Sloane Ortel is the founder of Invest Vegan, an ethics-first registered investment advisor (RIA) that manages distinctive discretionary portfolios of public equities on behalf of aligned individuals and institutions. She is also a co-host of Free Money, a podcast that aims to help investors break free from the shackles of short-term thinking. Before establishing her own firm, she joined CFA Institute’s staff as a sophomore at Fordham University and spent close to a decade helping the organization’s community of 170,000+ investment professionals adapt to a changing global landscape as a collaborator, curator, and commentator. You can also find Sloane and Invest Vegan on YouTube.

As an expert on financial psychology, Kathleen Burns Kingsbury has appeared on television and written for consumer and trade publications. Her work has been featured in The New York Times, The Wall Street Journal, PBS News Hour, Real Simple, Money Magazine, TODAY Money, Forbes, and CNBC. She served as an adjunct faculty member of finance at Bentley University from 2009 to 2019, and currently serves as a adjunct professor at Champlain College where she teaches negotiation. She received an undergraduate degree in finance from Providence College and started her career in retail banking before becoming a commissioned bank examiner with the FDIC. Due to her desire to coach executive management on improving performance, Kathleen attained a master’s degree in psychology, became a certified professional co-active coach, and founded her consulting firm, KBK Wealth Connection. She also hosts the “Breaking Money Silence” podcast.

Bina is a Financial Representative and Managing Associate with Wealth Advisory Group LLC, a General Agency of The Guardian Life Insurance Company of America. In addition to helping clients acquire the appropriate life, disability, long-term care, and health insurance, she leads all client relationship efforts for her partner, Joe Sciabica. She has been in the insurance and financial services industry since 2003. Many of her clients are in the IT, medical, and financial services fields. She has a specific specialty in the health insurance field and oversees this component of the partnership’s business. She is an active member of NAIFA, AAHOA, and Asian Women in Business; she is a founding member of Pitch, an organization devoted to helping women entrepreneurs develop their growing businesses.