Susan Bradley, CFP, CeFT, is the founder of the Sudden Money Institute, which began 17 years ago as a community of practice seeking to better serve their financial planning clients. As a recognized thought leader in financial transitions planning, Bradley speaks frequently in the United States as well as internationally, and is the author of Sudden Money: Managing a Financial Windfall.

In addition to working with clients, Lisa Brown, CFP, CIMA, oversees the firm’s development strategy to serve more corporate executives with excellence and expertise specific to their complex tax and financial needs. Brown’s first book, Girl Talk, Money Talk: The Smart Girl’s Guide to Money After College, was published in 2019 to set young women on a smart financial path early in life. She is a regular columnist on Kiplinger.com and has been featured in numerous news outlets, including The New York Times, The Wall Street Journal and CNBC.com.

Hannah Buschbom is a member of the advisory team at AmeriFlex. By assisting clients during the transitional phases of their financial lives, Buschbom specializes in developing creative solutions to their complex scenarios. She is one of the founders of The W Source, a nationwide network of female professionals who want to connect with other women in their local area.

Jenifer Cannon, CAP, supports marketing and sales initiatives for the Pax Ellevate Global Women’s Leadership Fund, and she helps financial advisors build their practices by expanding their relationships with female clients. Cannon has been in the financial industry since 1994. Prior to joining the firm, she worked for Fidelity Investments, Putnam Investments and Charles Schwab & Co. Inc. in various retail and institutional roles. She also held positions at the Boston Foundation and the New Hampshire Charitable Foundation.

With over 30 years of experience in the financial services industry, Donna Cheswick is a financial advisor and partner with Medallion Wealth Management Inc. and is the owner of Cheswick Divorce Solutions, where she is a Certified Divorce Financial Analyst (CDFA), Divorce Mediator and Certified QDRO Specialist. Cheswick’s primary focus is helping those going through life transitions to help them truly understand the financial impact of their decisions. She provides educational presentations and writes articles and blogs on a wide range of topics related to finance and divorce.

Kathleen C. Chrisman is a chartered financial analyst (CFA) and has over 30 years of investment experience including equity (domestic and international) and fixed income portfolio management and securities analysis. Chrisman served as the director of research for the Teachers Retirement System (TRS) and Employee Retirement System (ERS) of Georgia. She recently retired from the Investment Division for the ERS and TRS of Georgia. She currently serves on the Board of Helping Mamas, the Baby Supply Bank of Georgia and the Atlanta Society of Finance and Investment Professionals (ASFIP) Foundation.

Roberta Eckert joined Nationwide in June 2013 with more than 26 years of financial industry experience. Eckert is dedicated to educating advisors, their clients, plan sponsors and participants about retirement income planning strategies and their effective implementation. Prior to Nationwide, she worked as a wholesaler, divisional vice president, sales development leader, senior relationship manager and national spokesperson. During her career, she has earned recognition as No. 1 wholesaler in her division and has also won awards based on sales achievement and leadership.

Karma Forrestal, CFP, is a partner for Forum Financial Management, a Registered Investment Advisor firm with more than $4.5 billion of assets under management and serviced (as of January 2020). Forrestal joined Forum in 2012. In conjunction with the Wealth Advisor Alliance (a division of Forum), she is a mentor for women advisors as they establish and grow their investment advisory practice. As one of the founders of the Forum Women’s Initiative, she is committed to helping women become financially independent.

Kimberly Foss, CFP, CPWA, is the New York Times bestselling author of Wealthy by Design: A 5-Step Plan for Financial Security. As president of Empyrion Wealth Management, she brings both technical expertise and real passion to her work with clients, including affluent family stewards, women in transition and thriving retirees. Foss began her career at Merrill Lynch as the youngest female account executive in its long history. She is a thought leader in the financial industry and frequently shares her expertise on the markets, financial planning and investing with leading media outlets.

