SHERISE D. FERGUSON, M.D.
Neurosurgeon, MD Anderson Cancer Center
Sherise Ferguson, M.D., is a neurosurgeon at MD Anderson Cancer Center. Ferguson, specializing in primary and metastatic brain tumors, performs a number of different procedures for her patients, depending on their exact diagnosis. She attended undergraduate school at the University of Pennsylvania and received her masters in cognitive neuroscience. Following that, she attended medical school at the University of Chicago and did a residency in neurosurgery there as well. Afterwards, she spent a year doing a neurosurgical oncology fellowship at MD Anderson, leading to her current work there.
Co-Founder, Ben and Jerry’s Homemade Inc.
Jerry Greenfield and his long-time friend and business partner Ben Cohen are the men behind one of the most talked-about and least conventional success stories in American business. Jerry Greenfield has helped to build a storefront venture into an ice cream and business phenomenon by making social responsibility and creative management strengths, rather than weaknesses. As a model for American business success, Greenfield and Cohen have been recognized for fostering their company’s commitment to social responsibility by the Council on Economic Priorities and by the U.S. Small Business Administration.
Chair, Ellevate Network
Financial feminist Sallie Krawcheck is the CEO and co-founder of Ellevest, an innovative digital investment platform for women. Krawcheck is the chair of Ellevate Network, the global professional woman’s network, and of the Pax Ellevate Global Woman’s Index Fund, which invests in the top-rated companies in the world for advancing women. She is also the best-selling author of Own It: The Power of Women at Work. Before becoming an entrepreneur, she was CEO of Merrill Lynch Wealth Management, Smith Barney and Sanford Bernstein. She has been named among the top 10 of Fast Company’s “100 Most Creative People in Business,” as well as one of Entrepreneur magazine’s “Entrepreneurs to Watch.”
PHILIP C. MARSHALL
Founder, Beyond Brooke—Advancing Elder Justice
Philip Marshall helps the greater cause of elder justice through advocacy, training, select projects and fostering multi-disciplinary partnerships. In 2006, after years of increasing concern, Marshall, with the help of others, sought a petition for guardianship (which was awarded) for his grandmother—Brooke Astor, New York City philanthropist—who was a victim of elder abuse by her son, Philip’s father. Marshall has been border to border, coast to coast, face to face with elder-justice practitioners. In 2015, he testified before the U.S. Senate Special Committee on Aging. Marshall presents keynotes, workshops and courses; co-authors peer-reviewed articles and contributes to online publishing platforms; and works with national organizations representing the financial industry, health care, law enforcement, social services, guardianship and other arenas.
Academy Award-Winning Actress and Activist
Marlee Matlin received worldwide critical acclaim for her film debut in Children of a Lesser God, for which she received the Academy Award for Best Actress. In addition to the Oscar, she received the Golden Globe Award for Best Actress in a Drama. Though Matlin lost her hearing when she was only 18 months old, she never let her challenges dictate her future or deter her dreams. Along with a successful Hollywood career, she has dedicated herself to raising awareness for many humanitarian causes, including diversity and LGBT rights. She is a staunch advocate for children and a champion for those struggling against domestic abuse and addiction. She has also helped raise awareness for better hearing health for millions of deaf and hard of hearing children and adults in developing countries.
CAROLYN MCCLANAHAN, M.D.
Director of Financial Planning, Life Planning Partners Inc.
Frustrated by not being able to find a planner who could fulfill her and her husband’s needs, Dr. Carolyn McClanahan enrolled in the Certified Financial Planner curriculum at the University of North Florida. Recognizing the similarities between medicine and financial planning, and feeling empowered by helping people plan for their future, McClanahan decided to make a career change. In 2004, she founded Life Planning Partners Inc. to provide the type of personalized financial life planning services she and her husband originally desired. She writes and speaks nationally to financial planners and physicians on the interplay between health and financial issues. She has been quoted in numerous publications, including The Wall Street Journal, New York Times, Money Magazine, and has appeared on CNBC and NPR.
