Join us on

2012 Event Sponsors

Plantinum Sponsors


Event Sponsors

Conference Chair

Conference Chair

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

Featured Speakers

Adam Antoniades
Adam Antoniades
President and CEO
First Allied
Julie Murphy Casserly, CLU, ChFC, MBA, CFP®
Julie Murphy Casserly, CLU, ChFC, MBA, CFP®
President
JMC Wealth Management, Inc.
Craig Columbus
Craig Columbus
Chief Market Strategist, Senior Managing Director
First Allied Asset Management
Christina M. D'Amore, CFP®
Christina M. D'Amore, CFP®
Private Wealth Advisor
D'Amore & Associates, Ameriprise Financial Services Inc.
Denise Federer, Ph.D.
Denise Federer, Ph.D.
Federer Performance Management Group
Eileen Heisman
Eileen Heisman
President and CEO
National Philanthropic Trust
Lorie Konish
Lorie Konish
Managing Editor
On Wall Street
Denise Morrison
Denise Morrison
Chief Compliance Officer
Securities America Inc.
Jodie Orozco
Jodie Orozco
Marketing Product Manager
Raymond James & Associates
Luz Padilla
Luz Padilla
Portfolio Manager, Emerging Markets
DoubleLine
Laila Pence, CFP®, AIF®
Laila Pence, CFP®, AIF®
LPL Registered Principal
Pence Wealth Management
Shannon Ryan, CFP®
Shannon Ryan, CFP®
President
Ryan & Associates
Colleen Schon
Colleen Schon
Senior Vice President, Investments
Raymond James & Associates
Darla Sipolt
Darla Sipolt
Regional Director, Institutional Sales
TD Ameritrade
Winnie Sun
Winnie Sun
Managing Director, Founding Partner
Sun Group Wealth Partners