2018 Speakers

Jennifer Bacarella

Director of Firm Development, Sigma Financial Corp.

Jenny is an Executive Manager for the group of affiliated firms consisting of Sigma Financial Corporation, Parkland Securities, LLC, and Sigma Planning Corporation. As a member of the firms’ Executive Committee, Jenny provides leadership and vision in their overall management and operations. Jenny is also Director, Firm Development, responsible for expanding and maintaining the firms’ relationships with independent registered representatives and financial advisors, and ensuring they are properly licensed. She began working for Sigma Financial Corporation in 1994, and since that time has taken a proactive relationship manager role with representatives, allowing her to interact with the firms’ most successful advisors in their businesses and in their lives. Over the years, her high-touch approach has created firms with some of the lowest turnover ratios in the industry. Jenny’s personal interaction and attention to detail confirms for representatives that they have direct access to a member of the Executive Committee at their broker-dealer and/or registered investment advisor. Her efforts and daily leadership are carried throughout the firms, by all of the management team and staff. In 2001, she assisted in the creation of what is now Parkland Securities, LLC. Jenny earned her undergraduate degree from Siena Heights University and received Executive Management training through Wharton School. She has earned the Accredited Investment Fiduciary (AIF®) and Certified Wealth Strategist (CWS) designations.


Erin Botsford

Erin Botsford of Seven Figure Firm teaches financial advisors what she did to 10X her business and create a self-managing company. Her vast experience and authentic personality allows her to relate to advisors at all levels. She struggled for the first 7 years without taking a day off but then she learned the 5 Keys of Business Success that catapulted her into becoming a Barron’s Top 100 Independent and Barron’s Top 100 Women Advisor.

Having been raised in poverty, Erin rose to the top of her industry, building her business from zero in 1989 to a $5 million/year+ self-managing business with offices in Frisco, Texas and Atlanta, Georgia. Erin’s personal rags to riches story has been featured in numerous articles and publications, including the cover story of Financial Advisor magazine’s January 2010 issue, Investment News, Kiplinger magazine, the Dallas Morning News and The Dallas Business Journal. Her business success has resulted in her appearing numerous times in Barron’s magazine’s Top 100 Women Financial Advisers and Barron’s Top 100 Independent Financial Advisers lists. Her television appearances include being a guest on “Wealth Track with Consuelo Mack,’ CBC’s “Power Lunch” and “Squawk on the Street.” Erin is the author of two books; recently published Seven Figure Firm: How to Build a Financial Services Business that Grows Itself and best-selling book: The Big Retirement Risk: Running out of Money Before You Run out of Time.

Erin’s abilities to teach, train and motivate other producers are well known in the industry. She has given key notes and breakout sessions every year for the past twenty-five years at various industry conferences, including the prestigious Barron’s conference for Top Female Producers. She has been hired by broker/dealer and insurance companies to train their top producers. As an example, Erin was asked to train the twenty-five top producers of a major insurance broker/dealer. They documented the sales production of all twenty-five. In the following year, the average production was up more than twenty-five percent. Her speeches are not only informative and entertaining; they get results!

In addition to speaking at industry conferences on the topics of practice management, business leadership and building a self-managing company, Erin shares her business building acumen with advisors all over the country by inviting them into her office for her “Spend the Day with My Team” program.

Erin is married to Bob Botsford, an American Airlines pilot. She has one son, Kevin who is married to Kristin. She has three grandsons, Cooper, Carson and Christian. Erin loves reading, dancing, Zumba and snow skiing. Her two greatest passions are supporting our military veterans and her orphans in Africa.


Hannah Buschbom

Co-Founder, The W Source

Hannah Buschbom, CFP®, CDFA, has nearly a decade of experience in the financial services industry. During her career, she noticed the lack of a dedicated local female-centric network that could help her serve her clients and grow her business. Her search quickly developed into a passion to further the success of women in professional fields around the country. As both a Co-founder of The W Source and a Chapter Head for the Santa Barbara Chapter, Hannah is part of a growing nationwide network of female professionals. The company, which launched in September of 2017, is a referral network in which female professionals are able to connect, engage, and collaborate with other female professionals in their local area.


