This group offers you an opportunity to network and share ideas with Women Advisors from across the nation. We will also update you on plans for our live Women Advisors Forum meetings in New York, Dallas, Chicago and California. LinkedIn


Rachel Elson Rachel F. Elson
Editor in Chief
Financial Planning


Erica McGinnis Erica McGinnis
President and CEO
Advisor Group


Lynn Ballou, EA, CFP Lynn Ballou, EA, CFP
Managing Director
Ballou Plum Wealth Advisors, LLC
Eleanor Blayney, CFP Eleanor Blayney, CFP
CFP Board Consumer Advocate
CFP Board
Mary Brooks, CFP Mary Brooks, CFP
Managing Director
Integre Wealth Management (Raymond James)
Kelli Cruz Kelli Cruz
Founder & Managing Director
Cruz Consulting Group
Kate Holmes, CFP Kate Holmes, CFP
Belmore Financial LLC
Marilyn Mohrman-Gillis Marilyn Mohrman-Gillis
Managing Director, Public Policy and Communications
CFP Board
Maggie O'Hearn, CFP Maggie O'Hearn, CFP
Financial Advisor
Integre Wealth Management (Raymond James)
Marilyn Plum, CFP Marilyn Plum, CFP
Director of Portfolio Management
Ballou Plum Wealth Advisors, LLC
Darla Sipolt Darla Sipolt
Regional Director, Institutional Sales
TD Ameritrade
Karla DAlleva Valas Karla DAlleva Valas
Managing Director, Complex Asset Group
Fidelity Charitable
Jennifer Williams-Bulkeley Jennifer Williams-Bulkeley
Managing Partner
AOC Investment Advisors