Advisory Board

We would like to say thank you to our esteemed advisory board:

Marion Asnes


Idea Refinery

Cameron Barsness


Kutscher Benner Barsness & Stevens

Beth Blecker


Eastern Planning

Lazetta Rainey Braxton, MBA, CFP

Founder & CEO

Financial Fountains, LLC

Catherine Burgess

VP, Investment Officer

Wells Fargo Advisors

Sonya Dreizler

Consultant to Financial Services Firms

Solutions with Sonya

Heather Ettinger


Luma Wealth Advisors

Charlotte Cowan Geletka

Managing Partner

Silver Penny Financial

Tish Gray, CRPC

Private Wealth Manager

Sagemark Consulting

Maz Kamaruddin

Head of Diversity Markets


Kathleen McQuiggan

Financial Advisor

Artemis Financial Advisors

Rita Robbins


Affiliated Advisors, Inc.

Jocelyn Wright

Founder & CEO

Ascension Wealth Management

Sponsored by


register now

For over five years, the Women Adviser Summit has hosted thousands of women across the country with the goal of investing in their business, their brand and themselves, all while collaborating and networking with like-minded peers. Join in on the experience!


CE Credits

The New York City Women Adviser Summit is accepted for 3 CE Credits by the CFP Board. Investments & Wealth Institute ® has approved this program for 5 CE credit towards the CIMA®, CPWA®, CIMC ®, and RMA®certifications.

For More Information...

Join the Conversation

Join our LinkedIn Group and follow us on Twitter to participate in the most important conversation impacting our industry, and network with other financial advisers who are attending the conference.

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.