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Top Women Advisors: Captains - (2022)
All-stars who happen to be principals, owners or team captains of their organizations.
|
First |
Last |
Firm |
|---|---|---|
|
Therese |
Anderson |
Anderson Financial |
|
Cindy |
Autry |
OneDigital |
|
Jessica |
Ballin |
401k Plan Professionals |
|
Molly |
Beer |
Gallagher |
|
Jennifer |
Breton |
Lebel & Harriman Retirement Advisors |
|
Linda |
Bright |
Precept Advisory Group |
|
Deana |
Calvelli |
Lockton Retirement Services, an offering of Creative Planning |
|
Michelle |
Cannan |
Beltz Ianni & Associates |
|
Kelly |
Carlson |
Advizrs, Inc. |
|
Kerrie |
Casey |
SageView Advisory Group |
|
Nicole |
Corning |
Buckman and Corning Financial Strategies Group |
|
Sandra |
Cunningham |
UBS Financial Services Inc. |
|
Brea |
Dantin |
ProCourse Fiduciary Advisors, LLC |
|
Barbara |
Delaney |
SSRBA, a HUB International Company |
|
Dori |
Drayton |
CAPTRUST |
|
Devyn |
Duex |
CAPTRUST |
|
Jean |
Duffy |
CAPTRUST |
|
Wendy |
Eldridge |
Marcum Wealth |
|
Kelly |
Famiglietta |
Charles Stephen |
|
Francesca |
Federico |
Twelve Points Retirement Advisors |
|
Janet |
Ganong |
LPL Financial |
|
Jamie |
Greenleaf |
OneDigital |
|
Kylee |
Hall |
SSRBA, a division of HUB International |
|
Jamie |
Hayes |
NFP Retirement |
|
Shelly |
Horwitz |
Pensionmark |
|
Eva |
Kalivas |
EPIC Retirement Services Consulting, a Division of HUB International Northeast Limited |
|
Kristina |
Keck |
Woodruff Sawyer |
|
Kathleen |
Kelly |
Compass Financial Partners, a Marsh McLennan Agency LLC Company |
|
Ellen |
Lander |
Renaissance Benefit Advisors Group, LLC |
|
Shannon |
Main |
Pensionmark |
|
Alicia |
Malcolm |
UBS Financial Services, Inc. |
|
Shannon |
Maloney |
Strategic Retirement Partners |
|
Debbie |
Matustik |
Pensionmark Austin |
|
Janine |
Moore |
HUB Retirement and Wealth Management - Houston |
|
Cindy |
Orr |
The Retirement & Investment Solutions practice of CBIZ, Inc. |
|
Tina |
Schackman |
Benefit Financial Services Group |
|
Renee |
Scherzer |
401K Resources |
|
Jill |
Shea |
NFP |
|
Susan |
Shoemaker |
CAPTRUST |
|
Heidi |
Sidley |
StoneStreet Equity, LLC |
|
Kaci |
Skidgel |
Summit Financial Group, Inc |
|
Jania |
Stout |
Fiduciary Plan Advisors @OneDigital |
|
Carol |
Strehlow |
Retirement Plan Solutions |
|
Marcy |
Supovitz |
Boulay Donnelly & Supovitz Financial Services |
|
Virginia K. |
Sutton |
Johnson & Dugan |
|
Jacinta |
Thompson |
VisionPoint Advisory Group |
|
Patricia |
Wenzel |
Merrill Lynch |
|
Allison |
Winge |
Plexus Financial Services, LLC |
|
Heather |
Wonderly |
Aldrich Wealth |
|
Emily |
Wrightson |
CAPTRUST |
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