2017 SPEAKERS

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KEYNOTE SPEAKERS

 
JEAN CHATZKY
Personal Financial Expert
chatzky_jean240An expert on everything from debt elimination and retirement planning to mortgage options and long-term care insurance, Jean Chatzky takes the complicated world of personal finance and makes it accessible to all. Chatzky—financial editor for NBC’s Today, a frequent Oprah contributor and New York Times best-selling author—is one of the media’s most recognized and liked money experts. She specializes in providing the sort of expert financial advice that is not only entertaining and interesting to listen to—but that can be absorbed and used to change lives. Her latest book is Money Rules: The Simple Path to Lifelong Security.

CARRIE SCHWAB-POMERANTZ
Board Chair and President, Charles Schwab Foundation, Senior Vice President, Charles Schwab & Co. Inc., Board Chair, Schwab Charitable
Carrie Schwab-Pomerantz, CFP, is one of America’s most trusted sources for financial advice and a leading advocate for financial literacy. Through her leadership of Charles Schwab Foundation, she oversees a national financial education program with Boys & Girls Clubs of America, and was appointed by Presidents Barack Obama and George W. Bush to advise them on financial literacy issues. Schwab-Pomerantz’s latest book, The Charles Schwab Guide to Finances after Fifty, was cited as one of the top three books on long-term investing by The New York Times. She also writes a weekly syndicated column called Ask Carrie, which appears on schwab.com, Huffington Post and in local publications nationwide.

ELIZABETH SMART
Abduction Survivor, Founder of the Elizabeth Smart Foundation
The abduction of Elizabeth Smart was one of the most followed child abduction cases of our time. Smart was abducted on June 5, 2002, and her captors controlled her by threatening to kill her and her family if she tried to escape. Fortunately, the police safely returned her back to her family on March 12, 2003 after being held prisoner for nine grueling months. Through this traumatic experience, she has become an advocate for change related to child abduction, recovery programs and national legislation. She has chronicled her experiences in the New York Times best-selling book, My Story.

SPEAKERS

SHARON ALLEN
President and Co-Founder, Sterling Wealth Management
allen_sharon_240x240Sharon Allen, with nearly 25 years of experience personally helping affluent families and individuals, has a particular interest in the challenges facing women of wealth. Allen has collaborated on several national research projects on women and their advisors, recently focusing on breadwinner women, and is co-author of a paper on sandwich generation women.

Member of the 2017 Invest In Women Advisor Council

BILL BACHRACH
CEO, AdvisorRoadmap Virtual Training Platform
bachrachBill Bachrach’s thinking, writing, speaking and training have made him one of the most popular resources in the world for successful financial advisors who seek to be at the top in terms of client experience, business success and quality of life. Bachrach writes a popular column in Financial Advisor magazine, his books are industry best sellers and he is a popular keynote speaker.

LYNN BALLOU
Regional Director, EP Wealth Advisors Inc.
Lynn Ballou is passionate about educating women having spent over 30 years helping women unravel the financial complexities that accompany retirement, inherited wealth, loss of spouse, divorce and other transitional moments in life. A sought-after speaker and press resource, Ballou also serves as the CFP Board of Standards Ambassador for the San Francisco Bay Area and belongs to the FPA.

LEAH R. BENNETT
Chief Operating Officer, Westwood Trust—Houston

bennett_leah_240Leah R. Bennett, CFA, has 25 years of experience in the investment industry. Bennett is focused on serving high-net-worth clients and nonprofits with comprehensive financial solutions. She is co-founder of CFA Women in Investment Management Initiative and CFA Global Research Challenge of the Southwest, and is a former president and director of CFA Society Houston.

Member of the 2017 Invest In Women Advisor Council

BETSY BRILL
Co-Founder and President, Strategic Philanthropy Ltd.
brill_besty240Betsy Brill is co-founder and president of Strategic Philanthropy Ltd., a global philanthropic advisory firm established in 2000 and headquartered in Chicago. The firm works closely with ultra-high-net-worth donors, and their legal and financial advisors, to help achieve meaningful impact with their charitable contributions. Brill is a highly respected and recognized professional with a deep global perspective on philanthropy.

