Beth Blecker

CEO | Eastern Planning

Advisory Board

Cameron Barsness

Principal | Kutscher Benner Barsness & Stevens

Catherine Burgess

VP, Investment Officer | Wells Fargo Advisors

Charlotte Cowan Geletka

Managing Partner | Silver Penny Financial

Heather Ettinger

Founder | Luma Wealth Advisors

Jocelyn Wright

Founder & CEO | Ascension Wealth Management

Kathleen McQuiggan

Financial Advisor | Artemis Financial Advisors

Lazetta Rainey Braxton, MBA, CFP

Founder & CEO | Financial Fountains, LLC

Marion Asnes

President | Idea Refinery

Maz Kamaruddin

AVP of Diversity Marketing and Inclusion | Guardian Life

Rita Robbins

Founder and President | Affiliated Advisors

Sonya Dreizler

Consultant to Financial Services Firms | Solutions with Sonya

Tish Gray, CRPC

Private Wealth Manager | Sagemark Consulting