Former CIA Operations Officer and Best-Selling Author
In 2003, the CIA lost one of its finest covert operations officers when senior White House and State Department officials revealed her top-secret identity to a newspaper columnist who published her name—Valerie Plame. The political firestorm fueled an investigation uncovering suspicions that the Bush administration compromised Plames’s identity on purpose. In 2007, she published the details of the affair in her 2007 New York Times Best Selling autobiography Fair Game: My Life as a Spy, My Betrayal by the White House. As a CIA operative, she managed top-secret programs designed to keep terrorists and rogue nation states from acquiring nuclear weapons. She continues her service in global intelligence as a board member of Global Data Sentinel, Starling Trust and the Ploughshares Fund, as well as numerous nonprofit organizations.
FREDRICK E. ADKINS III
Chief Executive Officer and President, The Arkansas Financial Group Inc.
Rick Adkins, CFP, CHFC, MBA, has provided financial counsel for over 30 years. Adkins chaired CFP Board in 2003. He received his B.S. degree in 1975 from Harding College and his M.B.A. from Ole Miss in 1976, where he was inducted into the Beta Gamma Sigma and Omicron Delta Epsilon honor societies.
President and Co-Founder, Sterling Wealth Management
Sharon Allen, with nearly 25 years of experience personally helping affluent families and individuals, has a particular interest in the challenges facing women of wealth. Allen has collaborated on several national research projects on women and their advisors, recently focusing on breadwinner women, and is co-author of a paper on sandwich generation women.
Scientific Project Director, The University of Texas MD Anderson Cancer Center
Toyin Babarinde, Ph.D., has 10 years of experience in cancer research and administrative research management. Dr. Babarinde manages the Glioblastoma Moon Shot Program at The University of Texas MD Anderson Cancer Center. She is passionate about cancer research and utilizes her broad research management expertise to advance Glioblastoma research.
NOREEN D. BEAMAN
Chief Executive Officer, Brinker Capital Inc.
Noreen Beaman is responsible for developing and executing the firm’s detailed operating plan and for the oversight of the company’s short- and long-term strategies. Previously, Beaman served as the firm’s chief operating officer. She has more than 26 years of investment experience working with financial advisors and institutional and high-net-worth investors in strategic planning and investment management.
LEAH R. BENNETT
Chief Operating Officer, Westwood Trust—Houston
Leah Bennett, CFA, has 25 years of experience in the investment industry. Bennett is focused on serving high-net-worth clients and nonprofits with comprehensive financial solutions. She is co-founder of CFA Women in Investment Management Initiative and CFA Global Research Challenge of the Southwest, and is a former president and director of CFA Society Houston.
CFP Board Women’s Initiative
Until her recent retirement, Eleanor Blayney, CFP, was the special advisor on gender diversity for the CFP Board Center for Financial Planning, where has been a guiding force behind the CFP Board’s Women’s Initiative (WIN). In December 2017, she created the Eleanor Blayney Gender Diversity Fund to continue the work of promoting gender parity in the financial planning profession.
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.
Financial Planner, Your Richest Life
Katie Brewer, CFP, started Your Richest Life because she believes that every professional should have access to a financial coach. Brewer helps clients alleviate their stress about money by helping them clarify their goals, identify and eliminate obstacles to those goals and create a financial action plan to achieve them.
Co-Founder and President, Strategic Philanthropy Ltd.
Betsy Brill is co-founder and president of Strategic Philanthropy Ltd., a global philanthropic advisory firm established in 2000 and headquartered in Chicago. The firm works closely with ultra-high-net-worth donors, and their legal and financial advisors, to help achieve meaningful impact with their charitable contributions. Brill is a highly respected and recognized professional with a deep global perspective on philanthropy.