SHAWN BRITT
Director of Long-Term Care Initiatives, Nationwide
As director of long-term care initiatives, Shawn Britt is a thought leader in the advanced consulting group at Nationwide. In addition to Britt’s role in LTC development and education, she also participates in many of Nationwide’s directives that involve women specifically, including women in investing and projects like the Social Security study.

CATHERINE D. BURGESS
Vice President, Wells Fargo Advisors
burgessAs a financial advisor, Catherine D. Burgess helps manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, Burgess helps clients develop and implement strategies for building wealth and realizing their goals. Her mission is to provide objective and timely financial advice and guidance in building and preserving wealth for her clients.

CHRIS COOPER
Professional Fiduciary
Chris Cooper, CFP, works with seniors, disabled individuals and others who can’t manage their affairs on their own. Cooper assists them with everything from day-to-day financial issues to investment and estate management. He is also the founder of ElderCare Advocates, which provides geriatric care management and long-term-care consulting. 

DR. LISETTE COOPER
Founder, Athena Capital Advisors
Dr. Lisette Cooper, CFA, founded Athena Capital Advisors in 1993. Today, Cooper serves as its chief executive officer, chief investment officer and a managing partner. In these roles, she sets the firm’s overall direction and leads the investment committee. Prior to founding Athena, she served as manager of consulting services for Barra Inc., now MSCI Barra. 

KELLY COYNE
Vice President of Advisor Sales, Pax World Management LLC, Pax Ellevate Management LLC
CoyneKellyKelly Coyne supports national sales and marketing initiatives for Pax World’s sustainable and impact investing strategies. Coyne also helps financial advisors build their practices and better engage and serve the next generation of clients through Pax World’s Millennials & Money practice management initiative.

DIANA M. DeCHARLES
Managing Partner, Pinnacle Asset Management Group LLC
decharles_diana_240Diana DeCharles is a co-founder of Pinnacle Asset Management LLC and has been in the financial services industry for over 28 years. Helping clients make sense of financial clutter is her passion. In addition to being quoted in Money Magazine, USA Today, The Wall Street Journal and Forbes, her financial articles have been published in the Shreveport Times.

Member of the 2017 Invest In Women Advisor Council

RIANKA R. DORSAINVIL
President and Founder, Your Greatest Contribution (YGC)
dorsainvil_rianka_240Rianka Dorsainvil is president and founder of YGC, a virtual fee-only financial planning firm dedicated to serving the busy young professional. Dorsainvil provides business owners, individuals and families with tools to make informed financial decisions. She is passionate about helping clients lead a life of financial well-being. In 2016, she was recognized by Financial Advisor as one of “10 Young Advisors To Watch.”

Member of the 2017 Invest In Women Advisor Council

EILEEN DUFF
Managing Partner, iCapital Network
duffEileen Duff is managing partner and head of distribution for iCapital Network, an online alternative investments platform, where she is responsible for sales, relationship management and investor relations supporting the RIA, broker-dealer, private banking and family office communities. Prior to joining iCapital, Duff was head of alternative investments, North America at Credit Suisse.

EVE ELLIS
Financial Advisor and Portfolio Manager, The Matterhorn Group at Morgan Stanley
Eve Ellis, CFP, CIMA, is the portfolio manager for the Parity Portfolio Strategy and the Diversity & Inclusion Strategy. A Yale graduate, Ellis is an Accredited Investment Fiduciary, Chartered Advisor in Philanthropy and member of US SIF. She is a board member of the Ms. Foundation for Women and is also on the steering committees of the Thirty Percent Coalition and 30% Club.

PAUL ELLIS
Owner, Paul Ellis Consulting
pellisPaul Ellis, J.D., is a nationally recognized expert on sustainable investing. Ellis is regularly called upon to provide the financial advisor’s perspective on ESG and impact strategies. He communicates with the CEOs and senior analysts of the largest sustainable investment firms, ensuring that his knowledge of the industry is both current and personal. He consults with RIAs and other advisors interested in integrating ESG strategies into their client portfolios.

SHANNON M. ERICSON
Global Equity Portfolio Manager, LMCG Investments
ericsonShannon M. Ericson, CFA, joined LMCG Investments in 2006. Prior to LMCG, Ericson worked at Evergreen Investments as a quantitative equity analyst. She also held positions at Independence International Associates Inc. and Mellon Trust Company. She holds a B.S. in finance and an M.B.A. from Bentley University.

