Women Advisor Summit New York Speakers
Laura Combs
Managing Director
Mercer Advisors
Gabrielle Clemens
Managing Director, Senior Portfolio Manager
RBC Wealth Management
Beth Lawlor
President, Private and Affluent Wealth Client Management
U.S Bank Wealth Management
Chelsea Ransom-Cooper
Chief Financial Planning Officer
Zenith Wealth Partners
Jennifer Rutley
Principal
Hidden Insights Group
Leslie Tabor
Director – Advisor Services Business Consulting & Education
Charles Schwab
Emily Boothroyd
Wealth Manager, Partner
Merit Financial Advisors
Jennifer Craig
Regional Director and Financial Planner
Prudential
Jody D'Agostini
Senior Partner
The Falcon Financial Group
Elisabeth Dewailly
Senior Financial Advisor
Merrill Lynch
Carina Diamond
Chief Growth Officer
Gries Financial Partners
Oscarlyn Elder
Senior Managing Director, Co-Chief Investment Officer
Truist Wealth
Kevin Gordon
Senior Investment Strategist
Charles Schwab
Becca Hajjar
Managing Principal, Chief Business Development Officer
Commonwealth Financial Network
Kate Healy
CEO & Founder
AdvoKate IQ, LLC
Pamela Mellor
Associate General Agent
Certified Financial Services
Magdalena Johndrow
Financial Advisor & Managing Partner
Johndrow Wealth Management
Kerry Keihn
Partner & Financial Advisor
Earth Equity Advisors
Danielle Kelly
Vice President, Charitable Planning Consultant
Fidelity Charitable
Lindsey Lewis
Managing Director
The American College of Financial Services
Sherri Kitzberger
Founder & CEO
Olympia Wealth & Life Management
Vanessa Martinez
CEO & Managing Director
Expressive Wealth
Annette Matthew
Financial Advisor
Edward Jones
Sunaina Mehra
Partner, Senior Director of Marketing
Francis Financial
Hannah Moore
Founder and Owner
Amplified Planning
Alexandria Nadworny
Partner, Wealth Advisor
Sequoia
Emily Promise
Partner, Financial Advisor
Blakely Financial
Tracy Shaw
Head of Client Engagement Strategy
Equitable
Christine Sol
Investment Strategist
Signature Estate & Investment Advisors
Melissa Walsh
Founder and President
Clarity Financial Design
Tarah Williams
President and COO
Prospera Financial
