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.

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Tony Barrett

Senior Vice President, Managing Director – Delaware Valley Complex Raymond James & Associates

After earning his degree in economics from Colgate University, where he also was an all-conference player and captain of the football team, Tony Barrett entered the financial industry as a Mergers & Acquisitions Analyst. He quickly realized that his love was for people and problem solving, not simply crunching numbers. He soon joined Merrill Lynch as a financial advisor trainee, and after a successful start to his advisory career, entered the management ranks at UBS. Tony served as in several leadership roles, including launching a diversity training program that sought out new and creative methods to hire and train a more diverse Financial Advisor population.

In 2009, Tony joined Raymond James to lead their wealth management efforts in Washington D.C., Virginia and Maryland. He has since assumed responsibility for the greater Philadelphia marketplace. In addition to his role leading the Delaware Valley Complex, Tony co-founded the Raymond James Black Financial Advisors Network in 2013, and maintains his position as the Chairperson of this group today.

During his tenure with Raymond James, Tony has been recognized as being a Top 100 Branch Manager by “On Wall Street” in 2017 and 2017, and earned the Raymond James Complex Manager of the Year award for 2017.

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Cameron Barsness

Principal, Kutscher Benner Barsness & Stevens, Inc.

Cameron is a principal and shareholder of the firm, a Certified Financial Planner ® and the lead planner on many client engagements.

Drawn to the “financial coaching” aspect of the business, Cam leads the conversion with many clients around values, goals and the integration of these facets into their investment portfolios and financial lives. This work includes discussions of charitable giving, impact investing and “Environmental, Social and Governance” (ESG) issues. Based on these discussions, she works to develop a tax-advantaged giving plan and with the investment committee to identify suitable investments.

Cam is an active attendee at the Seattle Philanthropic Advisors Network (SPAN). She is passionate about women in the workforce and volunteers with the CFP WIN (Women's Initiative) mentor program in order to help other female CFPs and aspiring CFPs gain confidence and navigate their careers in finance. She is also a regular attendee at the Seattle Ellevate Invest In Women and Seattle Mother’s In Finance events.

Cameron joined the firm in 2006 as an associate and became a shareholder and principal in 2015. Prior to moving to Seattle and joining the firm, Cam was the banquets & catering manager and finance assistant for a restaurant in Red Lodge, Montana. Before that, she was the project manager for an initial capital fundraising campaign for a community Bank in Dallas, TX. She graduated magna cum laude from Santa Clara University in 2004 with a degree in marketing.

Cam and her husband Erik live in Renton, WA with their daughter Reece and sons Thymer and Ollie. Cam was born and raised in Montana and moved to the Pacific Northwest in 2006. In her free time, Cam volunteers as the Council President for Sammamish Hills Lutheran Church and is an active participant in her children’s classrooms at Renton Christian School. She is a competitive athlete at her core, and is happiest when coaching anything from volleyball and basketball to Little League baseball.

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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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Sonya Dreizler

Founder/ Consultant, Solutions With Sonya

Sonya Dreizler, the founder of Solutions With Sonya, is a former financial services CEO with 15 years of industry experience. She enjoys helping financial services executives to grow their businesses and tackle complex business issues. She is an expert in the rapidly growing field of Impact Investing and writes a popular weekly educational newsletter covering the latest developments in Impact and ESG investing, as well as terminology, interviews, and business tips.

Sonya is a respected leader, practical thinker, and consensus-builder with excellent communication skills and deep experience in Independent Broker Dealer and Investment Adviser management. Her areas of expertise include sustainable and impact investing, streamlining operations, business development & oversight, BD/RIA regulation & financial reporting, and small business marketing strategy.

Sonya previously spent 13 years at Protected Investors of America, a boutique Broker Dealer and SEC registered Investment Adviser. She started at the firm as an executive assistant and took on increasing roles in the firm, eventually rising to COO, and then CEO. For in depth details on her work experience, please see her LinkedIn profile.

She is a CERTIFIED FINANCIAL PLANNER and holds the Series 7, 66, 24, and 28 securities licenses. She is a recipient of the InvestmentNews 40 Under 40 award, speaks frequently at conferences and has published articles and interviews in numerous trade publications.

She is the board chair of CUESA, a sustainable agriculture and education non-profit and also volunteers with Friends of the Urban Forest and JVS. Sonya earned a BA from UCLA in English Literature and speaks fluent Spanish. She lives in San Francisco with her husband and their two sons and she enjoys travelling with her family, learning martial arts, and fruit and vegetable gardening.

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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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Kim Laughton

President, Schwab Charitable

Kim is President of Schwab Charitable, a non-profit donor-advised fund provider established with the support of Charles Schwab & Co., Inc. to make charitable giving simpler and more tax-efficient for clients. She is responsible for the general management of Schwab Charitable and the fulfillment of its charitable mission, setting strategy and priorities and ensuring all contractual obligations and goals are met. Prior to joining Schwab Charitable, Kim held a variety of leadership, strategy and general management positions at Charles Schwab & Co. Earlier in her career, Kim was a Vice President for Citibank-Asia/Pacific and a Consultant for Bain & Company. She also has served onthe board of the Educational Foundation of Orinda and as the head of its investment committee. Kim has been recognized by the San Francisco Business Times as one of the most influential women in Bay Area business and by Inside Philanthropy as one of the fifty most powerful women in U.S. philanthropy. She holds a BA in Economics and a BS in Biology from Stanford University and an MBA from Harvard Business School.

