Dana Wilson, is the founder of CHIP. CHIP was founded to help provide resources to black and Latinx financial professionals and to help others get to connected to these professionals. She is a customer-focused financial professional with 15+ years of industry experience gained from roles as an Investment Advisor before her start up of CHIP.
Myrna Rivera, Founder and Senior Adviser of Consultiva Wealth Management Corp. (“Consultiva”), is a 40-year veteran in the field of investment management consulting.
A Certified Investment Management Analyst (“CIMA™”), Ms. Rivera is recognized as a pioneer in the industry, having contributed early on to developing standard investment management practices employed nationally today, for middle market endowments and foundations, public and private pension and insurance entities, credit unions, Taft Hartley Benefit plans and individuals and families.
In 1999, she founded Consultiva Internacional, one of the first locally owned independent asset management advisory firms in Puerto Rico. Under her leadership Consultiva grew its asset oversight and gained national prominence, appearing on Wealth Management’s roster of Top 10 US Women- Registered Investment Advisers, and ranking #1 in 2015. She has been listed in the “Top 100 Influential Hispanics” of Hispanic Business Magazine (www.hispanicbusiness.com).
Nina O’Neal is a Partner & Investment Advisor with Archer Investment Management. She has been featured in multiple industry publications as a sought out national thought leader and commentator on industry topics and trends. Named one of the InvestmentNews 40 Under 40 Financial Professionals, Nina also serves as a participant for the annual Investment News Think Tank, “Future of the Financial Services Industry.” She can be found on Seasons 4 & 5 of “Practice Makeover,” an InvestmentNews video series. Nina frequently serves as a panelist and participant in think tank meetings and industry conferences. She has been a contributor on practice management and industry topics for Financial Planning Magazine. Nina has also been featured as a commentator on CNBC and ABC11 as well as in InvestmentNews, US News & World Report, The Washington Post, OnWallStreet, Bank Investment Consultant, Investor’s Business Daily, The Street, Citywire RIA Magazine, wealthmanagement.com, and more. She was named a 2019 Investopedia Top 100 Financial Advisor as well as Onalytica’s Women in Finance: Top 100 Influencers. Nina was named as one of the InvestmentNews 2020 “Women to Watch.”
Nina is the founder and organizer of the Female Advisor Network, a national membership organization dedicated to empowering female financial advisors. She has a passion for helping to drive industry advancement for female financial advisors as well as all women in financial services.
As host of “The Juggle is Real,” a video series with InvestmentNews, she candidly shared the unique challenges of working parents. She lives in Raleigh, NC with her two young boys.
Meredith Moore brings a passion for lifelong learning to her role as Founder and CEO of Artisan Financial Strategies. Clients and colleagues alike appreciate Meredith’s unflagging commitment to empowering others through knowledge; skills and insights that help them meet financial and personal goals. Her boundless drive and curiosity are always evident, whether she’s creating a comprehensive financial plan, working to understand and advance women’s issues or serving as a mentor for other professionals.
As someone who’s not only beaten cancer but kicked its ass, Meredith has a growth mindset and firmly believes that perseverance and a methodical approach allow individuals to achieve any goal. In addition to her client service and community leadership, Meredith is a widely respected writer who brings a unique perspective to every topic.
Her fresh approach and insightful observations combine with 20 years of professional experience to make Meredith a compelling and sought-after speaker who is able to engage large and small groups with varied backgrounds. She has guest lectured at Georgia Tech’s Scheller College of Business, spoken at the Wall Street Journal’s Women in the Workplace and spoken at multiple international gatherings of financial advisor peers, in addition to numerous local and regional events.