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:

Mari Adam, CFP®
Mari Adam, CFP®
President
Adam Financial Associates
Katie Berg
Katie Berg
Product Manager, Digital Assets
Raymond James
Eleanor Blayney, CFP
Eleanor Blayney, CFP
Consumer Advocate
CFP Board
Beata Caranci
Beata Caranci
Vice President and Deputy Chief Economist
TD Bank Financial Group
Christina Cleveland, CFP®
Christina Cleveland, CFP®
Senior Vice President- Investments and Wealth Management Advisor
Merrill Lynch Wealth Management
Geri Eisenman Pell, CFP, MBA
Geri Eisenman Pell, CFP, MBA
Private Wealth Advisor, President
Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc
Pamela Ghezzi
Pamela Ghezzi
Financial Planner
Sequoia Financial Group LLC
Ivka Kalus-Bystricky
Ivka Kalus-Bystricky
Vice President and Portfolio Manager of the Pax World International Fund and
Pax World Global Women’s Equality Fund
Julie Neitzel
Julie Neitzel
President, Miami Family Office
GenSpring Family Offices
Kathleen Rehl, PhD, CFP®
Kathleen Rehl, PhD, CFP®
Speaker, Author, Trusted Guide
Alexandra Basak Russell, Esq.
Alexandra Basak Russell, Esq.
Head of Compliance
HearSay Social
Ellen Siegel, CFP®
Ellen Siegel, CFP®
President
Ellen R. Siegel and Associates
Margaret C. Starner, CFP®
Margaret C. Starner, CFP®
Senior Vice President, Financial Planning
Starner Group of Raymond James & Associates
Sharon Williams, CRPC®
Sharon Williams, CRPC®
Financial Planner
Lincoln Financial Advisors