Dr. Ivi is an applied psychological anthropologist with nearly 20 years of experience in financial services, guiding professionals through pressure and complexity. Her work centers on inner transitions and the understanding that how we operate internally shapes every external outcome. As Founder of Courageous Being, she partners with leaders, teams, and organizations to align performance with well-being. Drawing on her experience across the retirement industry, she translates insight into practical tools that support focus, fulfillment, and sustainable results.

Theresa Conti is a retirement industry executive, consultant, coach, speaker, and writer with more than 30 years of experience in financial services. She currently serves as Executive Director of The Cerrado Group, where she helps advance stronger governance, collaboration, and education across the retirement plan industry. Through True Strategy Consultants, she also focuses on leadership development and supporting professionals, especially women in financial services, as they grow in their careers. Theresa is co-host of Step Into the Pivot, where she explores the personal and professional transitions that shape people's lives, and she is a frequent industry speaker and contributor on leadership, authenticity, career development, and women supporting women.

Dr. Jessica Taylor is a strategic executive advisor with 20+ years of experience guiding organizations through crisis, transformation, and institutional complexity. Having served as Chief of Staff, Executive Director, CEO, Chancellor, and President, she is known for helping leaders navigate high-stakes decisions, organizational conflict, and systemic change with courage and precision. Her academic work in psychology and leadership focuses on organizational behavior and executive decision-making. Dr. Taylor made history as the first Black woman president within the Council for Christian Colleges and Universities and is recognized for identifying patterns others miss to help organizations grow without losing their humanity.

Kristie Hill is a wealth management advisor and co-founder of Caldera Wealth Advisors, where she helps individuals, families, and business owners navigate complex financial decisions with greater clarity and confidence. With more than a decade in financial services, her work spans comprehensive financial planning, retirement planning, insurance strategies, and long-term wealth management. Kristie is known for bringing a highly personal, team-based approach to planning and for helping clients connect financial decisions to the lives they actually want to build. Based in Bend, Oregon, she co-founded Caldera to create a more proactive, responsive, and relationship-centered wealth management experience.