Bridget Grimes, CFP, is the president of WealthChoice, a financial life planning firm for women executives; co-founder of Equita Financial Network, a collaboration of women-led financial planning firms; and author of the book Corner Office Choices: The Executive Woman’s Guide to Financial Freedom. Grimes believes in empowering women so that they have the confidence to take action for a better life.

Gretchen Halpin is a strategic visionary with over 25 years of leadership and marketing experience. In her work with financial professionals and teams, Halpin’s primary focus is to accelerate and guide organizational growth in a positive, sustainable way. She specializes in pioneering strategy and growth initiatives that drive success across every aspect of a business.

Kate Healy is focused on advocacy for sustainability issues facing the RIA industry. Healy leads TD Ameritrade Institutional’s NextGen and Women’s Leadership Initiatives, which support the future of the profession through programs designed to raise visibility, provide support and resources to guide professional development of the next generation of advisors. She is a member of the company’s Diversity and Inclusion committee. She is widely recognized as a leading advocate for the next generation of financial planners, for women advisors and for the financial planning profession.

Michaela Herlihy, CFP, is passionate about helping her clients evaluate their needs and establish sound financial solutions to help them realize their dreams. Herlihy and her team offer fee-only planning services to over 250 households. Outside of the workplace, she enjoys travel, cycling and being a trusted resource to a couple of local nonprofits in the business of empowering women and teaching mindfulness in schools.

After finishing a biology degree, Mary Huntley, CFP, realized she liked being with and helping people more than working in the labs. She looked for a job where she could make significant impacts in people’s lives through creating long-term relationships; financial planning was the perfect fit. Huntley began at the firm in 2002 as a minimum-wage filing clerk. Mary’s husband, Chris, is the director of operations; together they raise two children in a rural, outdoorsy setting that includes hunting, skiing, hiking, biking, rock climbing and fresh air.

Timi Jorgensen is a cosmetologist turned financial planner turned researcher. Jorgensen is in the final stages of her Ph.D. in financial planning at the University of Georgia. Her focus is on inclusive financial well-being and empowerment. She is passionate about empowering women, and consumer financial well-being. She is a wife, and mother to two precious kids.

Kathy Keadle, CFEd, has been a financial planner/business owner for over 15 years. She started her firm, Keystone Financial Services, in 2005, which manages over $200 million in AUM with offices throughout the Southeast. Keadle’s focus on a niche market has been a huge contributor to her firm’s success. She has received several industry awards, all while being a wife and raising two boys, ages 10 and 11.

Lori Keith is portfolio manager of the Parnassus Mid Cap Fund with responsibility for portfolio management for the firm’s Mid Cap strategy. Keith joined Parnassus Investments in 2005 after serving as a Parnassus research intern. Before joining the firm, she was a vice president of investment banking at Deloitte & Touche Corporate Finance LLC and was a senior associate in Robertson Stephens & Company’s investment banking division. Prior to that, she worked in the management consulting practice at Ernst & Young.

Lisa Kirchenbauer, is president of Omega Wealth Management, in Arlington, Va. She has been in the financial services industry since 1985 and is a CFP, Registered Life Planner and Certified Financial Transitionist. Kirchenbauer completed her life planning training in 2004 and has been implementing financial life planning since 2005 in her practice with a retainer and assets under management business model. She has served as a trainer and mentor for the Kinder Institute of Life Planning. She has been named a top financial advisor in the Washington, D.C. area since 2014.

Mary B. Kusske, CFP, CLTC, has been helping retirees and pre-retirees achieve financial independence for over 30 years. Her guiding philosophy is that education is the foundation of financial success. Kusske is well versed in the complicated issues associated with the State of Minnesota’s Public Employee Retirement Association (PERA), traditional and Roth IRAs, and various other retirement plans. She serves on the Financial Services Institute’s Financial Advisor Council. She is a founder of f3Logic—an RIA architectural service to help take financial advisor’s independence from conception to completion.

