Ambassador Events

Co-Chairs: Nicole Corning & Jessica Bailey

Join Ambassadors in Arizona for a virtual meeting to organize efforts to help champion needs and opportunities specific to your community.

Presented by the Early Career Advisors Circle

Co-Chairs: Autumn Sowders & Anna Malone

Join us for a Power Hour of Meaningful Conversations—an energizing session of speed networking, real talk, and community connection designed to inspire, support, and celebrate financial advisors.

Future Advisor Insights

Presented by the Future Advisor Women’s Circle

1 CFP® CE CREDIT OFFERED

Thinking about a career change that offers purpose, flexibility, and meaningful impact?

Join us for an engaging panel conversation designed specifically for women considering a transition into financial advising.

In this webinar, women who successfully pivoted from other professions into financial advising will share their personal journeys, the transferable skills that helped them succeed, and what surprised them most about entering the profession.

You’ll learn how professionals from fields like education, business, healthcare, and corporate leadership have leveraged their experience to build fulfilling careers helping others navigate important financial decisions.

We’ll discuss:

• Why financial advising is a natural fit for many women changing careers
• Transferable skills that translate well into the profession
• How to explore the field before making a full transition
• Education, licensing, and training pathways
• How mentorship and community can support your transition

Whether you’re early in your exploration or actively considering a career pivot, this conversation will help you better understand how financial advising could become your next professional chapter.

Leadership Team: Mary Ellen Fiflis, Katie Centofonti, Heidi King, & Sarah Terrell

Join Ambassadors in Kentucky & Tennessee for a virtual meeting to organize efforts to help champion needs and opportunities specific to your community.

Women’s Wellness

Presented by Stephanie Gularte

For high-performing women, “success” often comes at the cost of the self, fueled by a habit of silencing the body to get the job done. This intensive women’s wellness webinar bridges the gap between cognitive excellence and somatic intelligence. We will discuss how the mind/body disconnect develops, uncover the hidden costs of this disconnection, and establish a foundation for cultivating a healthy mind/body connection that promotes professional impact and long-term wellbeing.

In this session you will:

• Identify the “Success Tax”: Understand the hidden psychological and physiological costs of “powering through” and how ignoring bodily signals leads to long-term burnout.
• Reframe Physical Data: Shift your mindset to view physical sensations like tension or fatigue as valuable data points rather than obstacles to be suppressed.
• Break the Silence: Discover the specific reasons why high-achieving women are conditioned to tune out their bodies to meet professional and social expectations.
• Practice Daily Mindfulness: Learn simple, accessible mindfulness tools to begin re-establishing a consistent and healthy mind-body connection.

Early Career Insights

Presented by the Early Career Advisor Circle

Co-Chairs: Autumn Sowders & Anna Malone

Join circle members for a guided explanation of the major financial advising certifications, what they mean, and how each one shapes career paths in wealth management, investment analysis, and financial planning.

Co-Chairs: AK Hendrix & Laura Davis

Join Ambassadors in GA, NC, & SC for a virtual meeting to organize efforts to help champion needs and opportunities specific to your community.

You’re invited to join the Women’s Alliance Community & Conversation in Boston.

This special gathering will bring together Ambassador members, advisors, and allies to connect, to empower, and to inspire advocacy among women in the financial advising industry.

We will also launch a new Regional Member Circle – Greater Boston!

Intercontinental Hotel Boston IHG | 510 Atlantic Ave, Boston, MA 02210

Sponsored by: One Digital | BlackRock | HPS Investment Partners | Fynancial

Co-Chairs: Natalie Berning & Kimberlee Bouska

Join Ambassadors in the Portland, Oregon for a virtual book club meeting. 

Reset: How to Change What’s Not Working by Dan Heath (2025)

This highly recommended book explores how to identify leverage points and create meaningful improvements without requiring massive effort or complete overhauls. Adam Grant recently highlighted it as one of the most thought-provoking new books of the year.

Discussion topics include:

• Improving the client experience
• Streamlining processes and workflows
• Increasing team efficiency
• Growing your business without burnout

This is a great opportunity to connect with fellow women in the industry, share ideas, and learn from one another in a relaxed setting.

Chair: Laura Webb

A Circle committed to advocating for gender equality and promoting thought leadership to empower women and ensure they have a seat at the table across all levels of the financial advising profession.

Co-Chairs: Gyles Headley & Shelina Sayani

Join Future Advisors to connect, collaborate, and support one another’s growth in the evolving Financial Advising industry. 

Early Career Insights

Sponsored by MFS Investment Management

1 CFP® CE CREDIT OFFERED

Build a stronger planning foundation — and feel more confident guiding every client conversation.

Join us for a practical webinar designed for women advisors who want to sharpen their financial planning skills and strengthen the “why” behind their recommendations. We’ll break down the core principles of financial planning in a way that’s approachable, applicable, and easy to use with real clients.

Women’s Wellness

Creative concepts to help you confront the unknown with more flexibility, empowerment, and playfulness

Presented by Tiffany Baldwin

More details soon!

Leadership Team: Traci Richmond, Kimberly Rosenfield, Elisa Mullisi

Join us for a new Regional Circle for members in D.C., Maryland, and Virginia!

Through meaningful discussions and shared experiences, members will gain insights, build relationships, and empower each other in their professional journeys as financial advisors.

Leadership Team: Alanna Morey, Tori Boswell, Christine Mills, Pamela Grey

Join Ambassadors in Florida for a virtual meeting to organize efforts to help champion needs and opportunities specific to your community.

Co-Chairs: AK Hendrix & Laura Davis

Join Ambassadors in GA, NC, & SC for an person meeting to organize efforts to help champion needs and opportunities specific to your community.

More details coming soon!

Early Career Insights

Sponsored by AdviseHer Consulting

Presented by the Early Career Advisor Circle 

Leadership Team: Mary Ellen Fiflis, Katie Centofonti, Heidi King, & Sarah Terrell

Join Ambassadors in Kentucky & Tennessee for a virtual meeting to organize efforts to help champion needs and opportunities specific to your community.

Women’s Wellness

Details coming soon!

Co-Chairs: Nicole Corning & Jessica Bailey

Join Ambassadors in Arizona for a virtual meeting to organize efforts to help champion needs and opportunities specific to your community.