2019 SPEAKERS

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KEYNOTE SPEAKERS

DR. BERNICE A. KING
Chief Executive Officer, The King Center
kingDr. 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.

SPEAKERS

LYNN BALLOU
Regional Director, EP Wealth Advisors Inc.
ballouLynn 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.

SUSAN BRADLEY
Founder, Sudden Money Institute
bradleySusan 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.

BETSY BRILL
Co-Founder and President, Strategic Philanthropy Ltd.
brillBetsy 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.

LISA BROWN
Partner and Wealth Advisor, Brightworth
brownLisa 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.

ANDE FRAZIER
Head of Vision and Brand, myWorth LLC
frazierAnde Frazier 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.

KIMBERLY FOSS
President and Founder, Empyrion Wealth Management Inc.
fossKimberly 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.

RICH P. GILL
Senior Partner, Wealth Partners Capital Group
gillRich 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
grimesBridget 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.

JESSICA KARNER
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.

LAUREN LOCKER
Founder, Locker Financial Services LLC
lockerLauren 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.

LAURA MATTIA
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.

ANGIE O’LEARY
Head of Wealth Planning, RBC Wealth Management — U.S.
olearyAngie 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.

CATHERINE SEEBER
Vice President and Financial Advisor, CAPTRUST
seeberCathy 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.

DAVID SELIG
Chief Executive Officer and Founder, Advice Dynamics Partners
seligDavid 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.

PATRICIA SKLAR
Wealth Advisor, Brightworth
skylarPatricia 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.

RESHELL SMITH
Founder and Chief Executive Officer, AMES Financial Solutions LLC
smithReshell 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.