- About the Event
- Agenda
- Speakers
- Sponsors
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Join us on
Keynote Speakers
Chief Executive Officer
Cetera Financial Group
President, Citi Personal Wealth Management
Citigroup Inc.
Luncheon Speaker
Senior Vice President, Business Development
Prudential Financial, Inc.
Conference Co-Chairs
Editor-in-Chief
Financial Planning
Editor-In-Chief
Bank Investment Consultant
Editor-In-Chief
On Wall Street
Featured Speakers
Christine Baker
EVP, Business Development
J.W. Cole Financial, Inc.; Member FINRA/SIPC
Geri Eisenman Pell, CFP, MBA
Private Wealth Advisor, President
Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc
Saly Glassman
Managing Director - Investments, Wealth Management Advisor
Merrill Lynch
Clara Sierra
EVP, Director of Strategic Alliances
Sentinel Investments
Joni Youngwirth
Managing Principal, Practice Management
Commonwealth Financial Network
Monica L. Walker, CPA
Chief Executive Officer - Chief Investment Officer – Equity
Holland Capital Management
Jaleigh White
Senior Vice President, Manager Director of Client Experience, Wealth Planning & Family Office Services
Fifth Third