KIMBERLY FOSS
President and Founder, Empyrion Wealth Management Inc.
Kimberly Foss, CFP, CPWA, is a New York Times best-selling author and national speaker, and a popular media source. Foss is a highly respected leader in the investment advisory industry. Her focus is helping women in transition, thriving retirees and family stewards. Empyrion has been named one of the top wealth management practices in the country by Bloomberg Wealth Manager magazine.

KATHLEEN C. GAFFNEY
Co-Director, Diversified Fixed-Income and Portfolio Manager, Eaton Vance
Kathleen C. Gaffney, CFA, is vice president, Eaton Vance Management; co-director of diversified fixed income and lead portfolio manager for Eaton Vance’s multisector bond strategies. Gaffney is responsible for buy and sell decisions and portfolio construction. Her commentary has appeared in many publications including The Wall Street Journal, Bloomberg and The Financial Times and on CNBC, Bloomberg TV and Radio.

SHERYL GARRETT
Founder,  Garrett Planning Network
sheryl_garrett_sheryl_240Sheryl Garrett has been dubbed “The All-American Planner,” due to her zealous mission to “help make competent, objective financial advice accessible to all people.” Garrett’s fresh approach as a financial advisor working with clients on an hourly, as-needed, fee-only basis has evolved into a nationwide network of like-minded financial advisors—the Garrett Planning Network.

Member of the 2017 Invest In Women Advisor Council

SARA GELSHEIMER
Wealth Manager, Plancorp LLC
gelsheimerSara Gelsheimer’s strong financial background and even stronger commitment to financial education led her to create the Plancorp Women’s Initiative, which strives to provide relevant and impactful support to women. Through this initiative, Gelsheimer and her team advocate not only for clients, but also for the women in the community by addressing topics specific to their financial lives.

CLARE GOLLA
Director and Principal, Bernstein Private Wealth Management
Clare Golla, CFP, is a director and principal with Bernstein Private Wealth Management, providing asset allocation and wealth planning advice to high-net-worth families, entrepreneurs, executives and a range of institutions. Prior to her current role, Golla led the national institutional practice for ShoreBank. She holds a B.A. from Harvard University and M.A. from The University of Chicago.

GRETCHEN HALPIN
Chief Strategy Officer, Hewins Financial | Wipfli Hewins
halpinWith more than 20 years of rich experience as a consultant and entrepreneur, Gretchen Halpin is responsible for pioneering the strategic vision for Hewins Financial | Wipfli Hewins, ensuring that every aspect of the business—from marketing and communications to business development and client service—is aligned with the firm’s core mission, values and long-term goals.

KATE HEALY
Managing Director, Marketing, TD Ameritrade Institutional
Kate Healy is responsible for the development and execution of marketing strategies to help increase awareness and deepen relationships with more than 4,500 independent registered investment advisors who custody with TD Ameritrade Institutional. Healy oversees the growth of the brand, including the division’s website, social media and advertising efforts. She also leads the TD Ameritrade NextGen Initiative.

IWONA HILL
Regional Director, Dimensional Fund Advisors
Iwona Hill educates advisors on capital market research and Dimensional’s investment strategies. Hill consults advisors on a wide range of issues including portfolio design and construction, practice management issues and client communications. Prior to joining the Financial Advisor Services group, she was a portfolio manager at Dimensional for U.S.- and Canada-based global equity portfolios. She is a CFA charterholder.

DOROTHY HINCHCLIFF
Executive Editor, CFPN
Dorothy Hinchcliff is executive editor for CFPN’s websites and magazines, including Financial Advisor, Private Wealth and ETF Advisor, and is director of the Invest In Women conference. She has been a financial journalist for more than 25 years.

MELISSA JOY
Partner and Director of Wealth Management, Center for Financial Planning Inc.
joyMelissa Joy is dedicated to growing the next generation of female financial advisors and is particularly interested in exploring the communication strategies and behavioral approaches of all financial planners who work with women. Joy has been recognized as one of eight people and firms named to Financial Advisor magazine’s "Research All-Star" team in 2011, 2012 and 2013.

