Advisory Board

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

Marion Asnes

President

Idea Refinery

Cameron Barsness

Principal

Kutscher Benner Barsness & Stevens

Beth Blecker

CEO

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

Founder

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

AXA

Kathleen McQuiggan

Financial Advisor

Artemis Financial Advisors

Rita Robbins

President

Affiliated Advisors, Inc.

Jocelyn Wright

Founder & CEO

Ascension Wealth Management

Sponsored by

Testimonials

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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!

#WAS2019

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.

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