Kisha is Divisional Director for the Central Division leading an organization of 6,500 plus branch employees in fifteen states, managing a $212B portfolio. Prior to this role, Kisha served as the Head of Chase Consumer Retail Banking, Small Business and Auto Customer Service with 5,000 employees in three countries. With over 32 years in the banking industry, Kisha’s management experience spans Operations, Retail Banking, Credit Card, Risk, Learning and Human Resources. Kisha serves as co-Chair for the BOLD Executive Forum and functions as Houston Corporate Center Leader. She is a member of the Houston Market Leadership Team, BOLD, Pride, Adelante, VETS and Women on the Move Business Resource Groups. Beyond banking, Kisha serves on the board of directors for the Greater Houston Women’s Chamber of Commerce and the Houston Area Urban League. She will be inducted as board chair for the Greater Houston Women’s Chamber of Commerce board in February 2026. Kisha studied Political Science with a minor in Criminal Justice at Cleveland State University. She has been happily married over 26 years to her husband, Ivory, and is the proud mother of four. Coaching Specialties: Career coaching; Small business stewardship; Leadership coaching; Culture and personal finances.

Tia Truxon Bolden is Assistant General Counsel and Executive Director for the Asset & Wealth Management business of JPMorganChase, with a focus on the U.S. Private Bank. She provides practical legal guidance, safeguards the firm’s legal and reputational interests, and partners with business leaders to enhance the client experience. Tia joined JPMorganChase in 2000, acquiring over 25 years of experience at the firm. During her tenure, Tia has held several roles, including Credit Administrator, Contract Administrator, and Anti-Money Laundering Operations Manager. Before JPMorganChase, Tia served as Assistant Deputy Attorney General in the civil litigation unit of the Delaware Department of Justice, representing the Division of Child Support Enforcement and the Division of Youth and Family Services. She began her public service career as a Probation and Parole Officer with the Delaware Department of Correction. Guided by the belief that “Service to others is the rent you pay for your room here on earth,” Tia actively contributes to leadership boards within the firm and her local community. She serves on the advisory council of the Legal Black Employee Network and is a mentor to many. Her leadership has been recognized with honors including the Rising Star award by the Wilmington YMCA Black Achievers in Industry, the Joan Guggenheimer Diversity Award, and the Delaware HenLaw Alumni Society Leadership Award. Tia holds a Bachelor of Arts from the University of Delaware, a Master of Business from Wilmington University, and a Juris Doctor from Widener University School of Law. She is admitted to practice in Pennsylvania. She lives in Delaware with her husband, Truman, and son, Tyler. Outside of work, she can often be found on the sidelines cheering Tyler on the football field or spending time with family and friends. Tia is also a Diamond Life member of Delta Sigma Theta Sorority, Inc., a public service organization. Coaching Specialties: time management; work-life Harmony, and career navigation

Tiffany is a Managing Director at JPMorgan Chase (JPMC), serving as Control Officer for Business Banking. In this role, she leads a team responsible for maintaining a strong internal control framework within the sales, deposits, lending, and cash management functions of Business Banking, focusing on risk identification and assessment. Tiffany has been with the firm for 8 years and has supported both Mergers and Acquisitions and the Anti-Money Laundering program within the Consumer and Community Bank Control Management organization. Tiffany has 27 years of experience in financial reporting, audit, controls, and compliance and is a Certified Public Accountant (inactive). She began her career in public accounting at Ernst & Young LLP and has held a variety of finance/controllership positions. Before joining JPMC, Tiffany served as a consultant in the United States Department of Justice Asset Forfeiture Program. A native of Sandusky, Ohio, Tiffany graduated from The Ohio State University Fisher College of Business. She and her husband, Lawrence, met at Ohio State and reside in Westerville, Ohio. Their daughter is a recent graduate of Ohio State as well. Tiffany is Executive Sponsor of the Courageous Leadership Development Program and the BOLD Leadership Forum. She also serves on the board of Girls on the Run of Central Ohio and The Ohio State University Fisher Alumni Board. In her spare time, she enjoys discussions with her book club, watching Buckeye football, and spending time with family. Coaching Specialties: Executive Presence and Strategic Influence; Risk Aware Decision Making

Marya is a people‑centered banking leader with nearly two decades of experience building high‑performing retail teams, elevating client experience, and strengthening controls. Her career spans frontline sales coaching through multi‑branch market leadership, where she blends disciplined execution with coaching and data to turn strategy into measurable results. As an Executive Director, she applies Agile practices to move quickly from ideas to tested solutions, sustain momentum across partners, and keep the focus on outcomes that matter for clients and the business. She began her banking journey as a Branch Manager trainee with a local New York City regional bank. Early on, she discovered a passion for developing talent and creating simple, repeatable ways of winning with clients. That passion led her to sales enablement, where she designed and delivered training for groups of up to 150 bankers and managers. Her programs emphasized practical behaviors—clear discovery, expectation setting, tailored recommendations, and reliable follow‑through—so that great client conversations became consistent across teams. Marya’s leadership style is hands‑on, transparent, and metrics‑driven. She simplifies complex priorities into daily executable behaviors, translating goals into operating rhythms that teams can sustain: focused calling blocks, role‑played client conversations, disciplined lead ownership, thorough documentation, and timely service recovery. She partners closely with risk and operations to reinforce controls without slowing client experience, building an “always ready” culture where quality and speed coexist. In market leadership roles, she has led large, multi‑branch teams through growth, transformation, and control remediation. She is known for creating clarity—defining the “one thing” that moves results—and for fostering accountability through coaching that pairs recognition with concrete next steps. Her teams learn to use data as a compass and hospitality as a habit, meeting clients where they are and earning trust through consistency. She believes bench strength is the ultimate lever—recruiting well, retaining top talent, and developing future leaders who can replicate success across markets. Marya holds a B.S. in Business, Management, and Finance from CUNY, Brooklyn College. She currently resides in Austin, TX with her life partner, by way of Brooklyn, NY. Coaching Specialties: Customer Experience; Key Performance Indicators; Sales Coaching; Soft Skills; Team Engagement and Retention; Leadership Coaching and Career Development

