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This group offers you an opportunity to network and share ideas with Women Advisors from across the nation. We will also update you on plans for our live Women Advisors Forum meetings in New York, Dallas, Chicago and California. LinkedIn


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Who Attends the Women Advisors Forum

The Women Advisors Forum audience represents major wirehouses, regional brokerages, private banking and bank brokerage divisions, as well as independent firms and RIAs.

Representatives from the following companies attended the 2013 series.

  • 4WEALTH FINANCIAL GROUP LLC
  • ABERDEEN ASSET MANAGEMENT INC
  • AKT CORP
  • AKT WEALTH ADVISORS, LLC
  • ALLEGIANT WEALTH MANAGEMENT
  • AMERICAN INSTITUTE FOR ECONOMIC RESEARCH
  • AMERICAN LEGACY
  • AMERIPRISE FINANCIAL
  • AMERIPRISE FINANCIAL SERVICES INC.
  • ANDERSON WEALTH MANANGEMENT
  • ANTONIO FINANCIAL GROUP
  • APEKS INVESTMENT GROUP LLC
  • APEX WEALTH MANAGEMENT, LLC
  • ARIEL INVESTMENTS LLC
  • ASSET PLANNING INC
  • AXA ADVISORS
  • AZZAD ASSET MANAGEMENT, INC.
  • BAHR INVESTMENT GROUP; WIFE.ORG
  • BANK INVESTMENT CONSULTANT
  • BANK OF AMERICA / ML
  • BANK OF AMERICA CORPORATION
  • BANK OF AMERICA MERRILL LYNCH
  • BEACON FINANCIAL PLANNING SERVICES
  • BERK CLEVELAND RATHNELL WEALTH STRATEGIES
  • BERNARDI INVESTMENT SERVICES INC
  • BERNSTEIN GLOBAL WEALTH MANAGEMENT
  • BLACKROCK INC.
  • BLYTHE & ASSOCIATES
  • BMO PRIVATE BANK
  • BRANDES INVESTMENT PARTNERS
  • BRIAUD FINANCIAL ADVISORS
  • BROOKLYNN CHANDLER WILLY
  • BTA ADVISORY GROUP
  • BURNING RIVER ADVISORY GROUP
  • BURSON MARSTELLER
  • C.A.S.H.FIT FINANCIAL & INSURANCE SERVICES
  • CALAMOS INVESTMENTS
  • CALIFORNIA RETIREMENT ADVISORS
  • CALLAHAN CAPITAL MANAGEMENT & INSURANCE SERVICES INC.
  • CALVERT INVESTMENTS
  • CAMBRIDGE INVESTMENT RESEARCH INC.
  • CAMINO FINANCIAL MANAGEMENT
  • CAPITAL GROUP PRIVATE CLIENT SERVICES
  • CAPITAL LEGACY GROUP
  • CAPITAL TRADING GROUP
  • CAREY FINANCIAL, LLC
  • CARLINOS FINANCIAL
  • CEDAR CREEK SECURITIES, INC.
  • CENTER FOR TALENT INNOVATION
  • CETERA FINANCIAL GROUP
  • CFO4LIFE
  • CFP BOARD
  • CG FINANCIAL
  • CHARLES SCHWAB CORPORATION
  • CHICAGO FINANCIAL WOMEN
  • CHICAGO TRIBUNE CO
  • CHORNYAK & ASSOCIATES
  • CLIFTONLARSONALLEN WEALTH ADVISORS
  • CLS INVESTMENTS LLC
  • COMMONWEALTH FINANCIAL NETWORK
  • COMPAK ASSET MANAGEMENT
  • CONGER WEALTH MANAGEMENT
  • CONKLIN FINANCIAL PLANNING
  • CORPORATE FINANCIAL PARTNERS
  • CRANE INVESTMENTS
  • CRESCENDO FINANCIAL PLANNERS INC.
  • CRESTBRIDGE FINANCIAL
  • CROESUS
  • CROWELL WEEDON
  • CROWN WEALTH MANAGEMENT, INC.