Tracey Longo is Financial Advisor magazine’s Washington editor. Longo is a veteran journalist who began her career in the nation’s capital writing about personal finance and policy initiatives for American Banker, Kiplinger Personal Finance magazine and the Washington Post. She is the author of three books, and has taught journalism and media relations at American University’s School of Communication.

Kay Lynn Mayhue, CFP, AEP, RFC, serves as president of Merit Financial Advisors, a firm with multiple locations throughout the southeast and over $3 billion in RIA and brokerage assets under management (of which $1.7 billion are advisory assets and $1.3 billion are brokerage assets). Mayhue works diligently to foster the growth and development of the Merit team, placing a special emphasis on her female colleagues, who represent the majority of Merit’s overall team talent.

Julie Meissner, CRCP, is the COO and CCO of all Garrison Point Capital (“GPC”) endeavors and is a founding partner of the wealth advisory arm of Garrison Point, Garrison Point Advisors (“GPA”). She oversees operations, technology, legal, marketing, compliance and design initiatives for both GPC and GPA. As a principal of GPA, she leads strategic growth initiatives, advisor engagement, and advisor development. She is passionate about creating a path for advisors to transition to an independent RIA model.

Joe Messinger, CFP, ChFC, CLU, is a leading authority on late-stage college funding. He frequently speaks to organizations and parent groups. Messinger is also a highly regarded thought leader in the financial planning community. He is frequently asked to speak at industry conferences about his College Pre-Approval process providing continuing education for CPAs and CFPs through the FPA, XYPN and OSCPA.

Stacy Miller, CFP, joined Bright Investments in 2016. Miller became a financial planner after a diverse professional career, moving 14 times as a military spouse. Her experience with military, veterans and Gold Star families brings a unique perspective to financial planning.

Nag-Bushan Odekar is responsible for leading corporate strategy, product design, marketing and thought leadership. Most recently, Odekar was vice president and head of marketing for Great-West Financial, where he led product marketing, customer experience and digital marketing strategies. In 2012, he co-founded and was chief operating and marketing officer for Forevercar.com. The company was sold to a private equity company in 2014. He previously held leadership roles at Aviva (now Athene), Northwestern Mutual, The Hartford and Fidelity Investments.

Lenore Reiner is a vice president and senior responsible investment strategy specialist for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management, specializing in responsible and sustainable investing across global markets. Reiner is responsible for the suite of strategies focused on responsible investing, encompassing actively and passively managed U.S. and international equity strategies, fixed-income strategies and asset allocation funds. She also handles communications and insights on investment strategy and portfolio positioning.

Heidi Khashabi Ridley, CFA, is a 29-year veteran of the asset management business. She recently co-founded Radiant ESG, a diverse, women-led, investment platform specializing in ESG-anchored portfolios and research for institutional investors and wealth managers. Ridley was the CEO of Rosenberg Equities, where under her leadership, Rosenberg Equities became one of the first ESG integrated quantitative managers. Ridley is a strong advocate for diversity and inclusion. She is a member of the Advisory Council for the Center for Equity Gender and Leadership at the HAAS School of Business.

Carol Lee Roberts, CFP, CDFA, has over 30 years of experience in the financial services industry. As the director of the Office of Professional and Continuing Education at DePaul University, her Financial Planning Education Center had the third largest Financial Planning Certificate program in the country and also offered classroom courses for the CDFA. Roberts also has experience in the field of certification having served as the managing director of education and examination at the CFP Board of Standards in Washington, D.C.

Beatrice Schultz, CFP, is the co-founder of Westface Financial Advisory, a registered investment advisor, and Westface College Planning, a college financial planning firm. Schultz is also the co-owner of MoneyTrax NA, an advisor software and coaching firm. The Circle of Wealth by MoneyTrax has helped thousands of financial advisors better serve their clients by providing the tools and training necessary to educate and increase their client’s financial circle of wealth.

