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Featured Speakers

Keynotes

Esther Stearns
President & Chief Operating Officer
LPL Financial
 
Clara Sierra
EVP, Director of Strategic Alliances
Sentinel Investments
 

Luncheon Speaker:

Kim Michel
CEO
Michel Financial Group, a member of the MassMutual Financial Group
 

Chairperson

Frances A. McMorris
Editor-In-Chief
On Wall Street
 

Featured Speakers

Michelle R. Alberda CFP®, CLU®
Michelle R. Alberda CFP®, CLU®
Senior Financial Advisor
Ameriprise Financial
Nadia Allaudin, CIMA®
Nadia Allaudin, CIMA®
Resident Director, SVP and Financial Advisor
Merrill Lynch
Kathleen Burns Kingsbury, LMHC, CPCC
Kathleen Burns Kingsbury, LMHC, CPCC
Wealth Psychology Expert
Principal, KBK Wealth Connection & Author, Creating Wealth from the Inside Out Workbook
Julia Gordon
Julia Gordon
Relationship Manager
Schwab Charitable™
Annie Hildreth
Annie Hildreth
Vice President
Fidelity® Charitable Gift Fund
Jodi L. Perry
Jodi L. Perry
Regional Director & Vice President
Raymond James Financial Services
Ellen Sloan
Ellen Sloan
Senior Philanthropic Advisor, Philanthropic Management
Bank of America Merrill Lynch & Board Member of Women’s Foundation of California- Los Angeles
Denise Villanueva
Denise Villanueva
Managing Director
American Financial Network
Julianne Wasserman
Julianne Wasserman
Vice President & Senior Financial Advisor Recruiter
Michael Wasserman & Associates
Cheryl Young CFP®, ChFC®
Cheryl Young CFP®, ChFC®
Financial Advisor, RJFS
Raymond James Financial Services, Inc. & CEO of Young & Associates