Host Committee

The CFP Board Center for Financial Planning is grateful to members of the Diversity Summit Host Committee for their generous contribution of time and talent to make the Summit a success.

Cy Richardson (Committee Chair)

Senior Vice President
National Urban League;
Chair of Diversity Advisory Group
CFP Board Center for Financial Planning

Louis Barajas, CFP®

Wealth & Business Manager
Wealth Management LAB

Danielle Beyer

Valor Equity Partners

Lazetta Rainey Braxton, CFP®

Founder & CEO
Financial Fountains;
Past President
Association of African American Financial Advisors

Veronica (Ronnie) Charcalla

Vice President, Culture & Engagement
Prudential Financial

Cheng, CFP®

Chief Executive Officer
Blue Ocean Global Wealth

Dorsainvil, CFP®

Founder and CEO
Your Greatest Contribution;
“I am a CFP® Pro” Campaign Spokesperson

Roberto Fernandez

Professor of Organization Studies
MIT Sloan School of Management

Jamie-Clare Flaherty

Director, Strategic Initiatives
The Obama Foundation

Kate Healy

Managing Director,
Generation Next

TD Ameritrade Institutional

Phuong Luong, CFP®

Founder and Financial Planner
Just Wealth, LLC

René Nourse, CFP®

Association of African American Financial Advisors

Jorge Quezada

Director of Leadership Development, Diversity & Inclusion Northwestern Mutual

Gary Rozier

Senior Vice President,
Institutional Marketing

Ariel Investments

Leslie Y. Tabor

Managing Director, Business Consulting Services
Charles Schwab Advisor Services

Kara Underwood

Managing Director, Head of Diversity & Inclusion
Morgan Stanley Wealth Management