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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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