9th Annual Women's Wealth Symposium
SPEAKERS, INTERVIEWERS AND EMCEES
Krys BoydÂ
Krys Boyd is host and managing editor of Think from KERA in Dallas – a position she’s held since 2006. To date, the national program can be heard on more than 200 stations across the country. A graduate of Texas Christian University’s Bob Schieffer College of Communication, Krys began her career as a journalist along the U.S./Mexico border and returned to North Texas in 1999 to serve as News Director for Broadcast.com, and later Senior Producer of Broadcast News at Yahoo. Krys joined KERA in 2001, hosting the nightly radio talk show Conversations. Later, she wrote and produced documentary and educational television programs, including the critically-acclaimed, nationally broadcast JFK: Breaking the News in 2003, and served as producer and co-host of the Emmy Award-winning public affairs program On The Record. She also hosted a weekly television version of Think from 2007-2011.
Host and Managing Editor
Think from KERA
Anne KennedyÂ
International author, speaker, and counselor to multi-national internet brands on global digital marketing, Anne Kennedy is a serial operator with nearly five decades of experience in online and offline brand launch, engagement, and public relations. She serves as Managing Director of the Sybilla Masters Fund, and co-host of the new podcast 'VC, Confidential', co-hosted the weekly radio podcast, CEO Coach, and mentored rising EU entrepreneurs for US State, and locally for Ben Franklin Technology Partners in Philadelphia. She is president of Outlines Venture Group, consulting and publishing.
Anne founded one of the pioneer digital marketing agencies, Beyond Ink in 1997, leveling up Hearst Newspapers, Philips Lifeline, Dunkin Donuts and other household-name brands online. The company's best known work includes the stunning online launches of dot-coms such as Zillow, Jib-Jab and Avvo.
To scale her consultancy, Anne formed the world's largest consortium of multi-lingual digital marketing companies in 2005 for search engine and social media marketing in 20-plus languages. In 2012, she co-authored the first book on international digital marketing, Global Search Engine Marketing (Pearson Que Biz Tech).
Managing Director
Mastersfund VC
Tricia Benn
Tricia Benn is an award-winning business leader and international speaker, currently serving as the Chief Executive Officer of C-Suite Network, the most influential network of business leaders.
Prior to her role at C-Suite Network, Tricia served as the Global Chief Marketing & Strategy Officer as well as the U.S. Managing Director for MDC Partners, a $3 billion global holding company, where Tricia’s leadership drove double digit growth year-over-year and new contracts with some of the most important impact players in the world.
Tricia offers a 20-plus-year track record of industry disruption in building new businesses, revenue streams, and delivering double digit, year-over-year growth. In addition to serving on multiple business, association and not-for-profit boards, Benn served as a senior executive for three enterprise-level organizations in market research, telecommunications, media marketing, and advertising.
CEO
C-Suite Network
Mary Lyons
Mary Lyons, better known as The Wealth Woman, is turning the financial world upside down with bold strategies designed to empower women to achieve true financial freedom. Sick of hearing the same old advice like “max out your 401(k)”? Mary’s here to show you there’s a smarter, more efficient way to build lasting wealth. She helps women create personalized money systems that turn every dollar into multiple benefits—giving you the power to live fully now, while securing your future. As a speaker, podcast host, and financial strategist, Mary’s no-nonsense, slightly rebellious approach is revolutionizing how women think about money and reshaping the way they plan for retirement. This is why USA Today called her one of the most innovative advisors in the country.
Founder and CEO
The Wealth Woman
Debra L. Morrison
Debra L. Morrison is the Chief Navigational Officer of Women Navigating Finances, LLC & the Founder of the We Can Do It Women™ Movement. Retired from 4+ decades of practice as a CFP® Practitioner and Asset Manager, with a Master’s Degree in Retirement Planning, Debra now leverages that rich wisdom as a Financial and Leadership Coach to uplevel mature women’s financial confidence, and create intentional wealth to live the life of their dreams.
She’s an Accredited Estate Planner and the Best Selling Author of My Husband Died Now What? A Widow’s Guide to Grief Recovery & Smart Financial Decisions, and Common Sense Money Guide For Women. A TEDx Speaker, Debra speaks on stages & podcasts and has been featured on CNN, ABC, Fox, CNNfn, LA Tribune and quoted in The Wall Street Journal, The New York Times, USA Today, Business Week, Reader’s Digest, Nation’s Business, Kiplinger, Money, Journal of Financial Planning, Ladies Home Journal, and more.
