Meet Our Speakers

Natalie Colley, CFP®, CDFA®, Associate Advisor, Francis Financial
Sarah E. Dale, Founder and President, Know No Bounds
LeTian Dong, CFP®, RICP®, Co-founder, Junior Partner, Chief of Staff, VP of Planning, Tom Morris - Northwestern Mutual
Nicole Francis, CFP®
Ian Harvey, CFP®, Advisor, Bridgewater Advisors
Robert Hernandez, CFP®, Founder, Financial Planner NY