Featured Speakers

 

 

Stephanie Lynn Ackler

Stephanie Lynn Ackler

Managing Director Investments, Ackler Wealth Management of Wells Fargo Advisors

Elizabeth P. Anderson, CFA

Elizabeth P. Anderson, CFA

Founder, Managing Director, Beekman Wealth Advisory

Lauren Archer

Lauren Archer

Vice President, Beekman Wealth Advisory

Mary Ann Buchanan

Mary Ann Buchanan

CEO and Founder, RIA Match

Mindy Diamond

Mindy Diamond

President and CEO, Diamond Consultants

 

Genevieve Gimbert

Genevieve Gimbert

Principal, PwC

Sue Glover

Sue Glover

President, Susan Glover & Associates, LLC (SG&A)

Caroline N. Gundeck

Caroline N. Gundeck

Managing Director, Morgan Stanley Wealth Management

Zaneilia Harris

Zaneilia Harris

President, Harris & Harris Wealth Management Group, LLC

Danna Jacobs

Danna Jacobs

Founding Partner, Legacy Care Wealth, LLC

 

Colleen Kirton

Colleen Kirton

Marketing Program Manager, TD Ameritrade Institutional

Miriam Lefkowitz

Miriam Lefkowitz

Chief Legal Officer, Summit Financial Resources, Inc. /Summit Equities, Inc.

Joan Neri

Joan Neri

Counsel, Drinker Biddle & Reath LLP

Dr. Sarah Newcomb

Dr. Sarah Newcomb

Behavioral Economist, Morningstar, Inc.

Adria M. Rosebrock   CFP, NSSA

Adria M. Rosebrock CFP, NSSA

Manager of Advisor Training and Research, Hamilton Capital

 

April Rudin

April Rudin

Founder and President, The Rudin Group

Karen Scheffler

Karen Scheffler

SVP, Senior ERISA Legal Counsel, AB

Patricia Solfaro

Patricia Solfaro

Managing Principal and Founder, Solfaro Consulting LLC

Fran Skinner,CFA, CPA

Fran Skinner,CFA, CPA

Co-Founder, AUM Partners

Catherine Taylor

Catherine Taylor

Director, Citrin Cooperman

 

Jeanne Thompson

Jeanne Thompson

Vice President of Thought Leadership, Fidelity

Olivia Tromm

Olivia Tromm

Strategic Relationship Consultant, TD Ameritrade Institutional

Patty Zemlanicky, CPA

Patty Zemlanicky, CPA

CFO, CCO, Beekman Wealth Advisory