Executive chairwoman, Advisor Group Inc.
Managing director, United Capital
Managing director and head, BlackRock Inc.’s RIA and sub-advised businesses
President and CEO, Francis Financial Inc.
Chief operating officer, Pershing
Managing director, TIAA Global Asset Management
Associate professor/Texas Tech University, Chairman/Evensky & Katz / Foldes Financial Wealth Management
Partner and wealth manager, Pinnacle Advisory Group Inc.
Principal, financial adviser talent acquisition, Edward Jones
President, Life Planning Partners Inc.
Co-founder and managing principal, Hemington Wealth Management
Senior vice president and financial adviser, Morgan Stanley
CEO, Budros, Ruhlin & Roe Inc.
Managing member, Schaeffer Financial
Principal, Sharkey Howes & Javer
President and private wealth adviser, Smith & Associates, Ameriprise Financial Services
Managing director, financial planning, Starner Group of Raymond James
Head of wealth management diversity and inclusion, Morgan Stanley
President and CEO, Insured Retirement Institute
Chair and Director/The American College State Farm Center for Women and Financial Services , Founder and Managing Partner/Ascension Wealth Management