Meet the 2019 Main Platform 

Ande cropped

Ande Frazier CFP®, CLU, ChFC, RICP, BFA™, LUTCF, CLTC | CEO, Head of Vision and Brand | myWorth LLC
Ande began working in the financial industry more than twenty-four years ago as a Financial Strategist, specializing in personal finance and wealth building for individuals and business owners. Her skills led her to become a prominent speaker and thought leader in the financial services industry, having coached and developed thousands of financial professionals. After serving in various leadership positions, including running a multimillion-dollar fintech company, Ande thought it was time to do something that would make a profound difference in bridging the confidence gap between women and their money.

Ande's career accomplishments led her to be named one of Bristol's Who's Who Among Distinguished Professionals and Executives, as well as Top 100 in Finance by Top 100 Magazine. She also is a ForbesBooks author with a book to be released later this year. Along with her financial education, Ande is a Certified Image Consultant. She is an active member of GAMA, AALU, NAIFA and WIFS and serves on several corporate and nonprofit boards.

 

Krosby Photo 2Dr. Quincy Krosby | Chief Market Strategist | Prudential Financial, Inc.
Dr. Quincy Krosby is Prudential Financial’s Chief Market Strategist. In this capacity, she provides a perspective on the global macroeconomic environment and financial markets. Previously, Quincy was the chief investment strategist at The Hartford, and global investment strategist at Deutsche Bank asset management. She also held global markets positions at Credit Suisse and Barings.

Before coming to Wall Street, Quincy Krosby was a U.S. diplomat, serving in Washington and United States embassies abroad, including a posting as energy attaché at the U.S. Embassy in London. In addition to numerous assignments at the U.S. Department of State, she served as Assistant Secretary of Commerce and represented the United States to the International Monetary Fund, positions that require confirmation by the U.S. Senate. Quincy studied at the London School of Economics where she earned her master's and doctoral degrees. She is frequently quoted in the financial press and appears often on business television.

 

Photo 2nd choiceKari Mirabal | Keynote and TEDx Speaker | Naked Networking
Kari Mirabal is an international keynote and TEDx speaker, author of YOU ALREADY HAVE THE NO - Naked Networking™, and consultant. She shares innovative networking strategies to help professionals leverage the power of authentic connection.

With her signature humor, bold approach and unmistakable gumption, Kari keeps audiences engaged and encourages people to think differently. She shares knowledge gathered from decades of experience as a former IT recruiter and business owner to give audiences a new perspective on taking risks and the power of positive thinking. Kari has been engaged by some of the largest companies in the world to help inspire, teach and empower individuals to reach both personal and professional goals. Kari's insights benefit those interested in earning new clients, increasing profits, and advancing careers through networking. Watch Kari's session teaser here!

Dr. Verna POP Background 1Dr. Verna Cornelia Price | CEO | The Power of People Consulting Group, LLC™
Dr. Verna Cornelia Price is an internationally known human potential expert who specializes in personal power, excellence and change. As the CEO of The Power of People Consulting Group, LLC™, a leadership and management consulting firm specializing in personal power, leadership and change, Dr. Verna consults with diverse audiences ranging from corporations, government agencies, not-for-profits, K-16 educators and universities. She has worked with clients across the United States, Europe, the Caribbean, Central America, Africa and China.

Dr. Verna has founded multiple organizations in the U.S. including an Undergraduate Leadership Academic Minor at the University of Minnesota, The Power of People Leadership Institute, Girls in Action™ and Boys of Hope™. In 2017, she was honored with a Founders Award from the University of Minnesota for co-founding the Undergraduate Leadership Minor, which is now the largest academic undergraduate leadership program in the world. In 2013, she was named an Everyday Hero by Ebony Magazine and was awarded the Minnesota LINKS Emerald Award. She was also named Entrepreneur of the Year by the Black MBAs and Pioneer of the Year by Women Venture in 2010. Watch Dr. Verna Cornelia Price's session teaser here!

