2012 Event Sponsors

Plantinum Sponsors



Event Sponsors




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Featured Speakers

Conference Chair

Ann Marsh
Senior Editor and West Coast Bureau Chief
Financial Planning

Featured Speakers

Stuart H. Armstrong II
Stuart H. Armstrong II
Financial Planner
Centinel Financial Group
Shelly Church, CFP®
Shelly Church, CFP®
Senior Vice President, Investments
Raymond James & Associates
Dr. Lisette Cooper, CFA, Ph.D.
Dr. Lisette Cooper, CFA, Ph.D.
Founder and CEO
Athena Capital Advisors
Mindy Diamond
Mindy Diamond
President & CEO
Diamond Consultants
Jody M. Johnson
Jody M. Johnson
Franchise Regional Vice President - Northeast
Ameriprise Financial
Joseph F. Keefe
Joseph F. Keefe
President and CEO
Pax World Management LLC
Lorie Konish
Lorie Konish
Managing Editor
On Wall Street
Christine Nigro
Christine Nigro
Senior Vice President; President
Axa-Equitable; Axa Advisors
Nannette Nocon, CFP®, ChFC®, CIMA®, CLTC
Nannette Nocon, CFP®, ChFC®, CIMA®, CLTC
Private Wealth Advisor
Ameriprise Financial
Kristin North
Kristin North
Strategic Relationship Manager
TD Ameritrade Institutional
Rosemarie Moeller, CFP®, CLU, CFDP
Rosemarie Moeller, CFP®, CLU, CFDP
Financial Planner
Eisner Amper LLC
Joni Youngwirth
Joni Youngwirth
Managing Principal, Practice Management
Commonwealth Financial Network