Keynote Speaker
Gail MarksJarvis
Personal Finance Columnist
Chicago Tribune
Gail MarksJarvis is one of the nation's most respected personal finance columnists. Her Chicago Tribune columns reach millions of readers in leading metropolitan newspapers throughout the U.S.
Featured Speakers
Teri Conklin
UBS
Teri formed the Conklin Group in 1990, and her team consists of six women who have a combined experience of over 100 years at UBS. Teri was recognized by Barron's in 2007 and 2008 as one of the top 100 female financial consultants in the country. In 2008, Chicago Magazine named her in the top 50 Financial Advisors in Chicago.
Susan Bellehumeur
Managing Director & Branch Manager
Robert W. Baird & Co.
She was appointed Managing Director of Robert W. Baird & Co. Inc. in 2006. She has been recognized as Branch Manager of the Year by On Wall Street Magazine and Woman of Influence by The Business Journal of Milwaukee.
She has an MBA from Marquette University and a BA from Mount Mary College.
Barbara J. Finder
Senior Vice President - Wealth Management, Financial Planning Specialist and Financial Advisor
Smith Barney
Barbara has been working in the financial industry for over 23 years. She began her brokerage career in 1984 as a financial consultant at Merrill Lynch in Chicago after graduating Magna Cum Laude from Boston University.
Barbara B. Hudock, CIMA
Managing Principal
Hudock Moyer Wealth Management
With over thirty years of financial services experience, Barbara is Managing Principal of Hudock Moyer Wealth Management. Barron’s recognized Barbara as one of the Top 100 Women Financial Advisors in the country two years in a row.
Denise A. Izatt, CFP, MBA
President, Denise A. Izatt & Associates
Mutual Service Corporation
Denise has been recognized during the last 4 years by Barron’s, Chicago Magazine, Registered Rep and Research Magazine as on of the Top Financial Advisors in the area and country.
Diane R. Maloney, CFP
President
Beacon Financial Planning Services, LTD.
Diane R. Maloney is founder and owner of Beacon Financial Planning Services, Ltd. She has worked as a financial planner since 1988 and received the certification of CERTIFIED FINANCIAL PLANNER™ in 1992.
Sharon F. Oberlander
Senior Vice President and Wealth Management Advisor
CCP Financial Planning, Inc.
Sharon Oberlander is Senior Vice President and Wealth Management Advisor of The Oberlander Group with Merrill Lynch in Chicago. She and her team manage nearly $700 million in assets for high-net-worth individuals and corporations in their financial advisory practice.
Carol Pankros
Founder & CEO
CCP Financial Planning, Inc.
Carol C. Pankros, CFP®, MS is the founder and owner of CCP, Inc, a Fee-Only financial planning firm established in 1985.
Kathy Roeser
Senior Vice President and Wealth Advisor
Morgan Stanley
Kathy is a Senior Vice President and Wealth Advisor in the Chicago High Net Worth office of Morgan Stanley.
Event Hosts
Marion Asnes
Editor-in-Chief
Financial Planning Magazine
Marion Asnes became the editor of Financial Planning magazine in 2005. Financial Planning is the leading professional magazine for independent financial planners and has a circulation of 115,000.
Pamela J. Black
Editor-in-Chief
Bank Investment Consultant
Pamela J. Black is editor in chief of Bank Investment Consultant and managing editor of Financial Planning magazine. A former editor at Business Week, Worth, Individual Investor and Folio: and a senior financial writer at J.P. Morgan, she has been writing and editing financial stories for 25 years. Her has work also appeared in Barron’s, The New York Times Magazine, Smart Money, The New England Financial Journal, Bottom Line and Ladies Home Journal. She is a graduate of Columbia Graduate School of Journalism.
Frances McMorris
Editor-in-Chief
On Wall Street
Frances McMorris is the Editor-in-Chief of On Wall Street Magazine. She was a staff writer for the law page of The Wall Street Journal, where she wrote about legal trends and rulings, covered the Manhattan federal court and reported on the conspiracy trial of Sheik Omar Abdel Rahman, the convicted mastermind of the 1993 bombing of the World Trade Center. She also was a legal affairs reporter at New York Daily News and New York Law Journal as well as a general assignment and courts reporter for Newsday. Ms. McMorris, a former president of the Newswomen's Club of New York, is also an attorney admitted to practice in New York and New Jersey.
