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Industry Lists

Top Women Advisors: Captains 2021

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

First Name Last Name Firm
Karin Alvarado New Aspect Financial Services
Terry Anderson Anderson Financial
Kristi Baker CSi Advisory Services, LLC
Jessica Ballin 401k Plan Professionals
Kathleen Branconier Pensionmark
Jennifer Breton Lebel & Harriman, LLP
Linda K. Bright PRECEPT ADVISORY GROUP
Mary Caballero One Digital
Deana Calvelli Lockton Investment Advisors, LLC
Michelle Cannan Beltz Ianni & Associates
Sara Carvalho Marsh McLennan Agency
Nicole Corning Buckman & Corning Financial Strategies Group
Sandra Cunningham UBS Financial Services Inc.
Brea Dantin ProCourse Fiduciary Advisors, LLC
Barbara Delaney SS/RBA, a division of HUB International
Dori Drayton CAPTRUST
Devyn Duex CAPTRUST
Jessica Espinoza NFP
L. Rita Fiumara UBS Financial Services Inc.
Janet Ganong LPL Financial
Jamie Greenleaf OneDigital
Erin Hall Strategic Retirement Partners
Jamie Hayes NFP
Paula Hendrickson NFP
Shelly Horwitz Pensionmark
Eva Kalivas EPIC Retirement Services Consulting, a division of HUB International Northeast Limited
Kristina Keck Woodruff Sawyer
Kathleen Kelly Marsh McLennan Agency
Molly Knapp Pensionmark Financial Group, LLC
Nichole Labott SageView Advisory Group
Ellen R. Lander Renaissance Benefit Advisors Group, LLC
Shannon Main Pensionmark
Shannon Maloney Strategic Retirement Partners
Debbie Matustik Pensionmark Austin
Dawn McPherson Mariner Wealth Advisors
Janine Moore HUB Retirement and Wealth Management
Cindy Orr CBIZ Investment Advisor Services
Jennifer Pearson OneDigital
Lisa Petronio Strategic Retirement Partners/Walsh Duffield Retirement Plan Solutions
Renee Scherzer 401K Resources
Susan Shoemaker CAPTRUST
Heidi Sidley StoneStreet Equity, LLC
Jania Stout OneDigital
Marcy Supovitz Boulay Donnelly & Supovitz Financial Services
Virginia Sutton Johnson & Dugan/GRP
Kathleen Wayland Wayland Financial Group
Vanessa Watkins NFP
Patricia Wenzel Merrill Lynch
Allison Winge Plexus Financial Services, LLC
Heather Wonderly Aldrich Wealth LP
Emily Wrightson CAPTRUST

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