ELEANOR BLAYNEY
Former CFP Board Consumer Advocate
ERIN BOTSFORD
Advisor, Author and Trainer; The Advisor Authority
DONNA L. BRAZILE
Political Strategist and founder of Brazile & Associates LLC
MARJORIE FOX
Founder, FJY Financial LLC
KATTY KAY
Lead Anchor, BBC World News America; Bestselling Author
KAHNE KRAUSE
Head of Client Communities and Vice President, Dimensional Fund Advisors
ANGIE O’LEARY
Head of Wealth Planning, RBC Wealth Management—U.S.
LIZ ANN SONDERS
Senior Vice President and Chief Investment Strategist, Charles Schwab & Co. Inc.
DR. MILES J. VARN
Chief Executive Officer, PinnacleCare
LAURYN WILLIAMS
Founder, Worth Winning
SUSAN BRADLEY
Founder, Sudden Money Institute
LISA BROWN
Partner, Wealth Advisor and Chief Strategy Officer for Corporate Professionals and Executives; Brightworth
HANNAH BUSCHBOM
Partner, AmeriFlex
JENIFER CANNON
Vice President, Business Development, Impax Asset Management LLC and Pax Ellevate Management
DONNA M. CHESWICK
Owner, Cheswick Divorce Solutions LLC; Financial Advisor and Partner, Medallion Wealth Management
KATHLEEN C. CHRISMAN
Investment Manager, Board Member and Financial Literacy Coach
ROBERTA ECKERT
Vice President, Retirement Institute, Nationwide
KARMA FORRESTAL
Partner and Financial Advisor, Forum Financial Management LP
KIMBERLY FOSS
Founder and President, Empyrion Wealth Management
BRIDGET VENUS GRIMES
Founder and President, WealthChoice; Co-Founder, Equita Financial Network
GRETCHEN HALPIN
Co-Founder, Beyond AUM
KATE HEALY
Managing Director, Generation Next, TD Ameritrade Institutional
MICHAELA HERLIHY
President, Beacon Financial Planning of Cape Cod Inc.
MARY TAYLOR HUNTLEY
Financial Planner, Taylor & Huntley Financial Group
TIMI JORGENSEN
Student, University of Georgia
KATHY KEADLE
President, Keystone Financial Services
LORI KEITH
Portfolio Manager, Parnassus Investments
LISA A.K. KIRCHENBAUER
President, Omega Wealth Management
MARY KUSSKE
President, Kusske Financial Asset Management Inc.
TRACEY LONGO
Washington Editor, Financial Advisor Magazine
KAY LYNN MAYHUE
President and Partner, Merit Financial Advisors
JULIE MEISSNER
Chief Operating Officer and Chief Compliance Officer, Garrison Point Capital
JOE MESSINGER
Co-Founder and Director of College Planning, Capstone Wealth Partners; Chief Education Officer, College Aid Pro
STACY J. MILLER
Partner, Vice President and Wealth Advisor; Bright Investments LLC
NAG-BUSHAN ODEKAR
Senior Vice President and Chief Strategy and Marketing Officer, Healthview Services
LENORE REINER
Senior Responsible Investment Strategy Specialist, Calvert Research and Management
HEIDI KHASHABI RIDLEY
Co-Founder and CEO, Radiant ESG
CAROL LEE ROBERTS
President, Institute for Divorce Financial Analysts
BEATRICE SCHULTZ
Co-Founder of Westface Financial Advisory and Westface College Planning; Co-Owner, MoneyTrax NA
CATHERINE SEEBER
Vice President and Financial Advisor, CAPTRUST
SUZANNE SIRACUSE
Founder and Chief Executive Officer, Suzanne Siracuse Consulting Services LLC
JILL T. SLOMSKI
President, Niche Team LLC
HEATHER SMITH
Lead Sustainability Research Analyst, Impax Asset Management LLC; Vice President, Sustainable Investing, Pax World Funds
RESHELL SMITH
Founder and Chief Executive Officer, AMES Financial Solutions LLC
CARIN STIMOLO
Director of Client Experience, Fidelity Labs
LILI VASILEFF
President, Wealth Protection Management LLC; Founder and Co-President of the national Association of Divorce Financial Planners
TRACY VAUGHN
Branch Manager and SVP of Investments, The Vaughn/McLaughlin Team of Raymond James & Associates Inc.
BETH WALKER
Wealth Advisor and Partner, Carson Wealth; Founder, Center For College Solutions
KELLY WALTRICH
Chief Marketing Officer, Orion
JOCELYN D. WRIGHT
Special Adviser On Gender Diversity, CFP Board Center For Financial Planning