Director of Social Media Development, Sigma Financial Corporation and Parkland Securities LLC
Using her bionic strength and amplified-listening strategies in social and digital marketing, Sheryl Brown has made it her mission to change how the financial services community is represented and doing business online. Brown's passion lies with helping independent financial advisors amplify their thought leadership through social media and digital marketing strategies. She has spoken at more than a hundred industry events.
MARGUERITA M. CHENG
Chief Executive Officer, Blue Ocean Global Wealth
Prior to co-founding Blue Ocean Global Wealth, Marguerita Cheng, CFP, CRPC, RICP, CDFA, was a financial advisor at Ameriprise Financial and an analyst/editor at Towa Securities in Tokyo, Japan. As a CFP Board ambassador, she helps educate the public, policy makers and media about the benefits of competent, ethical financial planning. She also serves as a Women’s Initiative advocate for CFP Board.
Vice President of Global Women’s Strategies, Impax Asset Management LLC, Pax Ellevate Management LLC
Kelly Coyne is responsible for national sales and marketing initiatives related to the Pax Ellevate Global Women’s Index Fund. Coyne also helps financial advisors build their practices and better engage and serve the next generation of clients through the firm’s Millennials & Money practice management initiative.
Business Development Expert and Certified Business Development Coach, Susan Danzig LLC
Susan Danzig serves financial services professionals all across the country. For nearly 20 years, she has helped her clients understand, appreciate and clarify their true value, define their specialization and create effective marketing plans. As a result, she has guided the professionals she works with in raising their level of confidence so they are able to welcome greater income and ongoing success.
BARBARA A. DARE
Vice President of Wholesaler Productivity and Analytics, Great-West Financial
Barbara Dare is responsible for growing and enhancing the sales support functions, including the internal sales desk and implementing solutions that increase the sales force efficiency and effectiveness. Dare joined the organization in 2016 and brought with her 13 years of experience in the third-party wholesaling arena, and 25 years in the financial services sector.
RIANKA R. DORSAINVIL
President and Founder, Your Greatest Contribution (YGC)
Rianka Dorsainvil is president and founder of YGC, a virtual fee-only financial planning firm dedicated to serving the busy young professional. Dorsainvil provides business owners, individuals and families with tools to make informed financial decisions. She is passionate about helping clients lead a life of financial well-being. In 2016, she was recognized by Financial Advisor as one of “10 Young Advisors To Watch.”
Chief Executive Officer and Senior Financial Advisor, Better Money Decisions (B$D)
As co-owner of B$D, Lorraine Ell is excited to continue her long career as an investment professional. Solving challenging financial problems for clients is Ell’s most important role. Her international experiences, from teaching in Saudi Arabia to co-founding a marketing company in Budapest, Hungary, gives her a unique perspective in creating a better financial services firm guiding clients from multiple cultures to financial wellness for life.
Owner, Paul Ellis Consulting
Paul Ellis, J.D., is a nationally recognized expert on sustainable investing. Ellis is regularly called upon to provide the financial advisor’s perspective on ESG and impact strategies. He communicates with the CEOs and senior analysts of the largest sustainable investment firms, ensuring that his knowledge of the industry is current. He consults with advisors interested in integrating ESG strategies into their client portfolios.
President and Founder, Empyrion Wealth Management Inc.
Kimberly Foss, CFP, CPWA, is a New York Times best-selling author and national speaker, and a popular media source. Foss is a highly respected leader in the investment advisory industry. Her focus is helping women in transition, thriving retirees and family stewards. Empyrion has been named one of the top wealth management practices in the country by Bloomberg Wealth Manager magazine.
Certified Divorce Financial Analyst, Divorce Strategies Group LLC
Denise French, CRPC, CDFA, has over 20 years of experience as a financial professional. French is creator of Divorce Strategies Group LLC, which provides financial, tax and mediation services before, during and after divorce. She created a quarterly educational event for women called Wise Woman’s Guide to Divorce. She is also owner of French Financial Group.
