Vice President and Client Research Director, OppenheimerFunds
Christina Boris founded and oversees the client research department at OppenheimerFunds. Boris is responsible for researching asset management industry trends and publishing findings for the ultimate purpose of arming financial advisors with critical information to help them run their practices more efficiently and effectively. Current studies include advisor sentiment about wealth transfer, next generation financial advisory practices, the shifting generational needs of high-net-worth families and institutional portfolio construction practices. After starting her career in marketing research in 2001, she became hooked on the dynamics of public opinion research. She is the architect of The Generations Project research and looks forward to the opportunity to talk with you further about it.
DR. BERNICE A. KING
Chief Executive Officer, The King Center
Dr. Bernice A. King is a global thought leader, orator, peace advocate and CEO of the Martin Luther King Jr. Center for Nonviolent Social Change, which was founded by her mother, Coretta Scott King, in 1968. As CEO of The King Center, Bernice King continues her efforts to advance her parents’ legacy—which she has re-branded as Nonviolence365—of creating a more peaceful, just, humane world. Through her work at The King Center, she educates youth and adults about the nonviolent principles modeled by her parents. She is known nationally and internationally as a powerful, motivating and life-changing orator. Her first major public speaking appearance was at age 17, when she spoke in her mother’s place at the United Nations. Over the years, she has spoken in nations around the world, on the steps of The Lincoln Memorial, and at The White House, major corporations and universities.
LAURA L. CARSTENSEN, PH.D.
Director of the Stanford Center on Longevity, Stanford University
Dr. Laura L. Carstensen is a professor of psychology and the Fairleigh S. Dickinson Jr. Professor in Public Policy at Stanford University where she serves as founding director of the Stanford Center on Longevity. Carstensen’s research has been supported continuously by the National Institute on Aging for more than 25 years and she is currently supported through a prestigious MERIT Award. In 2011, she authored the book, A Long Bright Future: Happiness, Health, and Financial Security in an Age of Increased Longevity. She has served on the National Advisory Council on Aging and the MacArthur Foundation’s Research Network on an Aging Society. In 2016, she was inducted into the National Academy of Medicine.
Co-Head of Research, Dimensional Fund Advisors
Marlena Lee joined Dimensional in 2008 and has helped manage and shape the firm’s research agenda. Lee works closely with Dimensional’s clients on a variety of investment-related initiatives and questions. Previously, Lee worked as a teaching assistant for Professor Eugene Fama while she earned her Ph.D. in finance at the University of Chicago Booth School of Business. She is also a member of the investment research committee.
Chief Foreign Correspondent, CBS News
Lara Logan's bold, award-winning reporting has earned her a prominent spot among the world's best foreign correspondents. Never scripted, at the podium, Logan offers a comprehensive behind-the-scenes look at foreign affairs in the media. Speaking candidly with audiences, she shares her experiences reporting from the front lines, both as a journalist and as a citizen. She can also take audiences into a deeper understanding of her own experience with sexual assault and what it takes to survive and live fully afterwards. With compelling insight, refreshing honesty, and deep conviction in the institution of journalism, she imparts audiences with a message of truth, courage and integrity that will change the way you view the world.
At 23 years old, Lauren Simmons became the youngest and only full-time female trader at the New York Stock Exchange. She’s also the second African American woman in history to work as a trader on the floor. Simmons graduated from Kennesaw State University with a bachelor’s degree in genetics and a minor in statistics. She decided to put a career in genetic counseling on hold and move to New York City, where networking led her to a position as an equity trader at Rosenblatt Securities. Since her story broke, she has been featured on many news outlets, including ABC, CNBC, CNN and Fox News. She has toured in several different countries sharing her story. She was the recipient of Politico’s Women of Impact 2018 and is actively working on her first publication focused on women and millennials in finance.
DR. KRISTY ARCHULETA
Associate Professor in the Department of Financial Planning, Housing, and Consumer Economics, University of Georgia
Dr. Kristy Archuleta is a licensed marriage and family therapist. Her research interests relate to financial therapy, couples and money, and effective mechanisms to improve financial and overall well-being. Archuleta is a co-founding board member and immediate past-president of the Financial Therapy Association and editor-in-chief of the Journal of Financial Therapy.
