Speakers

Bella Loykhter Allaire

Executive Vice President of Technology and Operations, Raymond James & Associates

As executive vice president of technology and operations for Raymond James Financial, Bella Loykhter Allaire oversees the firm’s technology and operations functions, including client service and the technology platforms for our advisors and capital markets professionals.

Previously, she was managing director and chief information officer of UBS Wealth Management Americas, where she developed and executed the strategic road map to transform legacy Paine Webber technology into a differentiating wealth management platform.

She began her career at Prudential Securities, where she worked for 26 years in a variety of capacities in its technology area before being promoted to executive vice president and chief information officer in 2000.

During her tenure as CIO, managing a team of more than 2,000 professionals with a budget of more than $500 million, she was recognized for her leadership in establishing the firm’s technology platform as a model for best practices in supporting financial advisors and their clients.

After Wachovia’s acquisition of Prudential Securities in 2003, Ms. Allaire became a technology strategy consultant to Morgan Stanley and served as CEO of Wealthigen, initiating a securities line of business for Exigen Group, a software development firm.

Her professional affiliations include Fortune magazine’s 500 Most Powerful Women in Business, Wall Street Technologists Board of Directors and the NASDAQ Technology Group.

Born and educated in Ukraine, earning her bachelor’s degree from Lviv University, she immigrated to the United States in 1977.

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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.

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Colleen Bell

Vice President, Fiduciary Services and Chief Fiduciary Service Officer, Cambridge Investment Group

Colleen Bell joined Cambridge in 2006 following her experience as a securities examiner for the Securities and Exchange Commission. Bell is responsible for the executive oversight for the service, solutions, and support delivered by Cambridge’s Operations Team while overseeing the Fiduciary Services Department. Additionally, she focuses on expanding Cambridge’s Retirement Center, WealthPort®, and related consulting, education, and technology resources for Cambridge advisors. In 2016 she was selected as a member of the IA 25 by Investment Advisor magazine. Bell earned a Bachelor of Science degree in management information systems from the University of Illinois College of Business. She holds the FINRA Series 7, 24, and 66 licenses, along with the Accredited Investment Fiduciary® (AIF®) designation.

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Wendy Benson

Head of Wealth Management, MassMutual Financial Advisors

Wendy joined MassMutual in October of 2009 as the Assistant VicePresident of Infrastructure and Architecture for MassMutual’sBroker Dealer.

In April of 2011 Wendy was promoted to Vice President and ChiefOperating Officer of Sales and Distribution Operations. In this role, Wendy is responsible for Sales Operations, Field Compensation, Field Technology and other distribution related functions.

In May of 2016 Wendy assumed the role of Head of Wealth Management for MassMutual Financial Advisors, which includes oversight of MassMutual’s Broker Dealer and Trust Company.

Prior to joining MassMutual, Wendy was with John Hancock Financial Services. She began her career there in 1991 and held various positions in the Mutual Fund, Annuity, Life Insurance, and Broker Dealer areas. Her most recent position there was President and Chief Operating Officer for Signator Investors, Inc., John Hancock's career agency Broker Dealer. Prior to joining John Hancock, Wendy worked for six years at Boston Financial as a Call Center Manager.

Wendy is originally from Upstate NY and earned her Bachelor of Science Degree in Business Administration from the State University of New York at Brockport. She currently lives in Braintree, MA.

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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.

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Mary Beth Franklin, CFP®

Contributing Editor, InvestmentNews

Mary Beth Franklin is a contributing editor at InvestmentNews, writing a column for the print edition and a blog for the website. Relying on more than decade of experience as a senior editor of Kiplinger's Personal Finance magazine and editor of the Kiplinger's annual Retirement Planning Guide, Ms. Franklin aims to bridge the gap between what consumers want and what financial advisers can provide. An award-winning journalist, Ms. Franklin covers retirement planning and distributions, tax planning, Social Security issues and the health-care aspects of retirement planning. She is a frequent public speaker, addressing both financial industry and consumer groups, and she has appeared on numerous national and local television and radio programs including NBC's Today show and Meet the Press, the CBS Early Show, CNN and PBS's Wealthtrack program.

