InvestmentNews Women Adviser Summit 2019 - Denver | The Investment News | 10 September 2019 | The Westin Denver Downtown, 1672 Lawrence St, Denver, CO 80202, USA

Invest in your business, your brand and yourself.

The Investment News Women Adviser Summit, a one-day workshop now held in six cities due to popular demand, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.

Attend and in one day:
- Gain proven tools to build your business
- Learn communication strategies for bridging generation gaps
- Amplify your brand and value proposition
- Develop techniques for protecting aging clients
- Discover a forum to network with peers
- Feel inspired

2019 Speakers

Alison Gilman Aquino
Financial Advisor, Edward Jones

Jennifer Bacarella
Executive Director of Firm Development, Parkland Securities/Sigma Financial Corp.

Nicole Bailey
Senior Advisor, Moneta Group

Karin Behrens-Bouvier
Financial Adviser, Edward Jones

April Booth
Chief Operating Officer, TAG Advisors

Lisa Sappenfield Boyer
Investment Advisor Representative and Owner, Boyer & Sappenfield Investment Advisors

Erin Browne
Managing Director, Portfolio Manager of Multi-Asset Investing, PIMCO

Tammy Butts
Regional Executive Vice President and Branch Manager, AXA Advisors

Jacqueline R. Campbell
Executive Director, Diversity and Inclusion Program Manager, Chase Wealth Management Diversity

Karen Cashen
Vice President of Marketing, Schwab Advisor Services

Jennifer Coe Dever
Financial Planner, Pennington, Bass & Associates

Michelle Curry, CFP®, ChFC, CLU
Retirement Planning Specialist, AXA Advisors

Wanda Delgado
Registered Principal, Cambridge Investment Research, Inc.

Colleen Denzler, CFA
Founder, Colleen Denzler Strategy Partners

LeAnn Erenberger, CFP®
Wealth Management Advisor, U.S. Bancorp Investments

Heather Ettinger
Founder and CEO, Luma Wealth Advisors

Nanette Fahrenbruch
Financial Advisor, Edward Jones

Mary Beth Franklin, CFP®
Contributing Editor, InvestmentNews

Jenine Garrelick, CIMA®
Senior Managing Director, MFS Investment Management

Julie Gorte, Ph.D.
Senior Vice President for Sustainable Investing, Impax Asset Management LLC and Pax World Funds

Theresa Gralinski
Director of Marketing and Communications, InvestmentNews

Kate Healy
Managing Director, Generation Next, TD Ameritrade

Susan Kay
Vice President and Director of Business Development, MFS Fund Distributors, Inc.

Joseph Keefe
President and CEO, Pax World Funds; President, Impax Asset Management LLC (formerly Pax World Management); CEO, Pax Ellevate Management LLC

Mary Sue Kenny
Financial Consultant, AXA Advisors LLC

Maria Considine King
Senior Vice President, Practice Management, Commonwealth Financial Network

Sallie Krawcheck
CEO and Co-Founder, Ellevest

Lisa Kueng
Director of Creative Campaigns, Invesco

Liz Manibay
Managing Director, Business Consulting, Charles Schwab Advisor Services

Katherine Mauzy
Principal, Edward Jones

Tammy McKennon
Financial Advisor

Chloe McKenzie
Founder, BlackFem

Casey McKeon
Senior Consultant, Succession & Acquisition Consulting Group, Raymond James

Cynthia Meyers
CFP, Owner and Founder, Confluence Financial Planning, LLC

Adri Miller-Heckman
Keynote Speaker, Author and Consultant

Jeanette Ng
Financial Advisor, LPL Financial

Sally Ng
Financial Planner, LPL Financial

Rene' Nourse, CFP®
Founder and CEO, Urban Wealth Management

Christine Pacini
Financial Advisor, AXA Advisors

Christy Rutherford
Author, Women’s Leadership Development Expert

Carrie Schwab-Pomerantz, CFP®
President and Board Chair, Charles Schwab Foundation; Senior Vice President, Charles Schwab & Co., Inc.; Chairman of the Board, Schwab Charitable

Darla Sipolt
Managing Director Core West Sales, TD Ameritrade Institutional

Suzanne Siracuse
CEO/Publisher, InvestmentNews

Liz Skinner
Special Projects Editor, InvestmentNews

Susan E. Sukys, CFP®
Founder, Mosaic Financial Group

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

Stephanie S. Treccia
Head of Client Events and Stakeholder Initiatives, Northern Trust Asset Management, FlexShares

Erin Voisin, CFP®, MS, CDFA®,ChFC®
Director of Financial Planning, EP Wealth Advisors, LLC

Amy Webber
President and CEO, Cambridge Investment Group

Scott West
Head of Consulting, Invesco

Janelle E. Woodward, CFA
Head of Fixed Income, BMO Global Asset Management

Jocelyn D. Wright, MBA, CFP®, RICP®
Founder and Managing Partner, The Ascension Group

Joni Youngwirth
Managing Principal, Practice Management, Commonwealth Financial Network

2019 Sponsors and Partners

PREMIER SPONSORS:
• AXA Advisors
• BMO Global Asset Management
• Cambridge Investment Group, Inc
• Cetera
• Commonwealth Financial Network
• Edward Jones
• FlexShares®
• LPL Financial
• Moneta
• Pax Ellevate
• Raymond James
• Schwab Advisor Services
• Sigma Financial Corporation/ Parkland Securities, LLC
• TD Ameritrade
• U.S. Bank Wealth Management

REGISTRATION SPONSOR:
• Wells Fargo Advisors

VIDEO SPOTLIGHT & SUPPORTING SPONSOR:
• RBC Wealth Management

SUPPORTING SPONSORS:
• AssetMark
• CeriFi
• CUNA Brokerage Services, Inc. (CBSI)
• Envestnet | Tamarac
• HighTower
• Janus Henderson Investors
• JPMorgan Chase & Co.
• Lincoln Financial
• Live Oak Bank
• MFS Investment Management
• Pax Ellevate

STRATEGIC PARTNERS:
• The Association of African American Financial Advisors (QUAD-A)
• The Financial Planning Association® of Massachusetts
• The Foundation for Financial Planning (FFP)

EDUCATIONAL PARTNERS:
• Boston University
• College For Financial Planning

COCKTAIL RECEPTION SPONSOR:
• Edward Jones