Kate Ardini Chief Marketing Officer Mariner |
Kate Asack Chief Growth Officer Fynancial |
Kristie Cahill, CFP ®, CEP ® Founder and Personal CFO Haven Wealth Management |
Cary Carbonaro, CFP ® Professional, MBA Managing Advisor, Ashton Thomas, Women and Wealth Ambassador |
Marissa Comerford Managing Director, Financial Services Gregory |
Dr. Lisette Cooper, PhD, CFA Vice Chair of Fiduciary Trust International and member of Franklin Templeton’ s Management Committee |
Mary M. Deatherage President and Co-Founder Xcelerate Growth Partners LLC |
Joanna Irwin Chief Marketing Officer, Shareholder HB Wealth |
Terri Kallsen, CFP ® Board Chair of CFP Board and Managing Partner, Head of Partnerships at Rise Growth Partners |
Robert Laura, CRPC, RQ Assessment Founder Retirement Coaches Association |
Tracey Longo Washington Editor Financial Advisor Magazine |
Marcy McCullaugh, Ph. D. Director, Sustainability Research and Director, Sustainability and Stewardship |
Liz Miller, CFP ®, CFA ® 2025 Chair of CFP Board, Founder, President Summit Place Financial Advisors, LLC |
Geri Eisenman Pell, CFP ®, MBA, CDFA™ Private Wealth Advisor and Co-Founder, Rise Private Wealth Management |