Marie Chandoha

President and Chief Executive Officer, Charles Schwab Investment Management Inc.

Marie A. Chandoha is president and CEO of Charles Schwab Investment Management, Inc. (CSIM), the investment advisor to Schwab Funds, Laudus Funds and Schwab ETFs and one of the largest money market and index fund providers in the industry.

Chandoha has more than 30 years of investment experience. Prior to joining Schwab in 2010, she spent three years as the global head of the fixed-income business at BlackRock (formerly Barclays Global Investors). She previously served as co-head and senior portfolio manager in charge of the Montgomery fixed-income division at Wells Capital Management; a senior bond strategist at Goldman Sachs; and managing director responsible for the global fixed-income research and economics department at Credit Suisse First Boston. Earlier in her career, Chandoha held research positions at Morgan Stanley and The Federal Reserve Bank of New York.

Chandoha earned a Bachelor of Arts degree in Economics from Harvard University. She serves on the Executive Committee and Board of Governors of Investment Company Institute, is a trustee of the Schwab Funds, Laudus Funds and Schwab ETFs and a Director of the Charles Schwab Worldwide Funds. She is also a trustee of the California chapter of The Nature Conservancy.


Lisa Dolly

Chief Executive Officer, Pershing, a BNY Mellon company

Lisa Dolly is the Chief Executive Officer for Pershing, a BNY Mellon company, providing leadership for the Pershing family of companies in 23 locations worldwide. Pershing provides global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms, and wealth managers, helping them to run their business efficiently and serve their clients effectively. Lisa is the chair of Pershing’s Executive Committee and a member BNY Mellon’s Senior Leadership Team. She is a passionate advocate for developing talent and bringing diversity and multiple voices to build the best teams.

Lisa has been with Pershing for over 25 years and brings rich experience to this role. She was most recently the chief operating officer of the firm, sharing leadership for all Pershing affiliates. As COO, she was responsible for ensuring that the firm has the operational controls, administrative and reporting procedures, and people and systems in place to effectively grow and maintain financial strength and operating efficiency.

Previously, Lisa was responsible for the firm’s managed investment business and Lockwood Advisors, Inc. and has held leadership positions in nearly every area of the firm, from Account Management and Client Service to Global Operations. She was also the firm’s chief administrative officer with leadership responsibility for Legal, Compliance, and People Services. She began her career in the Corporate Trainee program.

Lisa has served as chairperson of the Securities Industry and Financial Markets Association (SIFMA) Operations and Technology Steering Committee and has served on cross-industry committees with DTCC. In addition, she volunteers her time with the 30% Club mentoring aspiring professional women. In 2016, Lisa was named to the “Women to Watch” list by InvestmentNews and the “50 Most Influential Women in Private Wealth” list by Private Asset Management magazine.

Lisa earned a Bachelor of Arts degree in Economics from Rutgers University and completed the Securities Industry Institute® program, sponsored by SIFMA, at the Wharton School of the University of Pennsylvania.


Yonhee C. Gordon, CFP®

Principal and Chief Operating Officer, JMG Financial Group, Ltd.

As Chief Operating Officer, Yonhee is responsible for employee development and the day-to-day operations of the firm.  She focuses her efforts on organizational development to ensure the sustainability of JMG's long-term operations.  Since starting at JMG in 1986, Yonhee has presented at various industry conferences on topics ranging from career development to business management strategies, in addition to being featured in numerous leading industry publications.  Prior to her current role, she served as financial advisor and focused on cash flow management, retirement planning, investment strategies, and income and estate tax minimization.  Yonhee is a Principal of the firm, a member of the Executive Committee, Board of Directors, and spearheads JMG's involvement in community service.  She is a CERTIFIED FINANCIAL PLANNER professional, a member of NAPFA and Financial Planning Association, and a board member of both the Youth Symphony of DuPage and Almost Home Kids.  She holds a BA in Communication from Dominican University.  


