2026 Forbes | SHOOK Top Women Advisor Summit Agenda

TIME

EVENT

PLACE

3:30pm - 6:00pm

REGISTRATION

REGISTRATION HALL

5:00pm – 6:00pm

WELCOME RECEPTION

OCEAN BALLROOM / FLAGLER HALL

6:15pm

GALA DINNER

GRAND BALLROOM

6:45pm – 6:55pm

Welcome to Our Special Event

• Liz Shook, Co-Founder & COO, SHOOK Research

6:55pm – 7:10pm

We’re Here on Purpose

• R.J. Shook, Chairman & Co-Founder, SHOOK Research & Senior Forbes Contributor

7:10pm – 7:55pm

Grit, Integrity & Reinvention

• Molly Bloom, Top Booked Inspirational Speaker, Subject of the Oscar-Nominated Film, “Molly’s Game”, Bestselling Author, U.S. Ski Team Alum, and Host of Award-Winning Podcast, “Torched"
• Moderator: Blake Eggemeyer, Chief Marketing Officer, SHOOK Research

TIME

EVENT

PLACE

7:00am - 4:00pm

REGISTRATION

REGISTRATION HALL

7:00am – 8:00am

BREAKFAST

FLAGLER HALL

8:00am – 8:10am

The Next Two Days: Priorities, Perspectives & Possibilities

• Molly Bennard, President, SHOOK Research

GRAND BALLROOM

8:10am – 8:25am

SHOOK Ones: Constructing and Executing a Multigenerational Team

• Mary Mullin, Merrill Wealth Management
• Kyle Olson, Merrill Wealth Management
• Moderator: Ken Correa, Managing Director, Head of Business & Client Development, Merrill Wealth Management

8:25am – 8:45am

Filter and Focus: Keeping Your Head in Today’s Headline-Driven Markets

• Emily Roland, Co-Chief Investment Strategist, Multi-Asset Solutions, Manulife John Hancock Investments
• Moderator: Sarah Ponczek, UBS Private Wealth Management
• Intro: Megan Hopps, Divisional Sales Manager, Manulife John Hancock Investments

8:45am – 8:50am

SHOOK Ones: Team Culture – Improving Through Feedback

• Catherine Evans, J.P. Morgan Wealth Management

8:50am – 9:10am

The Future of the GLP-1s: What’s Next for the Booming Weight-Loss Drugs?

• Luyi Guo, Research Analyst, Janus Henderson Investors
• Moderator: Katie Hancock, Morgan Stanley Wealth Management
• Intro: Olivia Hails, Executive Director, Advisor Solutions Group, Janus Henderson Investors

9:10am – 9:30am

Standing Strong with Children's Cancer Research Fund

9:30am – 9:45am

REFRESHMENT BREAK

FLAGLER HALL

9:45am – 10:05am

The Business of Breaking Barriers: A Conversation on Capital, Access, and the Future of Women’s Sports

• Betsy Morgan, Co-Founder, Magnet Companies
• Moderator: Kate Schuler, Principal, Sports, Media and Entertainment Product Specialist, Ares Management

GRAND BALLROOM

10:05am – 10:10am

SHOOK Ones: Architect Your Practice

• Dianna Smith, Morgan Stanley Wealth Management

10:10am – 10:30am

Building Advanced HNW Portfolios: Customization, Tax Efficiency, and Alternatives

• Nelson Scott, Vice President, High Net Worth Specialist, PGIM
• Moderator: Elizabeth Angelone, Merrill Wealth Management
• Intro: Lucy Masuret, Vice President, Regional Consultant, PGIM

10:30am – 10:50am

The Private Markets Case for European Tech

• Carolina Brochado, Partner, Head of EQT Ventures & Head of Growth US, EQT Partners
• Kerry Karangelen, Morgan Stanley Private Wealth Management
• Intro: Amy Appicelli, Managing Director, Head of Marketing, Americas, EQT Partners

10:50am – 11:10am

Small Room Big Deal: Winning Strategies for High Stakes Meetings

• Jeannie Underwood-Kotner, Director, Head of The Consulting Group, Global Atlantic a Business of KKR

11:10am – 11:25am

SNACK BREAK

FLAGLER HALL

11:25am – 12:25pm

ROUNDTABLES – PLAZA I, OCEAN I, OCEAN II, EXCHANGE

12:25pm

LUNCH

GRAND BALLROOM

12:25pm-12:30pm

Forbes | SHOOK Directory Exclusive Offer

12:30pm – 12:35pm

Raise Update from Children's Cancer Research Fund

• Elizabeth Allen, CEO, Children's Cancer Research Fund

12:35pm – 12:40pm

SHOOK Ones: Opportunities with Women Owned Businesses

• Michelle Fuller, Bartholomew & Company, LPL Financial

12:40pm – 12:50pm

NETWORKING BREAK

FLAGLER HALL

12:50pm – 1:15pm

Markets in the Age of Disruption

• Cathie Wood, Founder, CEO and CIO, ARK Investment Management
• Moderator: Kelly Rodigas, Chief of Staff, US Wealth Management, UBS

GRAND BALLROOM

1:15pm – 1:35pm

Is Work Life Balance Possible?