Partner, Silicon Hills Wealth Management
Pam Friedman, CFP, CDFA, has more than 20 years of experience in financial planning and investments. Friedman is passionate about financial planning and combines her knowledge of the process with a strong sense of empathy to help clients through life’s transitions. She is the author of I Now Pronounce You Financially Fit: How to Protect Your Money in Marriage and Divorce.
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.
JEFFREY L. GITTERMAN
Co-Founding Partner, Gitterman Wealth Management
Jeff Gitterman, AAMS, is a thought leader in the field of sustainable, impact and ESG (environmental, social and governance) investing. Gitterman is the creator of his firm’s SMART (Sustainability Metrics Applied to Risk Tolerance) Investing Services. He is also the author of Beyond Success: Redefining the Meaning of Prosperity and an associate producer of the feature documentary film Planetary.
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.
Regional Director, Dimensional Fund Advisors
Iwona Hill educates advisors on capital market research and Dimensional’s investment strategies. Hill consults advisors on a wide range of issues including portfolio design and construction, practice management issues and client communications. Prior to joining the Financial Advisor Services group, she was a portfolio manager at Dimensional for U.S.- and Canada-based global equity portfolios. She is a CFA charterholder.
KRISTIN HULL, PH.D
Founder and Chief Executive Officer, Nia Global Solutions
Kristin Hull is an activist and conscious investor. She is founder and CEO of Nia Global Solutions, director of Nia Community Investments and co-founder of Impact Hub Oakland. Always interested in innovative solutions for leveraging resources in alignment with values, Hull works as a financial change agent. She enjoys her work empowering people along their money journeys.
Financial Advisor, Abacus Wealth Partners
Neela Hummel has been a partner with Abacus since 2014. She is a certified financial planner, serves on the five-member board of directors and is Abacus’ chief planning officer. Hummel was named as Investment News’ “40 Under 40” for financial advisors in 2016. She specializes in working with breadwinning women and young inheritors.
Partner and Director of Wealth Management, Center for Financial Planning Inc.
Melissa Joy is dedicated to growing the next generation of female financial advisors and is particularly interested in exploring the communication strategies and behavioral approaches of all financial planners who work with women. Joy has been recognized as one of eight people and firms named to Financial Advisor magazine’s "Research All-Star" team in 2011, 2012 and 2013.
LORI A. KEITH
Portfolio Manager and Senior Research Analyst, Parnassus Investments
Lori Keith is a portfolio manager and senior research analyst of Parnassus Investments, a long-only mutual fund focused on responsible investing. Keith currently serves as a co-portfolio manager of the Parnassus Mid Cap Fund, where she focuses on responsible investments in a concentrated portfolio of public companies.
JEANIE WALLS KNIGIN
First Vice President, Wealth Management, Morgan Stanley
Jeanie Knigin, a certified financial planner and chartered retirement planning counselor, provides professional investment management to high-net-worth individuals, endowments and foundations. Knigin focuses on providing advice on asset allocation strategies and evaluation, selection and monitoring of investment management firms. She has appeared on The Today Show, CNBC and NBC Nightly News, discussing events in the financial markets.
CHRISTOPHER L. KNAPP
Chief Executive Officer, Collaboration Capital
Christopher Knapp served most recently as chief executive officer of Chilton Capital Management, of which he was co-founder in 1996. Knapp was formerly associated with Brown Brothers Harriman & Co. from 1984 to 1995. He is a stalwart believer in the importance of active community engagement and civic leadership on the part of corporate citizens.
Senior Vice President and Investment Counselor, Capital Group Private Client Services
Lynne Knox works directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. In particular, Knox focuses on providing guidance to women during transitional phases of their lives, helping them to secure their financial futures with funds they have recently acquired by way of divorce, inheritance or the death of a family member.
