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Top Women Advisors: Captains

2018 Top Women Advisors Captains

All-stars who happen to be principals, owners or team captains of their organizations.

 

Name Firm Name
Kristi Baker CSI Advisory Services
Jessica Ballin 401k Plan Professionals
Pam Basse NFP
Cheryl Besaw Spectrum Investment Advisors
Kathleen Branconier Pensionmark/Fiduciary Retirement Advisory Group
Mary Caballero Impact Benefits & Retirement
Kerrie Casey SageView Advisory Group
Shawna Christiansen Retirement Benefits Group
Barbara Delaney SS/RBA
Dori Drayton Plante Moran Financial Advisors
Devyn Duex CAPTRUST Financial Advisors
Jessica Espinoza NFP
Janet Ganong The Kieckhefer Group
Lisa Garcia FiduciaryFirst
Mary Addie George Plan Sponsor Consultants
Lisa Gibson Morgan Stanley
Jamie Greenleaf Cafaro Greenleaf
Deana Harmon ProCourse Fiduciary Advisors, LLC
Jamie Hayes FiduciaryFirst
Jennifer Ingham Ingham Retirement Group
Eva Kalivas EPIC Retirement Services Consulting, LLC
Kristina Keck Woodruff Sawyer
Kathleen Kelly Compass Financial Partners
Julie Kim SageView Advisory Group
Nichole R. Labott SageView Advisory Group
Ellen Lander Renaissance Benefit Advisors Group, LLC
Shannon Main Pensionmark/Fiduciary Retirement Advisory Group
Debbie Matustik Pensionmark Austin
Janine Moore Peak Financial Group, LLC
Cindy Orr CBIZ Retirement Plan Services
Jennifer Pearson Clearview Advisory
Lisa Petronio Strategic Retirement Partners
Jennifer Purisima SageView Advisory Group
Karen Roberts CBIZ Retirement Plan Services
Ann-Marie Sepuka Raymond James Financial Services
Susan Shoemaker Plante Moran Financial Advisors
Heidi Sidley StoneStreet Equity, LLC
Kaci Skidgel Summit Financial Group, Inc.
Stephanie Stano Western Wealth Benefits
Lori Stevenson Compass Financial Partners
Jania Stout Fiduciary Plan Advisors
Marcy Supovitz Boulay Donnelly & Supovitz
Virginia K. Sutton Johnson & Dugan, GRP
Brenda Tarjan SageView Advisory Group
Jacinta Thompson VisionPoint Advisory Group
Mary L. Tomanek Graystone Consulting
Megan Warzinski HB Retirement
Vanessa Watkins NFP
Patricia Wenzel Merrill Lynch
Tina Wisialowski Graystone Consulting

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