 

headshot LinkedInDenise Ryan, MBA, CSP | Owner | Firestar Speaking
Denise Ryan is a motivational pyromaniac. Her infectious energy, humor and enthusiasm will set a room ablaze. After earning millions for clients in the corporate world, Denise realized she had a talent for firing people up. Denise motivates and energizes large corporations and small businesses across North America at conferences, board retreats and annual meetings. Her no-nonsense, direct delivery coupled with her business savvy and humor leave audiences not only laughing, but with actionable tips.

Denise is an author, keynote speaker and most notably, a fire starter extraordinaire. Denise’s trademark interactive programs address workplace issues such as dealing with change, getting along with others, staying motivated and motivating others. Her infectious enthusiasm motivates the unmotivated and challenges the challenged. A magna cum laude graduate of the University of South Carolina with a master’s degree in business, what she really specializes in is lighting fires. Watch Denise's session teaser here!

 

Educational Breakout Session Speakers 

Karry Ballinger headshot

Karry Ballinger, CLTC| Long-term Care Planning Strategist | Inertia Advisor Service Group

Karry has specialized in Long-term Care planning for more than 20 years, in a variety of areas, and now focuses her attention on advisors across the financial services spectrum. Karry believes that all too often, advisors and consumers are unaware of the emotional, physical and financial strain brought about by a Long-term Care need. Likewise, most people are unfamiliar with Long-term Care planning and the benefits it provides. She stresses that the expertise of working with a “Long-term Care Specialist” is invaluable with those concerned for their multi-generational planning needs. As an independent Long-Term Care Specialist, she works with advisors, their clients and families to prepare them for Healthcare in retirement.

Previously, she serviced the Long-term Care needs of clients for firms such as Smith Barney, UBS, Wells Fargo Advisors and Edward Jones. Karry developed her specialized approach in her role with the Long-term Care Division of Genworth Financial; as the Southern Regional Wholesaler of their Brokerage Channel. She is a graduate of Texas Tech University, having earned a Bachelor of Science degree with an emphasis in Geriatric Healthcare. She holds her Certified Long Term Care (CLTC) designation along with her insurance licenses. Karry is Insurance Licensed in 12 states and certified in LTC Partnership Planning.

Buckner Gail HeadshotGail Buckner | National Financial Planning Spokesperson | Franklin Templeton
Gail Buckner is a senior vice president and the National Financial Planning Spokesperson for Franklin Templeton Investments. Ms. Buckner's background includes 25 years in television journalism and two decades speaking on financial and securities industry topics. She has extensive experience working directly with financial advisors and shareholders, providing expertise on a wide range of topics including Retirement Planning, IRAs, Social Security, Estate Planning, 529 College Savings Plans, and Women and Money.

Ms. Buckner has received two Emmy nominations for her work in broadcasting, which includes hosting "Fox on Money" on the Fox News Channel and anchoring CNBC's "This Morning's Business" and "World Business." For 18 years Gail wrote the "Money Matters" column at FoxBusiness.com. Ms. Buckner is a Certified Financial Planner, a Chartered Retirement Plans Specialist, an Accredited Investment Fiduciary, a Chartered Health Savings Advisor and holds FINRA Series 7 and 63 licenses. She earned a B.A. in English from the University of California at Santa Barbara and an M.S. in financial planning from the College of Financial Planning.

 MG 8638Maura K. Cunningham | Founder & Executive Director | Rock The Street, Wall Street
Maura is the Founder and Executive Director of the nonprofit organization Rock The Street, Wall Street - a financial literacy program designed to spark high school girls’ interest in pursuing finance careers. After spending 25+ years in the financial industry, Maura was eager to turn her attention to getting more girls interested in their financial independence and introduce them to careers in finance.

Born and raised in NYC, Maura’s financial career started on Wall Street with Merrill Lynch. She worked in a variety of roles throughout the industry, including real estate syndication, unit investment trusts, taxable fixed income capital markets and built a successful practice advising high net-worth families on family business succession. She keeps current with the markets by trading index options.

