Marketing & Communication Officer, LPL Financial

Marypat Smucker, CFA
Co-Founder and Principal, Parallelle Finance

Marie Swift
President & CEO, Impact Communications

Leslie Tabor
Director, Advisor Services Business Consulting & Education, Charles Schwab & Co., Inc.

Deirdre Van Nest
Founder and International Keynoter, Crazy Good Talks

Sara Wendt
Managing Director, Miracle Mile Advisors

2023 Sponsors

SILVER SPONSORS:
• Charles Schwab
• Guardian
• LPL Financial
• Thrivent
• US Wealth Management

LUNCH SPONSOR:
• Lincoln Financial Network

SUPPORTING SPONSORS:
• Avantax
• CFP Board
• Equitable

STRATEGIC PARTNER:
• The American College Center for Women