DR. DINAH A. KOEHLER
Sustainability Research and Executive Director, UBS Asset Management
Dr. Dinah Koehler leads the sustainable investors team's impact measurement research project and whitepaper development. Koehler also has primary responsibility for the overall product positioning and development of sustainable equity strategies and ESG database development. She is a recognized researcher on corporate sustainability.
Regional Director and Vice President, Dimensional Fund Advisors
Kahne Krause works closely with RIAs in the Strategic Relationship Group, which partners with the largest U.S.-based FAS clients. In this role, Krause works with advisors to address their most significant issues from developing investment solutions to thinking through strategic business initiatives. Prior to joining Dimensional, she was a principal audio/video engineer at Walt Disney Imagineering. She is a CFA charterholder.
President, SYNERGOS Financial Group
Robert Laura, CPRC, AAMS, CMFC, CPRC, is the president of SYNERGOS Financial Group and founder of both RetirementProject.org and Retirement Coaches Association. As a former social worker turned trust officer and banker, Laura understands the importance of both the financial and psychological aspects of money, investing and retirement. He is also a nationally syndicated columnist for Forbes.com and Financial Advisor magazine.
Principal, KHC Wealth Management
A former corporate executive, Joni Lindquist, MBA, CFP, transitioned in 2005 to help clients achieve their business, career and life goals by integrating career and financial coaching. As an executive/career coach, Lindquist assists business leaders in becoming more effective leaders, proactively managing their careers and handling career transitions. As a financial planner, she assists clients in navigating life's transitions and living their best life.
Vice President and Director, Raymond James Network for Women Advisors
Michelle Lynch is responsible for supporting Raymond James women advisors through education, practice management and coaching programs. Lynch also works to help recruit new women to the firm, as well as to the industry. She was named one of InvestmentNews’ 40 Under 40 for 2016 and is a member of the Raymond James Charitable Endowment Fund board.
Vice President, Corporate/Complex Giving, American Endowment Foundation
As vice president at American Endowment Foundation (AEF), Laura Malone, CAP, CEPA, has consulted hundreds of trusted advisors, families and business owners about donor-advised funds and other charitable strategies. Malone is board president of the International Association of Advisors in Philanthropy (AiP). She teaches, writes and speaks both locally and nationally throughout the financial, tax and estate planning industry.
LIZZIE DIPP METZGER
Founder and President, Crown Wealth Strategies
Since founding Crown Wealth Strategies in 2010, Lizzie Dipp Metzger has established a national reputation for helping clients maximize and protect the value of their investments over the course of a lifetime. The key to Metzger’s success is a hybrid approach spanning asset accumulation and protection strategies. She was named 2017 Council President for New York Life.
CAROL ANN MICHEL
Vice President, Retirement Plans, Glen Eagle
Carol Ann Michel is responsible for overseeing the firm’s corporate retirement plan business including 401(k)s, SEP and SIMPLE plans. Michel also oversees the generation of financial plans for the firm’s individual clients. Prior to joining Glen Eagle, she was responsible for strategic planning for the Global Capital Markets Group at M&T Bank in New York City.
Co-Founder and President, Good Life Advisors
Courtnie Nein was tasked primarily with creating all of the infrastructure, procedures, policies and offerings for the company. Nein oversees most of the operations at Good Life on a day-to-day basis. Her commitments include overseeing the new advisor training program, advisor onboarding to LPL and Good Life, the transition department and managing the daily operations of the RIA.
Co-Founder and Chief Executive Officer, Hemington Wealth Management
Eileen O’Connor, MBA, CFP, is responsible for the strategic direction of the firm and all aspects of the client experience in addition to her primary role as a wealth manager for her clients. O’Connor is a sought-after speaker and writer on many wealth management issues, especially on issues surrounding women of wealth. She has received numerous honors and awards in recognition of her work.