bertie head shotBertie M. Greer, Ph.D. | Associate Dean for Strategy and Planning | The Mike Ilitch School of Business
Dr. Bertie M. Greer is currently an Associate Dean for Strategy and Planning at the Mike Ilitch School of Business. She earned her Ph.D. from Kent State University in Business Administration with a focus on Mirco-Organizational Theory & Statistics. She has previous academic experience at Bowling Green State University, University of Detroit Mercy, Oakland University, University of Dayton and Sookmyung Women's University in Seoul Korea. She has taught both graduate and undergraduate courses in Operations, Global Supply Chain and Project management. Her research interests are in the areas of supply chain, project management, quality, diversity and change management. Dr. Greer has earned Best paper awards at the Academy of Management, Decision Science Institute and the Midwest Decision Sciences Institute. Dr. Greer has published in the Journal of Supply Chain Management, Journal of Operations Management, Journal of Business Logistics, Journal of Applied Behavioral Sciences, Interfaces, Human Resources Development, Journal of Change Management and other scholarly journals and Books.

In addition to her academic accomplishments, Dr. Greer has industry experience with Timken Roller Bearing, Ford Motor Company and Chrysler/Jeep in Management and Engineering. She has practical experience in project management, process improvement, buyer-supplier relationships, manufacturing and quality management. Dr. Greer trains and consults with local businesses in the area of supply chain, inventory management, Manufacturing Resource planning and Diversity. Dr. Greer is a member of Beta Gamma Sigma, Decision Sciences Institute, Academy of Management, Ph.D. Project, Management Faculty of Color, APICs, and Institute of Supply Management.

Tara Hooper cropped

Tara Hooper | Owner | The Style Signature
Tara's story has always been sprinkled with style. From her roots in hair and makeup artistry to competing in the pageant world for two decades, she's surrounded herself with style and image for as long as she can remember. She's worn crowns for Mrs. Alabama, Mrs. USA Petite, and Mrs. North Texas, to name a few. These experiences have made her the master of stage presence and communication. She came to realize that along with appearance, those were the golden nuggets of a confident image. When those three elements were mastered, success would be inevitable.

She had already trained with the best in image consulting, personal styling and professional development at the world-renowned London Image Institute. Beyond image consulting, she became certified in strategic communications and corporate consultancy. Over the years, this business owner and entrepreneur slash pageant queen image diva developed the knowledge, training and grit to coach clients on making powerful connections and developing a clear and powerful personal brand. It became her passion to help clients create a style they love, be an effective communicator and gush confidence in a rock-solid image. She has been featured on WFAA-Good Morning Texas, CNN, Fox and CBS for my insight on an effective image. Watch Tara's session teaser here!

Johnson.Kathleen headshotKathleen Johnson | Vice President | BNY Mellon | Pershing
Kathleen Johnson is a Vice President for BNY Mellon | Pershing, and a member of Pershing’s Practice Management team. Kathleen coaches executives, sales leaders and financial advisors positioning them for success. She speaks at industry and client conferences and facilitates workshops providing strategies to increase organic growth and operational efficiencies. She has over 20 years in the financial services industry. Prior to joining Pershing in 2013, she was a senior vice president, director of marketing with Precision Sales Coaching where she focused on new business development and coaching sales professionals and leaders in corporate and government retirement industries. Her clients included US Trust, JP Morgan, UBS, Morgan Stanley and Merrill Lynch. She is known for her deal-team coaching, where she works with relationship teams preparing for finalist presentations.

Kathleen previously worked for Bank of America, AIG and BNY Mellon. She began her career as a financial advisor at Merrill Lynch. Kathleen earned a Bachelor of Science from Lewis and Clark College with a concentration in Education and Communications.

Ellen Begleiter Lehmert PhotoEllen Lehmert, JD | Associate Vice President | National Life Group
Ellen is currently Associate Vice President of Advanced Markets at National Life Group working with a team of 7 incredible advanced planning attorneys and specialists. Ellen has over 30 years of experience in Advanced Markets leading Advanced Markets teams at 2 other large life insurance companies. Immediately prior to her time at NLG, Ellen had a thriving private practice as the principal owner of National Advanced Planning Group, LLC with a specialty in Business and Estate Planning. She also had a private Law Practice representing high net worth individuals and business owners.

Ellen has specialized in the design of innovative marketing and training programs involving business succession and non-qualified executive benefit plans as well as estate planning for business owners, emerging affluent and high net worth clients. She has authored numerous articles and has presented at many industry meetings, including ASPA, LIMRA and MDRT. She is admitted to the practice of law in New York having graduated 8th in her class from Hofstra University Law School.

