Strong relationships and collaboration across industry organizations are essential to strengthening the financial advisory profession and expanding its impact. Organizations like the Association of African American Financial Advisors (Quad-A) play a critical role in building community, advancing representation, and supporting the next generation of leaders in wealth management. This mission closely aligns with the work of Invest in Others, which seeks to amplify, celebrate, and inspire the charitable work of financial advisors who are making a difference in their communities. By supporting initiatives that foster leadership, opportunity, and inclusion within the industry, both organizations share a commitment to empowering advisors to create meaningful change, both within the profession and through the philanthropic work they champion.
In its 25th Anniversary year, Quad-A proudly marked a historic milestone by ringing the Closing Bell at the New York Stock Exchange, a powerful symbol of growth, influence, and enduring commitment to excellence in financial services.
Join Industry Leaders at Quad-A’s 2026 WIIN Conference in Chicago
Looking for a fantastic industry event? Quad-A will host the 2026 Women’s Impact Initiative Network (WIIN) Conference on June 24–25, 2026, bringing together women leaders, entrepreneurs, and emerging professionals from across the wealth management and financial services industry.
Taking place at the Renaissance Chicago Downtown Hotel, the two-day event will explore the theme “Pathways & Power: Women Reimagining Work, Wealth & Wellness.” The conference is designed to foster meaningful conversations, professional development, and community-building among women shaping the future of financial services.
Elevating Women in Wealth Management
The WIIN Conference is part of Quad-A’s Women’s Impact Initiative Network, a cornerstone program dedicated to addressing the underrepresentation of women, particularly Black and African American women, within the financial services industry. Through leadership development, networking opportunities, and educational programming, WIIN aims to create pathways for women to thrive and lead within the profession.
Over the course of two days, attendees will participate in dynamic sessions focused on leadership, career growth, entrepreneurship, financial empowerment, and wellness. The conference will also feature opportunities for attendees to build relationships with peers and industry leaders committed to advancing diversity, equity, and inclusion in wealth management.
The event begins on June 24 with the WIT Networking Event, an evening designed to connect professionals across the industry and foster meaningful collaboration.
Industry Leaders Take the Stage
WIIN 2026 will feature an impressive lineup of speakers representing some of the most respected organizations in financial services. Speakers include:
- Stephanie Ackler, President, AKD Wealth Partners
- Colleen Bell, President of Innovation and Experience, Cambridge Investment Research, Inc.
- Tenisha Blair, Financial Planner, Edward Jones
- Shawn Bostic, Director of Regulatory Compliance, Kestra Financial
- LaVaisha Davis, Senior Advisor, Ell Wess Advisors
- Sheena L. Gray, Chief Executive Officer, Quad-A
- Quiana Hughes, CEO, Coins2Wealth Financial Services
- Nicole James Gilchrist, Vice President, Thrivent
- Kelly Keith, CFP®, Executive Director, J.P. Morgan Wealth Management
- Khadia Michel, Financial Advisor, Ameriprise Financial
- Brandy Mickens, Executive Vice President, Equitable Advisors
- Seema Naicker, Director of Program Development, Access and Diversity, CFP Board
- Njideka Obijiaku, Senior Advisor, Shifting the Culture Wealth Partners
- Malaika Paye, Manager, Technology Recruiting and Onboarding, RBC Wealth Management
- Kawthar Rabie, Team Lead, J.P. Morgan Wealth Management
- Kate Shannon, Wealth Management Advisor, Merrill
- Tequilla Swan, Private Client Advisor, J.P. Morgan Wealth Management
- Laura Webb, Board Member, Women’s Leadership Alliance
Together, these leaders will share insights on navigating the industry, building influence, and creating sustainable impact in wealth management.
Join the Conversation in Chicago
The WIIN Conference continues to grow as a premier gathering for women in financial services, providing a space where ideas are exchanged, partnerships are formed, and the next generation of leaders is inspired.
As the industry evolves, initiatives like WIIN play an important role in expanding representation, elevating women’s leadership, and shaping a more inclusive future for wealth management.
Registration for the 2026 WIIN Conference is now open.
