Women's Initiative (WIN) Council

Created in 2013, the WIN Council is composed of experts in the areas of women’s issues, diversity and recruitment, as well as leaders from financial planning, advisory firms and education. The WIN Council advises the Center and assists in the development of initiatives to increase the number of women entering the financial planning profession, including the number of women CFP® professionals. The WIN Council has played an important role in developing key Center programs, including WIN Advocates, the “I am a CFP® Pro” campaign and the CFP Board Mentor Program, the WIN Endowed Scholarship, seminal research on women’s professional advancement and strategic partnerships.

Katie Braden, CFP®, Chief Video Officer
Advisor Video Marketing

Kelly DiGonzini, CFP®, Director of Financial Planning
Beacon Pointe

Mary Beth Franklin, CFP®
Social Security Expert

Jenna Hladish, Regional Director
Vanguard Personal Advisor Services

Erica James, CFP®, Wealth Advisor
Signify Wealth

Sheila Lawrence, CFP®, Partner and Senior Client Advisor
Ballentine Partners, LLC

Sabrina Lowell, CFP®, Founder + CEO
Second Summit Wealth Management, LLC

Angela Ribuffo, CFP®, President & Financial Advisor

Karen P. Schaeffer, CFP®, Managing Member and Co-founder
Schaeffer Financial LLC

Melissa Sotudeh CFP®, AIF®, MBA
Senior Wealth Advisor & Team Leader
Managing Director
MAI Capital Management LLC

Leslie Tabor, Managing Director, Advisor Services
Charles Schwab

Erin Voisin, CFP®, EA, MS, CDFA®, ChFC®, Managing Director - Wealth Management Services, Partner
EP Wealth Advisors, LLC