Member of the 2017 Invest In Women Advisor Council

DEENA KATZ
Associate Professor, Department of Personal Financial Planning, Texas Tech University
katz_240x240Deena Katz is an associate professor in the Department of Personal Financial Planning at Texas Tech University and a founding partner of Evensky & Katz/Foldes Financial Wealth Management in Coral Gables, Fla. Katz is an internationally recognized financial advisor and practice management expert and the author of seven books on financial planning and practice management topics. She has a regular column in Financial Advisor magazine.

Member of the 2017 Invest In Women Advisor Council

LORI A. KEITH
Portfolio Manager, Parnassus Investments
keithLori A. Keith is a portfolio manager of the Parnassus Mid Cap Fund. Keith joined Parnassus Investments in 2005 and was previously a research intern. She received her bachelor's degree in economics from University of California, Los Angeles and her master's degree in business administration from Harvard Business School.

WHITNEY M. KENTER
Partner and Managing Member, Matter Family Office
kenterWhitney M. Kenter has been reshaping the way entrepreneurial families navigate their wealth for over 20 years. Kenter began her career working with families at KPMG, Bank of America and Merrill Lynch. She contributes to Matter’s position as a lead innovator in the multifamily office space through her leadership in Culture & Legacy Services and the development of Matter’s brand and culture.

JEANIE WALLS KNIGIN
First Vice President, Wealth Management, Morgan Stanley
knigin_jeanie240Jeanie Knigin, a certified financial planner and chartered retirement planning counselor, provides professional investment management to high-net-worth individuals, endowments and foundations. Knigin focuses on providing advice on asset allocation strategies and evaluation, selection and monitoring of investment management firms. She has appeared on The Today Show, CNBC and NBC Nightly News, discussing events in the financial markets.

KEVIN KNULL

knullKevin Knull, CFP, is a highly regarded thought leader in the financial services industry and has worked with firms of all types to help them better prepare clients for retirement through financial planning. He is the former president of PIEtech, creator of MoneyGuidePro.

KAHNE KRAUSE
Regional Director and Vice President, Dimensional Fund Advisors
Kahne Krause works closely with RIAs in the Strategic Relationship Group, which partners with the largest US-based FAS clients. In this role, Kahne works with advisors to address their most significant issues from developing investment solutions to thinking through strategic business initiatives. Prior to joining Dimensional, Kahne was a principal audio/video engineer at Walt Disney Imagineering. She is a CFA charterholder.

BARBARA KRUMSIEK
Member of Board of Directors, Arabesque Asset Management
krumsiekA globally recognized leader in sustainable investing, Barbara Krumsiek's professional background spans four decades in asset management, including most recently as the CEO and chair of Calvert Investments Inc. from 1997 to 2014. During that time, Krumsiek developed Calvert Women's Principles, a global code of conduct adopted by the U.N. Global Compact and U.N. Women as the basis for the U.N. Women's Empowerment Principles.

LAUREN LINDSAY
Director of Financial Planning, Personal Financial Advisors LLC
lindsay_lauren240Lauren Lindsay, CFP, focuses on fee-only, comprehensive financial planning for both individuals and corporate clients. Lindsay enjoys helping clients establish and realize their financial goals, and providing the objective overview that fee-only planning allows for. As a former teacher, client education is a priority; she has delivered financial education seminars around the country.

JANIELLE LUCAS
Senior Relationship Manager, Balter Liquid Alternatives
lucasJanielle Lucas joined Balter Liquid Alternatives (BLA) in January 2017 as a senior relationship manager. Lucas’s duties are primarily client facing, and range from business development and prospecting to managing client relationships with registered investment advisors, family offices and other institutions. Prior to joining BLA, she served as the national relationship manager at Schooner Funds.

MICHELLE LYNCH
Vice President and Director, Raymond James Network for Women Advisors
Michelle Lynch is responsible for supporting Raymond James women advisors through education, practice management and coaching programs. Lynch also works to help recruit new women to the firm, as well as to the industry. She was named one of InvestmentNews’ 40 Under 40 for 2016 and is a member of the Raymond James Charitable Endowment Fund board.