• Sheila Klehm, UBS Private Wealth Management
• Stacee Crittenden, Merrill Wealth Management
• Moderator: Prachi Makkar, Vice President, TPG

1:35pm – 1:55pm

Staying Ahead of the Curve - What’s Next in Real Estate

• Seray Incoglu, Portfolio Manager, Commercial Real Estate, PIMCO
• Moderator: Jaynie Siegel, Morgan Stanley Wealth Management
• Intro: Rachael Razzano, Vice President, Account Manager, PIMCO

1:55pm – 2:15pm

REFRESHMENT BREAK

FLAGLER HALL

2:15pm – 2:35pm

The Alpha in the Underserved: Lending in the Lower Middle Market

• Kim Trick, Co‑Chief Credit Officer and Partner, TPG Twin Brook
• Moderator: Kathleen Entwistle, Morgan Stanley Private Wealth Management
• Intro: Alexandra Heinicka, Vice President, TPG

2:35pm – 2:55pm

Become the Practice of the Future by Leveraging AI

• Jasmine Sehgal, Merrill Wealth Management
• Emily Mulka, Morgan Stanley Private Wealth Management
• Kim Gilleland, Executive Director, Head of Practice Management Consultants, Morgan Stanley

2:55pm – 3:00pm

SHOOK Ones: Team Mentorship with Purpose

• Jen Garcia, Wells Fargo Advisors

3:00pm – 3:20pm

Unlock Tax Advantages and Manage Risk with Private Real Estate Credit Solutions

• Kate Bassett, Portfolio Manager, Invesco
• Moderator: Lara Magnusen, Merrill Private Wealth Management
• Intro: Caroline Carley, VP, Market Leader, Invesco

3:20pm – 3:35pm

SNACK BREAK

FLAGLER HALL

3:35pm – 3:55pm

Cracking the Code: What HNW Women Really Want from Their Advisor

• Mary Ware, Carnegie Private Wealth, LPL Financial
• Anna Winderbaum, Morgan Stanley Private Wealth Management
• Moderator: Tara Popernik, EVP | Wealth Planning, LPL Financial

GRAND BALLROOM

3:55pm – 4:10pm

Party Like It’s…1965!!!

• Richard Bernstein, Global Head of Macro & Customized Investing, Janus Henderson Investors
• Intro: Heather Jack, Executive Director, Advisor Solutions Group, Janus Henderson Investors

4:10pm – 4:25pm

The Art of Leading a Team

• Karen Robbins, UBS Wealth Management
• Lorayne Fiorillo, Raymond James & Associates
• Moderator: Allison Bonds Mazza, Head of US Wealth, State Street Investment Management

4:25pm – 4:45pm

The New Center of Gravity: Women, Wealth, and the Future of Advice

• Lisa Howe, NEST Capital | Wells Fargo Advisors Financial Network
• Beth Chandler, Cresset
• Moderator: Heather Pelant, Managing Director, Cresset

4:45pm – 5:15pm

SHOOK® Best Idea Competition

• Liz Shook, Co-Founder & COO, SHOOK Research
• Frank Berland, Managing Partner, SHOOK Research
• Jacob Shook, Associate VP | Rankings, SHOOK Research
• Judge: Heather Hunt-Ruddy, Senior Managing Director, Central Division President, Wells Fargo Advisors
• Judge: Steve Samuels, Merrill Wealth Management & The Private Bank Communications Executive
• Judge: John Rahal, Principal, Private Wealth, Edward Jones

5:15pm

Let’s Get Cocktails!

• Frank Berland, Managing Partner, SHOOK Research

5:30pm – 6:30pm

COCKTAIL RECEPTION

COURTYARD LAWN

6:30pm

DINE-AROUNDS TO FOLLOW

TIME

EVENT

PLACE

8:00am - 9:00am

BREAKFAST

FLAGLER HALL

9:00am – 9:05am

Good Morning…More Coffee Please!

• Liz Shook, Co-Founder & COO, SHOOK Research

GRAND BALLROOM

9:05am – 9:25am

Balancing Sustainable Growth With Personal Service

• Jessica Valera, Raymond James & Associates
• Cheryl Smith, Merrill Private Wealth Management
• Moderator: Tash Elwyn, President, Private Client Group, Raymond James

9:25am – 9:45am

Adapting Portfolios for Economic Regime Change

• Lauren Goodwin, Managing Director, Chief Investment Strategist for Global Wealth, KKR
• Moderator: Kimberley Hatchett, Morgan Stanley Private Wealth Management
• Intro: Corry Hyer, Director, KKR Senior Relationship Manager

9:45am – 10:05am

Be Fearless: In the Face of Geopolitical Uncertainty and Market Volatility

• Mary Ann Bartels, Chief Investment Strategist, Sanctuary Wealth

10:05am – 10:25am

Success in Succession Planning

• Susanne Thalman, Edward Jones
• Kristin Bloom, UBS Wealth Management
• Moderator: Cady Johnson, Head of Field Sales, U.S. Global Wealth Management, PIMCO

10:25am – 10:45am

SNACK BREAK

FLAGLER HALL

10:45am – 11:05am

Lead, Delegate, Grow

• Bonnie Mitten, Morgan Stanley Wealth Management
• Katherin Romero, Merrill Wealth Management
• Moderator: Caroline Gundeck, Managing Director, Head of Client and Field Engagement, Morgan Stanley Wealth Management

GRAND BALLROOM

11:05am – 11:10am

SHOOK Ones: My Best Idea

11:10am – 11:25am

The Human Side of AI

• Amy DeTolla, Founder and CEO, Aureus Advantage

11:25am – 11:30am

Keep in Touch, Ladies!

• Liz Shook, Co-Founder & COO, SHOOK Research