  • CUNA MUTUAL GROUP - CPI QUALIFIED PLAN CONSULTANTS
  • CYNTHIA HARRINGTON & ASSOCIATES LLC
  • DAOUD & ASSOCIATES
  • DCH FINANCIAL SERVICES
  • DEANNA FRAZIER
  • DEMONBRUN
  • DERBY & DERBY INC.
  • DICKHOLTZ WEALTH MANAGEMENT
  • DIVORCE & MONEY MATTERS LLC
  • DOUBLELINE FUNDS
  • DUNCAN-WILLIAMS INC.
  • EAGLE STRATEGIES CORP.
  • EASON FINANCIAL GROUP
  • EDWARD JONES
  • ENVESTMET
  • F 500 ADVISORY
  • FIDELITY CHARITABLE
  • FIDELITY FINANCIAL ADVISOR SOLUTIONS
  • FIDELITY INSTITUTIONAL WEALTH SERVICES
  • FIDELITY INVESTMENT
  • FIFTH THIRD BANK
  • FINANCIAL FOCUS LLC
  • FINANCIAL FUTURES INC
  • FINANCIAL NETWORK
  • FINANCIAL NETWORK INVESTMENT CORP
  • FINANCIAL SOCIAL MEDIA
  • FINANCIAL SOLUTIONS FOR DIVORCE
  • FINETOOTH CONSULTING
  • FIRST ALLIED SECURITIES
  • FIRST BROKERAGE AMERICA LLC
  • FIRST COMMAND FINANCIAL SERVICES INC.
  • FIRSTPOINT PARTNERS
  • FPA
  • FPA MEMBER
  • FSC
  • FUDICIARY EXPERTS LLC
  • FUSION ADVISOR NETWORK
  • GCG FINANCIAL
  • GENEVA INVESTMENT MANAGEMENT OF CHICAG
  • GENTRY WEALTH MANAGEMENT
  • GENWORTH FINANCIAL INVESTMENT SERVICES
  • GERSTEIN FISHER
  • GGCFO
  • GLOBAL PORTFOLIO MANAGEMENT
  • GOSHO FINANCIAL GROUP
  • GREATER CHICAGO INVESTMENT SERVICES
  • GREGORY ADVISORS INC
  • GRIFFIS WEALTH MANAGEMENT
  • G-SQUARED ADVISORY LLC
  • GUEST
  • GUGGENHEIM INVESTORS
  • GUIDING WEALTH MANAGEMENT
  • HARMONY FINANCIAL ADVISORS, LLC
  • HARRIS INVESTOR SERVICES INC
  • HD VEST
  • HEARSAY CORPORATION
  • HEARSAY SOCIAL
  • HOWARD FINANCIAL SERVICES
  • HOYLE COHEN LLC
  • HSBC
  • HUBER FINANCIAL ADVISOR INC
  • IMPACT COMMUNICATIONS INC
  • INCAPITAL LLC
  • INFINITY STRATEGIC PARTNERS LLC
  • INNERHARBOR ADVISORS LLC
  • INTEGRATED WEALTH COUNSEL LLC
  • INTERACTIVE BROKERS, LLC
  • INVESCO POWERSHARES
  • INVEST FINANCIAL
  • INVESTORS ADVISORY GROUP INC
  • INVESTORS CAPITAL CORPORATION
  • IVMX
  • J.J.B.HILLIARD W.L. LYONS LLC
  • JD WEALTH MANAGEMENT, LLC
  • JEFFERSON NATIONAL FINANCIAL
  • JHS CAPITAL HOLDINGS
  • JMC WEALTH MANAGEMENT
  • JOHN HANCOCK
  • JOHN HANCOCK MUTUAL FUNDS
  • JONES & CO./EMERSON EQUITY
  • JORDAN FINANCIAL LIFE PLANNING
  • JULIE NEWCOMB FINANCIAL
  • KAREN SKALA WEALTH MANAGEMENT
  • KAYNE ANDERSON RUDNICK WEALTH ADVISORS
  • KIRSCH & ASSOCIATES
  • KLAAS FINANCIAL
  • KLEIN FINANCIAL ADVISORS INC