Relationship Manager, The Williams Group
Sybil Praski joins The Williams Group after a 31-year career as a successful financial advisor and founder of her own wealth management firm. Praski was an early adopter of generational wealth transfer planning that included helping families prepare their heirs for inheritance. Her focus on the family proved to be a major differentiator in her practice growth and value.
President and Chief Executive Officer, McNair Group
Chief Financial Officer, Houston Texans
For the past 20 years, Scott Schwinger has held positions with various companies owned, directly or indirectly, by Robert C. McNair including Palmetto Partners Ltd., RCM Financial Services L.P. and Cogen Technologies. In April 2010, Schwinger was named the CEO of The McNair Group. In his role, he oversees the investment and management activities for The McNair Group of companies.
Vice President and Financial Advisor, CAPTRUST
Cathy Seeber currently serves on the board of directors of the Financial Planning Association. Seeber is a consummate financial planning professional focusing on issues concerning those individuals in transition. Her long-term experience working with clients facing life-altering events brings a unique perspective and a commitment to positive action.
Head of Advice and Solutions Group, RBC Wealth Management–U.S.
In her more than 20-year career at RBC, Ann Senne has served in several leadership roles. In her current role, Senne leads the teams that support financial advisors in providing holistic wealth management solutions to clients. The Advice and Solutions Group brings together product development, design and delivery, in-field support, training and education teams to create and deliver a goals-based wealth management client experience.
Founder, Accelus Partners LLC
As a coach and speaker, Barbara Stewart, PCC, CFP, works with the owners and leaders of small and mid-sized firms on business strategy and team development using a strengths-based approach. A focus on professional and personal development allows Stewart to support business leaders as they take their companies, employees and themselves from good to growth.
Managing Partner and Personal CFO, The Wealth Consulting Group
Marlo Stil started in the financial services industry in 1984. As an investment advisor/branch manager for a Fortune 500 company, Stil was their first and only female top securities producer. She strives to make a life-changing difference for her clients. Her commitment to excellence has led her to design, build and manage the WCG High Impact Portfolios focused on sustainable investing for the future.
JENNIFER KLEIN STRAUSS
Ytterberg Deery Knull LLP, Attorney
Jennifer Klein Strauss concentrates her practice on estate planning and family wealth transfer planning. Strauss has experience in income, gift, estate and generation-skipping transfer tax matters, succession planning for closely held businesses, charitable planning and tax-exempt charitable organization matters. She also has experience representing multinational clients with cross-border tax and trust planning.
Founder and Chief Executive Officer, Tarbox Family Office
Laura Tarbox, CFP, founded Tarbox Family Office in 1985. She has played a leadership role in financial education and taught investment, financial planning and insurance classes in a variety of programs. Sought after to serve on professional boards throughout her career, Tarbox is presently a Trustee of the Board of the Foundation for Financial Planning.
ERIN DURKIN VOISIN
Director of Financial Planning, EP Wealth Advisors
Erin Durkin Voisin, CFP, MS, CDFA, ChFC, has over 11 years of experience in the financial services industry. Voisin is a founding member of EP Wealth Advisors’ Investing in Women initiative. Prior to joining EP Wealth Advisors, she worked for Westmount Asset Management, where she concentrated on developing comprehensive financial planning solutions for their affluent client base.
Chief Executive Officer and President, Career Management Advisors
With a winning track record of building successful financial services businesses and teams, Linda Willis, a former securities lawyer, has been an advisor, manager and senior executive with global and regional firms. Willis’ background and experience gives her the expertise to advise financial services professionals, RIAs and businesses on transition matters, practice valuation, mergers, acquisitions and succession planning and execution.
DAVID J. WINTERS
Chief Executive Officer, Wintergreen Advisers LLC
David Winters has over 30 years of experience analyzing securities and is responsible for determining general investment advice to be given to clients, including Wintergreen Fund Inc., a no-load, Global Value Fund, which launched in October 2005 (WGRIX and WGRNX). Winters holds the Chartered Financial Analyst (CFA) designation.