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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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Suzanne Siracuse

CEO/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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Margaret C. Starner

Senior Vice President, Financial Planner, Raymond James & Associates

Margaret Starner is widely recognized as a pioneer in the financial planning industry. For nearly four decades, she has led the Starner Group of Raymond James & Associates, an invitation–only wealth management practice with over $1 billion in assets under management.

A graduate of Stanford University with a degree in economics, Margaret has been extensively quoted in various leading publications, including Barrons, Financial Times, Money, Fortune, and The Wall Street Journal. In January 2005, Margaret graced the cover of Financial Advisor magazine, which identified her as a "trailblazer" in the financial planning industry. Barron’s has identified Margaret as one of America’s Top 100 Women Advisors (2007-2018) and one of America’s top 1200 Advisors (2009-2018). Also, in 2008, Margaret was inducted into Research Magazine’s Advisor Hall of Fame. Margaret was also named to the Financial Times’ inaugural list of Top 400 Advisors in April 2013 and continues in 2018. In 2016-2018, Margaret was named to the Forbes list of America’s Top Wealth Advisors. Investment News honored Margaret with award to 2016 “Women to Watch”.

Throughout her career, Margaret has been a strong advocate for women in the financial services industry. In 1992, she helped found the Raymond James Women’s Advisory Board, an internal organization focused on fostering opportunities for women at Raymond James. In 2006, Margaret was recognized as the Raymond James Woman of Distinction. She is the Founder and Board member of the Women Leadership Alliance, organization to attract more women to be financial advisors.

Margaret is also a member of the Financial Planning Association, serves on the Executive board of John T. MacDonald Foundation since 1996 and as Chairman of the Board in 2008-10, and is a past member of the board of Trustees for the Securities Industry Institute. Prior to joining Raymond James in 1981, Margaret developed long-range plans for the Stanford Research Institute, the Ford Foundation, and United Airlines.

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Kristi Straw

Wealth Management Advisor, U.S. Bancorp Investments

Kristi Straw is transforming the client experience through connection, compassion and arming clients with the ability to make effective financial decisions. Her practice consists of a holistic approach to wealth planning through all stages of life. Kristi’s trademark is genuine care, hands-on attention and personalized solutions to meet even the most complex needs of her clients.

Women In Transition (WIT) is a brand she created several years ago and now amasses one-third of her advisory practice. Her ability to relate to clients experiencing challenging life events creates a unique space that embodies the value in vulnerability. She is an avid promoter of continued enrichment and often acts in the capacity of ‘financial therapist.’ Her exclusive approach has led to consistently being asked to speak via public platforms where her topics focus on self-awareness, wealth-life balance and approaching obstacles whole-heartedly.

Along with running a successful advisory practice, Kristi and her husband live in South Olathe with their three children and she enjoys playing volleyball and traveling. She has been serving clients in the financial services industry for over 15 years and earned her MBA from Baker University in Baldwin, Kansas.

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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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Christina Townsend

Director, Pershing Advisor Solutions, a BNY Mellon company

Christina Townsend is a Director for Pershing Advisor Solutions, a BNY Mellon company and Head of Advisor Solutions Platform Strategy. She, and her team, work collaboratively across the enterprise to develop, implement and support the strategy, solutions and platforms available to wealth managers, registered investment advisors, multi-family offices and trust companies. She also is responsible for the relationships with the consultants and vendors who support our target market segments.

Most recently, she led the Managed Investments product and transition teams and served on the Managed Investments Executive Committee. Prior to that, she oversaw the Managed Investments project management office responsible for large-scale technology and new client conversion projects.  

Prior to her current role, she oversaw the project management office supporting Managed Investments, leading a team that handled large-scale technology and conversion projects. Christina is the North America Co-Chair BNY Mellon Women's Initiative Network and is a member of the BNY Mellon WIN Operating Committee.

Christina joined Pershing in 2000. She started her career in the corporate intern program and then worked transitioning registered investment advisory firms to the Pershing platform.

Christina earned a Bachelor of Science degree in Economics from Bates College. She completed the Securities Industry Institute® program, sponsored by Securities Industry and Financial Markets Association (SIFMA), at the Wharton School of the University of Pennsylvania.

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Amy Webber

President and CEO, Cambridge Investment Research, Inc.

With over 25 years of experience, Amy Webber’s commitment to independent advisors is demonstrated in her passion for delivering high level, personal service and leading management solutions. Webber’s personal interest lies with continually refining the independent broker-dealer model to best support the next generation of independent advisors – including creating innovative programs such as the Cambridge Source outsourcing program and the Cambridge Next Step® internship program. She served as chair for the 2016 Financial Services Institute Board (FSI), an advocacy organization for independent broker-dealers and their affiliated independent financial advisors, and in 2017 was elected to serve on the FINRA Board of Governors. In 2015, Webber was recognized as a ‘Woman to Watch’ by InvestmentNews magazine and was selected as a member of the IA25 by Investment Advisor magazine in 2018, 2017, 2014, and 2012.

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BOSTON: July 10

Location:
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120 Huntington Ave, Boston, MA 02116
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*Our room block at the Colonnade has reached capacity. Please contact Charles Chan Massey at charles@synaxismeetings.com if you need assistance with hotel reservations.

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* We have a limited room block reserved at The Westin Downtown Denver under InvestmentNews. The rate is $249 per night. This rate is only available until August 29th. Please click here or call the hotel and mention “InvestmentNews” to book your reservation.

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Location:
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(415) 771-8600
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* We have a limited room block reserved at The JW Marriott San Francisco under InvestmentNews. The rate is $389 per night. Please click here or call the hotel and mention “InvestmentNews” to book your reservation.

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If you should encounter any difficulty making a reservation at any of the above hotels please contact Charles Chan Massey at charles@synaxismeetings.com for assistance.

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