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Diversity in Action™ is all about showcasing real stories of individuals who are making an impact in the financial planning industry. You will learn how they got started in the industry, how they built their foundation, where they are headed in their careers, and their passion for making the financial industry more diverse. It’s time to be inspired by those working to make a positive difference in the financial planning industry. It’s time to be part of this radical change! Diversity in Acti ...
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Mike LaMena is the Chief Executive Officer of Wealthspire Advisors, having joined the firm in September of 2017. He has 27+ years of experience building, operating, and leading global wealth management organizations. His commitment to service excellence and his fundamental belief in the power of the firm’s independent, conflict-free model of financ…
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The Gateway Foundation by MMI with Sarit Abramowicz
36:08
36:08
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Sarit Abramowicz is the First Vice President – Program Director of the Gateway Foundation by Money Management Institute, whose mission is to build meaningful change in the financial services industry by advancing diversity, equity, and inclusion. Gateway’s three strategic priorities include, financial literacy, career exposure and preparation, and …
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Hear What’s New at Diversitas with Carina Diamond
38:41
38:41
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Carina is a financial services veteran, having built and sold several wealth management firms and mentored dozens of young people entering the profession. She’s a frequent source for national media on diversity and succession planning. She currently is serving in two roles: Director of Diversitas at The University of Akron, and as Founder-CEO of St…
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Digging into FARE (the Financial Alliance for Racial Equity) with Nicole Ridley
37:10
37:10
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Nicole Ridley is a highly accomplished leader with extensive experience in Finance, Investments, Commercial Real Estate, Strategic Relationship Management, and Diversity, Equity & Inclusion. With over 15 years of experience, Nicole’s results-oriented, innovative, and enthusiastic approach will be a tremendous asset to FARE. She is known for her pro…
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Learn about the SER Summit for Latinos in FinServ with Ana Trujillo Limon
39:19
39:19
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Ana is a community builder, connector, and award-winning content creator in financial services. She is the co-founder of the SER Summit for Latinos in FinServ and currently serves as a director of coaching and advisor content at Carson Group. Notes: In this episode, Shawn, Luis, and Ana talk about: Ana’s background and journey into financial servic…
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Tune in to this kick off episode as Shawn and Luis discuss everything BLX since the program’s inception. The application window for 2025 internships is opening soon, and Shawn and Luis provide an update on all the exciting things at BLX. Notes: In this episode, Shawn and Luis talk about: Celebrating successes and providing an update on how things h…
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Advisor Business Solutions: Empowering Financial Services
42:24
42:24
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42:24
Welcome to the tenth episode of the Diversity in Action™ podcast Season 2! In today's episode, we are joined by Guy Lawrence, a Senior Operations Manager of Advisor Business Solutions, Inc based in Long Beach, CA. The firm specializes in wealth management consulting solutions since 2001 providing HR and staffing solutions, practice management (coac…
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The importance of Recruitment, Retention and Advancement in Financial Planning with Chris Woods
44:51
44:51
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44:51
Welcome to the ninth episode of the Diversity in Action™ podcast Season 2! In today's episode, we speak with Chris Woods, CFP®, Certified Kingdom Advisor™, and Certified Exit Planning Advisor™. Originally from St. Charles, Missouri, a suburb of St. Louis, Chris graduated from Vanderbilt University where he majored in Economics, minored in Business …
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Creating an Inclusive Culture with Leslie Tabor & Craig Jones
48:27
48:27
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48:27
Welcome to the eighth episode of the Diversity in Action™ podcast Season 2! In this episode we introduce our guests, Leslie Tabor, Director of Business Consulting and Education for Schwab Advisor Services & Craig Jones, Managing Director and Chief Diversity Officer for the Colony Group and Co-President of the Colony Sports & Entertainment practice …
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Exploring the Impact of the Annual Center for Financial Planning’s Diversity Summit with Dawn Harris
44:07
44:07
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44:07
Welcome to the seventh episode of the Diversity in Action™ podcast Season 2! In this episode we introduce our guest, Dawn Harris, the Director of Diversity and Inclusion at the Center for Financial Planning. Dawn discusses her career journey, transitioning from consumer packaged goods to multicultural marketing and the sports industry, ultimately l…
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BLX Intern Success Stories with Rodrigo Gomez and Jessica Robertson
46:46
46:46
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46:46
Welcome to the sixth episode of the Diversity in Action™ podcast Season 2! In this episode of the Diversity in Action podcast, join us as we dive into the inspiring journeys of two interns who have found their calling in the world of financial planning. Rodrigo Gomez, a first-generation college graduate, takes us through his transformation from a p…
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Driving Diversity and Inclusion with Suzanne Siracuse
43:17
43:17
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43:17
Welcome to the fifth episode of the Diversity in Action™ podcast Season 2! In today's episode, we're delighted to be with Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting, LLC. Her firm specializes in advising financial services companies on innovative business strategies, distinctive marketing, and impactful advocacy in areas like …