Head Shot Anne MacheskyAnne Machesky | President | Nwyze Thought Strategies
Anne affiliated with Sagemark Consulting/Lincoln Financial Advisors in July 2001. Prior to joining Lincoln Financial Advisors, she was the President and owner of her own Investment Advisory Firm for eighteen years. She has been a Registered Representative in the financial services industry since 1980. Anne’s unique market analysis, skills, and planning expertise offer a rare and value-added perspective for her clients. Her expertise is in the technical analysis of the markets. She specializes in wealth and retirement planning. Anne’s approach to portfolio construction and wealth management utilizes a dynamic asset allocation style which bridges the long-term view and the short-term tactical view. This is a proactive forward-looking approach to asset allocation and rebalancing.

Since joining Women in Insurance and Financial Services in 2014, Anne has been a Circle of Excellence qualifier. Anne was featured as one of the 23 women in the Women in Insurance and Financial Services’ book “Financial Services: Women at the Top — A WIFS Research Study” (August 2015). Anne was also featured in the “Twin Cities Business Monthly” January 2016 and 2017 publications as a Five Star Wealth Manager award winner. She has been a member of CLS Investment Firm, LLC President’s Council since 2002. She has been a host and speaker at Lincoln Financial Network’s national education forum since 2004. She served as Chairman of Lincoln Financial Network’s Resource Group Board in 2016 and Immediate Past-Chairman in 2017. Anne also was Chairman of The Resource Group Investment Committee for six years. The Resource Group is an invitation-only, nationwide network of the top financial planners with Lincoln Financial Advisors. Watch Anne's session teaser here!

Kim HeadshotKimberly McCarthy | Founding Partner, Talent Acquisition Consultant & Recruiting Business Partner | The Pipeline: Recruiting
Kim’s professional journey started in human resources and evolved through training & development, organizational efficiency, business resumption & emergency preparedness, recruiting methodology & practice, and consulting. She grew up in the Allstate family where her father was the leading committee member who gave agents the opportunity to move out of Sears’ booths and into “Executive Agent” offices, resulting in FinServ’s present-day independent and hybrid business models.

Having consulted for 20 years, Kim returned to the financial services arena with her S6, S26, and S63, along with most all insurance licenses, to champion the role of AVP Recruiting & Marketing, leading Foresters Equity Services through a three year record growth period for both recruiting and resulting BD revenue (2013 - 2016). Today, Kim is the Founding Partner of The Pipeline: Recruiting, a talent acquisition and recruiting consulting firm, that identifies recruiting, development, and retention models that work within client frameworks. Watch Kim's session teaser here!

Head Shot Quinn PaglieraniQuinn Paglierani | Owner & Certified Coach | RetireClear™
Quinn is an accomplished life coach and founder of RetireClear™, a program designed to help clients with the emotional aspects of retirement life planning. She brings over a decade of experience coaching professionals, from high growth start-ups to Fortune 500 organizations. She helps professionals around the globe unlock their potential, find fulfillment in their lives and get the most out of their careers. Areas of specialty include emotional retirement planning, work-life balance, and career progression. Learn more about Quinn at www.lifecoachquinn.com. Watch Quinn's session teaser here!

 

Head Shot Debbie Peterson

Debbie Peterson | Business Keynote Speaker & President | Getting to Clarity, LLC
Debbie Peterson of Getting to Clarity is a speaker and coach working with independent professionals who want more clarity on how they can get the results they desire in business ... AND actually achieve them. As a professional speaker, she motivates and educates, and inspires professionals to discover what holds them back. Debbie assists her audiences to explore new strategies that move them from frustrated to FOCUSED on their business and get the outcomes they desire.

Her diverse experience is derived from 25 years in the corporate world including experience in Administration, Project Management, and Investor Relations. She also is a Certified Trainer of NLP (Neurolinguistic Programming) through the Association of Integrative Psychology and is a Professional member of the National Speakers Association. She serves on the Board of Athena International, an organization with a mission to honor, support and develop women leaders. On a personal note, she boycotts winter and chases sunshine with her husband, Tom and Beagle, Ernie. Watch Debbie's session teaser here!

