Suzanna Norman

Suzanne Norman is a certified coach, writer, speaker, and financial literacy expert with over 30 years of experience in investment management, including leadership roles at Milliman, AllianceBernstein, Merrill Lynch, and Wells Fargo. She’s the creator of the Whealthy Woman series, designed to help women and their allies build strong financial skills and lasting confidence.

Suzanne serves as an Education Fellow for the Retirement Income Institute, Senior Education Advisor for the Alliance for Lifetime Income, and Advisor to the Women in Leadership Program at the University of Vermont. Her credentials include CPCC, Positive Intelligence®️ Coach, CIMA®️, and a Certificate in Women in Leadership from Cornell.

A committed community leader, she co-chairs the CFA Society Boston Financial Literacy Initiative and volunteers with several nonprofits. When she’s not working, she enjoys travel, photography, the outdoors, and time at her Cape Cod retreat.

Anne Irene Ryan

Anne Irene Ryan has a rare gift: she sees straight into your potential, clearing the clutter and distilling your greatest strengths. As a career alchemist, Anne doesn’t just help people find jobs—they find their purpose. She partners with clients, from students to executives, drawing out the unique magic that makes them exceptional, guiding them toward careers aligned with their highest calling.

Anne travels the world, transforming professional development into something more than just skills and strategy. Whether it's uncovering untapped confidence or helping people realize their inherent awesomeness, she infuses energy and purpose into every interaction.

Oh, and did we mention, Anne is the mastermind behind Ken’s iconic faux resume from the Barbie movie and has been featured in Newsweek and The Muse. Her real magic is helping you see the awesomeness that was there all along.

Sheila K. Christie

As a member of Forvis Mazars Private Client™, Sheila provides wealth transfer consulting and planning services to individuals and families, focusing on helping Forvis Mazars clients build and preserve their family’s legacy through an integrated suite of services designed to address multigenerational objectives, philanthropic endeavors, and business succession planning. She has more than 30 years of experience providing forward‐looking advice to help clients grow, preserve, and transfer assets in a tax-efficient manner while fulfilling their personal family and financial goals. She previously practiced law in the states of Ohio, Kentucky, Maine, and New Hampshire. She has been a trust, tax, and probate partner with both a regional Midwestern firm and a regional firm in New England, serving as chair of the probate and estate planning departments respectively, while engaging with estate planning clients to assist them in achieving their goals through thoughtful and holistic tax and estate planning. Sheila also has served as fiduciary counsel and in other executive capacities, for several family trust companies, as well as serving in a senior capacity in complex and sophisticated corporate trust administration for creators and founders on the West Coast. Sheila has long been a thought leader in the areas of private and family trust companies, as well as other strategic wealth planning techniques and initiatives. Sheila is also well versed in family governance and education for multigenerational families in transitions. She is a graduate of Villanova University, Pennsylvania, with a B.A. dual degree in philosophy and honors, and a graduate of University of Cincinnati College of Law, with a J.D. degree.