Diversity Advisory Group

The Center established the Diversity Advisory Group in 2017 to provide recommendations on the development of diversity, equity and inclusion (DEI) initiatives that would increase the number of racially and ethnically diverse CFP® professionals. Diversity Advisory Group members possess experience or talents aligned with the Center’s mission, including expertise and/or leadership in the areas of diversity and recruitment, experience working as a financial planner or in the financial services industry, or academia. The Diversity Advisory Group played a key role in the Center’s past four Diversity Summits and studies of DEI within the financial planning profession. The group is currently advising the Center on the development of new DEI research and the 2023 Diversity Summit.

Charles Adi, CFP®, Financial Advisor
Blueprint 360, LLC

Audra Bohannon, Founder
Bohannon Advisors

Brandon Dixon James, CFP®, President/Financial Planner
Resilient Wealth Management, Inc.

Rianka Dorsainvil, CFP®, Co-CEO
2050 Wealth Partners

Josean Fernandez, Director of National Accounts
Institutional Marketing
Ariel Investments

Hasan Ibrahim, Vice President, Prudential Advisors - Central Territory
Prudential Advisors

Phuong Luong, CFP®, Financial Planner
Just Wealth, LLC

Corey A. Massey, Business Development Executive
Vanguard Flagship Select Sales
Vanguard

Obinna Nwankwo, Managing Director
Wellington Management Company

René Nourse, CFP®, President
Urban Wealth Management

Valerie A. Rivera, CFP®, Founder
FirstGen Wealth

Kristi Rodriguez, Senior Vice President
Nationwide Retirement Institute,
Nationwide Financial

Gerty Simon, Associate Vice President
Morgan Stanley Wealth Management
Regional Diversity Officer | Mid-Atlantic Region

Dr. Nicole B. Simpson, CFP®, Founder
Harvest Wealth Financial, LLC

Johannah “Jo” St. John, Vice President, Field Diversity & Inclusion
Northwestern Mutual

Leslie Tabor, Managing Director, Advisor Services
Charles Schwab