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.”
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.
Dr. Carolyn McClanahan founded Life Planning Partners Inc. in 2004. McClanahan 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.
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.
LEAH R. BENNETT
Chief Operating Officer, Westwood Trust—Houston
Leah R. 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.
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.
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 M. 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.
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.”
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.
Principal, Glenayr Wealth Advisors LLC
Peggy Frye, CeFT, 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. She is distinguished as one of a small number of advisors who has achieved the Registered Life Planner designation from the Kinder Institute.
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.
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.
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.
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.
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.
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.
Founder and CEO, Sammons Wealth
Prior to launching her RIA firm in 2017, Stephanie Sammons, CFP, consulted with advisory firms on constructing their digital marketing platforms and strategies through her company, Wired Advisor. Sammons also spent 15 years at Merrill Lynch and UBS as a financial advisor and in leadership roles. Her first book, Linked to Influence was a #1 bestseller on Amazon.
President and CEO, 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.
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.
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 J. 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.