2017 Kristen Rampe portrait

Kristen Rampe | Founder | Slide Deck Improv
In 2011, Kristen took her first improv class in San Francisco. Today, she combines her professional background - a CPA immersed for a decade in boring presentation delivery - with improv concepts to bring you a more fun way to learn about communication and public speaking.

Her mission is to help other professionals do something better with their time in front of a group or when caught off-guard by their boss in the hallway. When she's not on stage, Kristen spends time with her husband and identical twin sons, cooking, and petting her 12-pound kitten. Watch Kristen's session teaser here!

Picture Larry SchneiderLawrence Schneider | Disability Insurance Specialist | Disability Insurance Resource Center
Lawrence Schneider is a disability insurance specialist, with over 45 years of hands-on experience, exclusively specializing in disability insurance. Since then, over of his 50 disability insurance related articles have been published in many of the trade magazines (NAHU, Forensic Examiner, and Kiplinger etc.) Prior to his insurance career, he headed up a department for one of the “Big 8” CPA firms, performing analytical studies on behalf of their clients. Schneider has lectured to many of the nation’s leading associations, CPA’s etc. and has appeared on television explaining the many contractual differences between policies offered by the insurance industry, as well as being a panelist for a litigation conference.

In addition, he is an expert witness/consultant for DI claims which have been inappropriately denied and a national resource for hard to place disability insurance applicants, as well as a national source for business application of disability insurance and individual standard cases. He has also has authored a nationally acclaimed training manual, “The Encyclopedia of Disability Income Insurance” (will help to make an agent become an overnight expert) and “The Anatomy of Denied Disability Insurance Claims” manual, used by many attorneys. He has also helped the American College substantially rewrite their, “Essentials of Disability Income Insurance” manual and has been a guest speaker at the MDRT’S 2013 and 2019 convention in addition, been a speaker for many of the national financial webinars (NAIFA etc.) Additional information regarding his national brokerage, Disability Insurance Resource Center and his full CV/Bio, is available at: www.di-resource-center.com. Schneider can also be contacted via E-mail at: info@di-resource-center.com, or via his toll free number: 800-551-6211, or his cell number: 703-615-4747. Watch Larry's session teaser here!

ROBERT SICILIANORobert Siciliano, CSP | CEO & President | Safr.me
Robert Siciliano, CSP, the #1 Best Selling Amazon.com author of 5 books and CEO of Safr.Me, is serious about teaching you and your audience fraud prevention and personal security. Robert is a security expert and private investigator fiercely committed to informing, educating and empowering people so they can protect themselves and their loved ones from violence and crime in their everyday lives, both in their physical and virtual interactions. His “tell it like it is” style, is a favorite source for dozens of major media outlets such as Anderson Cooper, CNN, Fox News, NY Times and the Wall Street Journal. Watch Robert's session teaser here!
 

Aprille blue dress full on edited closerH.E Dr. Aprille Trupiano | CEO | AT International
Her Excellency Dr. Aprille Trupiano International Expert on Business & Leadership, is described by audiences as being bold, straightforward, high energy, vivacious and dedicated. An entrepreneur since the age of 20, Dr. Aprille has built highly successful enterprises NINE TIMES over – even growing them from the ground up into healthy $6-figure and $7-figure businesses. She has been in and around the financial services industry for three decades, including holding registered professional licenses in some sectors. Whether speaking to 50 or 5,000, Dr. Aprille’s mix of practical “how-to” and high dose of inspiration leaves audiences empowered and effective. She captivates and engages people as she shares her decades of experience in successful business, “edutaining” them every step of the way with lively stories and real-life applications.