Regional Director, EP Wealth Advisors Inc.
Lynn Ballou is passionate about educating women having spent over 30 years helping women unravel the financial complexities that accompany retirement, inherited wealth, loss of spouse, divorce and other transitional moments in life. A sought-after speaker and press resource, Ballou also serves as the CFP Board of Standards Ambassador for the San Francisco Bay Area and belongs to the FPA.
Financial Advisor, Raymond James Financial Services Network for Women Advisors
With a focus on financial planning, Sarah Boston works with clients of all ages to achieve financial independence. Boston’s areas of specialty include income planning for retirees, wealth transitions through divorce, small business owners and generational wealth planning. She holds regular client education workshops and was a featured speaker for the Women Advisors Forum 2014 NYC conference.
Senior Engagement Officer, ImpactAssets
Sally Boulter helps individuals and organizations activate their philanthropy with grants and impact investments. Prior to joining ImpactAssets, Boulter was responsible for individual constituent relationship building and capital raising at the Wilson Center, Calvert Foundation and the Bonner Group. She also served as the development director for the Child Guidance Center of Southern Connecticut, the YWCA of Greenwich and The Discovery Museum.
President, The Humphreys Group
Diane Bourdo, CFP, joined The Humphreys Group in 1989. There’s nothing more gratifying to her, both personally and professionally, than seeing her clients grow in confidence, competence and courage. Bourdo is particularly passionate about helping women get smarter about money. She is a member of the Financial Women of San Francisco, and the Financial Planning Association.
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 and Wealth Advisor, Brightworth
Lisa Brown, CFP, CIMA, works with high-net-worth families in the areas of investment management, executive compensation and retirement transition. Brown has been featured in The New York Times, The Wall Street Journal and CNBC.com, writes a monthly column for Kiplinger.com and regularly appears on local Fox 5 TV. She was named a “Top Young Advisor to Watch” in 2015 by Financial Advisor magazine.
Managing Director and Partner, United Capital Financial Advisers
Cary Carbonaro, CFP, M.B.A., has over 27 years of experience in financial services. Carbonaro counsels her clients how to live their best financial life. She is the author of the Amazon #1 Best Seller, The Money Queen’s Guide For Women Who Want to Build Wealth and Banish Fear. She is frequently sought out for her opinions and is a leading influencer in her profession.
Children’s Book Author and Illustrator
Nancy Carlson has written and illustrated more than 60 children’s books. In 2012, Carlson’s husband was diagnosed with frontotemporal dementia (FTD). As a result of the disease, he lost their life savings before she fully realized he was ill. Through it all, she keeps creating—she continues to do books, and she created a blog called Putting One Foot In Front of the Other. She is also working on a graphic-style memoir about her husband’s FTD journey.
JENNIFER A. CONNELLY
Chief Executive Officer, JConnelly Inc.
Jennifer Connelly serves as a trusted consultant to C-suite executives, helping them launch their businesses in new markets, broaden awareness of their brands and navigate potential crisis situations. Recognized by her peers and colleagues in public relations, business and beyond, Connelly has garnered numerous personal accolades, including a spot on the 2014 Gorkana Survey of Financial Journalists as one of the "Most Respected PR Professionals."
KAREN L. COYNE
Strategic Wealth Advisor, Raymond James Financial Services Inc.
Karen Coyne is the co-founder of an independent wealth management practice at Raymond James. With over 18 years of experience, Coyne helps physicians make smart financial decisions, whether positioning a practice for growth, or preparing for retirement. She is also an author, having written articles for Physician’s Practice, Medical Economics, and DentistryIQ.com. She is a CFP® certificant and also serves as the Registered Principal.
Head of ESG Equity Research, Brown Advisory
Emily Dwyer joined Brown Advisory in 2014 as a research analyst focusing on ESG research and sustainable investing priorities. Dwyer works closely with Large-Cap Sustainable Growth co-portfolio managers Karina Funk and David Powell on their environmental research and company risk assessments. She also works with the broader equity investment team to leverage ESG insights.
Founder and President, Empyrion Wealth Management
Kimberly Foss 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 with leading media outlets. She is also a New York Times bestselling author.
