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Financial Planning
Jill Schlesinger
Emmy and Gracie Award Winning Business Analyst for CBS News, Host of
Jill on Money/Eye on Money
Podcast/Radio Program, Author
Kevin O’Leary
Top Business Speaker, Respected Investor, Author, Venture Capitalist, and Star of ABC’s
Shark Tank
Reality Show
Doug Lynam
Investment Advisor, Industry Thought Leader in Ethical and Sustainable Investing, Former Benedictine Monk
Sallie Krawcheck
CEO of Ellevest, a Financial Company by Women for Women, and Chair of the Ellevate Network, a 135K-Strong Global Professional Women’s Network
Marci Rossell
Expert Economic Forecaster, Former Chief Economist for CNBC, and Co-Host of Squawk Box
Jean Chatzky
Award-Winning Financial Journalist, Co-Founder and CEO of HerMoney Media, Best-Selling Author, Host of
HerMoney with Jean Chatzky
Podcast
Christina Khoo
Executive and Leadership Coach, Professional Trainer and Facilitator for Financial Services Industry
Suze Orman
One of America’s Most Recognized Personal Finance Experts, Host of The Suze Orman Show on CNBC, Bestselling Author, and Entrepreneur
Jeremy Siegel
Renowned Finance/Economics Speaker, Market Commentator, Professor of Finance at the Wharton School, Academic Director of the Securities Industry Institute, and Senior Investment Strategy Advisor of WisdomTree Investments, Inc.
Valerie Red-Horse Mohl
CFO at East Bay Community Foundation, Co-Founder at Known Holdings, CEO at Red-Horse Financial Group, Lecturer at Stanford University, CEO at Red-Horse Native Productions
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