HR Reimagined: Leading the New Era of Work

Kay Lynn has played many roles in the financial advisory industry: as a successor, partner, seller, and buyer. This unique and diverse background allows her to be able to relate to advisors in all phases of their careers and mergers and acquisitions. With a background in financial planning and leadership, her career expands over several areas, including advising clients, mergers and acquisitions, and strategic growth. Kay Lynn worked her way up from an entry-level position to earn her seat at the C-Suites table as President of Merit, which manages $19.94 billion in RIA and Brokerage assets under management. She holds her CFP®, AEP®, and RFC® and has been a critical decision-maker for two firms over the past twenty years. Kay Lynn has overseen multiple mergers and acquisitions over the past four years and has been recognized for her position as a female leader in the financial services industry. She is passionate about helping people take their careers – and themselves – to exceptional levels. Kay Lynn’s influence in the industry and her drive for success is a driving factor in Merit's ongoing growth and appeal to growth-oriented advisors. 

Sheena is deeply committed to fostering diversity and inclusion within the financial advisory sector. She leverages her expertise to empower professionals and advocate for equitable opportunities. Her strategic initiatives have not only enhanced employee engagement but have also aligned with the organization’s financial planning goals, contributing to its overall success and reputation as a leader in the industry. 

 

Prudential Advisors supports the professional growth of more than 2,800 financial advisors and fee-based financial planners, throughout the U.S. Through a combination of dedicated local leadership, centralized expertise, and an advanced technology platform, these professionals are equipped to deliver tailored, comprehensive financial advice to meet each client's unique financial needs, across investments, risk management, and retirement income planning.

Affiliated Advisors empowers independent financial professionals to build the practice of their dreams. With award winning practice management, technology, growth strategies, and M&A expertise, we help advisors streamline operations, maximize enterprise value, and unlock sustainable growth—so they can focus on clients, scale with confidence, and achieve lasting success. 

Seward & Kissel, founded in 1890, is a top U.S. law firm with offices in NYC and D.C., specializing in corporate and litigation services. Renowned for expertise in financial services, investment funds, and shipping, the firm offers experienced attorneys and a culture of excellence, stability, and hands-on legal service.