Her Path Blog

Spotlight on Emily Adair Burgess

Emily Adair Burgess Associate Financial Advisor AIM Advisors Quick 10! #1 Tell us a bit about...

Spotlight on Deb Abbott-Walker

Deb Abbott-Walker Branch Manager, Senior Wealth Advisor Cetera Investors Quick 10! #1 Tell us a bit...

WLA In The News: November 6, 2025

November 6, 2025 - The Women’s Leadership Alliance for Financial Advisors (WLA), a nonprofit...

Spotlight on Ally Stopler

Ally Stopler Wealth Manager Wealth Oklahoma Quick 10! #1 Briefly tell us about your business. I am a...

Spotlight on Melissa Joy

Melissa Joy, CFP® President, Financial Planner Pearl Planning Quick 10! #1 Tell us a bit about your...

Spotlight for Shelina Sayani

Shelina Sayani, AFC® Founder, Chief Financial Educator Money She Says Quick 10! #1 Briefly tell us...

Spotlight on Alisa Schultz

Alisa Schultz, CFP® Financial Advisor Estes Wealth Strategies, Raymond James Quick 10! #1 Tell us a...

Spotlight on Shelby Andersson

Shelby Andersson Haggard Financial Advisor The Andersson / Bekken Group at Morgan Stanley Quick 10!...

Spotlight on Mary Carter

Mary Carter, CFP®, ChFC® Registered Principal, Branch Manager Beachside Wealth Partners Quick 10! #1...

Spotlight on Shira Katsir

Shira Katsir, CFP® Wealth Advisor Stearns Financial Group Quick 10! #1 Briefly tell us about your...

Spotlight on Yvonne Hall

Yvonne Hall, CFP®, CIMA® Managing Partner, Wealth Manager Hall and Dornan Capital Partners Quick 10!...

Student Scholarship Spotlight: Shayda Zarrin

The Women’s Leadership Alliance is proud to recognize Shayda Zarrin as a recipient of our Student...

Spotlight on Tricia Kasner

Tricia Rentz Kasner Managing Director, Marketing & Conferences, Retired Barron's Quick 10! #1...

Spotlight on Gyles Headley

Gyles Headley, CFP®, CDFA®, AAMS™ Financial Advisor Jeter Hrubala Wealth Strategies Quick 10! #1...

WLA In The News – April 17, 2024

April 17, 2024 - Industry Experts Join Forces to Address Under-Representation of Women in Financial...

WLA In The News – Oct 1, 2024

October 1, 2024 - The Women’s Leadership Alliance Welcomes Members and Founder of Women’s Advisor...

Spotlight on Cherice McCray

Cherice McCray, QPFC Financial Advisor Morgan Stanley Quick 10! #1 Briefly tell us about your...

Spotlight on Colleen Schon

Colleen Schon, WMS, CIF® Managing Director | Sr. Vice President, Investments Anthem Advisors...

Spotlight on Kathy Longo

Kathy Longo, CFP®, CAP®, CDFA® President & Founder Flourish Wealth Management Quick 10!...

Spotlight on Jessica Carlsen-Buszka

Jessica Carlsen-Buszka Branch Manager | Financial Advisor Bison Wealth Planners | Raymond James...

Spotlight on Maria Deley

Maria Daley, CFP® Head of Advisor Success & Integration Perigon Wealth Quick 10! #1 Tell...

Spotlight on Trista Brandt

Trista Brandt Registered Client Service Associate Stifel Quick 10! #1 Briefly tell us about your...

Spotlight on Lindsey Stuart

Spotlight on: Lindsey Stuart ® Investment Advisor Stuart Investment Advisors Quick 10! #1 Briefly...

Spotlight on Lauren Moon

Spotlight on: Lauren Moon, Ph.D., AAMS™ Financial Advisor Bluewater Wealth Advisors of Raymond James...

Her Path: Spotlight on Danielle Jones

Her Path: Spotlight on Danielle Jones Financial Planner Leeward Wealth Management Quick 10!...

Her Path: Spotlight on Catherine Seeber

Her Path: Spotlight on Catherine Seeber, CFP®, CeFT® Principal, Financial Advisor CAPTRUST...

