| INVEST | June 12–13, 2023 | New York, NY |
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| Marguerita Cheng | | Chief Executive Officer Blue Ocean Global Wealth |
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| | | Penny Phillips | | Co-Founder & President Journey Strategic Wealth |
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| | | Mollie Colavita | | Head of Practice Management J.P. Morgan Wealth Management |
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| | | Anne Lester | Savings Guru, Media Commentator and Author |
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| Claudia Kane | | CFP, CIMA, CPWA, CDFA, ADPA Financial Planning Association, Raymond James |
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Seize the invaluable opportunity to connect with prominent leaders from these firms at INVEST | |
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