Cathy Seeber is a consummate financial planning professional focusing on issues concerning individuals in transition. Seeber expresses her relentless efforts of ensuring more women enter the financial planning profession by heavily participating in various women’s networks as well as serving as a mentor in the WIN-to-WIN (Women’s Initiative) program offered through CFP Board.

Suzanne Siracuse specializes in advising financial services firms on innovative business strategies, distinctive marketing programs and impactful advocacy initiatives around diversity, financial literacy and next gen talent. Siracuse is the former CEO and publisher of InvestmentNews, where she oversaw the vision and strategic direction for all their platforms. Under her leadership, they launched initiatives to support the evolution of the financial advice profession, specifically in the areas of women’s leadership, diversity & inclusion, innovation, NextGen and financial literacy.

Jill T. Slomski is a nationally renowned speaker, and a coach who leads a team that specializes in working with financial advisors. Through her nearly 30 years of experience, Slomski has built Niche into an industry leader. Through authenticity and a one-on-one approach, she coaches her clients to better communicate their values, develop their businesses, elevate their presences in their communities, and ultimately, be their best selves.

Heather Smith researches and evaluates the environmental, social and governance (ESG) performance of companies for inclusion in the firm’s portfolios. Smith is also a member of the Impax Gender Analytics team. She is involved in overseeing the firm’s proxy voting and coordinating its gender-related shareholder engagements. She previously served as a member of the Sustainable Investment Research Analyst Network’s (SIRAN) steering committee. Prior to joining the firm, she was a legislative aide for the New Hampshire State Senate.

Reshell Smith is a CFP professional. She helps individuals transition from financial chaos and clutter to financial independence and freedom. Smith believes that everyone should have the opportunity to live the life they desire. She is the author of A Woman’$ Worth: 7 Key Essentials to Financial Independence, which addresses seven money basics everyone should know to become financially independent.

Carin Stimolo joined Fidelity Labs, the innovation arm of Fidelity Investments, in 2018 to help create and launch new businesses and services. Stimolo is the head of client experience for a new sustainable investing software startup for RIAs. In her role, she has worked with advisors and CIOs nationally to understand the challenges and roadblocks of sustainable investing. Her research has guided the development of ESG Pro currently in pilot. Prior to Fidelity, she led the Experience Strategy group at Publicis Sapient, helping Fortune 500 companies transform their digital capabilities and create new digital service offerings.

Lili Vasileff, CFP, MAFF, CDFA, specializes in wealth protection, divorce financial planning and investment advisory services for individuals and couples going through litigated divorces, mediation and collaborative divorce. Vasileff has many years of experience and an interdisciplinary knowledge of legal and financial issues. She brings clarity to complicated marital property and complex compensation issues in the divorce process. She is a qualified financial expert in Connecticut and New York, testifying to many issues, such as forensic lifestyle analysis and longevity of assets.

Tracy Vaughn, CFP, has been a part of the Raymond James family since 1999. Vaughn and her team practice in all areas of financial planning with a strong client- centered focus. She has served on the Raymond James Women’s Advisory Council, which is comprised of women financial advisors with a diverse combination of experience. She is also vice president and treasurer of the Women’s Leadership Alliance.

As a financial planner and a Certified College Planning Specialist, Beth Walker is trained in the complex strategies suitable for reducing a family’s out-of-pocket college expenses. In 2016, Walker launched the Center for College Solutions, a collaborative coalition of professionals committed to making college affordable. She is the author of two books, An Employee’s Guide to Stock Options and Never Pay Retail for College.

Kelly Waltrich has over 15 years of marketing experience in the financial services industry, the last six specifically focused on financial advisor technology. Waltrich currently leads a team responsible for the planning, development, execution and monitoring of Orion’s marketing, communications and creative initiatives.

Jocelyn Wright helps to lead the Center’s Women’s Initiative (WIN) to increase the number of female financial planners. With nearly 20 years of experience in financial planning, Wright has long been an advocate for advancing diversity in the profession. She has served as the director of The American College State Farm Center for Women and Financial Services.