Kristin Andree
Founder, Business Strategist, The Andree Group
Jovita Carranza
Former United States Administrator of the Small Business Administration, Former Treasurer of the United States
Melissa Carter
Multimedia Editor, Financial Advisor Magazine
Chris Cherry
Chief Engagement Officer, JConnelly
Cammie Doder
Chief Marketing Officer, Partner, Aspirant
Kimberly Foss
President, Empyrion Wealth Management
Laura Gregg
Director of Practice Management and Advisor Research, FlexShares Exchange Traded Funds
Hannah Shaw Grove
Executive, Foundation Source
Gretchen Halpin
Co-Founder, Beyond AUM
Sheryl Hickerson
Founder, CEO, Females and Finance
Lori Keith
Portfolio Manager, Parnassus Investments
Chrissy Lee
Chief Operating Officer, Merit Financial Advisors
Tracey Longo
Washington Editor, Financial Advisor Magazine
Kay Lynn Mayhue
President, Merit Financial Advisors
Stacey McKinon
Chief Operating Officer, Chief Marketing Officer, Wealth Advisor, Morton Wealth
Angie O’Leary
Head of Wealth Planning, RBC Wealth Management
Asahi Pompey
Global Head of Corporate Engagement and President, Goldman Sachs Foundation
Antoinette Rodriguez
Social Media Editor, Financial Advisor Magazine
Carol Lee Roberts
President, Institute for Divorce Financial Analysts
April Rudin
Founder and President, The Rudin Group
Leila Shaver
Founder and Managing Partner, My RIA Lawyer
Suzanne Siracuse
Founder and CEO, Suzanne Siracuse Consulting, LLC
Laurie Stack
VP of Business Development, Avantax
Susan Thompson
Executive Vice President, State Street Global Advisors
Jeannie Underwood-Kotner
Senior Vice President, Global Atlantic Consulting
Lisa Zeiderman
Managing Partner, Miller Zeiderman LLP
