Banco Popular de Puerto Rico

Margo Epprecht, Chartered Financial Analyst, is a financial writer and former stock analyst.

An advocate for women in financial planning careers, Judy Brosky spent 27 years working collaboratively with business owners, their families, and their professional advisors while simultaneously helping pave the way for future female financial advisors.\nDon’t expect Ms. Brosky to walk away from a challenge. Her soon-to-become first sales manager said “We don’t do well with women.” Moments later, she walked out of his office with a job offer. Within two years she was making 6 figures.\nAfter 27 years, she sold her practice, retired and began working with a life coach to figure out what she wanted to do for her third act. Ms. Brosky realized coaching female financial advisors was her perfect solution. She had the qualifying industry specific professional credentials: CLU, ChFC and LIC and Series 7 and she has “been there, done that” throughout her career and knows what it takes to help advisors reach their loftiest goals. 

Stacie Giddings joined TD Ameritrade in June of 2008, as a Solutions Consultant for the Strategic Relationship Management Sales Team. A year and a half later, when a colleague was called into active military duty, Ms. Giddings filled-in and covered Tennessee, South Carolina, North Carolina and Arkansas for the Southeast core sales team. Upon her colleague’s return to TD Ameritrade, Ms. Giddings returned to the SRM Sales Team and has since been promoted to Vice President of Institutional Sales where she covers advisors in Minnesota, Wisconsin, Nebraska, Kansas, Iowa and Missouri. Prior to her role at TD Ameritrade, she was an operations manager for a fee-only wealth management firm in Omaha. She graduated from Creighton University with a degree in Occupational Therapy. Ms. Giddings is Series 7, 63 and 65 licensed.

Ms. Katz is an Associate Professor in the Department of Personal Financial Planning at Texas Tech University, in Lubbock, Texas. She is also a founding partner of Evensky & Katz, a wealth management firm, located in Coral Gables, Florida. She is an internationally recognized financial advisor and practice management expert and the author of seven books on financial planning and practice management topic. She writes a regular column for Financial Planning magazine called, “Profitable Practice.”\nIn 2010, Ms. Katz was named as Investment Advisor’s “Thirty-Thirty,” honoring thirty people who over the past thirty years have significantly contributed to the advancement of the planning profession. She was one of the first advisors named as Financial Planning magazine’s “Movers and Shakers” for 2001and 2008, as well as one of Accounting Today’s Top Ten Names to Know in Financial Planning, in 2001 and 2002. She has consistently been on the Investment Advisor’s Most Influential People in the Industry.\nMs. Katz is a past member of the National Board of Directors of the Financial Planning Association, is past member of the Board of Trustees for the Foundation for Financial Planning, and for 2009-10 served as an advisor to the Comptroller of the State of Texas on their college funding plans. In 2009, Ms. Katz testified before the Senate Committee on Aging regarding “Boomer Bust: Securing Retirement in a Volatile Economy.”

Marie A. Moore has spent more than 25 years in the financial services industry. She is currently a Family Wealth Director, Senior Portfolio Management Director and an Executive Director of Wealth Management at Morgan Stanley. Her team and business focuses on providing financial expertise in every aspect of family, estate and business planning. Prior to joining the firm, she spent several years with Texas Instruments where she held various positions including: manager of mergers, acquisitions and divestitures; General Accounting manager of E&CC division; and worldwide consolidations accountant.\nMarie holds the following degrees and certifications: Columbia University, Certified Portfolio Manager; Northwestern University-Kellogg GSM, Mergers and Acquisitions certification; University of Dallas, MBA; University of Texas at Arlington, BBA.