Former CFP Board Consumer Advocate
After a full career as a financial planner, business owner, author and CFP Board consumer advocate, Eleanor Blayney, MBA, CFP, recently retired. Nevertheless, she continues to pursue her passion for supporting women in need of financial guidance, and women in the financial planning profession. She supports the development efforts of the CFP Board Center for Financial Planning to raise money for programs supporting gender, racial and age diversity in the financial planning profession. Blayney and longtime friend and colleague Marjorie Fox are writing a book for women in retirement (scheduled for release in 2020).
Advisor, Author and Trainer; The Advisor Authority
Erin Botsford, CFP, is a former advisor and a 30-year veteran of the profession. She is passionate about seeing other financial advisors grow their businesses and succeed. Botsford successfully sold her practice in 2017 and now provides advisors the ability to model her success through her Elite Advisor Success System and Spend the Day Mastermind program. She donates half of the profits from her training courses to support orphans helped by the Ebenezer Foundation, an orphanage in Livingstone, Zambia. She has been named numerous times as a Barron’s Top 100 advisor.
DONNA L. BRAZILE
Political Strategist and founder of Brazile & Associates LLC
Veteran political strategist Donna Brazile is the former interim chair of the Democratic National Committee (DNC) and is a New York Times bestselling author. She has devoted her life to working for progressive change, responsible governance, and the advancement of all people in a society that is fair and equitable. She has worked on every major presidential campaign since 1976 and in 2000, she became the first African American woman to serve as the manager of a major party presidential campaign, running the campaign of former Vice President Al Gore. O, The Oprah Magazine chose her as one of its 20 “remarkable visionaries” for the magazine’s first-ever O Power List. In addition, she was named among the 100 Most Powerful Women by Washingtonian magazine and Top 50 Women in America by Essence magazine. She is a contributor to Fox News.
Founder, FJY Financial LLC
A founder and CEO of FJY Financial LLC, Marjorie Fox, J.D., CFP, retired in 2018 after more than 30 years in the financial planning profession. Fox served on the NAPFA Board of Directors, the NAPFA Consumer Education Foundation and the Foundation for Financial Planning. She was named one of the “20 Most Influential Women to Watch” by Investment News in 2015 and received NAPFA’s Robert J. Underwood Award for Distinguished Service in 2018. She is writing a book with longtime friend and colleague Eleanor Blayney for single women in their 60s and 70s, which will be published in 2020.
Lead Anchor, BBC World News America; Bestselling Author
Washington, D.C.-based British news anchor Katty Kay brings a fresh perspective to the reporting of American politics and global affairs. Kay’s insights reflect a global mindset that is a natural offshoot of having grown up in the Middle East and worked as a journalist in Europe, Africa and Asia before coming to Washington in 1996. The award-winning journalist is currently co-anchor of Beyond 100 Days, a one-hour news program that covers Washington politics and its impact globally. The show airs to an enormous audience worldwide. She is also a regular guest and substitute co-host of MSNBC’s Morning Joe program. When she’s not busy making sense of the news from Washington and around the globe, Katty writes on the art and science of women and self-assurance—helping them turn thoughts into action to master a more confident mindset. She is co-author of three New York Times bestsellers.
Head of Client Communities and Vice President, Dimensional Fund Advisors
As head of client communities, Kahne Krause oversees more than 80+ groups and forums ranging from traditional advisor study groups to executive forums and specialized groups focused on common interests—such as Women & Wealth and Sustainable Investing. Prior to joining Dimensional in 2007, Krause was a principal audio/video engineer at Walt Disney Imagineering, where she worked on the design and installation of theme park attractions at Disney parks worldwide. She is a CFA Charterholder.
Head of Wealth Planning, RBC Wealth Management—U.S.
Angie O’Leary and her team focus on helping clients live life with more clarity and confidence through goals-based planning delivered by expert financial advisors. O’Leary is a 25-year veteran of the financial services industry, most recently serving as the head of investment solutions for U.S. Bank Wealth Management, where she was responsible for investment product management, desktop tools and digital investment capabilities. She sits on several industry roundtable and advisory boards and is often asked to contribute her expertise. She has authored numerous white papers, published articles and is active in the media and press. She has a passion for financial literacy and is an advocate for women and their financial success.
LIZ ANN SONDERS
Senior Vice President and Chief Investment Strategist, Charles Schwab & Co. Inc.
Liz Ann Sonders has a range of investment strategy responsibilities reaching from market and economic analysis to investor education, all focused on the individual investor. Sonders analyzes and interprets the economy and markets on behalf of Schwab’s clients. She is a regular guest and guest host on many television and radio news programs, and was a regular panelist and guest host on PBS’s original Wall $treet Week With Louis Rukeyser. Sonders has been named one of SmartMoney‘s “Power 30,” their list of the most influential people on Wall Street; the best strategist of the year by Kiplinger’s; one of the “25 Most Powerful Women in Finance” by American Banker/US Banker; and one of the “50 Top Women in Wealth” by Wealth Manager/AdvisorOne. Most recently, she was named to the “IA 25” by Investment Advisor for a second time, their list of the 25 most important people in and around the financial advisory profession. In 2005, she was appointed to and served on the President’s Advisory Panel on Federal Tax Reform, President Bush’s bi-partisan tax reform commission.
