Our Team
The women driving our industry forward.
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.
Teri Kelley
Phoenix, AZ
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 Rentz Kasner
Retired, Managing Director, Barron’s
Board Chair
Jodi Perry
National Head of Advisor Recruiting
Raymond James Financial, Inc.
Elizabeth Weikes
Managing Director and Wealth Partner
J.P. Morgan Wealth Management
Maria Daley, CFP®
Head of Advisor Success & Integration
Perigon Wealth Management
Edythe M. De Marco, CFP®
Managing Director, Wealth Management Advisor
The DeMarco-McCarthy Group, Merrill Lynch Wealth Management
Hollis Montgomery, CFP®, CPM®
Managing Director, Financial Advisor
Morgan Stanley
Kathleen Malone
Private Wealth Advisor
Managing Director-Investments
Wells Fargo Advisors
Geri Eisenman Pell, CFP®, MBA, CDFA®
Private Wealth Advisor
Chief Executive Officer
Pell Wealth Partners
A private wealth advisory practice of Ameriprise Financial Services, LLC