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Top Women Advisors: Captains 2020

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

First Name Last Name Firm
Julie Babcock Lockton Investment Advisors, LLC
Kari Baker 401K Resources
Kristi Baker CSi Advisory Services
Jessica Ballin 401k Plan Professionals
Pam Basse NFP
Carly Bell Lockton Investment Advisors, LLC
Kathleen Branconier Pensionmark
Linda K. Bright Precept Advisory Group
Mary Caballero Impact Benefits & Retirement
Deana Calvelli Lockton Investment Advisors, LLC
Kelly S. Carlson Advizrs, Inc.
Nicole Corning Buckman & Corning Financial Strategies Group
Brea Dantin ProCourse Fiduciary Advisors, LLC
Barbara Delaney SS/RBA
Devyn Duex CAPTRUST
Kelly Famiglietta Charles Stephen and Company, Inc.
Francesca Federico Twelve Points Retirement Advisors
L. Rita Fiumara UBS Financial Services
Janet Ganong The Kieckhefer Group
Jamie Greenleaf Cafaro Greenleaf, a One Digital Company
Jamie Hayes NFP
Shelly Horwitz Pensionmark Financial Group
Eva Kalivas EPIC Retirement Services, a division of HUB International Northeast
Kristina Keck Woodruff Sawyer
Kathleen Kelly Compass Financial Partners
Nichole Labott SageView Advisory Group
Ellen Lander Renaissance Benefit Advisors Group, LL
Shannon Main Pensionmark
Shannon Maloney Strategic Retirement Partners, LLC
Deborah Matustik Pensionmark Austin
Karen McArthur HUB International Mid Atlantic
Dawn McPherson Mariner Wealth Advisors
Janine Moore Peak Financial Group, a division of HUB International
Kimberly Oros CBIZ Retirement Plan Services & CBIZ Investment Advisory Services
Cindy Orr CBIZ Retirement Plan Services & CBIZ Investment Advisory Services
Jennifer Pearson Clearview Advisory
Lisa Petronio Strategic Retirement Partners/Walsh Duffield Retirement Plan Solutions
Renee Scherzer 401K Resources
Mandie Scott intellicents
Courtenay Shipley Retirement Planology, Inc
Heidi Sidley StoneStreet Equity, LLC
Kaci Skidgel Summit Financial Group, Inc.
Stephanie Stano Western Wealth Benefits 
Jania Stout Fiduciary Plan Advisors
Marcy Supovitz Boulay Donnelly & Supovitz Financial Services
Virginia K. Sutton VKS Consulting/Johnson & Dugan/GRP
Jacinta Thompson VisionPoint Advisory Group
Vanessa Watkins NFP
Patricia Wenzel Merrill Lynch
Heather Wonderly Aldrich Wealth

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