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The fintech veteran said the role of the advisors has changed in a big way, and he wants to be a part of the evolution.

For more than 20 years, Stephanie has brought her passion for employee wellness to industries of all sizes. Her attention to aligning mental and physical health brought forth a much-needed alignment of wellness and Employee Assistance Program (EAP) services for the clients she has served. She combines fourteen years of EAP experience with a background in Human Resources, coaching and wellness program operations.

Stephanie is a Duquesne University graduate with a Bachelor of Science in Organization Behavior and Leadership, she holds a certificate in Human Resources Management from Robert Morris University and holds a number of wellness certifications, including a Holistic Fitness Specialist and Lifestyle Wellness Coaching certification from NETA and Certified Corporate Wellness Coach (CCWC) from The Spencer Institute. Stephanie has conducted hundreds of speaking engagements and presently serves as the Director of Wellness for AllOne Health.

Michele Harbaugh has been a human resource professional for more than 20 years and currently manages health and benefits for Yoga Joint, which operates eight yoga studios across South Florida. Michele's professional dream is for employees to see human resources as a tool for them, not the dreaded "principal's office". She does this through actively engaging the team, having open and honest conversations, and interpreting policies into everyday language. She is on a mission to put the human back in human resources, help employees thrive at their workplace, and contribute to the company's overall growth.

Dr. Dave Rengachary is Senior Vice President and Head of Underwriting for U.S. Mortality Markets at RGA Reinsurance Company, where he has served instrumental roles in setting the risk philosophy for the department, oversight of US Manual development, leadership roles across numerous USMM underwriting initiatives and regulatory engagements.  He previously served as Chief Medical Director for RGA

Prior to joining RGA in 2013, he was a general neurologist in practice at Missouri Baptist Medical Center where he also served as medical director for their Primary Stroke Center.  Dr. Rengachary attended the Honors Program in Medical Education at Northwestern University. He then completed an adult neurology residency at Washington University followed by a fellowship in Clinical Neurophysiology. He serves on the board of directors of Memory Home Care Solutions and Oasis, non-profit organizations respectively dedicated to Alzheimer's caregiver support and healthy aging.  He has obtained board certification in neurology, insurance medicine,  FALU, and FLMI. Dr. Rengachary recently received his executive M.B.A. through the program at the Olin Business School at Washington University.

In 2021 Dr. Rengachary accepted a position as chair of ACLI's Risk Classification Committee. He is Past-President of the Midwestern Medical Directors Association; current Deputy Director of the Longer Life Foundation; Medical Consultant for the Academy of Life Underwriting; and a past member

The U.S. federal government is the country's largest employer, making it useful for planners to get familiar with the ins, outs and recent changes to its defined contribution plan.

Mary Dent is senior advisor at Klaros.

Stacy Miller is a partner, vice president and wealth advisor for Bright Investments in Tampa, Florida. She also served as the chief operations officer and chief financial officer for a national nonprofit honoring the service and sacrifice of the American military.

Stacy has over 25 years of diverse professional experience leading and advising organizations through strategic, operational and financial success.

The nation's tax collector decided that it won't tax state rebates and refunds issued last year, just one week after telling taxpayers to hold off on submitting a federal return.

Gatekeepers say successful wealth managers have to fit a specific mold. But four women leading the way in financial services have seen the framework broken time and time again.