LARA MAGNUSEN
Portfolio Strategist and Portfolio Manager, Research and Investment Solutions, Altegris Advisors
magnusenLara Magnusen, CAIA, previously served as the director of investment products and director of research and investments for Altegris Advisors. Prior to joining Altegris, Magnusen was the director of manager research for Cabezon Capital LLC, responsible for due diligence and development of emerging hedge fund managers. She is also an advisory board member for the Unusual Suspects Theatre Company.

LARRY MATHIS
Founder, Mathis Wealth Management
mathis_larry240Larry Mathis, CFP, AIF, founded Mathis Wealth Management intent upon providing his clients with comprehensive financial services based on each client’s unique needs. Mathis attributes much of his financial acumen to his mother, Jeannine. He shares her story in his latest book hoping to inspire others to establish meaningful personal and financial goals.

CAROLYN McCLANAHAN, M.D.
Director of Financial Planning, Life Planning Partners Inc.
mcclanahan_carolyn_240Dr. Carolyn McClanahan founded Life Planning Partners Inc. in 2004. McClanahan writes and speaks nationally to financial planners and physicians on the interplay between health and financial issues. She has been quoted in numerous publications, including The Wall Street Journal, New York Times, Money Magazine, and has appeared on CNBC and NPR.

KAREN A. MECKSTROTH
Estate Planning Attorney, Hoge Fenton Jones & Appel
meckstrothKaren Meckstroth structures estate plans to meet each client’s unique needs. Meckstroth believes an effective plan addresses both the tax planning aspects of estate planning and the nontax aspects, taking into account the client’s personal values and family dynamics. She works closely with clients to integrate philanthropy into their planning. Her practice is based in Silicon Valley.

SUSAN MICHEL
Chief Executive Officer and Founder, Glen Eagle Advisors
Susan Michel founded Glen Eagle Advisors in 2002 with the vision of a being a valued partner to her clients in achieving their long-term wealth management goals. Today, under her principled guidance, Glen Eagle has grown to become a national financial services firm providing its clients—including corporations, business owners and multigenerational families—with trusted stewardship and transparent access to their wealth.

NINA MITCHELL
Senior Wealth Advisor and Partner, Bridgewater Wealth & Financial Management LLC
Nina Mitchell has over 25 years of finance, tax and investment advisory experience. As a Bridgewater partner, Mitchell co-leads the firm’s overall management, and as senior member of the firm’s investment committee, she co-directs the Bridgewater Wealth’s investment policies, recommendations and asset allocation strategies. In addition, she provides personal financial planning and investment advisory services for clients.

HANNAH MOORE
Financial Planner and Investment Advisor, Guiding Wealth Management
Hannah MooreHannah Moore, CFP, is the owner of Guiding Wealth Management. Moore was voted one of D Magazine’s 2015 Best Financial Planners in Dallas and was awarded the Young Gun’s Award by the Dallas/Fort Worth Financial Planning Association. She helped start the Financial Planning Association’s NexGen program, mentors younger financial planners and currently sits on the Task Force for the national 2016 FPA Retreat.

DEBRA L. MORRISON
Founder, Empowered Retirement Inc.
morrisonDebra L. Morrison, CFP, MS, AEP, is a 38-year seasoned fee-only wealth manager, Amazon best-selling author, international motivational speaker and certified grief coach who helps clients conquer retirement and financial fears. Featured on CNN and ABC as well as quoted in numerous publications, Morrison was honored as a 2011 Leading Woman Entrepreneur and Business Owner of New Jersey.

CHERYL NASH
President, Investment Services, Fiserv Inc.
Cheryl Nash drives the strategic vision for industry-leading technology solutions in wealth management. Nash’s consultative approach has resulted in enduring client partnerships. Her distinctions include the Money Management Institute Pioneer Award, former MMI Technology & Operations Committee co-chair and Gateway-to-Leadership program trustee, Envestnet Institute on Campus advisory board member and Women in Wealth Management lead.

COURTNIE NEIN
Co-Founder and President, Good Life Advisors
Courtnie Nein was tasked primarily with creating all of the infrastructure, procedures, policies and offerings for the company. Nein oversees most of the operations at Good Life on a day-to-day basis. Her commitments include overseeing the new advisor training program, advisor onboarding to LPL and Good Life, the transition department and managing the daily operations of the RIA.

