Our Team

The women driving our industry forward.

Stephanie Gularte

Stephanie Gularte

Executive Director

St. Petersburg, FL

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Tracy Christensen

Tracy Christensen

Operations Manager

Tampa, FL

Board of Directors

 

The Board of Directors helps to secure and promote the financial, legal, and ethical well-being of the Women’s Leadership Alliance and to ensure that it fulfills its mission.

Kimberlee Bouska

Kimberlee Bouska

President

Portland, OR

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danielle page

Danielle Page

Vice President

Jenkintown, PA

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Ellenore

Ellenore Knight Baker

Treasurer

Dallas, TX

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Laura Black

Laura Webb

Secretary

Asheville, NC

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Pamela Grey

Dr. Pamela Grey

Ocala, FL

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Judith McGee

Judith McGee

Portland, OR

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Kathleen Miller

Kathleen Miller

Kirkland, WA

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Margaret Headshot

Margaret Starner

Coral Gables, FL

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Sherri Stephens

Sherri Stephens

Davison, MI

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Teri Kelley

Teri Kelley

Phoenix, AZ

Nina O’Neal

Nina O’Neal

Raleigh, NC

Advisory Board

 

The Advisory Board is a firm-agnostic body of financial advising industry professionals that helps identify solutions and advocate for actions to attract, empower, and advance women in the financial advising profession in partnership with the Board of Directors and the WLA Executive Director.

Tricia Kasner

Tricia Rentz Kasner

Retired, Managing Director, Barron’s

Board Chair

Jodi Perry

Jodi Perry

National Head of Advisor Recruiting
Raymond James Financial, Inc.

Elizabeth Weikes

Elizabeth Weikes

Managing Director and
Wealth Partner
J.P. Morgan Wealth Management

Maria Daley

Maria Daley, CFP®

Head of Advisor
Success & Integration
Perigon Wealth Management

Edythe M. De Marco

Edythe M. De
Marco, CFP®

Managing Director, Wealth Management Advisor

The DeMarco-McCarthy-Florio Group, Merrill Lynch Wealth Management

Hollis Montgomery

Hollis Montgomery, CFP®, CPM®

Managing Director,
Financial Advisor
Morgan Stanley

Geri Pell

Geri Eisenman Pell, CFP®, MBA, CDFA®

Private Wealth Advisor

Co-Founder
Rise Private Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC

 

Emeritae Board

 

The Emeritae Board is a distinguished body of former board members who continue to offer advice, lend their experience, and support the WLA’s mission, even though they are no longer actively involved in day-to-day operations. Members of this board continue to participate in strategic planning, fundraising, and serve as Ambassadors.

kalita blessing

Kalita Blessing

Emeritus Board President

Dallas, TX

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Mary Carter

Mary Carter

Jacksonville Beach, FL

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