Rosemary Gray

Director, TPD Retail Annuities, New York Life

Rosemary joined New York Life MainStay Investments in 2009. She is currently the head of the Retail Annuities Sales Desk and the Retirement Income Wholesalers. Rosemary and her team are responsible for promoting annuity products with advisors at broker dealers, banks and independents and sharing New York Life’s thought leadership in the retirement income space. Previously, Rosemary was a Senior Sales Consultant with New York Life MainStay Investments, where she was responsible for promoting the New York Life suite of products such as Deferred Fixed Annuity, Immediate Annuities, and MainStay Mutual Funds. Prior to that, Rosemary was an Internal Wholesaler with AIG SunAmerica Mutual Funds where she focused on domestic and international equity and fixed income markets. Before that, she was an Internal Retirement Specialist with AllianceBernstein providing consultative retirement solutions to financial advisors and outside and inside wholesalers.

Rosemary graduated with a degree in Marketing from William Paterson University. She holds her Series 6, 26, and 63 registrations, and New Jersey Life Insurance license. She currently resides in Glen Ridge, New Jersey with her husband, Caley and daughter Simona.


Kate Healy

Managing Director, Generation Next, TD Ameritrade Institutional

Kate Healy is Managing Director, Generation Next, focused on advocacy for sustainability issues facing the RIA industry. Healy leads TD Ameritrade Institutional's NextGen and Women's Leadership Initiatives, which support the future of the profession through programs designed to raise visibility, provide support and resources to guide professional development of the next generation of advisors. She is a member of the Company’s Diversity & Inclusion committee.

Healy is widely recognized as a leading advocate for the next generation of financial planners, for women advisors and for the financial planning profession. Wealthmanagement.com named her to the 2018 “10 to Watch” list. In 2016, Investment Advisor magazine named Healy as one of the industry’s 25 most influential people. Healy was named to InvestmentNews' inaugural "Women to Watch" in 2015. Additionally, she was TD Ameritrade's 2014 Impact Award winner for Diversity and Inclusiveness.

She is a trustee for the Foundation for Financial Planning and a member of the Invest in Others board. Kate also is a founding member of the CFP Board's Women's Initiative (WIN) Council, the Center for Financial Planning's Advisory Council and a founding member of the Center’s Diversity Advisory Board.

Healy has spent more than 20 years in a variety of roles supporting the program development and marketing of financial and estate planning services in the financial planning industry.

Before moving to her full-time advocacy role in July 2017, Healy was managing director of marketing for TD Ameritrade Institutional, responsible for the development of marketing strategies and programs to help increase awareness and deepen relationships with nearly 5,000 independent RIAs that custody with TD Ameritrade Institutional.

Healy, who joined TD Ameritrade in 2008, previously served as a director of marketing responsible for promoting the firm's technology and investment products offerings, as well as supporting the firm's advocacy and client loyalty efforts.

Healy holds a Bachelor of Arts in Economics from Rutgers College and has completed the Securities Industry Institute program, sponsored by the Securities Industry and Financial Markets Association (SIFMA) at the Wharton School of Business.


Finka Jerkovic

Leadership Empowerment Coach, Personal Development Mentor, FINKA Communications Inc

Finka Jerkovic is a speaker, leadership coach and owner of FINKA Communications Inc. She works with professionals and organizations to help them discover their “signature leadership brand” using the Fascination Advantage® system. She is the Certification Program Director for How to Fascinate® and featured guest on Breakthrough Radio. Finka is the founder of The Daring Introvert, which offers programs that teach introverted leaders how to turn up the volume on their quiet ambition so that they can be heard in the boardroom, valued for their strengths and recognized for big assignments and promotions. She is lead creator of the Leadership and Loyalty Program at one of Canada’s largest financial services organizations. She spent 25 years in corporate Canada in the financial services industry, with roles in sales, leadership, human resources, strategy, training and development.