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The Unconventional Path to Financial Planning with Barry Mulholland
44:30
44:30
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44:30
Welcome to the fourth episode of the Diversity in Action™ podcast Season 2! In today's episode, our guest Dr. Barry Mulholland is the Director of the Financial Planning Program and Associate Professor of Practice at The University of Akron. He also has a Ph.D. in personal financial planning from Texas Tech University. Barry is the founder of the Di…
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Promoting Diversity and Inclusion in Financial Services with Dana Wilson
43:53
43:53
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43:53
Welcome to the third episode of the Diversity in Action™ podcast Season 2! In today's episode, we have the honor of being joined by Dana Wilson. With over fifteen years of experience in the financial services industry, Dana is the Founder & CEO of CHIP (Changing How Individuals Prosper), a groundbreaking B2B financial services marketplace. CHIP mak…
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Learn about the FinServ Foundation with Jamie Hopkins and Dr. Julie Ragatz
52:40
52:40
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52:40
Welcome to the second episode of the Diversity in Action™ podcast Season 2! Joining us in this episode is Dr. Julie Ragatz and Jamie Hopkins from Carson Group, a renowned organization dedicated to empowering young financial advisors and fostering career growth. Dr. Julie Ragatz leads Carson Group's Next Gen program, which provides valuable support …
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NAPFA’s DEI Initiatives with Nikki Palluzzi
39:56
39:56
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39:56
Welcome to the first episode of the Diversity in Action™ podcast Season 2! We're thrilled to introduce our new co-host Shawn Tydlaska, CFP®, MBA, the CEO and founder of Ballast Point Financial Planning and co-founder of the BLX Internship Program. In today's episode, we have Nikki Palluzzi as our guest. With over 15 years of community-building expe…
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BLX Success Stories with Uchechi Kalu & Ray Pryor
40:55
40:55
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40:55
Welcome to the eighth episode of the Diversity in Action™ podcast! Joining us in this episode is Uchechi Kalu, a Financial Advisor, and Ray Pryor, Founder of Pryority Finance , both a product of our internship program. Their journey from before, during, and after their internship is an eye-opener and inspiration for those who want to succeed in the…
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A Behind the Curtain Look at BLX’s Impact with Suzanne Lawrence
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41:33
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41:33
Welcome to the seventh episode of the Diversity in Action™ podcast! In this episode, we are joined by Suzanne Lawrence, CEO of Advisor Business Solutions. Suzanne shares her passion for increasing diversity in all aspects of business, and helping women and people of color find jobs. She also partnered with BLX to manage the program and help connect…
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Creating Space for People to Belong with Saundra Davis, MSFP, APFC®, FBS®, CSC
42:14
42:14
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42:14
Welcome to the sixth episode of the Diversity in Action™ podcast! In this episode, we are glad to have with us one of the most well-known pioneers in our industry, Saundra Davis. She is a US Navy veteran, financial coach, educator, and consultant who is nationally recognized as an expert in the financial coaching field. After serving in the Navy, s…
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Cultivating the Next Generation of Talent Through Education with Leslie Tabor and Sherri Trombley
35:05
35:05
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35:05
Welcome to the fifth episode of the Diversity in Action™ podcast! In this episode, we are joined by Schwab Advisor Services Directors, Leslie Tabor and Sherri Trombley. As first generation investors, they set out on a mission to spread awareness on the importance of investing and DEI in the Registered Investment Advisor Industry. Through programs a…
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Behavioral Work Into Financial Planning with J.D. Bruce & Jason Naylor
40:09
40:09
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40:09
Welcome to the fourth episode of the Diversity in Action™ podcast! In this episode, we are joined by J.D Bruce, CPA, Chief of Growth at Abacus and Jason Naylor, Innovation Project Manager for Abacus Wealth Partners. They will share how Abacus got its name, the work Abacus does, and their progress through the various roles they've held before workin…
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Why Representation Matters with Sonya Dreizler & Liv Gagnon
36:01
36:01
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36:01
Welcome to the third episode of the Diversity in Action™ podcast! In this new episode, we are joined by Sonya Dreizler & Liv Gagnon, the Founders of Choir. Together, they aim to give voices to women, non-binary folks, people of color, and especially women of color in the financial industry. Through Choir, they have been creating opportunities for d…
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Diversity and Inclusion Initiatives with Geoffrey Brown, CAE
36:37
36:37
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36:37
Welcome to the second episode of the Diversity in Action™ podcast! With us a professional Association Executive with extensive expertise in a variety of sectors and professions. Geof Brown, CEO of the National Association of Personal Financial Advisors (NAPFA), has been an incredible advocate and supporter of the BLX internship program. He shares t…
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Financial Doing with Louis Barajas, MBA, CFP®, EA
38:44
38:44
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38:44
Welcome to the first episode of the Diversity in Action™ podcast! With us today is the first Latino CERTIFIED FINANCIAL PLANNER™ pro, speaker, author, and entrepreneur, Louis Barajas. Growing up in East Los Angeles to Mexican immigrant parents, Louis was passionate about imparting financial wisdom to the unbanked Latin community. However, seeing th…
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