Professional Affiliation: Certified Financial Planner

Jayne Ellegard

Jayne Ellegard, MBA, CFP® (Retired)

Jayne Ellegard empowers women to show up and own their financial journey with Courage, Confidence, and Wisdom! After thirty-four years of managing wealth for high-net-worth families across the United States, Jayne transitioned from advising to educating. She is uniquely qualified, with REAL experience and a variety of certifications and credentials. But even more important, she …

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Dr Daralee Barbera

Dr. Daralee Barbera EdD CFP® CMFC® ChFC® CPBC® CLF®

Dr. Daralee Barbera EdD CFP® CMFC® ChFC® CPBC® CLF® is passionate about the importance of financial literacy, comprehensive financial planning, personal and business development, and the critical role of leadership. She is a certified business coach, international speaker, professor, author, and consultant. Dr. Barbera holds an EdD in Leadership and Organizational Change from The University …

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Kathy Longo

Kathy Longo, CFP®

Kathy Longo is Founder and President of Flourish Wealth Management. She has over 25 years of financial planning expertise and experience. Kathy is wholly dedicated to improving the life of each client and finds joy in making complex matters simple and easy to understand. She excels at asking the right questions, uncovering new possibilities and implementing the most advantageous …

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Mary Quist-Newins

Mary Quist-Newins, MBA, MSFS, CFP®

Mary Quist-Newins is the founder, Executive Director, and President of Moneyweave® Academy. As a Certified Financial Planner®, and holder of two master’s degrees in business and finance (MBA, MSFS), along with two other advanced financial planning designations (CLU®, ChFC®). She has more than 30 years of experience in financial services. Passionate about helping women improve …

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