30 April 2026
The Metropolitan Club
One East 60th Street
New York City
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.
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.
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.
| 1:15pm | Billion Dollar Advisor Spotlight Patti Brennan, CFP®, CFS, CEO, Key Financial Tony Sirianni, CEO + Publisher, AdvisorHub |
| 1:30pm | Panel: Organic and Inorganic Growth Martine Lellis, CPA, CFP® - Executive Managing Partner, M&A Partner Development, Mercer Advisors Leah Schwarz, Managing Director, Wealth Manager, Steward Partners |
| 2:00pm | The Female Advantage Beth Fitzgerald, Co-founder, AdviseHER Holly Reimel, Co-founder, AdviseHER |
| 2:20pm | Industry Spotlight |
| 2:35pm | Market Spotlight Jazmin Gabriela Carpenter, Vice President, Investments | 2:50pm | Break |
| 3:10pm | Personal & Professional: Balancing Work and Life Pressures Jennifer Teplin, LCSW, Founder & Clinical Director, Manhattan Wellness |
3:25pm | Industry Spotlight |
| 4:10pm | Authenticity: The Secret Weapon to Grow Your Business Francesca E. Federico, Co-Founder & President, Twelve Points |
| 4:25pm | 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. |
| 4:50pm | Closing Remarks Tony Sirianni, CEO + Publisher, AdvisorHub |
| 5:00pm | Cocktail Reception |
| Agenda subject to change. |
Agenda
Morning
Afternoon
| 8:00am | Registration Opens |
| 9:00am | The Year Ahead: Problems and Possibilities 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 | Industry Spotlight |
| 10:10am | Practice Spotlight |
| 10:25am | Break |
| 10:45am | Market Outlook Mona Mahajan, Head of Investment Strategy, Edward Jones |
| 11:15am | Industry Spotlight |
| 11:30am | Fueling Your Growth Journey Claire Fitz, Private Wealth Advisor, Managing Director of Kuttin Wealth Management Devon McNamara, National Women's Recruiting Director, Ameriprise Financial |
| 12:00pm | Lunch |
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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Patti Brennan
FOUNDER & CEO
Key Financial -
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Jazmin Carpenter
VICE PRESIDENT, INVESTMENTS
Wedbush Securities -
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Francesca Federico
CO-FOUNDER & PRESIDENT
Twelve Points -
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Claire Fitz
PRIVATE WEALTH ADVISOR,
MANAGING DIRECTOR of KUTTIN WEALTH MANAGEMENT
Ameriprise Financial
-
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Emily Fletcher
COO, MANAGING PARTNER
OpenArc Corporate -
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Lili Jiang
HEAD of ETF SPECIALISTS
Invesco US -
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Martine Lellis
EXECUTIVE MANAGING PARTNER,
M&A PARTNER DEVELOPMENT
Mercer Advisors -
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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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Sarah Mouser
MANAGING DIRECTOR
Verdence Capital Advisors -
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Leah Schwarz
MANAGING DIRECTOR,
WEALTH MANAGER
Steward Partners -
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Samantha Sullivan
DIRECTOR OF OPERATIONS
Dynasty Financial Partners -
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Jennifer Teplin
FOUNDER & CLINICAL DIRECTOR
Manhattan Wellness
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.
