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Stranded in a foreign country with her 14 month old baby daughter, Judy learned quickly how to handle herself, her money and her financial future. For the last 26 years she has turned her personal ordeal into a platform to help other women do the same by helping them navigate through financial landmines to financial independence. She is the recipient of multiple industry awards including her recognition in Chicago Magazine as one of the 2010 recipients of the elite Five Star Wealth Managers Award.\nJudy is known for her creative audience presentations which combine investment concepts with a variety of every day situations to help take the mystery out of financial management. Her most popular events include “Beauty & The Bank,” “Investment Recipes” cooking demonstration, “What Do Chocolate, Emotions & Money Have in Common?” and “Money Talks, What Is Yours Saying About You?”\n

An advocate for women in financial planning careers, Judy Brosky spent 27 years working collaboratively with business owners, their families, and their professional advisors while simultaneously helping pave the way for future female financial advisors.\nDon’t expect Ms. Brosky to walk away from a challenge. Her soon-to-become first sales manager said “We don’t do well with women.” Moments later, she walked out of his office with a job offer. Within two years she was making 6 figures.\nAfter 27 years, she sold her practice, retired and began working with a life coach to figure out what she wanted to do for her third act. Ms. Brosky realized coaching female financial advisors was her perfect solution. She had the qualifying industry specific professional credentials: CLU, ChFC and LIC and Series 7 and she has “been there, done that” throughout her career and knows what it takes to help advisors reach their loftiest goals. 

Joy D. Kirsch founded Kirsch & Associates in 1990. The company specializes in providing wealth management and transition planning services to clients experiencing Life Changing Events, such as retirement, widowhood, or selling a business. She has developed a unique process for delivering these services to her clients called The TruWealth® Process. Using this proprietary, consultative process, she works closely with a team of tax and legal professionals to help clients transition to their new paradigm with confidence.\nJoy believes that true wealth is not just a measure of one’s financial assets, but the sum of a person’s health, wealth, and personal relationships. She has devoted her professional career to helping others define their values, dream new dreams and align their wealth accordingly.\nJoy is a CERTIFIED FINANCIAL PLANNER™, a member of Sudden Money® Institute, a Certified Grief Recovery SpecialistSM, and the founding member of The Widow’s Journey™, a non-profit entity dedicated to educating widows. She is active in the Dallas Financial Planning Association and former chairman of the Ft. Worth Business & Estate planning Section of the Ft. Worth Bar Association. She graduated cum laude from the University of Dallas with a bachelor’s degree in Economics. Although Joy has won several industry awards, including being recognized as a top financial planner in the DFW area by D Magazine and a Five Star Wealth Manager by Texas Monthly magazine*, she is most proud of her twenty-five talented, beautiful and exceptional nieces and nephews. When she is not chained to her desk, she can be found on her farm in East Texas, usually in her garden or rocking on her front porch and watching the sunset.

Josh Stevens is CEO of Keas, a wellness program vendor.

Josh McCullough, regional sales director for ThinkHR, has consulted with brokers of all sizes regarding technology resources to help drive growth and retention for the past five years. He’s sold several of the industry’s leading resources, from enrollment tools to HR consulting solutions.

Jonathan Powell is a Senior Managing Principal of CEG Worldwide. Powell's expertise in developing top-performing financial advisors is a great asset to the clients he serves through CEG. Working with many of the nation's top financial firms, he enjoys helping advisors transform their professional and personal lives by using CEG Worldwide's research-backed principles. Powell has hired and coached hundreds of the industry's top financial advisors—in multiple distribution channels—for more than 25 years. After starting his career as an independent financial planner in the San Francisco Bay area, he went on to spend more than two decades with Citigroup before retiring to pursue his passion for training and coaching.\nIn his lengthy career, Powell has managed branches for Smith Barney and led Citibank's West Coast brokerage business, overseeing 290 financial advisors and 20 managers. Since joining CEG Worldwide, Powell has made a major impact at the firm. He delivered over 20 keynote speeches and 100 training classes in 2009 alone in the U.S. and Canada.\nPowell earned a BA in economics from Stanford University and holds the CFP designation. He is a co-author of Breaking Through: Building a World-Class Wealth Management Business.