  • KR WEALTH MANAGEMENT GROUP
  • LADENBURG THALMANN
  • LEARNVEST
  • LEISURE WERDEN TERRY AGENCY
  • LIFETIME STRATEGIES GROUP
  • LINCOLN FINANCIAL GROUP
  • LONGFELLOW ADVISORS
  • LOOMIS SAYLES
  • LP FINANCIAL ASSOCIATES
  • LPL FINANCIAL SERVICES
  • MACK FINANCIAL GROUP
  • MANGAT AND ASSOCIATES
  • MANNING WEALTH MANAGEMENT
  • MARK EPPS FINANCIAL ADVISORY SERVICES
  • MARKETPSYCH LLC
  • MARTIN WEALTH MANAGEMENT
  • MASSMUTUAL FINANCIAL GROUP
  • MASSMUTUAL INTERNATIONAL INC
  • MASSMUTUAL RETIREMENT SERVICES
  • MCCARTHY GRITTINGER WEIL FINANCIAL GRO
  • MERCANTIL COMMERCE BANK
  • MERCER ADVISORS
  • MERCER GLOBAL ADVISORS
  • MERRILL LYNCH
  • METLIFE OF SOUTHERN CALIFORNIA
  • MF GLOBAL INC
  • MICHEL FINANCIAL GROUP
  • MILLIONAIRE CORNER
  • MODERN WEALTH ADVISORS
  • MORGAN KEEGAN
  • MORGAN STANLEY SMITH BARNEY
  • MORGAN STANLEY WEALTH MANAGEMENT
  • MOWERY CAPITAL MANAGEMENT
  • MWW GROUP
  • MYERS FINANCIAL GROUP LLC
  • NASHUA CAPITAL MANAGEMENT
  • NATIONAL FINANCIAL
  • NATIONAL PHILANTHROPIC TRUST
  • NATIXIS GLOBAL ASSOCIATES
  • NEGOTIATING WOMEN INC.
  • NEVILLE ASSOCIATES FINANCIAL ADVISORS
  • NEW ENGLAND FINANCIAL
  • NEW YORK LIFE
  • NEXT FINANCIAL
  • NEXTPOINT
  • NORTHSTAR FINANCIAL SERVICES GROUP
  • NORTHWESTERN MUTUAL
  • NWF ADVISORY
  • OCEAN FIRST
  • OPPENHEIMER
  • OPTIONS INDUSTRY COUNCIL
  • ORGANIZAMERICA
  • OWENS ESTATE & WEALTH STRATEGIES GROUP
  • PACIFIC LIFE
  • PARTNER KUBASIAK FYLSTRA THORPE & ROTUNNO P.C.
  • PARTNERVEST ADVSIORY SERVCIES LLC
  • PAX WORLD INVESTMENTS LLC
  • PEARSON WEALTH MGMT
  • PENCE WEALTH MANAGEMENT INC
  • PEPIN CONSULTING
  • PERFORMICS
  • PH CONSULTING GROUP
  • PINNACLE WEALTH MANAGEMENT
  • PIONEER INVESTMENTS
  • PLACEMARK INVESTMENTS
  • PODESTA
  • POINT FORWARD VENTURES
  • POLERO ICE ADVISERS
  • POWER WOMEN INVESTING
  • PRAXIS WEALTH MANAGMENT
  • PREFERRED PLANNING ASSOCIATES
  • PRINCIPAL FINANCIAL GROUP INC
  • PRODIGY ASSET MANAGEMENT LLC
  • PROFESSIONAL MANAGEMENT, INC
  • PROSPER INC
  • PRUDENTIAL BACHE SECURITIES
  • RAYMOND JAMES
  • RAYMOND JAMES FINANCIAL SERVICE
  • RAYMOND JAMES MORGAN KEEGAN
  • RB FINANCIAL
  • RBC WEALTH MANAGEMENT
  • REGAL INVESTMENT ADVISORS
  • REINHART PARTNERS INC
  • RENTECH INC
  • RESNICK INVESTMENT ADVISORS
  • REUTERS
  • RISK STRATEGIES COMPANY