JANE NEWTON
Managing Partner and Wealth Advisor, RegentAtlantic
Jane Newton advises individuals and families to help them realize their financial and personal objectives. Drawing on her Wall Street background, Newton developed a specialty practice to address the unique planning and investment needs of women on Wall Street. She appears regularly in the media and has been featured in The Wall Street Journal, Fortune and The New York Times.

ADRIENNE M. PENTA
Executive Director, Brown Brothers Harriman Center for Women & Wealth
Adrienne Penta is passionate about engaging women in the creation of integrated holistic wealth plans that help them accomplish their goals. The Center for Women & Wealth supports women in the creation and management of wealth and seeks to create a dynamic and inclusive environment where women can engage in conversations about wealth, family and leadership.

SYBIL PRASKI
Relationship Manager, The Williams Group
praskiSybil Praski joins The Williams Group after a 31-year career as a successful financial advisor and founder of her own wealth management firm. Praski was an early adopter of generational wealth transfer planning that included helping families prepare their heirs for inheritance. Her focus on the family proved to be a major differentiator in her practice growth and value.

RACHEL J. ROBASCIOTTI
Founder, Robasciotti & Philipson 
robasciottiRachel J. Robasciotti is the founder of Robasciotti & Philipson, an LGBTQ-owned wealth management firm in San Francisco. Through her work with hundreds of clients over nearly 17 years of practice, Robasciotti developed and continues to use a progressive model that invites client emotions into the conversation and allows them to strategically inform key financial decisions.

CHRISTOPHER ROBBINS
Associate Editor, Financial Advisor and Private Wealth Magazines
robbinsChristopher Robbins’ journalism career spans a variety of media, genres and audiences. Since 2015, Robbins has served as an associate editor of Financial Advisor and Private Wealth magazines. He has also been nationally recognized for his work as a newspaper reporter with the Watertown Daily Times. When not writing, he enjoys music, gardening and cooking.

S. KATHERINE ROY
Chief Retirement Strategist and Head of Individual Retirement, J.P. Morgan Asset Management
S. Katherine Roy is responsible for delivering timely personal retirement-related insights to advisors. Focused on the retirement income-related landscape for more than 10 years, Roy specialized in identifying themes, strategies and solutions that can help advisors successfully partner with individuals in the transition and distribution life stages. She has been interviewed and quoted in the financial press on a variety of retirement planning topics.

LORRAINE R. SALVO
Managing Director and Client Advisor, Massey Quick Wealth Management
As a client advisor, Lorraine Salvo often struggles to engage her female clients who prefer to let their husbands take the lead in financial matters. In response, Salvo created and spearheads the firm’s Women’s Network, a unique effort to more deeply involve, educate and empower female clients and the professionals who serve them.

CATHERINE SEEBER
Vice President and Financial Advisor, CAPTRUST
seeber_cathy_240Cathy Seeber currently serves on the board of directors of the Financial Planning Association. Seeber is a consummate financial planning professional focusing on issues concerning those individuals in transition. Her long-term experience working with clients facing life-altering events brings a unique perspective and a commitment to positive action.

Member of the 2017 Invest In Women Advisor Council

BONNIE SEWELL
Principal, American Capital Planning LLC
Bonnie Sewell has been working in financial services since 1981 and has been a certified financial planner for families since 1992. Sewell served three years on the national board for the Financial Planning Association (FPA), the south region board for the National Association of Personal Financial Advisors (NAPFA) and served on the Foundation for Financial Planning board. 

 

EVAN SIMONOFF
Editor-in-Chief and Editorial Director, Financial Advisor and Private Wealth Magazines
simonoffEvan Simonoff is a founding partner of Charter Financial Publishing Network (CFPN). Simonoff has spent more than 20 years as an editor and reporter covering the financial services industry. He is a widely recognized expert on personal finance and investments.

 

MARLO STIL
Managing Partner and Personal CFO, The Wealth Consulting Group
stilMarlo Stil started in the financial services industry in 1984. As an investment advisor/branch manager for a Fortune 500 company, Stil was their first and only female top securities producer. She strives to make a life-changing difference for her clients. Her commitment to excellence has led her to design, build and manage the WCG High Impact Portfolios focused on sustainable investing for the future.

