Bridget Grimes, CFP® has extensive experience working in finance and corporate America. After personally experiencing the barriers women face in the industry, she launched her own firm WealthChoice, a financial planning firm focused on helping women executives and their families. A passionate advocate of women, Bridget co-founded Equita Financial Network, the first platform to solely focus on women-led financial planning firms and designed specifically to support them launch their own practice. A frequent speaker on all things women and money, Bridget is also the author of "Corner Office Choices: The Executive Woman's Guide to Financial Freedom.

Brooklyn Brock is a 3rd generation financial advisor and founder of Ellevate Advisors LLC, the only advisory firm in the world that specializes in Financial Planning and Exit Coaching for advisors themselves. Throughout her career, she found advisors rarely do financial planning or retirement planning for themselves like they do for their clients, which drove her to launch her own firm to serve advisors exclusively. She was the 2021 NextGen Oklahoma award winner in Finance and travels across the nation as a speaker/educator, sharing her passion of helping advisors themselves.

Peachie G. Thompson is founder and CEO of Peach Insurance Services, LLC., a wholly independent insurance brokerage general agency recognized for putting the client’s best interest first and technical astuteness. Peachie serves fee-only financial advisors and their clients.  Peachie is experienced in life, long term care, disability insurance and annuity in the ultra-affluent and corporate markets.  She has been engineering insurance solutions for clients and financial advisors since 1997.

Jonah Toleno is an attorney and partner with Shustak Reynolds and Partners in San Diego. She attended UC Berkeley and UC Hastings College of the Law. She practices financial services law, securities arbitration and litigation, business litigation, and alternative dispute resolution. She represents a wide range of individual and commercial clients in business disputes, complex securities litigations, securities fraud and Ponzi scheme prosecutions, customer-brokerage securities arbitrations, intra-industry brokerage employment disputes, and commercial transactions. Her intra-industry cases include employment law cases, FINRA expungement requests, firm transition matters, trade secret prosecution and defense and Broker Protocol consultation. She acts as outside counsel to businesses including registered broker-dealers and investment advisory firms, providing guidance and representation on regulatory, operations, compliance, employment, and corporate issues, appearing regularly before FINRA and the SEC. She is active in the community and has held numerous leadership positions with various bar organizations.