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Theresa Gralinski

Director of Marketing, InvestmentNews

Theresa Gralinski is the Director of Marketing at InvestmentNews, where she develops strategies and creative designed to grow the publication’s various events, sales, research and custom content initiatives. Theresa has more than 20 years of marketing and communications experience successfully creating and managing brands across a wide range of disciplines and industries—including automotive, pharmaceutical and financial services. Her favorite projects to work on include: women in finance, diversity and inclusion, next-gen hiring and financial literacy.

Theresa spent the first half of her career working for a full-service marketing agency before transitioning to managing corporate brands in-house. Theresa graduated from the University of Wisconsin-Madison with a degree in Journalism and Public Relations. She resides in the Chicago area with her husband and two teenage sons. As a busy boy mom, she relishes any opportunity to escape on a bike, a kayak or into a good book.

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Renee Hamlen

Vice President, Retail Annuity Marketing, New York Life

As Vice President and Head of Marketing for Retail Annuities, Renee oversees marketing for one of the largest and most diversified annuity businesses in the industry. In this capacity, she also manages the Advanced Income Solutions team, which provides competitive intelligence and case design for New York Life’s Agents and distribution partners.

Passionate about enabling employees, consumers, and friends and family to make the most of their life choices, Renee’s version of #livemybestlife isn’t about having it all, but about having the ability to pursue the things in life that are most important to you.

Renee holds a BA and MBA and has served a member of the IRI editorial board, VISION meeting planning committee and LIMRA Secure Retirement Institute Women’s Business Resource Roundtable. Together with her husband and their two children, Renee manages work, school, and family adventures from the ski slopes of Vermont to a roadtrip through the UK in pursuit of #livemybestlife.

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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.

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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.

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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.

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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.

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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.

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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.

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Michael Natale

Head of Intermediary Distribution, Northern Trust Asset Management

Michael Natale is head of Intermediary Distribution. He is responsible forestablishing Northern Trust Asset Management’s presence in the intermediary market and driving the adoption of our investment expertise and strategies across North America.

An experienced investment industry professional, Michael has successfully built, developed and managed sales teams for more than a decade, focusing on diversity, process and qualitative results. He has experience across channelsand products, including ETFs, mutual funds and managed solutions.

Prior to joining Northern Trust, Michael spent seven years with Deutsche Bank and five years with Morgan Li where he managed and developed internal sales teams with more than 50 professionals.

Michael earned his BBA and MBA from Stetson University (Deland, FL). He is a former professional golfer and a four-time Chicago City Amateur Champion. Michael holds the FINRA series 7, 24, and 63 securities licenses.

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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.

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Leslie Yambao Tabor

Managing Director – Advisor Services Business Consulting & Education, Charles Schwab & Co. Inc.

Leslie Y. Tabor is a Managing Director with the Charles Schwab Advisor Services organization where she oversees the strategic direction of key programs for delivering value and high impact client experience for advisors who custody with Schwab, including the Executive Leadership Program, RIA Talent Advantage Program, RIA Intern Program, and Cybersecurity Resource Program.

Through the content, tools and action-oriented resources developed by her team these programs have provided advisors with the insights and capabilities for evolving and growing their firms - cultivating next generation leaders, attracting diverse talent and strengthening awareness of the financial planning profession across dozens of colleges and universities throughout the country.

Leslie is highly passionate about diversity at Schwab and across the financial services industry. She currently sits on the CFP Board’s Diversity Advisory Group, providing guidance and expertise in the development of diversity and inclusion initiatives that will increase the racial and ethnic diversity within the financial planning profession. She also serves as the co-chair for the San Francisco Women’s Interactive Network at Schwab (WINS) and the business advisor for all Charles Schwab San Francisco employee resource groups. She believes in the value that diversity brings to the workplace, is enthusiastic about helping people reach their leadership potential and passionate about bringing important issues to the forefront. Leslie also works with numerous organizations including the Professional Business Women of California (PBWC), Financial Women of San Francisco, and the CFP Board to support furthering the message on the value of diversity.

Leslie earned her Bachelor of Science in Business with a concentration in Accounting from the University of Phoenix. She’s been recognized as one of the Top 100 Filipina Women in 2015 by the Filipina Women’s Network and was a recipient of the 2016 Industry Leader award by the Professional Business Women of California for her work in the area of diversity and inclusion. She is a Bay Area native and an avid San Francisco Forty-Niners, Giants and Golden State Warriors fan. She enjoys traveling with her family and dancing around the house with her 3-year old daughter.