As the CEO of AT International, Dr. Aprille and her team teach financial services professionals how to be the CEO of their own businesses so they can play more, spend more time with family and STILL make money at the office. They give clients a blueprint to build a business that allows them to enjoy life to the fullest and leave a legacy for generations to come. She is an Ambassador at Large for the Economic & Social Council of the United Nations. Active in her industry, Dr. Aprille is a member of WIFS (Women in Insurance and Financial Services), GAMA International (General Agents and Managers Association), WSA (Women Speakers Association) and UnitedSucces. As a former TV Show Host on ABC and STL-TV, a former Radio Host on her show “Business Her Way”, a featured Expert in Forbes, Huffington Post and a host of other publications, Dr. Aprille has inspired literally millions of viewers, listeners and readers around the world with her unique brand of business expertise.

arcadia allie pic 002Allison Vanaski, CFP | Senior Financial Planner | Arcadia Wealth Management
Allison is a CERTIFIED FINANCIAL PLANNER™ practitioner. She holds a Bachelor Degree in Finance from Villanova University, with a minor in communication. She was captain of the Varsity Softball team at Villanova and President of the Student Athlete Advisory Committee.

Allie grew up in Smithtown, Long Island, and recently bought a house in Rockville Centre, NY with her husband Scott. Most of her free time has been occupied with painting and unpacking boxes, but she usually enjoys playing co-ed sports with her friends, reading and traveling. Watch Allison's session teaser!
 

Cathy CroppedCathy Weaver | Certified Trainer and Author | Networking on Steroids
Cathy Weaver began networking full time in June of 2008, when she co-founded her Miracles With Water company. She started networking all over her area and was soon referred to as a ‘Master Networker’. Her involvement in various groups over the years has awarded her designations such as 2012 Volunteer of the Year for the Olathe Chamber of Commerce; a four-time Bartlett-Olson Membership Achievement Award Recipient; and being was voted into the KC Magazine’s 2013 Class of Most Influential Women. Cathy's most recent award was in October 2018 when she was selected as the Kansas Women Business Advocate of the Year by the Kansas Department of Commerce.

As a speaker and presenter, Cathy has had the privilege to speak to groups all over the Midwest, including local Chapters of the American Business Women's Association as well as the KC Area Council regarding "What's In Your Networking Toolbox?".

Cathy’s first book, “Networking On Steroids™” is now available in book and CD format on Amazon. Cathy speaks to many groups on her favorite subject of Networking and realizes that effective Networking is truly an ‘art form’ and she enjoys taking it to the next level.

LizWeber 3Qtr HEADSHOTLiz Weber, CMC, CSP | President | Weber Business Services, LLC
Liz Weber is the President of Weber Business Services, LLC, a management consulting firm headquartered near Harrisburg, PA. Liz provides strategic and succession planning, executive coaching, and comprehensive leadership development programs to business owners, boards of directors and leadership teams. She has supervised business activities in 129 countries and has consulted in over 20 countries. She has also written nine leadership books, writes a monthly column, and shares strategic leadership insights via various social media outlets.

Liz is one of fewer than 100 people in the U.S. to hold both the Certified Speaking Professional (CSP) and Certified Management Consultant (CMC) designations; the highest earned designations in two different professions. She holds an MBA in International Business, has taught for Johns Hopkins University’s Graduate School of Continuing Studies, and Georgetown University’s Senior Executive Leadership Program, and is a nationally recognized board director having served six years with the National Speakers Association. Watch Liz's session teaser!

Lucila CroppedLucila Williams, CFP®, ChFC | Founder | The Intentional Advisor
Lucila Williams CFP® is the Founder of The Intentional Advisor, a practice management consulting firm helping financial advisors build their practices with PURPOSE and on PURPOSE. She is also the President of LOTUS Financial Partners, an advice-based comprehensive financial planning practice in Denver, CO.

Lucila shares her message with Financial Advisors throughout the country through speaking engagements at industry events, online courses and one-on-one consulting. She is fulfilling her purpose to help alleviate financial stress in the world by donating over $18k to financial literacy charities in 2018 and is donating 25% of net speaking fees in 2019. Watch Lucila's session teaser!

 

18459 WIFS 2019 Partner for Excellence MailChimp Footer 70x70

1-partners_circle_leadership.png2-prudential.png3-partners_circle_executive.png7-pennmutual.png8-partners_circle_ambassador.png9-ameritas.pnga-10-lincolnfgWGweb.jpga-12_NLG.jpga-13_spacer.JPG

For more than 80 years, WIFS has been committed to attracting, developing and advancing women in the insurance and financial services profession. Members, partners, exhibitors and sponsors benefit from connection and mutual respect for professional development and education-focused interaction rather than career opportunity promotion.