Head of Vision and Brand, myWorth LLC
Ande Frazier, CFP, CLU, ChFC, RICP, BFA, LUTCF, CLTC, began working in the financial industry over 24 years ago as a financial strategist. Frazier is a prominent speaker and thought leader in the financial services industry. At MyWorth, she partners with women and coaches them to harness their power so that the dreaded words of “financial planning” actually make them feel strong, secure and proud.
Family Advisor, Glenayr Wealth Advisors LLC
Peggy Frye, CeFT, CFP, RLP, formed Glenayr Wealth Advisors LLC in 2011 after a corporate career in private banking. Frye advises individuals and families using a unique planning and financial advisory approach and counsels clients to achieve life-altering goals using process-specific strategies that focus on the human and family side of decisions.
RICH P. GILL
Senior Partner, Wealth Partners Capital Group
Rich Gill is the co-founder of Wealth Partners Capital Group. WPCG is a minority investor in three of the largest RIAs in the country: EP Wealth Advisors, MAI Capital Management and Forbes Family Trust. Prior to founding WPCG, Gill was a managing director at AMG Wealth Partners and before that a managing director at Focus Financial Partners.
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.
Chief Investment Officer, First Affirmative Financial Network
Theresa Gusman is chief investment officer of First Affirmative Financial Network, a Folio Financial company, and is chair of First Affirmative’s investment committee. As CIO, Gusman is responsible for developing, maintaining and implementing First Affirmative’s investment philosophy and strategies and executing its investment protocols, policies, reviews, reporting and other critical processes.
Vice President, Narwhal Capital Management
Andrew Hall enjoys a multifaceted role at Narwhal and splits his time between portfolio management, client engagement, operations and compliance. Hall also runs Narwhal’s media subsidiary, Tusk Media, and is the lead content creator for The Investing Podcast. He holds his Series 65 license and is currently working toward a Chartered Financial Consultant designation.
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.
CHRISTINE PALMER HENNIGAN
Principal, Divorce Wealth Strategies LLC; Chartered Financial Consultant, 1847Financial
Christine Palmer Hennigan has worked as a Certified Divorce Financial Analyst (CDFA) for more than a decade. Hennigan specializes in financial planning for clients who are divorced, widowed or otherwise left to prepare for an independent future. She works to navigate clients through the complex financial aspects of divorces and emphasizes the involvement of women in long-term financial planning.
Executive Editor, CFPN
Dorothy Hinchcliff is executive editor for CFPN’s websites and magazines, including Financial Advisor, Private Wealth and ETF Advisor, and is director of the Invest In Women and Inside Retirement conferences. Hinchcliff has been a financial journalist for more than 25 years.
President, Pearl Planning
Before founding Pearl Planning in 2018, Melissa Joy worked in the world of financial planning and investments for more than 20 years. As a certified financial planner professional and certified divorce financial analyst, Joy specializes in working with executives, entrepreneurs and those needing help with transitions such as retirement or divorce.
Managing Partner, Keegin Harrison LLP
Jessica Karner’s transactional practice emphasizes M&As, corporate, partnership and business law, complex business dissolutions, securities regulation, intellectual property, and a variety of other matters, including succession planning. Karner also serves as outside general counsel to clients in the wealth management industry and a variety of other sectors. She’s dedicated to helping her clients achieve their goals and to giving back to the community.
President and CEO, Pax World Funds; President, Impax Asset Management LLC; CEO, Pax Ellevate Management LLC
Under Joe Keefe’s leadership, Pax World Funds has become one of the leading innovators in the rapidly growing field of sustainable investing. Keefe is a leading advocate for investing in women and the critical role that gender diversity plays in business success. He was one of the founders of the Thirty Percent Coalition, whose work has led to women joining over 100 previously non-diverse boards.
LORI A. KEITH
Portfolio Manager, Parnassus Investments
Lori A. 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.
Chief Executive Officer, Vident Advisory LLC
As chief executive officer of Vident Advisory, Deborah Kimery oversees Vident's advisory and sub-advisory businesses as well as Vident's compliance, legal, HR, finance and communications functions. In addition, Kimery is also the chief operating officer of Vident Financial responsible for increasing the operational efficiency of the enterprise to enhance our client service and investment deliverables.