Maz Kamaruddin, MBA

Head of Diversity Markets, AXA

Based in New York City and with over 20 years’ experience in financial services industry, Maz Kamaruddin is the Head of Diversity Markets for AXA Advisors. Maz’s AXA Advisors career began in 2004 when she joined the Sales Implementation and Support team as its Chief of Staff. Since then Maz holds several positions working closely with AXA field force providing support and guidance for their practices.

Prior to joining AXA Maz spent five years at the MONY Group as the Marketing Manager and Director of Business Operations. In her current role Maz is responsible for the development and implementation of diversity strategies to penetrate and establish AXA as a key financial protection and wealth management provider in diverse markets. Maz also plays an important role in the retention of AXA advisors through diversity and inclusion (D&I) educational programs.

Maz is a member of AXA Diversity & Inclusion Advisory Council (DIAC) which guides the D&I strategy and drives the agenda for change. DIAC supports the strategic alignment of D&I to talent, culture, and marketplace. Maz is a member of various AXA Employee Resource Groups (ERG) such as the PARC ERG (Pan Asian Resource Council Employee Resource Group), HERO (Hispanic Employees Resource Organization), BLACC (Building Leadership And Cultural Connections), PRIDE (a LGBT resource group), CARES (Veterans resource group), AXA ABLE (group supporting employees/caregivers to individuals with disabilities/special needs), WOW (Women’s Outreach at Work), DPN (Developing Professionals Network) and AXA Family.

Maz is a member of the InvestmentNews Diversity & Inclusion Advisory Board whose mission includes a commitment to creating awareness around the importance of D&I in four key areas: recruiting, training, culture and communication. Maz is also an active member of LIMRA’s Diversity Marketing Committee and held the Chair position of the Committee in 2016.

Maz holds an MBA from University of New Haven, CT and a Bachelor of Science in Management Science from SUNY Binghamton, NY.

On a personal note Maz enjoys gourmet cooking and crafting. She, her husband Abdul, and daughter Liyana travel outside of continental United States every year to experience other cultures. As a family, they volunteer at the local soup kitchen and support the local small businesses.


Susan Kay

Vice President and Director of Business Development, MFS Fund Distributors, Inc.

Susan Kay is a vice president and a director of business development at MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management® (MFS®). She has been with MFS for more than 20 years. Susan has more than 30 years of experience in the financial services industry. In her role as a director of business development at MFS, she has traveled extensively, meeting on a daily basis with top advisors from a wide array of firms. She has been invited into their practices and learned about what has led to their success. She has asked advisors about how they market themselves, how they maintain visibility, how they treat their clients to a consistent five-star experience, how they get referrals effortlessly and how they have created raving fans out of their clients.


Kathleen Burns Kingsbury

Wealth Psychology Expert, Author and Founder, KBK Wealth Connection

A wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence® podcast, and an internationally published author and speaker. Breaking Money Silence: How to Shatter Money Taboos, Talk Openly about Finances, and Live a Richer Life is Kathleen’s fifth book.

Named one of nine amazing conference speakers in 2017 by InvestmentNews, Kathleen is a sought-after keynote speaker and consultant on the topic of women and wealth and couples and money. Her mission is to empower women, couples, and families (and the advisors who serve them) to shatter money taboos and communicate more effectively about financial matters.

As an expert on financial psychology, Kathleen has appeared on television and written for consumer and trade publications. Her work has been featured in The New York Times, The Wall Street Journal, PBS News Hour, Money Magazine, TODAY Money, Forbes, and CNBC.

Kathleen is an adjunct lecturer at the McCallum Graduate School of Business at Bentley University and a guest lecturer at the Personal Financial Planning program at Texas Tech University. She received an Undergraduate Degree in Finance from Providence College and started her career in retail banking before becoming a commissioned Bank Examiner with the FDIC. Due to her desire to coach executive management on improving performance, she attained a Master’s Degree in Psychology, became a Certified Professional Co-Active Coach, and founded her consulting firm, KBK Wealth Connection.