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James White

Head of Diversity & Inclusion, OppenheimerFunds

James White joined OppenheimerFunds as Head of Diversity & Inclusion in late September of 2015 where he is tasked with leading the execution and ongoing development of a multi-year strategy to establish inclusion as a core value and competitive advantage for the firm. Implementation of this strategy entails establishing an ongoing change management process with targeted programs and effective governance in order to yield measurable, impactful results.

James began his career at Merrill Lynch where he spent 15 years in Human Resources, working primarily in Talent Management leading various efforts geared toward the development of diverse talent.

In 2010, James joined Credit Suisse as the Human Capital Project Lead for the Investment Bank where he helped to create and lead human capital committees in the Equities, Fixed Income, and Investment Banking Departments. On each committee, James developed Diversity & Inclusion sub-committees to focus on attracting, developing, and retaining diverse talent. With an increased focus on the impact of these diversity initiatives, in 2013 he joined the Credit Suisse Americas Diversity & Inclusion team. In this role, he provided strategic consulting and thought leadership on creating an inclusive culture, believing that, through inclusion, companies can create a more diverse workforce that drives innovation and therefore, business results.

James currently serves on the PFLAG Business Advisory Board, an LGBTQ advocacy organization. He was recently elected President of the Board of Directors of Amas Musical Theatre, a theatre company that works to amplify the voice of diverse communities through the performing arts, providing educational and professional development opportunities for both youth and adults. James is also an off-Broadway theatre producer.

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Jocelyn D. Wright

Adjunct Professor, The American College

Jocelyn D. Wright is The American College State Farm Chair for Women and Financial Services and Assistant Professor of Women’s Studies. In these dual roles, she functions as the Center’s director and chief ambassador in leveraging research and education to create broad awareness of the challenges and opportunities that pertain to women and financial services.

Concurrent to her roles at The American College, Jocelyn is the Founder and Managing Partner of The Ascension Group (“Ascension”). As an advisor, she partners with her clients to design a personalized holistic strategy to help them reach their financial goals. With over twenty years of financial services experience, Jocelyn has been working with individuals since 2002. She also holds the CERTIFIED FINANCIAL PLANNER™ designation.

Prior to her current roles, Jocelyn was affiliated with several independent financial services firms in Houston, TX and the Greater Philadelphia area. In addition, she was an Equity Research Analyst in the Global Asset Management Group at JPMorgan Chase and a Research Assistant at Nomura Securities, Inc. Jocelyn created a financial education series, Debt Boot Camp, which she has delivered to such organizations as Clarifi (formerly Consumer Credit Counseling Service of Delaware Valley) and Windsor Village United Methodist Church. She has written numerous financial assessment profiles for Black Enterprise Magazine and hosted a weekly radio show, The Bottom Line.

Jocelyn received a BS in Business Administration (Finance) from the University of Delaware and earned her MBA in Finance at Howard University, graduating with Beta Gamma Sigma honors. Some of her memberships include Delta Sigma Theta Sorority, Inc., Financial Planning Association (FPA) and Women in Insurance & Financial Services (WIFS). Jocelyn is also a member of the Envestnet Institute on Campus Women’s Initiative and the CFP Board Center for Financial Planning Diversity Advisory Group. In 2016, InvestmentNews Magazine recognized her as one of the 20 most influential Women to Watch.

Born and raised in Philadelphia, PA, Jocelyn quite naturally is a huge sports fan (go EAGLES!!). She is an avid runner and is currently completing the 50 States Challenge where she intends to run a half-marathon in each state. One of her favorite mottos is life is short so RuN HaPpY!!

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Joni Youngwirth

Managing Principal, Practice Management, Commonwealth Financial Network

As managing principal of practice management at Commonwealth, Joni Youngwirth is a recognized expert in the financial services industry for helping advisors adopt the best practices, and develop the mindset and systems, to grow their businesses to the next level.

Prior to joining Commonwealth in 1998, Joni was vice president of corporate development for Private Healthcare Systems, Inc., where she spearheaded the company’s improvement initiative while providing executive coaching and business advice. She also spent 10 years as a director at Organizational Dynamics, a consulting firm, where she was a key driver of business development in the areas of customized consulting and training services. Joni began her career as a registered dietitian and nutritionist.

Joni holds FINRA Series 7, 24, and 66 securities licenses. She attained the rank of first lieutenant in the United States Air Force. She earned her MBA and MS degrees from Boston University, as well as a BS degree from South Dakota State University.

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