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
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.