Diversity Advisory Group
Group Members
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.
Chair
Senior Vice President
National Urban League
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®, Founder+ Senior Wealth Advisor
YGC WEALTH
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
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