2012 Event Sponsors

Plantinum Sponsors




Event Sponsors







Featured Speakers

Conference Chair

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

Featured Speakers

Lazetta Rainey Braxton, MBA, CFP®
Lazetta Rainey Braxton, MBA, CFP®
Founder and CEO
Financial Fountains LLC
Julie Murphy Casserly, CLU, ChFC, MBA, CFP®
Julie Murphy Casserly, CLU, ChFC, MBA, CFP®
President
JMC Wealth Management, Inc.
Margaret Dunlap
Margaret Dunlap
Vice President, Institutional Sales
TD Ameritrade Institutional
Sharon Egan, MBA, CFP®
Sharon Egan, MBA, CFP®
Director of Financial Planning Services
North Star Investment Management Corp.
Mary Erl, CFP®
Mary Erl, CFP®
Registered Investment Advisor, Owner
NestBuilder Financial Advisors Ltd.
Jodi Hrbek
Jodi Hrbek
Director, Business Development
NextPoint
Noël Goudreau
Noël Goudreau
Partner
Kubasiak, Fylstra, Thorpe & Rotunno, P.C.
Barbara Kay, MA, LPC, RCC
Barbara Kay, MA, LPC, RCC
Barbara Kay Coaching
Patricia A. Koney, CFP®, CRPC®
Patricia A. Koney, CFP®, CRPC®
Private Wealth Advisor
Patricia A. Koney and Associates, An Ameriprise Private Wealth and Advisory practice
Patricia Moll
Patricia Moll
Franchise Field Vice President
Ameriprise Financial
Judith McNiff, CFP®
Judith McNiff, CFP®
Vice President-Investments
Wells Fargo Advisors LLC
Sherri Stephens
Sherri Stephens
President, Financial Advisor
Stephens Wealth Mgt Group , RJFS.
Crystal Thies
Crystal Thies
CEO and LinkedIn Ninja
Crystal Clear Buzz, LLC
Lori Watt, CFP®
Lori Watt, CFP®
President
Investors Advisory Group LLC, LPL Financial
Joanne M. Woiteshek
Joanne M. Woiteshek
President
OrganizAmerica®