Diversity in Action™ is all about showcasing real stories of individuals who are making an impact in the financial planning industry. You will learn how they got started in the industry, how they built their foundation, where they are headed in their careers, and their passion for making the financial industry more diverse. It’s time to be inspired by those working to make a positive difference in the financial planning industry. It’s time to be part of this radical change! Diversity in Action™ is a project of BLX Internship - a program for aspiring Black and Latinx financial planners. Visit our website at blxinternship.org
InvestmentNews
Tsitsi Mutendi
Family Enterprise Xchange
Voice from the Hills
Sheryl Hickerson
Nike Anani
Moin Mirza
Cannon Financial Institute
Rianka R. Dorsainvil, CFP®
Kathleen Burns Kingsbury
Angelina Carleton
None
Adviser Gap
womenworkinginwealth
Adrian McIntyre | PHX.fm
IG Wealth Management
Moin Mirza
Sheryl Hickerson
Bates Communications
Tina Powell | C-Suite Social Media
CWB Wealth Management
Kathleen Burns Kingsbury
Gretchen Betts
Inkandescent Radio
Francesco Lombardo
Betty Daniel
Bamford Media
Nathan Mersereau
Morton Brown Family Wealth
Lisa Morel
Lifeworks Advisors
Sheri Fitts
Jonathan Krueger
Cambridge
Broc Buckles and Peter Ciravolo
Bridging The Gap
Michael Palumbos
BNY Mellon's Pershing
Dynasty Financial Partners
BluespringWealthPartners
Ellie Frey Zagel
John Christianson
Moin Mirza
Liz Skinner and Audrey Rose Joseph
Joe Stephan
Wisdom Board
Andrea McGrew
mariabethel
Financial Planning
Aspiriant
Josh Tirado and David Morgan
Taylor Schulte & Justin Castelli
FiComm Partners
Suzanne Siracuse
Financial Planning Association
Leave a Legacy MN
tru Independence
InvestorCOM Inc.
Coldstream Wealth Managment
WISE (Women In Subsea Engineering)
Liz Stern, Phyllis Weiss Haserot
FAI Wealth Management
For Advisors
Yousaf Saeed
Dominique Henderson, CFP®
kestrapwsoutloud
XY Media
Linda Davis Taylor
Jade Brandais
Matt Ackermann
JR Lowry
Samantha Smart
Momentum Advisory Group
Anu Pala, Mark Gruenheid, Mursal Sakhi, Andy Lin, and Nathan Clement
Tsitsi Mutiti
Moin Mirza
Fidelity Institutional
financialdna
Financial Planning
Caleb Brown
financialdna
Beyond Barriers
Family Firm Institute, Inc.
Intueri Global
SYPartners
Beyond the Balance Sheet
SOMALI G SINHA
Ellenbecker Investment Group
Susan Bradley
Mindy Diamond - Financial Advisor Recruiter and Consultant
Shannon Eastman
Karen Coyne, CFP®
HBA Canada
Susan Diamond
Emlen Miles-Mattingly
Gillian Davis
Gillian Davis
Laura Gregg and David Partain
Laura Gregg and David Partain
Laura Gregg and David Partain