Founder and Chief Executive Officer, Koplin Consulting
Amanda Koplin, LPC, is a mental health entrepreneur and thought leader who creates innovative solutions to fill gaps in the mental health-care system. In 2016, she founded Koplin Consulting, a nationwide concierge mental health treatment team service. Koplin is passionate about helping people achieve mental wellness and creating sustainable support systems and solutions that integrate seamlessly into real life.
Managing Director, Strategic Philanthropy Ltd.
John LaFleur is responsible for both direct client services and outreach to the advisor community. LaFleur brings deep experience in both the non-profit and for-profit sectors. He has worked on a wide array of philanthropic initiatives with a particular emphasis on education, homelessness and the arts. His background includes serving as executive director of one of Boston’s largest private family foundations.
Wealth Advisor, TrueWealth Management
Stacy Lewis’s strong sense of responsibility, coupled with over 25 years in the finance industry, makes her a valuable asset to TrueWealth. Lewis thoroughly enjoys working on clients’ behalf to help ensure that both their personal and financial goals are achieved, and she’s committed to consistently providing the high levels of client service that set the firm apart.
Managing Partner, Hypatia Capital and Hypatia Invests
Patricia Lizarraga is responsible for Hypatia Capital's strategy of sponsoring female CEOs, promoting investing in women in leadership, as well as originating proprietary private equity transactions. Lizarraga has over 25 years of merchant banking experience. She is also the founder of several successful companies. She founded the Grupo del Ande in 1997 and is a founding and investment committee member of Sigma SAFI.
Founder, Locker Financial Services LLC
Lauren Locker, CFP, founded Locker Financial Services LLC in 1992. During her years in business, Locker has fulfilled her dream of helping people better understand how their money can work for them. Lauren is a proud member of the National Association of Personal Financial Advisors (NAPFA), having served as 2012-13 national chair. She is an adjunct faculty member at William Paterson University.
Chairman, Independent Trust Company
Geoff Madsen is a fifth generation trust beneficiary who knows firsthand the complexities trusts can create in family relationships. Madsen's definition of success is empowering families to utilize trusts to help them grow and succeed. To keep the emphasis where it should be, ITC focuses exclusively on the administration of personal trusts—and does not directly manage investments.
Raymond James Personal Financial Planning Program Director, University of South Florida; Founder, Women’s Money Empowerment Network; Partner, Stonegate Wealth Management
Laura Mattia, Ph.D., MBA, CFP, CDFA, is the author of Gender On Wall Street: Uncovering Opportunities for Women in Financial Services. With over 30 years of financial leadership experience, Mattia has hired, mentored and trained hundreds of female financial professionals. Currently she is developing the new Personal Financial Planning degree at USF with a focus on gender and diversity.
Head of Client Relations and Marketing, Francis Financial
Sunaina Mehra is the head of client relations and marketing at Francis Financial, a boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for high-achieving women and couples in transition. Mehra has been quoted in publications such as Financial Planning, Financial Advisor IQ, Expert Beacon and others for her marketing expertise.
Success Coach, femXadvisor
As a former advisor, Adri Miller-Heckman knows firsthand the challenges women face within the financial services arena. Her coaching practice is all about women, whether she is coaching female advisors to achieve their true potential or training all advisors to create a more female friendly practice, her passion and enthusiasm is a powerful motivator driving advisors to action.
Principal, Moisand Fitzgerald Tamayo LLC
Dubbed a “Future Star” in 2002 by Financial Advisor, Dan Moisand has been featured as one of the country’s top practitioners in most financial planning publications. A prolific writer, Moisand is the only two-time winner of the Journal of Financial Planning’s Call for Papers competition and has been a retirement columnist for Financial Advisor since 2010.
Chief Executive Officer and Founder, Capital Benchmark Partners LLC
Helen Ngo, CFP, focuses on empowering minority women entrepreneurs and professionals, particularly in the field of law and medicine. With her unique style and approach to business, she’s expanded her firm to accommodate clients nationally and overseas. Ngo is often featured in major financial news outlets including CNBC, NerdWallet, CBS Money and Investor’s Business Daily.
