2012 Event Sponsors

Platinum Sponsors:




Event Sponsors:




 




Featured Speakers

Conference Chair

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

Featured Speakers

Valentina Chtchedrine
Valentina Chtchedrine
Vice President of Strategy and Experience
Morgan Stanley Smith Barney
Lee DeLorenzo, CFP®, QPA
Lee DeLorenzo, CFP®, QPA
President
United Asset Strategies, Inc.
Mindy Diamond
Mindy Diamond
President & CEO
Diamond Consultants
Carrie Gallaway, CFP®
Carrie Gallaway, CFP®
Senior Vice President, Wealth Management
Smith Barney
Joseph F. Keefe
Joseph F. Keefe
President - CEO
Pax World Management LLC
Sacha Millstone
Sacha Millstone
Senior Vice President, Investments
The Millstone Evans Group of Raymond James & Associates
Shannon Reid
Shannon Reid
Director of Retirement Solutions
Raymond James
Dorie Rosenband
Dorie Rosenband
CEO
&Wealth Partners
Elaine A. Sarsynski
Elaine A. Sarsynski
Executive Vice President, MassMutual's Retirement Services Division; Chairman and CEO
MassMutual International LLC
Kim Sharan
Kim Sharan
President, Financial Planning and Wealth Strategies, Chief Marketing Officer
Ameriprise Financial
Zohar Swaine
Zohar Swaine
Managing Director, Institutional Strategy
TD Ameritrade Institutional
Marie Swift
Marie Swift
President & CEO
Impact Communications, Inc.
Karen Wimbish
Karen Wimbish
Director, Retail Retirement
WELLS FARGO & CO.