30 April 2026
The Metropolitan Club
One East 60th Street
New York City
Eligible for 2 CE credits
Own Your Power.
As investing advice becomes more commoditized, advisors have to work harder to distinguish themselves and being nimble to adapt to a rapidly shifting industry. Join AdvisorHub publisher Tony Sirianni and co-hosts Holly Reimel and Beth Fitzgerald, co-founders of AdviseHer, for best practices on building your brand, improving your communication, serving clients and growing your business. And, hear the latest from industry leaders on investment strategy, practice management and the evolution of wealth management.
Why attend?
Quick, focused and impactful sessions with great speakers compress two days of ideas and strategies into one.
A network of talented women advisors from across the country, connecting and sharing their best ideas.
Central Park in Spring is an extraordinary spectacle, and New York is easily accessible from anywhere in the country.
Featured Speakers
Mary Ann Bartels
Chief Investment Strategist, Sanctuary Wealth
Patti Brennan
CEO, Key Financial
Christy Gatien
Senior Vice President, Financial Advisor, Portfolio Manager, D.A. Davidson
Francesca Federico
Co-Founder & President, Twelve Points
Claire Fitz
Private Wealth Advisor & Managing Director, Kuttin Wealth Management
Mona Mahajan
Head of Investment Strategy, Edward Jones
Leah Schwarz
Managing Director & Wealth Manager, Steward Partners
SPECIAL SESSION
The Breakthrough Moment
Invesco’s Jennifer Taboada, unveils new research on best practices from over 3,500 top advisors. In a fast, data‑driven format, Jennifer will highlight the key metrics that separate top‑quartile advisors from the rest—and show how Invesco’s proprietary Practice Innovation Index can help you spot untapped opportunities. It’s a quick, powerful way to challenge the status quo and identify what your next leap forward might look like.
Get a clear snapshot of where your practice stands—and where small, high‑impact improvements can drive meaningful results.
Accommodations
There are ample options for stays in the Central Park South area. We have compiled a list of nearby hotels. AdvisorHub has also negotiated a discounted rate at the Loews Regency, our preferred partner.
ROOM BLOCK ENDS ON APRIL 8
| 8:00am | Registration Opens |
| 9:00am | The Future of Wealth: Promise and Possibility Tony Sirianni, CEO & Publisher, AdvisorHub |
| 9:10am | Navigating the Evolving ETF Industry Landscape Lili Jiang, Head of ETF Specialists, Invesco US |
| 9:40am | Resilient Leadership
Samantha Sullivan, Director of Operations, Dynasty Financial Partners
Emily G. Fletcher, Managing Partner, Chief Operating Officer, OpenArc Corporate |
| 9:55am | The Growing Economic Power of Women
Amy Stern, Head of Transformation-UHNW Clients, RBC Wealth Management |
| 10:10am | Navigating 2026: Turning Volatility into Client Value Mona Mahajan, Head of Investment Strategy, Edward Jones Tony Sirianni, Publisher and CEO, AdvisorHub |
| 10:40am | Break |
| 11:00am | The Road Less Traveled: Building a Practice with Meaning
Christy Gatien, CFP®, Senior Vice President, Financial Advisor, Portfolio Manager, D.A. Davidson |
| 11:15am | Fueling Your Growth Journey Claire Fitz, Private Wealth Advisor, Managing Director of Kuttin Wealth Management Devon McNamara, National Women's Recruiting Director, Ameriprise Financial |
| 11:45am | Panel: Developing Leadership Roles on Established Teams Liz Lenz, Managing Director, Practice Synergies & Enterprise Consulting, Concurrent Abby Salameh, Managing Partner, Mercer Advisors Leah Schwarz, Managing Director, Wealth Manager, Steward Partners Lisandra Wilmott, Head of Legal & Compliance, Savvy Wealth Moderated by: Sarah Mouser, Executive Vice President, Financial Planning, Merit Financial Advisors |
| 12:25pm | Lunch |
Agenda
Morning
Afternoon
| 1:35pm | From ICU to CEO: The Habits Behind the Hustle
Patti Brennan, CFP®, CFS, CEO, Key Financial Tony Sirianni, CEO & Publisher, AdvisorHub |
| 1:50pm | The Breakthrough Moment Jennifer Taboada, Senior Director, Executive Consultant, Invesco Global Consulting |
| 2:20pm | The Female Advantage Beth Fitzgerald, Co-founder, AdviseHER Holly Reimel, Co-founder, AdviseHER |
| 2:40pm | The Dream Team Advantage: How Women Advisors Drive Scalable Growth Chris Mone, Executive Vice President, Head of Wealth Management, Wedbush |
