Women Advisor Summit Speakers
Stephanie Lynn Ackler, CFA®
President & Co-Founder
AKD Wealth Partners, Wells Fargo Advisors Financial Network
Berta Aldrich
Managing Director, Head of Private Wealth Marketing
StepStone Group
Vincent Birardi, CFP®, AIF®, MBA, MSIS
Senior Wealth Advisor
Halbert Hargrove
Natalie Brickson
Financial Advisor
Prosperian Wealth Management
Nancy Daoud ChFC®, APMA™
CEO
Opus: Advice First of Ameriprise
Sarah DerGarabedian, CFA
Director, Investment Strategy
Modera Wealth
Camille Gagliardi, CFP®, MBA, BFA™, CIMA®, CPWA®
Private Wealth Advisor, Managing Partner
Stepping Stone Wealth
Carrie Gallaway, CFP®
Managing Director, Partner
Beacon Pointe
Sheena Gray
Chief Executive Officer
Association of African-American Financial Advisors
Bridget Grimes, CFP®
President of WealthChoice and Co-Founder of Equita Financial Network
Veronica Karas , CFP®, CDFA®, AEP®
Principal, Financial Advisor
CAPTRUST
Terri Kallsen, CFP®
Managing Partner, Head of Partnerships
Rise Growth Partners®
Kristen Kimmell
Executive Vice President Business Development
Osaic
Kay Lynn Mayhue, CFP®, AEP®, RFC®
President
Merit Financial Advisors
Amanda McDowall
Co-Founder, Executive Director
International Girls Ensemble
Liz Miller, CFP®, CFA, 2025 Chair, CFP Board
President and Founder
Summit Place Financial Advisors
Diana Oddi, CMS
Director, Practice Management, Marketing & Communications
Mandeville Private Client Inc.
Nicole Porter
Stress and Wellness Educator
Nicole Porter Wellness
Tracy Rokas, PhD
Director, Research and Customer Insights
Jackson National Life Insurance Company®
Emily Shacklett, CPA/PFS
Managing Director
Fairport Wealth
Suzanne Siracuse
Host
Focused on the Future
Christine Sol
Investment Strategist
Signature Estate & Investment Advisors
