Conference Chair
Featured Speakers
Geri Eisenman Pell, CFP, MBA
Private Wealth Advisor, President
Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc
Eve Ellis, CFP
Portfolio Manager, The Parity Portfolio
The Matterhorn Group at Morgan Stanley
Christine Gaze
Director of Practice Management
TD Ameritrade Institutional
Nancy Kistner
Chair
Certified Financial Planner Board of Standards, Inc.
Cathy Smith
Director, Center for Behavioral Research
Allianz Global Investors
