Jennifer Bacarella
Investment Advisor
Bokeh Financial.
Sarah Baker
Senior Financial Planner
Mason Investment Advisory Services
Elissa Buie
President/CEO
Yeske Buie
Phoebe Bush
Regional Director
Halo Investing
Jacqueline Campbell
President and CEO
Alexander Legacy Private Wealth Management
Kristi Delongchamp
VP, Recruiting and Relationship Management
SPS Family
Stacy Francis
Francis Financial, Inc.
Mary Beth Franklin
Contributing Editor
InvestmentNews
Alva Fuller CFP®, EA
VP, Wealth Advisor
Farther Finance
Kathleen Godfrey
President
Godfrey Financial Associates Inc.
Kate Healy
Board Chair
Foundation for Financial Planning
Jennifer Huisking CFP, ChFC, RICP
Vice President
Goldman Sachs Personal Financial Management
Sarina Jain
Founder
Masala Bhangra
Heather Kelly
SVP, Advisory & Strategic Accounts, EVP, Life Financial Services
Allianz Life Insurance Company of NA
Steve Lamb
. Co-host of the Impact Adventures Podcast
Rachel Lojko
Head of Regional Sales, Americas
Refinitiv
Jody Lowe
President and Managing Director
The Lowe Group
Haleh Moddasser
Partner & SVP
Stearns Financial Group
Eileen O' Connor
CEO & Co-Founder
Hemington Wealth Management
Penny Phillips
President & Co-Founder
Journey Strategic Wealth
Sarah Rasmuss
Chief Product Officer
CircleBlack
Rita Robbins
Founder and President
Affiliated Advisors
Kerry Ryan
Director, Industries Marketing - Financial Services
Salesforce.com
Lorraine Salvo, CFP®, CDFA®
Head of Financial Planning
Palisade Capital Management
Christine Shaw
CEO
Kacie Swartz CFP, CIMA
Senior Wealth Manager
Stone Wealth Management
Beth P. Wahlig
Director of Socially Responsible Investing & Private Wealth Advisor
MRA Advisory Group
Dana L. Wilson
CEO and Founder
CHIP (Changing How Individuals Prosper)