When she is not working, Kathleen is an avid alpine skier who lives for the next powder day. In the off-season, she enjoys mountain biking, kayaking, and laughing with her friends. She lives with her husband and her cat Avery, in the Mad River Valley of Vermont.


Julie Littlechild

Founder, Absolute Engagement

Julie Littlechild is a speaker, writer and researcher. Her firm, Absolute Engagement, helps advisors tailor their client experience to support a compelling personal vision for the future.

Julie has worked with and studied successful financial advisors, their clients and their teams for more than twenty years. Prior to founding Absolute Engagement, she launched and ran one of the industry’s leading research firms, focused on client engagement. Julie is the author of a popular blog, the co-host of the Becoming Referable podcast and her first book, The Pursuit of Absolute Engagement, was released in January, 2017.

Julie sat on the national board of the US Financial Planning Association from 2010 – 2013, was twice identified as one of the 25 Most Influential People in Financial Planning by Investment Advisor Magazine and won the Influencer Award in practice management from Financial Planning Magazine. She works in the US, Canada, UK and Europe and holds an MBA from the University of Toronto.


Kathleen McQuiggan

Special Adviser on Gender Diversity, Center for Financial Planning Certified Financial Planner Board of Standards, INC

Kathleen McQuiggan is the CFP Board Center for Financial Planning’s Special Adviser on Gender Diversity. A longtime advocate for advancing gender diversity in the financial services industry, she helps guide the Center’s Women’s Initiative (WIN) which undertakes efforts and campaigns to address the shortage of women in the financial planning profession. In this role, she works with the WIN Council and collaborates on existing programs, including the WIN-to-WIN mentoring program, WIN Advocates, “I am a CFP® Pro” and the Financial Planner Reentry Initiative. Kathleen is also a wealth advisor at Artemis Financial Advisors.


Melinda S. Mecca

Senior Vice President, Director of Investment Solutions Northern Trust Asset Management

Melinda Mecca is Director of Investment Solutions at Northern Trust Asset Management, a leading global investment manager with more than $1 trillion in assets under management. The firm serves some of the world’s most-sophisticated investing clients – from sovereign wealth funds, pension plan sponsors and financial intermediaries – to wealthy families and individuals, and the advisors who serve them.

Ms. Mecca leads the firm’s investment solutions activities, including the design and delivery of research-driven, risk-managed, multi-asset class model and custom portfolios. Her team employs a consultative approach to portfolio construction and fulfillment, supporting the development of holistic, outcome-oriented solutions that are tailored to meet diverse client needs. Previously, Ms. Mecca served as Head of Managed Accounts where she was responsible for the delivery of investment solutions and portfolio construction expertise to wealth management and financial intermediary clients.

Ms. Mecca began her career at an independent asset management firm where she served in multiple capacities over the course of several years, including Director of Marketing and Chief Operating Officer. She joined Northern Trust in 2000 when the firm acquired the assets of Carl Domino Associates, LP, where she served as a partner and member of the senior leadership team. Ms. Mecca is a member of the Northern Trust Asset Management Operating Group and serves on the Board of Managers for 50 South Capital, LLC.


Abby Salameh

Chief Marketing Officer, Private Advisor Group

Abby Salameh joined Private Advisor Group in August 2013 as chief marketing officer. Abby has spent over 20 years building top-line solutions for independent advisors, starting her career at Sanford C. Bernstein and moving on to become a founding member of the team that launched InvestmentNews, the weekly newspaper for financial advisors.

In 2001, Abby joined TD Waterhouse as head of marketing for institutional services, where she was responsible for running all marketing, advertising, conferences, events, practice management and client communications. She continued in this capacity through the merger of TD Waterhouse and Ameritrade, resigning in 2007 to have more time at home with her small children.

