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Anh Tran is the managing partner at SageMint Wealth, a Southern California-based wealth management firm for high-net-worth individuals, families and business owners with a passion for supporting women, the LGBTQ+ community and individuals in the technology space. As a Certified Professional Planner and estate planning attorney, Ms. Tran is in a unique position to counsel her clients on a wide variety of wealth management and estate planning issues. Ms. Tran manages over $350 million in total client assets and has been consistently ranked in the top 1% of financial advisors at LPL Financial. She has also been recognized as a Forbes Top Women Wealth Advisor.

Christine Nigro is a senior vice president for AXA Equitable and president of AXA Advisors, LLC, the broker\/dealer for the retail distribution channel for the company. Ms. Nigro is responsible for managing all aspects of the broker\/dealer including overseeing business development and operations, sales and marketing, and partner management for 5,200 AXA Advisors financial professionals nationwide. \nMs. Nigro has more than 20 years of experience in the financial services industry, and joined AXA Advisors in February 2006 as chief operating officer (COO) of the broker\/dealer. AS COO, she played a major role in enhancing the operational efficiency of the broker\/dealer and in providing strategic guidance to expand its service, technology and investment product offerings to support the wide range of needs of AXA Advisors financial professionals and clients. \nMs. Nigro has held numerous management roles for domestic and global organizations. Prior to joining AXA Advisors, she was vice president and director of Personal Financial Services, Investment Operations and Customer Service for JP Morgan Chase, where she was responsible for supporting telephone customer sales, service, and product administration. \nPreviously, Ms. Nigro was vice president of the International Private Client Group for Merrill Lynch, where she was responsible for creating new products and developing local markets in the United Kingdom and Australia. Earlier, she spent eight years with Fidelity Investments: four in the United Kingdom where she was responsible for the execution, clearing and custody for the organization’s assets for more than 40,000 clients, and four years developing treasury and risk systems at Fidelity-owned National Financial Services. \nMs. Nigro earned a Bachelor of Arts degree from Ithaca College. She holds the FINRA Series 7, Series 24 and U63 registrations.

Christine’s distinguished career in the financial services industry might be summed up in two words: vision and passion. For more than 20 years her dynamic and effective leadership skills and ability to translate strategic visions into reality have proven valuable to some of the premier firms in the country including FSC Securities Corporation; National Financial Services, a Fidelity Investments company; and Lincoln Financial Network.Her visionary leadership style, well known by those in the field, has helped make Christine one of the industry’s leading Broker\/Dealer recruiting and retention specialists. As National Sales Manager at FSC Securities, she was instrumental in the growth of Broker\/Dealer \nrevenues from $150M to more than $200M.Christine’s role at J.W. Cole Financial, a full-service independent Broker\/Dealer, leverages her experience as a strategic leader. As Executive Vice President of Business Development, she utilizes her relationship management and recruiting expertise to grow the firm’s revenues. Additionally, she employs her industry and marketing experience to develop and expand brand awareness of J.W. Cole Financial.Christine has also served as a consultant for firms and advisors in such critical growth areas as: practice management; marketing; technology solutions; workflow process; and regulatory issues. As an industry veteran, Christine displays a talent for shifting seamlessly between her roles in the Broker\/Dealer community.Christine holds both a Series 7 and Series 24 license. She is also an active member of: the Financial Services Institute, the Financial Planning Association, and Women in Insurance and Financial Services. She and Jeffrey, her husband of 30 years, have two daughters, Lauren and Meredith.When asked to provide feedback about what defines leadership, Christine relays: “I read somewhere that great leadership is not so much about process and technique as it is about relationships. It should be looked upon as an attitude rather than a routine. I agree with this assessment, and believe there is a delicate balance between the art and science of great leadership. Great leaders grow other great leaders. I make it my objective to seek the best for those I lead, in the hope that I am raising their personal best. Knowing that I have a hand in that is the most fulfilling part of my work.”

Christina M. Cleveland is a Senior Vice President-Investments, Wealth Management Advisor, Certified Special Needs Advisor and a Certified Financial Planner for Merrill Lynch in the East Boca Raton office.  Christina has been an advisor with Merrill Lynch since 1983 and she obtained her Certified Financial Planner designation in 2003. Christina holds a Bachelor of Science degree in Finance with an emphasis in investments and portfolio analysis from Florida State University.   \nChristina’s passion for retirement planning and retirement cash flow management for the affluent retiree has provided her the opportunity to serve as a panelist for the Securities Industry and Financial Markets Association ( SIFMA) on retirement.   SIFMA is a leading securities industry trade group representing securities firms, banks and asset managers.  Christina has been the keynote speaker for the State of Florida Women’s Symposium and she has served on the National Diversity and Inclusion Council for Merrill Lynch.  She is currently the President of the South Florida Women’s Exchange for Merrill Lynch.  \nHer practice focuses on comprehensive wealth management and multigenerational planning for affluent individuals, families, and business owners. Her practice focuses on education for high net worth pre-retirees on appropriate distribution expectations in retirement, estate and income tax minimization, multigenerational planning, the role of asset allocation to investment performance, philanthropic planning and comprehensive liability management.   \n She and her family reside in Delray Beach Florida and her hobbies include scuba diving, biking and butterfly gardening.    \n

Christian Magoon is CEO of Magoon Capital, a consulting firm founded to provide strategic counsel and initiate business development in the financial industry. An experienced strategist, Christian has helped raise more than $40 billion for asset managers since the mid-1990s in various product structures including ETFs, separately managed accounts, closed– end funds (CEFs) and unit investment trusts (UITs). A widely recognized thought leader on finance and market issues, Christian’s two fold mission is to support industry growth by making new investment opportunities accessible for investors and to provide insight into today’s changing investment landscape.Prior to forming Magoon Capital in 2010, Christian was President of Claymore Securities, where he built one of the fastest growing and most innovative ETF businesses in the country. He launched more than 40 ETFs and 100 UITs, introducing many “firsts” to the U.S. market, including the first Sector Rotation, Timber, BRIC and suite of China focused ETFs. At the time of Christian’s departure from Claymore in late 2009, the firm’s ETF, CEF and UIT product lines contained more than $15 billion of investor assets.Christian consistently provides his industry insights and knowledge as a commentator in the U.S. media speaking publicly on macro investment issues and ETF related topics. In 2008, he was named by Institutional Investor News as one of the five people to watch in the U.S. ETF marketplace. Christian has had the honor of ringing the opening bell to begin the trading day at the NYSE Euronext multiple times. He obtained his Bachelor of Arts and Master’s degree from Wheaton College in Illinois and has held the Series 7, 24, 63 and 65 securities license.