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Jason Card is vice president of advisor solutions for J.W. Cole Financial.

Janet Briaud, CFP® established Briaud Financial Advisors in 1986. She had seen firsthand the conflicts that arise out of the commission-based model, so she took a risk and established a fee-only business model. Today, Briaud Financial Advisors is recognized nationally as a leading provider of financial planning and asset management services. She has been widely quoted in national magazines and newspapers.\nJanet has served as President of the National Association of Personal Financial Advisors, as well as Chairman of its Board of Directors. She has also served on the TIAA-CREF Investment Advisor Advisory Board, the Vanguard Investment Advisory Board and currently serves on the Texas A&M Finance Advisory Board. Of Janet’s most recent accolades, she was included in The Top 50 Women in Wealth Manager’s April 2008 edition and was named one of NAPFA’s 30 Most Influential People in April 2013.

Janelle Ward is a Strategic Relationship Consultant for TD Ameritrade Institutional.  Through Practice Management consulting and coaching, Janelle helps RIAs who custody at TD Ameritrade build better businesses, grow their assets, increase referrals, improve the client experience, and navigate the increasingly complex, yet powerful, technology landscape.\nJanelle joined TD Ameritrade in 2005 and has been working directly with financial advisors since 2007.\nJanelle has a degree from the University of North Texas and holds FINRA Series 7 and 66 licenses. She resides in Fort Worth and is currently focused on advisors across the east coast.

Jane Barratt is the founder and CEO of GoldBean - online investing for beginners. GoldBean connects people to investment opportunities with the companies and brands they love, know and buy. A global marketing and digital advertising pioneer with C-Suite roles leading practices and agencies at Dentsu mcgarrybowen, Young & Rubicam, Sapient and Havas. An avid traveler and wine lover, charting the new normal of a balanced life with her husband and three children.

In the past 16 years at Fifth Third Bank (and its predecessor Citizens National Bank) Jaleigh has had many roles from running Institutional Services to her current role as Managing Director in the Private Bank and CEO of the bank’s new Family Office. Her varied responsibilities have included individual sales and client service, leading a sales team and developing and executing on strategic vision.Prior to joining the bank, Jaleigh was the partner in charge of the tax department for a Top 40 CPA firm where led the firm’s practice in ERISA consulting, financial and estate planning and tax research.In 2002, Jaleigh founded the Women’s Financial Group for the bank’s top clients and prospects. She is a frequent speaker at both technical tax and financial planning conferences as well as women’s leadership and financial events.Jaleigh received her BS in Accounting from Southern Illinois University.