  • RIVERSTONE WEALTH PARTNERS
  • RMB CAPITAL MANAGEMENT, LLC
  • ROBBINS & ASSOCIATES
  • RODGERS FINANCIAL GROUP LLC
  • RUBENSTEIN ASSOCIATES
  • RYAN & ASSOCIATES
  • SAGE ADVISORS LLC
  • SAGE POINT FINANCIAL ADVISORS
  • SAGEMARK CONSULTING
  • SANTA MONICA STAR
  • SCHWAB ADVISOR SERVICES
  • SECURIAN FINANCIAL GROUP
  • SECURITIES AMERICA
  • SENTINEL INVESTMENTS
  • SHELLEY FISCHER
  • SIGNATURE RESOURCES INC
  • SK WEALTH MANAGEMENT GROUP LLC
  • SONDRA HARRIS PUBLIC RELATIONS
  • SOUTH TEXAS MONEY MANAGEMENT
  • SOUTHERN METHODIST UNIVERSITY
  • SPECTRUM ASSET MANAGEMENT INC
  • STDELE CAPITAL MANAGEMENT QPFC
  • STEFFES FINANCIAL
  • STEPPING STONE FINANCIAL, INC.
  • STERLING FINANCIAL PLANNING INC
  • STEVENS WEALTH MGMT
  • STIFEL FINANCIAL CORP
  • SUMIT WEALTH ADVISORS LLC
  • SUMMIT BROKERAGE SERVICES INC
  • SUMMIT CONSULTING INC
  • SUN GROUP WEALTH MANAGEMENT
  • SUN WEALTH GROUP PARTNERS
  • SUSAN BURTON CONSULTING
  • SWA
  • SWEET FINANCIAL SERVICES
  • TD AMERITRADE
  • TEXAS TECH UNIVERSITY
  • THE ADVISORY GROUP
  • THE CLIENT-DRIVEN PRACTICE
  • THE FEMALE AFFECT/ SAMMONS RETIREMENT SOLUTIONS
  • THE FINANCIAL TEAM INC
  • THE HUMPHREYS GROUP
  • THE MOORE GROUP- MORGAN STANLEY WEALTH MANAGEMENT
  • THE OPTIONS INDUSTRY COUNCIL
  • THE RICHARDS GROUP
  • THE SCHAEFFER GROUP LLC
  • THE VANGUARD GROUP INC.
  • THOME BENEFIT SOLUTIONS
  • THRIVENT
  • TIAA-CREF
  • TMJ FINANCIAL SERVICES
  • TOTAL WEALTH MANAGEMENT, LLC
  • TRANSAMERICA FINANCIAL ADVISORS
  • TRUEPOINT INC
  • TRUSTFIRST INC
  • TRUSTS UNLIMITED
  • UBS FINANCIAL SERVICES
  • UNDERWOOD PERKINS
  • UNION BANK
  • UNITED CAPITAL ADVISERS LLC
  • UNITED CAPITAL CORP.
  • UNITED CAPITAL FINANCIAL ADVISERS
  • URBAN WEALTH MANAGEMENT
  • USAA
  • VALIC FINANCIAL ADVISORS INC
  • VESTORY LLC
  • W2 WEALTH MANAGEMENT
  • WADDELL & REED FINANCIAL ADVISORS
  • WADDELL AND REED
  • WARREN WARD ASSOCIATES
  • WEAVER WEALTH MANAGEMENT
  • WECHTER SELDMANS WEALTH MANAGEMENT
  • WEITZ FUNDS
  • WELLS FARGO ADVISORS
  • WELLS FARGO BANK
  • WIFE.ORG
  • WILLIAM BLAIR & COMPANY LLC
  • WILLIS ALLEN REAL ESTATE
  • WIPFLI HEWINS INVESTMENT ADVISORS
  • WOMEN ADVISORS FORUM
  • WOODBURY FINANCIAL
  • WORLD FINANCIAL GROUP
  • WUNDERLICH SECURITIES
  • YORK CAPITAL


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