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.
Chief Investment Officer, First Affirmative Financial Network
Theresa Gusman is chief investment officer of First Affirmative Financial Network, an affiliate of FOLIOfn Inc., 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. She founded ENDURANCE LLC in 2016 to build and enhance capital markets’ power to accelerate the flow of money and ideas to investments for both purpose and profit. She worked with corporate leaders, financial services industry professionals and asset owners to harness this power.
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.
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.
Principal, Quest Capital Management
Kalita Blessing joined Quest in 1993 and was named partner in 1999. Blessing is Quest Capital Management’s leading wealth advisor and has over 20 years of experience helping families manage and preserve their wealth, as well as meet their philanthropic goals to maximize impact in the community at large. She has a particular passion in helping empower women to better understand their financial affairs.
Financial Advisor, Raymond James 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.
Vice President of Investment Product and Solutions, Brinker Capital Inc.
With over 20 years of industry experience, Sheila Bonitz, AIF, has spent her career focused on developing and enhancing investment and technology solutions to help meet the needs of financial institutions, advisors and investors. Bonitz currently is responsible for the development and management of Brinker Capital’s investment products.
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.
Regional Director, Dimensional Fund Advisors
Iwona Cholewa educates advisors on capital market research and Dimensional’s investment strategies. Cholewa 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.
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.
KAREN DEMASTERS Associate Editor, Financial Advisor Magazine and FA-Mag.com Karen DeMasters is associate editor for Financial Advisor magazine and FA-Mag.com, covering the latest breaking news and trends in the industry. Prior to starting with Financial Advisor magazine in 2011, DeMasters was a freelance writer for numerous publications, including The New York Times, The Record of Hackensack (N.J.), national healthcare publications and New Jersey business journals.
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.”
Senior Vice President and Financial Advisor, CAPTRUST
Jean Duffy joined CAPTRUST in 2010 as a senior vice president and financial advisor. Duffy is responsible for providing retirement plan advisory services to corporate fiduciaries and wealth management services to individual clients. She has worked in the industry since 1988 and has been recognized for her contributions in the retirement plan and wealth advisory space by Financial Times magazine, PLANADVISER, and NAPA.
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
Running an advisory practice for 23 years introduced Paul Ellis to the investor-driven need for more materiality focused data and in-depth analysis of ESG metrics in the investment selection process. Ellis believes the UN Sustainable Development Goals (SDGs) exemplify the use of cross-sector collaboration, linking business, government and civil society in support of people, planet and profit—in that order.
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.
Executive Director, MSCI
Sarah Greenberg is an executive director in MSCI’s ESG Client Coverage team, where she manages a team who support the asset management, wealth management and hedge fund segments across the East Coast. Greenberg also manages relationships with strategic asset and wealth management clients leveraging MSCI ESG Research for ESG integration, UNPRI implementation and ESG product development.
Wealth Advisor, Tanglewood Total Wealth Management Inc.
As a wealth advisor with more than 15 years of experience, Abigail Gunderson, CFP, works with retired professionals, women, business owners and executives in the design and implementation of comprehensive financial plans. Gunderson is passionate about building meaningful relationships with client families so she can help them effectively navigate the complexities of wealth and make smart decisions with their money.
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.
CLARISSA R. HOBSON
Director of Financial Planning, Carnick & Kubik
Since 2001, Clarissa Hobson, CFP, has helped clients achieve their financial goals, and particularly enjoys ensuring that her clients’ financial lives are organized and on track to meet their long-term objectives. Hobson is a member of the National Association of Personal Financial Advisors (NAPFA) and serves on NAPFA’s national board of directors. She is also the chair of the NAPFA Women’s Initiative.
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.
Vice President, Boston Common Asset Management
For over a decade, Kristin Jenko has worked with high-net-worth and institutional clients at Boston Common Asset Management, a sustainable investment manager and leader in global impact initiatives. Since its founding in 2003, Boston Common has built a strong investment record and meaningfully improved the products, policies and practices of portfolio companies through impactful shareowner engagement.
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 Walls 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, 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.
Head of Relationship Management and Business Development, Citi Private Client Solutions
Barbara Mullaney provides solutions for retail client segments, including ultra-high-net-worth, high-net-worth, broad retail, mega-wealth and family offices. Mullaney has over 25 years of experience in financial services, with nearly two decades in various leadership roles at Citi, including leading the global retail distribution strategy and the firm’s retail structured products businesses in Europe and the Americas.
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.
Chief Executive Officer, Capital Benchmark Partners LLC and Made Modern Money Inc.
Helen Ngo, CFP, focuses on empowering women entrepreneurs and professionals by providing the proper tools and strategic planning techniques to help them become financially minded and independent in order to take full control of their lives. Ngo is often featured in major financial news outlets including CNBC, NerdWallet, CBS Money and Investor’s Business Daily.
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 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.
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.
Editor-in-Chief and Editorial Director, Financial Advisor and Private Wealth Magazines
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.
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 Managing Director, Sun Group Wealth Partners
Winnie Sun is one of the most followed advisors on social media today. With more than 17 years of experience in the financial services industry, Sun appears on CNBC’s Closing Bell, Fox Business News and Cheddar TV as a market commentator. She is also a regular contributor to Forbes and NerdWallet, among others.
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.
Founder, Townsend Financial
Heather Townsend, CFP, CPA, is on a mission to change the perception that personal finances are scary and overwhelming. Townsend believes that financial planning can be personal and personable. She heads Townsend Financial, a fee-only financial planning firm that works virtually with clients in their 20s-40s, particularly women professionals.
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.
LAUREN TAYLOR WOLFE
Founding Partner, Impactive Capital
Lauren Taylor Wolfe is a founding partner of Impactive Capital, an investment firm combining activism with ESG engagement, launching in 2018. Prior to that, Wolfe was a managing director and investing partner of Blue Harbour Group, where she led many of the firm’s investments. In 2015, she was named one of “50 Leading Women in Hedge Funds” by Hedge Fund Journal.