Cathy Curtis, CFP®, is the founder of Curtis Financial Planning, a fee-only advisory firm based in the San Francisco Bay Area, where she has helped successful women navigate life's financial transitions—including retirement, widowhood, inheritance, and career change—for more than 25 years. A nationally recognized financial advisor, Cathy was named to Investopedia's Top 100 Financial Advisors list every year it was published, from 2017 through 2023. She is also the author of Of Independent Means, where she writes about the intersection of money, retirement, and living a meaningful life.  

Stacy is the President and CEO of Francis Financial, a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood. She is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Estate and Trust Specialist (CES™) with over 20 years of experience in the financial industry. Stacy is also the founder of the non-profit, Savvy Ladies™, host of the Financially Ever After podcast, and the author of the white paper, Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce and Financial Help for Widows - A Complete Resource Guide. 

Carolyn McClanahan, M.D., CFP® is the founder of Life Planning Partners, Inc., a fee only financial planning firm in Jacksonville, Florida. In addition to working in her financial planning practice, she speaks regularly on the interplay between health and financial issues, particularly regarding aging, chronic illness, end of life, long term care, health care reform, and health care costs. She serves on the CNBC Financial Advisor Council and Investopedia Financial Advisor Council, and is a contributing writer for multiple publications. She was awarded the Alexandra Armstrong Lifetime Achievement Award by Investment News in 2024. Dr. McClanahan also volunteers as the assistant medical director for the Women’s Center of Jacksonville.  

 

Arvette M. Reid, AIF, is a Healthcare Planning Strategist in the Virginia office of Signature Estate & Investment Advisors (SEIA), and she works in the practice’s Lifecare Affordability Plan® service. She joined SEIA in 2017 after working for 15 years as a marketing professional in the senior housing and healthcare industry, where her tenure spanned a range of independent living, assisted living, memory care, nursing care, and hospice care. Her ability to bring the financial and healthcare worlds together truly makes a powerful impact on how families, who are going through trying times, are holistically served.

Arvette’s deep commitment to civic engagement and local issues was established as a youth while visiting residents at Goodwin Living in her hometown of Alexandria, Virginia. Arvette most recently served on the boards of the Insight Memory Care Center and Senior Services of Alexandria, and is an active member of Jack and Jill of America, Inc. Arvette earned a Bachelor of Applied Science degree in Electrical and Electronics Engineering from the University of Virginia in 1992. In addition, she holds a Series 65 securities license, a Life & Health Insurance license, and is an Accredited Investment Fiduciary® (AIF) professional.

Denise Milano Sprung is the visionary behind the JOY-driven strategy that has helped define and elevate the Mitlin Financial, Inc® brand. As Chief Marketing Officer, she blends creativity and intention to craft messaging that connects deeply with the families they serve while driving growth.

Denise’s approach is rooted in authenticity, storytelling, and purpose, demonstrating that in financial services, how you communicate is just as important as what you advise. She oversees brand messaging, digital content, podcast curation, PR, and speaking opportunities to ensure each reflects Mitlin’s mission to help families experience JOY in their journey while creating a clear path toward their vision of tomorrow.

Beyond her professional commitments, Denise advocates for mental health in honor of her brother through the Keith Milano Memorial Fund, turning personal loss into purpose.

Denise’s greatest JOY comes from the life she’s built with her husband Larry, most of all empowering their sons to carve out paths that are uniquely their own.

Cecilia Williams has been excelling in various behind-the-scenes positions in the wealth management industry for nearly two decades. Cecilia possesses a proactive and driven work ethic, consistently exceeding expectations and anticipating future challenges.

As COO, CCO, and manager of Halbert Hargrove’s wealth advisors, Cecilia has been instrumental in streamlining compliance protocols, fostering growth, and implementing impactful initiatives, such as revamping the firm’s maternity leave program.

Cecilia's attention to detail, diligence, and unwavering commitment to the firm's success has made her a true asset to the team. Her mentorship of younger associates has created a supportive environment for individual growth. She is highly regarded for her creativity, emotional intelligence, and clear communication.

Cecilia is an exceptional leader with a unique ability to excel behind the scenes and her contributions have significantly impacted the firm's success and culture.

Laurie Vitali is the Chief People Officer at Principal at Modera Wealth Management. Modera provides fee-only, comprehensive wealth management for individuals, families, business owners, and non-profit institutions. As Chief People Officer, Laurie is responsible for the firm’s human resources, talent management, and talent acquisition.

She holds a Juris Doctor and is certified by the NAPFA in Diversity Equity and Inclusion (DEI).

Laurie earned a Bachelor of Arts degree, magna cum laude, in Economics from Boston University, and a Juris Doctorate from the College of William and Mary Law School. She operates out of Modera’s Atlanta offic