Virtual Event

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Wed Oct 28 PDT - Fri Oct 30 PDT (about 1 year ago)
In your timezone (EST): Wed Oct 28 10:45am - Fri Oct 30 9:15pm
Location Virtual Event
Region Americas

Join our LinkedIn Group and follow us on Twitter to participate in the most important conversation impacting our industry, and network with other financial advisers who are attending the conference.


2020 Speakers

Liz Skinner
Special projects editor, InvestmentNews

Tracie McMillion, CFA
Head of Global Asset Allocation Strategy, Wells Fargo Investment Institute, Wells Fargo & Company

Megan Carpenter
Co-founder and CEO, Fi Comm Partners

Jennifer Cords, CFP®, BFA™
Founding Partner and Wealth Advisor, Cedar Cove Wealth Partners

Michelle Smalenberger, CFP®
Financial Advisor & Chief Executive Officer, Financial Design Studio

Julie Wilder, Director
Head of Growth, Thrivent Advisor Network

Kristen Kimmel
Head of Advisor Recruiting and Field Marketing, RBC Wealth Management – U.S

Brittney Castro, CFP®, AAMS®, CRPC®
Founder & CEO, Financially Wise Inc.

Jamie A. Bosse, CFP®, RFC
Lead Financial Planner, Aspyre Wealth Partners

Carolyn Armitage
Managing Director, Echelon Partners

Kay Lynn Mayhue, CFP®, AEP®, RFC
President and Partner, Merit Financial Advisors

DeLynn Zell, CFP®
CEO, Bridgeworth Wealth Management

Jennifer Bacarella
Director of firm development, Sigma Financial Corp.

Maddy Dychtwald
Co-Founder and Senior Vice President, Agewave

Cheryl Canzanella, LUTCF
Brokerage director, Coastal Wealth

Stephanie Bogan
Business Strategist & CEO Coach, Founder & Chief Executive Officer, Educe, Inc.

Sponsors & Partners

2020 Sponsors

• JP Morgan
• Lincoln Financial group
• The Wise Group
• Raymond James
• Adviser Inclusion Networks
• RBC Wealth Management
• SPS Family
• Charles Schwab
• Schwab Charitable
• thrivent

• Wells Fargo Advisors

• Invesco

• Equitable Advisors
• Guardian