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Top Women Advisors: Captains - (2023)

NAPA Top Women Advisors -- Captains:

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

 

First Name Last Name Firm
Karin Alvarado Osaic - New Aspects 
Cindy Autry OneDigital
Jessica Ballin 401k Plan Professionals
Pam Basse NFP
Jennifer Breton Lebel & Harriman Retirement Advisors
Kelly Carlson Advizrs, Inc.
Sara Carvalho Marsh McLennan Agency
Michelle Coble Osaic - Odyssey Financial Group LLC
Nicole Corning Pathlight Advisors 
Brea Dantin ProCourse Fiduciary Advisors, LLC
Kelli Davis CSi Advisory Services, a division of HUB International
Lisa Drake (Garcia) SageView Advisory Group
Dori Drayton CAPTRUST
Devyn Duex CAPTRUST
Jean Duffy CAPTRUST
Jessica Espinoza NFP
Kelly Famiglietta Osaic - Charles Stephen & Company
Jamie Greenleaf OneDigital
Paula Hendrickson NFP
Shelly Horwitz Pensionmark
Eva Kalivas EPIC Retirement Services Consulting, a Division of HUB International Northeast Limited
Kathleen Kelly Compass Financial Partners, a Marsh & McLennan Agency LLC Company
Julie Kim SageView Advisory Group
Nichole Labott SageView Advisory Group
Ellen Lander Renaissance Benefit Advisors Group, LLC
Stacy League Strategic Retirement Partners
Ramona Locke Merrill Lynch
Shannon Main Pensionmark
Alicia Malcolm UBS Financial Services Inc.
Shannon Maloney Strategic Retirement Partners
Debbie Matustik Pensionmark Austin
Sarah Montoya Morgan Stanley - Graystone Consulting
Janine Moore HUB Retirement and Wealth Management - Houston
Kimberly Pruitt Raymond James
Angie Rosson Mariner Wealth Advisors
Renee Scherzer OneDigital
Sarah Schwartz Newfront
Courtenay Shipley Retirement Planology, Inc.
Susan Shoemaker CAPTRUST
Heidi Sidley StoneStreet/OneDigital
Kaci Skidgel Summit Financial Group, Inc.
Barbara Sourjohn Sourjohn-Kim Retirement Solutions
Stephanie Stano Western Wealth Benefits 
Jania Stout OneDigital
Virginia Sutton Johnson & Dugan
Brenda Tarjan SageView Advisory Group
Tricia Uttech Graystone Consulting
Vanessa Watkins NFP
Patricia Wenzel Merrill Lynch
Emily Wrightson CAPTRUST

 

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