Her Path: Spotlight on Alexa Comey

Her Path: Spotlight on Alexa Comey Financial Advisor | Senior Planner Kennedy Investment...

Her Path: Spotlight on Marcia Tillotson

Her Path: Spotlight on Marcia Tillotson Managing Director - Investments TillotsonKenefick Private...

Her Path: Spotlight on Fiera Brien

Her Path: Spotlight on Fiera N. Brein, AAMS® Financial Advisor, RJFS Addison Avenue Investment...

Her Path: Spotlight on Geri Pell

Her Path: Spotlight on Geri Eisenman Pell, CFP®, MBA, CDFA® Private Wealth Advisor | Chief Executive...

Navigating Success: Sydney’s Voyage on the Financial ConNEXTion Educational Cruise

“The journey is just as important as the destination. The connections you make, the knowledge you...

Meet the Future Faces of Financial Advising

Meet the future faces of Financial Advising! The Women's Leadership Alliance highlights the...

Two groups for women financial advisors unite forces

Two groups for women financial advisors unite forces By Tobias Salinger October 23, 2024 ...

HER PATH: Jill thrives in her dual role as a Financial Advisor and Practice Business Manager

Jill C. Griffith, AAMSTM, CDFA® Financial Advisor, Certified Divorce Financial Analyst® Stewart and...

HER PATH: Kathleen Miller, Inspirational advisor, author and pioneer

A Tribute to My friend, Kathleen Frost Miller, MBA, CFP®, CDFA by Judith A. McGee, L.H.D., CFP®...

HER PATH, Cydney’s Journey, Part Two: She’s on her way!

HER PATH, Cydney’s Journey, Part Two: She’s on her way! Cydney Gutridge is a new financial...

HER PATH: Christine Mills is passionate about empowering others

Her Path: Christine is a financial planner wearing many hats Christine Mills, AAMS, Financial...

Follow Cydney’s journey as she begins HER PATH as a new financial advisory

HER PATH, Cydney's Journey, Part One: "You Can Be What You Can See" Follow Cydney Gutridge's path as...

Top Wealth Management Advisor Shares Her Heart with the WLA

Top Wealth Management Advisor Shares Her Heart with the WLA as a Chief Operating Officer to the...

Starting a New Chapter: Fara Grim

It's a new year, a new blog post, and authored by a new member of the WLA team! “There is...

REAL-WORLD EDUCATION: WLA’s partnership with University of North Florida provides curated internship experiences

Kaylee Smith, UNF grad, WLA intern alum, and future CFP “An investment in knowledge always pays the...

HER PATH: Casey’s bold step of making a mid-career change to become a financial advisor

“No more ‘Sunday Scaries’” Casey Sage shares her story about taking the bold step of making a...

HER PATH: Ellenore reentered the workforce and found balance and success as a financial advisor

Ellenore Knight Baker believes, “If there's anything in the world that you need, it's people who...

Two Sisters, Two Different Paths to Becoming Financial Advisors

WLA Executive Director, Stephanie Gularte sat down with Liza McDevitt and Grace Loveland, sisters...

HER PATH: “We can’t give up.” Crystal found her path through inspiring mentors.

“We can’t give up.” That’s the message from Crystal Alford-Cooper, Vice President at Law &...

Financial planning found me: Melissa had a liberal arts education.

Sometimes you are lasered focused on a vision for your future. And sometimes you fall into the...

’I wonder what I’ll do next’: Traci’s mid-career change was the best decision she ever made.

Pivoting has been called, “a change in strategy without a change in vision.”...

’I put the pieces together’: Katherine found work/life balance as a financial advisor.

They say that if you choose to do something you love, you’ll never work a day in your life...

Practical Advice to Build a Proactive Practice via the WLA Mentorship Program

I had just hired an assistant and was really disorganized with my business. I didn't have a project...

WLA Mentorship Helps Advisor Get Over “Imposter Syndrome”

Financial Advisor Jill Griffith, AAMS® explains why the WLA Leadership Program made a difference in...

Blog

Sign Up for our Newsletter

Get Involved