Founder and CEO
Changing How Individuals Prosper
Dana L. Wilson has over fifteen years of experience in the financial services industry and is the Founder & CEO of CHIP(Changing How Individuals Prosper). CHIP is a B2B financial services marketplace that makes finding financial professionals of color easy. In 2021, Investment News recognized her as a “See It Be It Role Model” for her diversity, equity, and inclusion work. She also received two company awards in 2021 from Think Advisor for her work in diversity and inclusion and thought leadership. She was named “One To Watch” in Fintech from Money 20/20 and a 2021 Trailblazer from Black Women In Media. Dana graduated from North Carolina Central University and received her Bachelor of Business Administration (BBA) with a concentration in Marketing. Dana also holds an MBA from Penn State University, Smeal School of Business, where she focused on Strategic Leadership and Corporate Innovation.
Executive Director for the U.S. Wealth Management Diversity & Inclusion
JPMorgan Chase & Co.
Sheena Gray is the Head of Diverse Advisor Experiences for the J.P. Morgan Wealth Management focused on increasing diverse representation across the business and closing the wealth gap in our Black and LatinX communities. In this role, Sheena’s team specializes in, leveraging the scale, scope and resources of JPMorgan Chase to advise, support, and provide solutions for recruiting and retention for JPMWM employees.
Sheena has been with JPMorgan Chase for 15 years, serving in a range of Consumer & Community Bank roles; Licensed Banker, Branch Manager, and a Senior Control Officer. In her most recent role, she held a position within the Commercial Bank as an AML/KYC Manager and served as a Financial Advisor prior to joining the firm.
Sheena is a graduate of DePaul University earning her Master’s in Business Administration in Management and Bachelor’s Degree in Sociology of Law. Sheena is currently continuing her education and recently completed the Fostering Inclusion and Diversity leadership program with the Yale School of Management.
In her spare time she also serves as a board member for the following organization:
Association of African American Financial Advisors, and South Shore Hospital (Chicago)
Sheena is a married and a loving mother to her six children. She is an avid golfer & skier.
Founder & Chief Engagement Officer
Females & Finance
An award-winning, international speaker on social and digital marketing strategies for financial services organizations, Sheryl Hickerson founded Females and Finance, a private online membership organization supporting women in financial services and financial technology. Their industry rally cry called The Fearless Pledge, was introduced in 2022 to support the hiring, mentoring, training, and advancement of 100,000 women in the profession by 2025.
Membership today is more than 4,100 professionals with no signs of letting up. After 30 years in financial services, Sheryl has dedicated her professional life to promoting better networking and diversity initiatives within the Financial Services community.
Girls Who Invest
Senior Vice President
Nationwide Retirement Institute®
Kristi Martin Rodriguez currently serves as Senior Vice President of the Nationwide Retirement Institute for Nationwide Financial, leading the teams responsible for advocating for and educating members, partners and industry leaders on issues impacting their ability to have a secure financial future.
In her current role, Kristi oversees an extensive network of knowledgeable professionals who provide hands-on consultation to develop client strategies and address the major concerns America’s workers face when planning for retirement. Through timely insights, education and client-ready tools, both financial professionals and individuals are able to work directly with Nationwide to increase their awareness and knowledge of complex financial topics such as retirement income planning, health care, long-term care and Social Security
Founder & President
Omega Wealth Management
Lisa Kirchenbauer is Founding Partner & Senior Advisor with Omega Wealth Management, in Arlington, Virginia. She has been in the financial services industry since 1985 and is a CFP®, Registered Life Planner®, and Certified Financial Transitionist®. Currently, Lisa sits on the national board of the Financial Planning Association, as well as being a member of the national FPA Diversity, Equity & Inclusion Committee. Lisa completed her life planning training in 2004 and has been implementing financial life planning since 2005 in her practice with a retainer and assets under management business model. She has served as a trainer and mentor for the Kinder Institute of Life Planning and has published several articles in the Journal for Financial Planning, as well as being quoted in numerous industry and consumer publications. In 2018, Investment News named her a “Woman to Watch”. She has authored “The 5 Essential Skills of an Exceptional Advisor” available on Amazon.com. Lisa has spoken to planners at various conferences in the U.S., India, the Netherlands, the UK, and Australia to share her passion for improving relationship & communication skills, and practice management strategies.
Director of Financial Health and Wellness
Texas Tech University School of Financial Planning
Dr. Sonya Lutter is a CERTIFIED FINANCIAL PLANNER™ professional and licensed marriage and family therapist. She serves as the inaugural Director of Financial Health and Wellness with Texas Tech University’s School of Financial Planning where she leads curriculum and continuing education opportunities in the areas of financial psychology, financial therapy, and financial behavior.
Dr. Lutter is also the owner of ENLITE where she helps bridge the gap between mental health and financial planning. Dr. Lutter served on the editorial advisory board that produced the CFP Board’s newest book, “The Psychology of Financial Planning.” Her developmental work in financial therapy is summarized in Financial Therapy: Theory, Research, and Practice with co-editors and she is the author of A Couples Guide to Love & Money: 15 Exercises to Strengthen Your Relationship.
Co-Founder and President
Women in Finance and Investment Network (WIFIN)
Dikshita Awotarowa is the Founder and President of Women in Finance and Investment Network (WIFIN), a non-profit organization dedicated to giving women the opportunity to receive the highest level of professional education, build credibility, and tap into a global network to pursue a rewarding career in the Finance and Investment industry. Dikshita has a Masters degree in Finance from the University of Notre Dame, United States.
Aside from her passion for shaping a better place for women in the Finance and Investment industry, Dikshita is an ardent lover of dance, music, and arts. She is a trained Kathak dancer and holds a diploma in Performing Arts (Kathak) from the Mahatma Gandhi Institute in Mauritius. She has also been involved in theatrical performances. Driven by a love for languages, Dikshita is fluent in English, French, Hindi, Bhojpuri, Mauritian Creole.
Divisional Vice President
Toni Gonzales, a Divisional Vice President for Ameritas, resides in Scottsdale, AZ with her husband, John. Toni has 25+ years of industry experience that includes various corporate roles, followed by building a MDRT level personal practice as an advisor, and most recently has spent the last 12+ years working with leading agencies and agents across the country in field and sales leadership roles. Toni has a love for service leadership and has served on a variety of state and national Boards and Committees for NAIFA, FSP, and WIFS and is the 22-23 National President for Women in Insurance and Financial Services.
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