Esther Stearns

President & Chief Operating Officer

LPL Financial

Clara Sierra

EVP, Director of Strategic Alliances

Sentinel Investments

Kim Michel

CEO

Michel Financial Group, a member of the MassMutual Financial Group

Frances A. McMorris

Editor-In-Chief

On Wall Street

Senior Financial Advisor

Ameriprise Financial

Resident Director, SVP and Financial Advisor

Merrill Lynch

Wealth Psychology Expert

Principal, KBK Wealth Connection & Author, Creating Wealth from the Inside Out Workbook

Relationship Manager

Schwab Charitable™

Vice President

Fidelity® Charitable Gift Fund

Regional Director & Vice President

Raymond James Financial Services

Senior Philanthropic Advisor, Philanthropic Management

Bank of America Merrill Lynch & Board Member of Women’s Foundation of California- Los Angeles

Managing Director

American Financial Network

Vice President & Senior Financial Advisor Recruiter

Michael Wasserman & Associates

Financial Advisor, RJFS

Raymond James Financial Services, Inc. & CEO of Young & Associates