Chief Navigational Officer of Women Navigating Finances, LLC
Founder of the We Can Do It Women™ Movement
Kim Henderson
Dr. Kimberly Henderson is a Managing Director and recently joined Family Office Resources as the Head of Wealth Management Health and Wellness Education. In this role, she highlights opportunities for clients to consider healthy choices, spearheads thought leadership on healthcare issues facing ultra high net worth clients, shares best wellness practices and discusses the impact of health and medical developments with clients and their families. Dr. Henderson joined Morgan Stanley two years ago during the height of the COVID-19 pandemic as the Associate Medical Director and provided direct oversight and coordination of global medical, health and wellness services. In addition to helping keep her colleagues safe and informed during the pandemic, Dr. Henderson became Morgan Stanley’s subject matter expert on multiple health and wellness related topics including Covid, women’s health, health equity, resiliency, sleep, wellbeing, and adolescent and family mental health.
Prior to joining Morgan Stanley, Dr. Henderson was the Senior Medical Director at CVS Health, where she spent 14 years supporting enterprise- side initiatives, pharmacy benefit management sales strategies and retail health programs including oversight of Minute Clinic nurse practitioners. Dr. Henderson enjoyed an 18-year career practicing medicine and is an attending emergency medicine physician at Mount Sinai Beth Israel Medical Center. She earned her medical doctorate and juris doctorate from Georgetown University in Washington DC.
Managing Director
Morgan Stanley
Evelyn Solorzano
Evelyn Solorzano is a Business Community Officer at Bank of America supporting the business ecosystem across the North Texas market. She leads the educational efforts designed to bridge the gap on financial literacy for small business owners across all industry sectors. In addition, as a North Texas CDFI Ambassador, Evelyn works closely with community development institutions to identify ways to support entrepreneurs with access to capital. She forms part of the National Strategy and Segmentation Team which focuses on diverse and growth segments
Vice President, Business Community Officer
Bank of America
Lisa Chastain
Lisa Chastain is the Founder of Millennial Consulting, LLC., empowering women to take charge of their money, live with intention, and create lives they love. Her mission is simple: to make money management easy and stress-free, so women can focus on what truly matters—their purpose, passion, and dreams.
A renowned expert in personal finance, Lisa is dedicated to empowering passionate and successful women to overcome the shame and guilt surrounding their finances. Lisa’s Stop Budgeting system provides a transformative journey regardless of where individuals are currently or where they aspire to be financially. Through her guidance, clients gain peace of mind as their savings grow and bills are paid - while still having the flexibility to indulge guilt-free and enjoy life. Lisa’s expertise and support enables women to build wealth and develop a newfound confidence in managing their financial resources.
Lisa’s work has been featured on CNBC, NBC News, MSN Money, O – The Oprah Magazine, Fortune, Entrepreneur Magazine, Cosmopolitan, and Bloomberg Business. She was also named one of Las Vegas Women Magazine’s People to Watch for her groundbreaking contributions to women’s financial empowerment.
Founder and CEO
Millenial Consulting
Stephanie Groschup
Stephanie is co-founder and President of GM Wealth Group, a women-owned and operated wealth management firm. She is responsible for guiding the firm’s investment strategy, research and strategic development. With more than two decades of experience in the financial industry, she is uniquely positioned to oversee a variety of initiatives for GM Wealth Group.
Stephanie began her career at Merrill Lynch in 2000, where she consulted with private clients, executives and business owners to develop financial solutions, including portfolio construction, risk management and corporate executive plans. Stephanie holds FINRA Series 7 and 66 securities licenses, as well as life, health and long-term care insurance licenses. She received her B.A. from the University of Texas at Austin. She is also a Chartered Retirement Planning Counselor (CRPC)®
Co-Founder and President
GMWealth Group
Mandy Price
Mandy Price is a trailblazing social entrepreneur and advocate for diversity, equity, inclusion, and belonging (DEIB) and environmental, social, and governance (ESG). As the co-founder and former CEO of Kanarys, Inc., she helped transform how companies address DEIB and ESG by leveraging data and workforce analytics to create more inclusive and sustainable workplaces. With over 15 years of executive leadership experience, Mandy has become a recognized expert in technology, corporate governance, and human capital, all while driving social impact through her work.
Before founding Kanarys, Mandy spent more than 12 years as a Harvard-educated attorney. She worked at Weil, Gotshal & Manges LLP and Barnes & Thornburg LLP, where she specialized in mergers & acquisitions, private equity, corporate governance, and regulatory compliance. Her expertise made her a trusted advisor to both private and public companies, but her passion for creating systemic change in the business world led her to pursue social entrepreneurship.
