WIF Gold Sponsors
Waggoner Financial
Waggoner Financial exists to help people become the greatest version of themselves. We bring active investment management, tax and accounting, and comprehensive planning under one roof, then build a personalized plan for every stage of life. Clients come to us to free up their headspace and focus on what matters most.
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We invest in our people the same way. That means sponsored licenses and certifications, an inherited book of business, direct mentorship, and real client work from day one. When high achievers are supported, everyone wins.
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Based in Greater Lansing, Michigan, Waggoner serves individuals, families, and businesses across more than 30 states.
Pearl Planning
Pearl Planning is a woman-owned, independent Registered Investment Adviser (RIA) based in Dexter, Michigan, serving clients locally and in more than 25 states. Founded by Melissa Joy, CFP® host of the Women's Money Wisdom podcast, the firm has grown to a team of 8 who've served 360+ clients over 8 years. Rather than cookie-cutter investment management, Pearl Planning provides full financial planning, covering taxes, retirement, career changes, family milestones, and ESG investing, all with transparent fees and plans that flex as clients' lives change.
Samfilippo & Co.
Samfilippo & Co is a consultancy focused on increasing the number of female Chief Investment Officers in the alternative investment industry. We believe that one of the key reasons there is a dearth of female fund managers is that their careers are disrupted during childbearing and childrearing years due to the lack of supportive infrastructure in the workplace. During this time, women often choose to pause their career or take a lesser role to be the chief caregiver.
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Samfilippo & Co was created to address this issue and endeavors to increase the number of senior and executive-level female investment professionals.
Piper Sandler
Founded in 1895, Piper Sandler is a leading investment bank that connects capital with opportunity to build a better future. The firm provides investment banking, public finance, equity and fixed-income services, research, and alternative asset management. Piper Sandler believes diverse teams bring unique backgrounds, skills, and experiences that lead to more innovative solutions. Its mission is to recruit, develop, retain, and engage a diverse, high-performing team. Through partnership and an inclusive environment where people can achieve at a high level, the firm values the perspectives of every colleague and works to better serve its clients.
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The 2028 Summer Analyst applications will open on December 1, 2026. You can find all open campus positions on the Piper Sandler Career Page