Our Team
The women driving our industry forward.
Tracy Christensen
Operations Manager
Tampa, FL
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.
Jessica Guo
Wellesley, MA
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
Kellie Brady
Managing Director, Market Director
UBS
Cary Carbonaro
CFP® Professional, MBA
Managing Wealth Advisor
Ashton Thomas Private Wealth
Maria Daley, CFP®
Head of Advisor
Success & Integration
Perigon Wealth Management
Edythe M. De
Marco, CFP®
Managing Director, Wealth Management Advisor
The DeMarco-McCarthy-Florio Group, Merrill Lynch Wealth Management
Hollis Montgomery, CFP®, CPM®
Managing Director,
Financial Advisor
Morgan Stanley
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.