Co-Founder
Kanarys, Inc.
Danyel Surrency Jones
As Co-Founder and former Chief Executive Officer of POWERHANDZ Inc., a sports and fitness product tech platform, Danyel successfully scaled the business with no blueprint, and led the team through a strategic merger and tender offer in Q3 2022.
Danyel led cross functional teams for multi billion-dollar companies, including Philips Medical Systems and Medtronics, and offers over two decades of executive experience within Fortune 500 companies. Danyel has deep experience building global e-commerce and retail omni channel, with best in class go-to-market strategies. resulting in over $20B in sales. Danyel is also the Co-Founder and President of POWERHANDZ’s non-profit entity, The Power To Give Foundation (50lc3), providing athletic and academic programs to youth in underserved communities.
These career milestones have captured the attention of major media outlets like Forbes, AfroTech, CNBC, Sports Illustrated, Men & Women’s Health, Essence and Bloomberg Business and Black Enterprise. She is a graduate of Wharton School of Business Marketing Leadership Program, and has won national awards, including Entrepreneur of The Year (finalist), Titan Tech’s Community Hero and top 2022 Women In Technology.
Global Business Strategist
DSJ Consulting
Suzanne Castle
Dr. Suzanne Castle is an award-winning keynote speaker, dynamic business strategist, and transformational coach known for helping ambitious women break through barriers to build extraordinary lives and businesses. Recently honored with a Bronze Stevie Award as Women’s Business Coach of the Year, Suzanne has been recognized among the top 10 most inspirational women in Tarrant County and received an influencer award from the International Association of Women. Her impactful work and inspiring presence have earned her features on AppleTV, Roku, Amazon Fire, and Zondra TV.
A former professional entertainer, Suzanne captivates audiences with her engaging delivery, unique blend of creativity and strategy, and her signature Sparkle Factor® framework. Through her workshops, coaching, and keynotes, Suzanne empowers women to move boldly forward, unlocking their full potential with actionable insights and a dash of sparkle. Whether leading her signature Verve 3 day annual live event or delivering powerhouse keynotes, Suzanne brings both substance and energy, empowering others to take decisive action toward building their most vibrant and successful lives and businesses.
Founder and CEO
Suzanne Castle Consulting
Lauren Hasson
Lauren Hasson is the Founder of DevelopHer, an award-winning career development platform that has empowered thousands of women to get ahead, stand out, and earn more in their careers. She also works full-time on the frontlines of tech herself. By day, she is an accomplished director of engineering at a leading Silicon Valley payments company.
Through DevelopHer, she’s partnered with top tech companies like Google, Dell, Intuit, Armor, and more and has worked with top universities including Chapman, Indiana, and Tufts to bridge the gender gap in leadership, opportunity, and pay for good.
Founder and CEO
DevelopHer
Kelly Ann Winget
Kelly Ann Winget is a Founder and Managing Partner of Alternative Wealth Partners. With a background steeped in financial literacy and entrepreneurship, Kelly Ann has successfully raised nearly $1 billion in private capital, focusing on providing access to institutional-grade investments for a diverse and growing base of investors.
At Alternative Wealth Partners, Kelly Ann leads a firm that champions non-correlated assets across multiple sectors, including oil and gas, private equity, venture investing, and opportunity zones. Her commitment to democratizing investment opportunities is reflected in AWP’s focus on serving "everyday millionaires"—investors who may not have the vast resources of traditional high-net-worth individuals but seek the same level of sophistication and return potential.
Under Kelly Ann's leadership, AWP is committed to broadening access to investment opportunities for a diverse range of investors. The firm welcomes individuals from all backgrounds who seek to participate in sophisticated, high-return alternative investments. Kelly Ann is a passionate advocate for financial education and inclusivity, actively engaging with her audience on LinkedIn and through her book, Pitch the B*tch, which empowers investors to confidently navigate the world of finance and investment.
Founder & Managing Partner
Alternative Wealth Partners
Kris Miller
Kris Miller is the Founder and CEO of “Health Money, Happy Life” and serves as a legacy wealth strategist, a speaker and a safe money coach. Kris is a leading expert in safe money strategies. She has helped over 6,000 families and businesses avoid financial disasters by strategically planning for their futures. Over the last 33 years, not one of her clients has lost a dime in any market risk.