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.
Chief Culture Ambassador, EP Wealth Advisors
When Sherryl Ray was growing up, she dreamed of becoming an actor! After taking a bite of the Big Apple, then studying Asian theatre, Ray worked professionally as an actor in Seattle. She has played the role of director of operations at EP Wealth Advisors for 10 years. Now, transitioning to a new role as chief culture ambassador, she is focusing on the training and enrichment of teammates in an environment of rapid growth through acquisition.
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.
Chief Executive Officer and Founder, Advice Dynamics Partners
David Selig has over 20 years of experience in M&A, management consulting and financial services. For Advice Dynamics’ buy-side and sell-side clients, Selig serves as a champion and advocate as he shepherds them through their complex transactions. He has authored two whitepapers on the subject of M&As, one each for Fidelity Institutional Wealth Services and for Schwab Advisor Services.
Editor-in-Chief and Editorial Director, Financial Advisor Magazine
Evan Simonoff is a founding partner of Charter Financial Publishing Network (CFPN). Simonoff has spent more than 20 years as an editor and reporter covering the financial services industry. He is a widely recognized expert on personal finance and investments.
Wealth Advisor, Brightworth
Patricia Sklar, CPA, CFA, CFP, joined Brightworth in 2016. Sklar's expertise providing financial counsel to clients in the film and entertainment industry is a unique niche she brings to Brightworth and the growing entertainment business in Atlanta. Her unique knowledge of the financial needs of people in the entertainment industry has her well suited to serve the growing population around Atlanta.
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.
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.
Investment Strategy Committee Member and Executive Advisory Board Member, The Wealth Consulting Group
As a former managing partner for The Wealth Consulting Group, Marlo Stil was one of the firms top producing female advisors and helped lead WCG to over $2.5 billion in assets under advisement. Stil’s progressive thinking and commitment to excellence led her to design and launch the The WCG High Impact Portfolios focusing on sustainable investing.
Director, BNY Mellon’s Pershing
Katie Swain is a director for BNY Mellon’s Pershing where she leads the Wealth Solutions and Investor Communications teams within the Global Strategy and Product Management group. With a passion for philanthropy and over 30 years of experience in wealth management, Swain is focused on delivering solutions and thought leadership that empower Pershing clients to help their investors achieve important financial and life goals.
BONITA L. STONE
Partner, Katten Muchin Rosenman LLP
Bonita L. Stone concentrates her practice on complex commercial litigation with emphasis on transactional disputes, shareholder rights and securities litigation, derivative and class action matters, common law fraud and consumer fraud claims. Stone is experienced in employment-related and competitive activity matters. She also litigates disputes involving estates and trust matters on behalf of corporate and individual fiduciaries as well as beneficiaries.
Branch Manager and Senior Vice President 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.
ERIN DURKIN VOISIN
Director of Financial Planning, EP Wealth Advisors
Erin Durkin Voisin, CFP, CDFA, has worked in the financial services industry since 2005. Prior to joining EP Wealth Advisors, Voisin worked for Westmount Asset Management as their director of financial planning. She concentrated on developing comprehensive financial planning solutions for their affluent client base. Prior to Westmount, she worked for MetLife as the lead financial planning specialist for the firm’s case design unit.
Partner and Personal CFO, The Wealth Consulting Group; 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.
Executive Director, my529
Lynne Ward, CPA, is the executive director of my529, Utah’s official nonprofit 529 educational savings plan (formerly known as the Utah Educational Savings Plan). my529 assets under management have grown from $950 million to $12.6 billion during her 14 years at the helm. Ward previously served as the Utah governor’s deputy chief of staff and director of the Governor’s Office of Planning and Budget.
Of Counsel, Morgan & DiSalvo, P.C.
Diane Weinberg specializes in assisting families with the medical, financial and housing-related legal challenges that often accompany aging and disability. Weinberg’s elder law and special needs practice encompasses the following services: long-term-care planning using public benefits (Medicaid, veteran’s improved pension benefits), special-needs planning, and contested and uncontested guardianships and conservatorships.