| 2:55pm | Beyond Strategy: The Transformational Power of Personal Connection Brianna Perry, AIF®, CCC, Director, Conference Strategy & Partner Relations, Raymond James |
| 3:10pm | Break |
| 3:30pm | Personal & Professional: Balancing Work and Life Pressures Jennifer Teplin, LCSW, Founder & Clinical Director, Manhattan Wellness |
| 3:45pm | Owning My Power Through Change Kelly DeMay, Executive Vice President of New England, Equitable Advisors |
| 4:00pm | Be Fearless in the Face of Volatility
Mary Ann Bartels, Chief Investment Strategist, Sanctuary Wealth |
| 4:15pm | Authenticity: The Secret Weapon to Grow Your Business Francesca E. Federico, Co-Founder & President, Twelve Points |
| 4:30pm | 20 in 20: Best Ideas from Advisors, for Advisors Discussion groups of advisors to share their best ideas. The top 20 are shared at the end of the session. |
| 4:55pm | Closing Remarks Tony Sirianni, CEO & Publisher, AdvisorHub |
| 5:00pm | Cocktail Reception |
| Agenda subject to change. |
Eligible for 2 CE credits
2026 Co-Hosts
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![Beth]()
Beth Fitzgerald
CO-FOUNDER
AdviseHer Consulting -
![Holly Reimel]()
Holly Reimel
CO-FOUNDER
AdviseHer Consulting -
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Tony Sirianni
PUBLISHER & CEO
AdvisorHub
2026 Speakers
-
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Mary Ann Bartels
CHIEF INVESTMENT STRATEGIST
Sanctuary Wealth -
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Patti Brennan
FOUNDER & CEO
Key Financial -
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Kelly DeMay
EXECUTIVE VICE PRESIDENT
Equitable Advisors -
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Francesca Federico
CO-FOUNDER & PRESIDENT
Twelve Points -
![Clair Fitz]()
Clair Fitz
PRIVATE WEALTH ADVISOR, MANAGING DIRECTOR
Kuttin Wealth Management
-
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Emily Fletcher
COO, MANAGING PARTNER
OpenArc Corporate -
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Christy Gatien
SVP, FINANCIAL ADVISOR, PORTFOLIO MANAGER
D.A. Davidson -
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Lili Jiang
HEAD of ETF SPECIALISTS
Invesco US -
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Liz Lenz
MANAGING DIRECTOR, PRACTICE SYNERGIES & ENTERPRISE CONSULTING
Concurrent -
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Mona Mahajan
HEAD OF INVESTMENT STRATEGY
Edward Jones
-
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Devon McNamara
NATIONAL WOMEN’S RECRUITING DIRECTOR
Ameriprise Financial -
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Chris Mone
EVP, HEAD OF WEALTH MANAGEMENT
Wedbush -
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Sarah Mouser
EVP, FINANCIAL PLANNING
Merit Financial Advisors -
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Brianna Perry
DIRECTOR, CONFERENCE STRATEGY & PARTNER RELATIONS
Raymond James -
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Abby Salameh
MANAGING PARTNER
Mercer Advisors
-
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Leah Schwarz
MANAGING DIRECTOR, WEALTH MANAGER
Steward Partners -
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Amy Stern
HEAD OF TRANSFORMATION-UHNW CLIENTS
RBC Wealth Management -
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Samantha Sullivan
DIRECTOR OF OPERATIONS
Dynasty Financial Partners -
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Jennifer Taboada
SENIOR DIRECTOR, EXECUTIVE CONSULTANT
Invesco Global Consulting -
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Jennifer Teplin
FOUNDER & CLINICAL DIRECTOR
Manhattan Wellness
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Lisandra Wilmott
HEAD OF LEGAL AND COMPLIANCE
Savvy Wealth
Diamond Sponsor
Platinum Sponsors
Gold Sponsors
Silver Sponsors
Break Sponsor
About the venue.
The Metropolitan Club was founded by a group of prominent New Yorkers that included among them J. Pierpont Morgan, the first club President. Designed by Stanford White at the height of the American Renaissance, the Club is a social and architectural landmark, cherished by members and guests alike for more than a century. Upon completion, the "Marble Palace", as described by the New York Times, was the largest and grandest of the area mansions.
Read the Club Rules.
