Page 26 - Investment Advisor September 2022

Mac Gardner, FinLit Tech opportunities for others to shine. Ana embodies what it means
Gardener serves as founder and chief educa- to be a luminary, because all of us deserve a light shined upon
tion officer of FinLit Tech. The company’s our stories,” it said.
mission is “building a bridge between financial
literacy and financial technology.” FinLit Tech Reegan Rae, CPWA, Arnerich Massena
develops financial education tools to start the personal finance Co-CEO, managing principal and senior invest-
education journey from as early as elementary school. ment advisor, “Reegan Rae is committed to
Gardner, CFP, has been in the financial services industry for continuing Arnerich Massena’s long-standing
over 20 years. His passion for educating others has led him to dedication to encouraging, supporting and ele-
publish two books: “Motivate Your Money!” and “The Four vating diversity in the financial services industry and the firm,”
Money Bears.” it said. Since its founding in 1991, the firm has “worked to
maintain gender balance on its leadership and advisory teams.”
Fonda Jacobs, BNY Mellon | Pershing As the firm’s first female CEO, Reegan “continues this tradi-
Fonda Jacobs is an active leader at BNY tion by building a culture of inclusion that promotes career
Mellon’s Pershing through several employee advancement and skills training for all. She has worked to
resource groups, “leading by example and get- ensure that the company’s leadership team and advisory team
ting others to see the benefits of taking part in are gender-balanced and supported hiring policies that encour-
these initiatives,” the firm said. “Over the past two years Fonda age a diverse team. Reegan’s commitment to DEI principles is an
has elevated her presence within the organization — [speak- inspiration for the financial services industry,” the firm added.
ing] about where the firm can improve, where we need to focus
and taking part in opportunities to share information with Kristi Rodriguez, Nationwide
employees, while promoting D&I within the firm. As senior vice president of the Nationwide
“She is an advocate for those who may not yet have found Retirement Institute, Kristi Rodriguez spear-
their voice,” it added. “Fonda is making an impact on the next headed the firm’s partnership with several
generation of diverse leaders. She pushes others to participate financial services organizations, industry asso-
in programs and use their voices, supporting, providing guid- ciations and historically Black colleges and universities (or
ance, lending an ear and reminding employees of their value.” HBCUs) to form the Financial Alliance for Racial Equity,
focused on “increasing the number of Black professionals
Amy Kadomatsu, ComplySci entering the financial services industry and supporting them
In her career to date, Amy Kadomatsu has been once there in order to close the wealth gap.”
an entrepreneur, co-founder, chief executive offi- In the community, she is a member of The Links, Inc., a
cer, chief product officer, chief operating officer, volunteer service group committed to ensuring the culture and
angel investor and board member. “Her varied economic survival of African Americans and other people of
background and extensive experience provide insight into many African ancestry; a board member for Kindway, dedicated to
roles within an organization, positioning her to tackle complex the successful reentry of incarcerated men and women into the Welcome to
challenges and drive innovation,” according to ComplySci. community; and a member of the sorority Delta Sigma Theta.
The ComplySci CEO has dedicated her career to “doing her
part to address the staggering lack of diversity throughout the Marta Shen, Raymond James RIA with a partner
financial services industry … and helms a firm with several Marta Shen, J.D., CFP, CPA, AIF, is “a visible
culturally diverse minorities in a wide range of leadership posi- and vocal advocate in the LGBT+ community
tions, including the C-suite. She and the firm leadership have and financial industry when it comes to leading who isn’t MIA.
prioritized DEI across the organization, increasing gender change. Not only has she proved to be a valu-
diversity by more than 20% in the last year,” it said. able financial planner for her clients (with almost 80% of all
her clients being part of the LBGT+ community), her efforts Everything you need to build your business,
Ana Limon, Carson Group at Raymond James have helped pave the way for meaningful your way. Welcome to Commonwealth.
Director of Coaching and Advisor Content for change such as helping the firm earn a 100 on the Human
Carson Group, Ana Limon “is highly passion- Rights Campaign’s Corporate Equality Index for LGBTQ- To learn more, visit commonwealth.com/yourway.
ate about ensuring that there is more inclusion inclusive workplace policies and practices and earn 2022 Best
within the financial industry and in the world,” Place to Work for LGBTQ Equality,” the firm said.
the firm stated. “Ana believes that it’s time for those tradition- A member of the Pride Financial Advisors Network and
ally underrepresented to have a voice and a safe space to share Pride Financial Advisors Network Council, Shen helped lead
their voice. the inaugural Business of Pride Symposium for advisors and
“She has built platforms, led teams and created countless allies in the LGBT+ community” in June 2021, it added.

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