Kris has personally generated several million dollars in her own business, Trusts Unlimited, and was nominated for Woman of the Year by the Hemet Chamber of Commerce. She is the #1 Bestselling author of "Ready for PREtirement:3 Secrets for Safe Money and a Fabulous Future," - a guide to financial freedom, second chances, and how to create income you’ll never outlive.
Kris has been a featured guest on hundreds of radio and TV shows and has spoken on stages across the country. Her Podcast, "Money 911" is in the TOP 1% of all podcasts nationwide!
Founder and CEO
Healthy Money Happy Life
PURPLE DIAMOND AWARD WINNERS
Lynn McBee
Lynn has served more than ten years as CEO of Young Women’s Preparatory Network, a public-private partnership that creates STEM-focused schools of choice in an all-girls setting. To date, YWPN grads have a 100% college acceptance rate – many of them representing the first generation to attend college. In her tenure as CEO, Lynn has grown revenues 300% and gained a deep understanding of how to partner with ISDs to improve student achievement.
As a volunteer leader in Dallas for more than 30 years, Lynn has worked more than 45,000 hours of service for more than 30 different non-profit groups. Lynn’s work has made a difference on tough issues like improving education, serving homeless, protecting children, fighting domestic violence and helping underserved students succeed in college. As a deeply engaged civic leader, Lynn has learned how to bring different stakeholders to the table, find common ground and solutions, and get everyone moving in a productive manner that gets results.
Paige Flink
Paige Flink is the retired CEO of The Family Place, the largest family violence service organization in North Texas. Prior to leaving the organization, she developed a technology platform called DVBeds, which provides real time availability for emergency shelter space in 35+ organizations in Texas. She is currently serving as National Director of DVBeds and is leading its collaboration with the National Domestic Violence Hotline to expand the platform to create a national network of more than 1200 shelter programs.
After serving as a volunteer and board member she joined staff as Director of Community Education with focus on special events. In 1997 she became Executive Director/Chief Executive Officer and led the organization in two significant capital campaigns to build a state of the art Safe Campus in 2000 ($5.2 million). In 2017 she led a $19 million campaign to build a multipurpose facility which houses an emergency shelter, counseling center, clinic, kennel and administrative offices.
Trisha CunninghamÂ
Trisha Cunningham is President and CEO of the North Texas Food Bank (NTFB), a $200 million nonprofit focused on eradicating hunger in a diverse 13-county service area. This area has the 4th highest number of people and the 4th highest number of children in the country who do not know where to find their next healthy meal. Through direct and feeding partner programs, the food bank team of more than 200 employees and 35,000 volunteers provided access to a record 106 million physical meals in their last fiscal year - the most-ever physical meals distributed in our history and a nearly 10 percent increase from the previous year. Additionally, NTFB provided access to more than 19 million meals through the Supplemental Nutrition Assistance Program (SNAP).
Cunningham has received numerous awards including D CEO’s 500 Most Influential Business Leaders, Women in Business, and Most Inspiring Leader awards, Texas Women’s Foundation Women Helping Women Award, Dallas Business Journal Women in Business honoree, United Nations Global Leadership Award and many more!
VR SmallÂ
As the Founder/CEO for the Veteran Women’s Enterprise Center, VR Small is a Navy Veteran empowering entrepreneur women associated with the military to scale successfully. VR is a motivational speaker, moderator, educator, and resolute advocate for long-lasting impactful change. Recognized nationally by the Department of Veteran Affairs, Center for Women Veterans, as a Trailblazer “Women Veterans Leading the Way,” VR strives daily to empower her sisters-in-arms to pave their own path to success, by providing access to the resources they need to succeed.
VR Small is a fellow of SMU’s “Hunt Institute for Engineering and Humanity—Inclusive
Economy”, Dallas Public Voices, the Bush Institute “Stand-to-Veteran Leadership Program” and appointed as a Women Veterans 2030 Commissioner. VR has been featured in “Dallas Innovates 2020: The Future 50 North Texans to Watch”, and was selected as SBA’s DFW District “2020 Veteran Small Business Advocate of the Year”, and the Center for Women Veterans 2021 Trailblazer for “Women Veterans Leading the Way”, a Dallas Business Journal 2021 Women in Business Honoree, nominated 2022 Entrepreneur Evangelist of the Year, a finalists for D CEO’s 2022 Nonprofit and Corporate Citizenship Awards for Leadership Excellence (Micro) and the 2022 Dallas Award for Business Development Services.
