23 April 2025
The Metropolitan Club
One East 60th Street
New York City
DIAMOND SPONSOR
Grow your brand.
As investing advice becomes more commoditized, authenticity is something that can’t easily be replicated. Communicating effectively and conveying your personal values to clients can be the key to supercharging your business.
Join AdvisorHub publisher Tony Sirianni and co-hosts Holly Reimel and Beth Fitzgerald, co-founders of AdviseHer, for best practices on perfecting your brand and communicating clearly. 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.
5 Secrets From a
Life In The CIA
Ex-CIA official Rollie Flynn shares how to avoid the hidden traps that can prevent women from achieving their optimal personal and professional growth.
Following the Momentum: What’s Working in 2025?
Founder and Managing Partner of Fairlead Strategies Katie Stockton shares a technical analysis of sectors and stocks that present opportunities in historical and quantitative context.
Tariffs, DOGE, Correction, Oh My! What’s Next?
Sanctuary Chief Investment Strategist Mary Ann Bartels bring her talents to bear on the markets, giving you her best ideas on understanding a fast-paced market impacted by macro factors.
The Tiffany Box Effect: Deliver the Experience HNW Female Clients Crave
In this special back to back session on branding and authenticity, Beth Fitzgerald and Holly Reimel tell you how to create a strong personal brand and win business through high touch service.
Color Me Confident: Building an Authentic Personal Brand
In our branding session, style consultant and professional image coach Carol Davidson helps you understand the visual language of color and shares best practices for your in-person presentation.
20 in 20: Best Ideas from Advisors, for Advisors
Share your best ideas with fellow advisors in a 20-minute open networking session, then take notes as we share the best 20 ideas from the room.
| 8:00am | Registration Opens |
| 9:00am | The Year Ahead: Problems and Possibilities
Tony Sirianni, CEO + Publisher, AdvisorHub |
| 9:15am | Innovation with Invesco: Driving Financial Futures
Danielle Singer, Head of Platforms Due Diligence, Invesco QQQ |
| 9:45am | Embracing Change to Fuel Growth Shannon Reid, President, Independent Contractor Division, Raymond James Financial Services |
| 10:00am | From CSA to RM
Casey Jorgensen, Head of the Dynasty Institute for Adaptive Leadership (DIAL), Dynasty Financial Partners |
| 10:15am | Personal Branding: Tell Your Story, Stand out from the Competition
Beth Norman, Managing Director, Financial Advisor, The Norman Fletchall Team, RBC Wealth Management – U.S. |
| 10:45am | Women in Power: 5 Secrets From A Life In The CIA Carol “Rollie” Flynn, President, The Arkin Group |
| 11:00am | Break |
| 11:25am | Advisor Spotlight |
| 11:45am | Building Your Practice: Investing in You. Investing in Your Team
Julie Kelly, Principal, Financial Advisor, Edward Jones |
| 12:15pm | Following the Momentum: What’s Working in 2025
Katie Stockton, Founder and Managing Partner, Fairlead Strategies |
| 12:30pm | Lunch |
| 1:30pm | The Subtle Art of Never Asking for a Referral
Anne Owen Ashton, SVP, Financial Advisor, Portfolio Manager at Owen Legacy Group a member of D.A. Davidson & Co. |
| 1:45pm | Building a High-Performing Advisory Ecosystem: Leveraging Experts for HNW Clients
Karen McColl, Senior Vice President, Wealth Management, Commonwealth Financial Network |
| 2:15pm | Embracing Opportunity: The Mindset and Power of Women in Wealth Management
Amy Schlager, Executive Vice President, Equitable Advisors |
| 2:30pm | The Tiffany Box Effect: Deliver the Experience High-Net-Worth Female Clients Crave Beth Fitzgerald, Co-founder, AdviseHER Holly Reimel, Co-founder, AdviseHER |
2:50pm | Color Me Confident: Building an Authentic Personal Brand Carol Davidson, ACC, AICI CIP, Executive Image Consultant |
| 3:10pm | Break |
| 3:30pm | On the Frontline of Wealth: Women, Representation, and the Future of Finance Sheena L. Gray, CEO, The Association of African American Financial Advisors |
| 3:45pm | Industry Spotlight
Chris Mone, Executive Vice President, Head of Wealth Management, Wedbush |
| 4:00pm | Tariffs, DOGE, Correction, Oh My! What’s Next? Mary Ann Bartels, Chief Investment Strategist, Sanctuary |
| 4:20pm | 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
This program was put together with the input of our Women’s Planning Council, a group of women advisors interested in helping their peers succeed.
If you would like to participate in the council and help steer programming, email us.
Speakers
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Anne Owen Ashton
SVP, FINANCIAL ADVISOR
Owen Legacy Group a member of D.A. Davidson & Co. -
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Mary Ann Bartels
CHIEF INVESTMENT STRATEGIST
Sanctuary -
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Carol Davidson
EXECUTIVE COACH AND IMAGE CONSULTANT
Carol Davidson Inc. -
![Flynn]()
Carol "Rollie" Flynn
PRESIDENT
The Arkin Group
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![Beth]()
Beth Fitzgerald
CO-FOUNDER
AdviseHer Consulting -
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Sheena L. Gray
CEO
Association of African American Financial Advisors -
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Casey Jorgensen
HEAD OF THE DYNASTY INSTITUTE FOR ADAPTIVE LEADERSHIP
Dynasty Financial Partners -
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Julie Kelly
PRINCIPAL, FINANCIAL ADVISOR
Edward Jones
-
![McColl]()
Karen McColl
SENIOR VICE PRESIDENT
Wealth Management, Commonwealth Financial Network -
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Chris Mone
EVP
Head of Wealth Management
Wedbush -
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Beth Norman
MANAGING DIRECTOR, FINANCIAL ADVISOR
The Norman Fletchall Team, RBC Wealth Management – U.S. -
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Shannon Reid
PRESIDENT
Independent Contractor Division
Raymond James Financial Services
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![Holly]()
Holly Reimel
CO-FOUNDER
AdviseHer Consulting -
![Amy Schlager]()
Amy Schlager
EXECUTIVE VICE PRESIDENT
Equitable Advisors -
![Danielle Singer]()
Danielle Singer
HEAD OF PLATFORMS DUE DILIGENCE
Invesco -
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Katie Stockton
FOUNDER & MANAGING PARTNER
Fairlead Strategies
Diamond Sponsor
Platinum Sponsors
Gold 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.
Accommodations
Jump into spring and get the most out of your trip to the city. Our venue is conveniently located on the eastern corner of Central Park. Enjoy a walk around the park, or along Museum Mile, featuring standards such as the Met, the Guggenheim or the Frick. For information about hotels in the area, visit our accommodations page.