Abby spent the next five years conducting both strategic and tactical consulting for large broker-dealers, custodians and financial publications, including Pershing, InvestmentNews and Fusion Advisor Network. In 2011, she joined Fusion Advisor Network as chief marketing officer. After successfully selling Fusion to NFP, Abby stayed on as SVP of NFP Advisor Services Group and managing director of Fusion Advisor Network.

An active member of her children’s school in the PTA and a regular volunteer in the local animal shelter, Abby leads a very full and busy life. She resides in Scotch Plains, NJ with her husband, three children and her dog.

Education: BA in finance and economics, Hofstra University; MBA, NYU Stern School of Business


Suzanne Siracuse

VP/Publisher, InvestmentNews

Suzanne Siracuse is a Vice President at Crain Communications and Publisher of InvestmentNews and Investmentnews.com where she oversees the business, editorial strategies, and operations for each brand. With a collaborative and entrepreneurial spirit, Siracuse has helped to make InvestmentNews the leading news source for financial advisers. Her leadership responsibilities include the newspaper, website, e-newsletters, webcasts, research, data, and conferences. Siracuse is also the publisher of Crain’s Wealth. In addition to these responsibilities, Siracuse helped to establish the Invest in Others Community Leadership Awards, which recognize financial advisers for giving back to their communities. She also serves on the board for the Invest in Others Charitable Foundation, is the current Retail Communications Award Chairperson of the RIIA, and is an active volunteer at the Animal Rescue Fund in East Hampton, NY.


Michelle Thetford

Vice President Advisor Services Client Strategic Solutions, Charles Schwab

Michelle Thetford is Vice President Client Strategic Solutions for Schwab’s Advisor Services business which provides custody, practice management and consulting services to nearly 7,500 independent investment advisory firms with $1.6* trillion under management. *Year-End 2017

In this role, Michelle is responsible for client support and managing complex issues while considering risk implications for Schwab and our clients.

Michelle and her team also lead the Complex Account Solutions Team, the Business Acceptance Team, the Premier Consultant team and Advisor Enrollment along with Alternative Investments and the internal supervision and risk management functions.

Michelle began her financial services career after graduating from Michigan State University when she moved to Minneapolis to join a regional brokerage firm.

During her time with this group of independent advisors, Michelle learned every facet of wealth management including corporate finance and hedge fund administration, along with the intricacies of a custodian platform. Most importantly, she learned the nuances of serving high net worth clients in a multi-family office.

Michelle joined SunAmerica Securities Inc., an AIG Financial broker dealer, in Phoenix in 1999 as Managing Director of Operations. She was promoted to Vice President of Operations in 2002 where she served three AIG broker dealers and had responsibility for operations while providing leadership to both the service and trading teams.

Michelle joined Charles Schwab in 2003 as Senior Manager of Compliance for Advisor Services. Michelle was promoted to Vice President, Compliance to lead the Advisor Services Compliance team in 2012. While leading the Compliance team she focused on fundamental compliance program elements, surveillance and fraud investigations related to advisors for the Advisor Services enterprise. Michelle joined the Advisors Services enterprise in May 2015 to assume her current role.

A problem solver by nature, Michelle credits much of her success with spending the first half of her career working directly with advisors. Having invested time early on working within a client-facing business gives her a unique perspective and guides much of how she leads today. Known for her ability to simplify complex issues, Michelle focuses on finding ways to serve clients in a world of increasing complexity and risk management.

Michelle’s credibility stems from her vast knowledge and experience, but what is most important to her is the fact that people trust her to always do what is right for the client. Michelle is proud to serve at Charles Schwab, where she finds it easy to surround herself with great people.

Michelle has a B.A. in Advertising from Michigan State University and holds the Series 24, 7 and 63 licenses. Michelle lives in Phoenix, Arizona.



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2018 Locations

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The Westin Chicago River North
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(312) 744-1900
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(617) 424-7000
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1672 Lawrence St, Denver, CO 80202
(303) 572-9100
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515 Mason St, San Francisco, CA 94102
(415) 771-8600
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