T. RYAN SULLIVAN
Vice President, Head of Investor Education, PIEtech, Creator of MoneyGuidePro
sullivanRyan Sullivan, CFP, ChFC, CLU, is responsible for content development and delivery for myMoneyGuide. A 20-year veteran of the financial services industry, Sullivan draws on his experience of having presented to groups of investors, advisors, attorneys and accountants throughout the United States and Puerto Rico. As a former VP of advanced markets, Sullivan specializes in translating complex tax and financial planning concepts into simple, actionable ideas.

 

DEBRA BRENNAN TAGG
Managing Partner, Brennan Financial Services
brennanDebra Brennan Tagg, CFP, is the creator of the DBT360 Financial Plan, a proprietary program that helps her clients prioritize their goals, leverage their resources and address their risks. Brennan Tagg primarily works with executive families, small business owners and professionals approaching or in retirement by providing investment, insurance, philanthropic and estate solutions.

MANISHA THAKOR
Director of Wealth Strategies for Women, Buckingham Strategic Wealth, The BAM ALLIANCE
Manisha Thakor, CFA, CFP, is a nationally recognized author, TV commentator and financial literacy advocate for women. Thakor is on the faculty at The Omega Institute, a member of The Wall Street Journal’s Wealth Experts Panel and CNBC’s Financial Advisor’s Council, and serves as a part of TIAA-CREF’s Women’s Initiative. She is also the co-author of two critically acclaimed personal finance books.

NIKOLEE TURNER
Managing Director of Business Consulting Services, Charles Schwab & Co. Inc.
Nikolee Turner has been coaching, consulting and training leaders for over 10 years and brings more than 15 years of leadership experience in talent management, driving operational efficiencies and new product development. Turner has worked with financial services professionals, CPAs and attorneys globally and is a speaker on business management topics at conferences and seminars.

KATY VOTAVA
Founder and President, GOODCARE.com
Dr. Katy Votava is a Medicare expert who consults with financial advisors and their clients throughout the United States. As a nurse practitioner and health-care economist, Votava has a broad view of health care in retirement and what the real impact is on consumers. She provides up-to-the-minute information that advisors can apply immediately in practice.

ANNE WARREN
Vice President, Private Banking, Brown Brothers Harriman
warrenAnne Warren joined Brown Brothers Harriman in 2014 and is an attorney and wealth planner in the Boston office. Warren is the co-chair of the Boston Bar Association Trusts and Estates Education Committee and a member of the Boston Estate Planning Council, the Boston Foundation's Professional Advisors Network and the Boston Trusts and Estates Consortium.

BRIE P. WILLIAMS
Head of Practice Management, State Street Global Advisors
Brie Williams is a vice president of State Street Global Advisors and the head of practice management. Williams is responsible for developing SSGA's comprehensive practice management platform, which provides a forum for financial advisors to exchange ideas and access SSGA’s industry-leading intellectual capital.

DAVID J. WINTERS
Chief Executive Officer, Wintergreen Advisers LLC
David J. Winters has over 30 years of experience analyzing securities and is responsible for determining general investment advice to be given to clients, including Wintergreen Fund Inc., a no-load, Global Value Fund, which launched in October 2005 (WGRIX and WGRNX). Winters holds the Chartered Financial Analyst (CFA) designation.

JOCELYN D. WRIGHT
Chair, State Farm Center for Women and Financial Services, Assistant Professor, Women’s Studies, The American College
wrightJocelyn D. Wright, M.B.A., CFP, is responsible for leveraging research and education to create broad awareness of the challenges and opportunities that pertain to women and financial services. Wright is also responsible for contributing material on women’s issues for courses offered at The American College and developing strategic partnerships with corporations and industry associations to help build a more inclusive industry for women.

ANN ZURAW
President, Zuraw Financial Advisors LLC
zurawAnn Zuraw, CFP, CFA, CDFA, has 30 years of professional experience in financial planning, portfolio management, family businesses and stock analysis. Zuraw has a strong focus on working with women to help develop a holistic plan to best protect their financial futures as they transition through different stages of their lives.