DR. MILES J. VARN
Chief Executive Officer, PinnacleCare
Dr. Miles J. Varn is responsible for effecting strategic growth and expanding upon innovation for PinnacleCare’s portfolio business. Dr. Varn has served on the PinnacleCare Board of Directors for 13 years. Prior to his appointment as CEO, he served as the chief medical officer for PinnacleCare. In that role, he developed relationships with top centers of excellence and physicians around the world and served as the chief contact with the distinguished PinnacleCare Medical Advisory Board. He also built PinnacleCare’s VirtualConnect program, which brings remote expertise from more than 25 top academic institutions to clients wherever they reside. He joined PinnacleCare after 15 years of innovation and leadership at Inova Fairfax Hospital. In 2004, Dr. Varn was awarded the Inova Health System’s Service Excellence Legend Award for extraordinary patient care. He is a member of the American College of Emergency Physicians and American Academy of Family Physicians.
Founder, Worth Winning
Lauryn Williams, CFP, is a four-time Olympian, three-time Olympic medalist and the first American woman to medal in both the Summer and Winter Olympic Games. While pursuing professional sports, Williams interacted with two financial advisors that didn’t provide the services she needed. She asked friends what they were doing about their finances and the answers were vague and unsettling. Constantly looking for ways to make a difference in the lives of others, she decided to put her finance degree and MBA to use to fill the gap for young professionals. Eager to learn everything, she then pursued the Certified Financial Planning certification. Her company, Worth Winning, offers virtual services to help young professionals get the answers to the financial questions that matter most to them.
Founder, Sudden Money Institute
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.
Partner, Wealth Advisor and Chief Strategy Officer for Corporate Professionals and Executives; Brightworth
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.
Vice President, Business Development, Impax Asset Management LLC and Pax Ellevate Management
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.
DONNA M. CHESWICK
Owner, Cheswick Divorce Solutions LLC; Financial Advisor and Partner, Medallion Wealth Management
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
Investment Manager, Board Member and Financial Literacy Coach
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.
Vice President, Retirement Institute, Nationwide
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.
Partner and Financial Advisor, Forum Financial Management LP
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.
Founder and President, Empyrion Wealth Management
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 VENUS GRIMES
Founder and President, WealthChoice; Co-Founder, Equita Financial Network
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.
Co-Founder, Beyond AUM
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.
Managing Director, Generation Next, TD Ameritrade Institutional
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.
President, Beacon Financial Planning of Cape Cod Inc.
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.
MARY TAYLOR HUNTLEY
Financial Planner, Taylor & Huntley Financial Group
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.
Student, University of Georgia
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.
President, Keystone Financial Services
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.
Portfolio Manager, Parnassus Investments
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 A.K. KIRCHENBAUER
President, Omega Wealth Management
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.
President, Kusske Financial Asset Management Inc.
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.
Washington Editor, Financial Advisor Magazine
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
President and Partner, Merit Financial Advisors
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.
Chief Operating Officer and Chief Compliance Officer, Garrison Point Capital
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.
Co-Founder and Director of College Planning, Capstone Wealth Partners; Chief Education Officer, College Aid Pro
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 J. MILLER
Partner, Vice President and Wealth Advisor; Bright Investments LLC
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.
Senior Vice President and Chief Strategy and Marketing Officer, Healthview Services
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.
Senior Responsible Investment Strategy Specialist, Calvert Research and Management
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
Co-Founder and CEO, Radiant ESG
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
President, Institute for Divorce Financial Analysts
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.
Co-Founder of Westface Financial Advisory and Westface College Planning; Co-Owner, MoneyTrax NA
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.
Vice President and Financial Advisor, CAPTRUST
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.
Founder and Chief Executive Officer, Suzanne Siracuse Consulting Services LLC
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
President, Niche Team LLC
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.
Lead Sustainability Research Analyst, Impax Asset Management LLC; Vice President, Sustainable Investing, Pax World Funds
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.
Founder and Chief Executive Officer, AMES Financial Solutions LLC
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.
Director of Client Experience, Fidelity Labs
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.
President, Wealth Protection Management LLC; Founder and Co-President of the national Association of Divorce Financial Planners
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.
Branch Manager and SVP of Investments, The Vaughn/McLaughlin Team of Raymond James & Associates Inc.
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.
Wealth Advisor and Partner, Carson Wealth; Founder, Center For College Solutions
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.
Chief Marketing Officer, Orion
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 D. WRIGHT
Special Adviser On Gender Diversity, CFP Board Center For Financial Planning
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.