Monique Winfree is a Community Market Director for the Greater Texas and New Mexico in Community & Business Development overseeing 14 Community Managers. She previously supported 8 markets; AZ, WA, CO, NV, UT, OR, ID and NTX/Austin. As a previous Community Manager for the City of Fort Worth, she was a local ambassador for Chase building and nurturing relationships with key community leaders. She works closely with her direct reports helping to provide communities with the tools and resources to help improve financial stability. With 25 years of experience in the financial services industry, Monique has held a number of positions within Bank of America as a Personal Banker, Branch Manager and Region Executive for several regions serving TX, CA, AR, MI, IL, OK, WA, and NV. She has been with Chase for 4 years and has worked previously in the community teaching Financial Education with BBVA/PNC Bank. She is a member of Chase Bank’s Business Resource Groups like BOLD, Adelante, PRIDE, Women on the Move & Aspire. She currently serves as Vice Chairwoman on the Executive Board for the Fort Worth Metropolitan Black Chamber of Commerce and as one of the 100 founding Members of The Fort Worth Forum. The Forum supports community development in Fort Worth in collaboration with Mayor Mattie Parker and former Mayor Betsy Price. She was most recently elected to serve as a board member for the Fort Worth Development Fund in support of bringing large events like the World Cup to DFW. After residing in her hometown Detroit, MI for 30 years, Monique relocated to Texas in 2010 and currently lives in Crowley. She loves attending music concerts, plays, playing cards and traveling with family and friends. She is a loving wife and mother to her 24 year old son and 5 bonus children ranging from ages 18-26. Professional Accomplishments include: • Vice Chairwoman; Fort Worth Metro Black Chamber of Commerce • Previous Advisory Committee Member- Girls INC of Tarrant County • Fort Worth Development Fund Board Member • 100 Founding Member-The Fort Worth Forum • Leadership Development Program- JPMorgan Chase • Previous Board Member of Jubilee Theatre “You can do anything but you cannot do everything! Choose wisely.”-M. Winfree Coaching Specialties: Personal Financial Education

Terri T. Thomas is a Business Development Manager in Dallas, TX for Community & Business Development. She is a national liaison for Chase whose job is to enhance, educate, and equip new and existing communities and markets by establishing trust, utilizing internal and external partnerships, and building advocacy that delivers tangible solutions and outcomes. Terri aligns key organizations and leverages comprehensive resources to enhance the Chase brand and drive new business opportunities. She connects the resources of Chase to new markets by using local team partners. She helps advance the mission, to Make Dreams Possible for Everyone, Everywhere, Every Day with tools and resources to help improve financial wellbeing. With almost 30 years of experience in the financial services industry, Terri has held a number of positions within Chase, including Branch Manager, Private Client Banker, Business Relationship Manager and Community Manager. She has been with Chase for over 20 years. She is currently a member of BOLD, Adelante, PRIDE, Women on the Move & Aspire. Terri is a founding member of the Collin County Black Chamber of Commerce and serves on the board. Terri currently lives in McKinney and spends her free time traveling with family and friends. Coaching Specialties: Creating Your Brand; Effective Relationship Building

Andrea has over 28 years experience in the banking industry and currently heads Horizontal Architecture in CCB Operations Technology. Her team develops horizontal architecture frameworks that guide technology solutions for multi-year, strategic initiatives in CCB Operations worth ~$10M+ in annual investment. Andrea’s team’s technology solutions have broad-reaching impact across the Operations enterprise, and span multiple architecture domains : business, technology, and data. Andrea ensures that strategic architecture solutions are well controlled and adhere to business goals and governance standards. Andrea has worked at JP Morgan Chase since 2000, holding various leadership roles throughout the firm. In the past, she has managed Operations teams in Asset Wealth Management; led product innovation in Auto Finance; directed architecture governance and business operations in Mortgage Banking; and managed Business Architects in Card Services, governing project execution activities for strategic programs. Coaching Specialty: Tech

Lety M. Sanchez is the Community Director for Southern California at Chase, where she sets regional community banking strategy and drives execution through a team of 16 Community Managers. She leads initiatives that expand financial health education and forge high‑impact partnerships with community leaders, nonprofit partners, and small businesses. A builder of leaders, she invests in coaching and talent development to scale outcomes across the region. With nearly 30 years in financial services, Lety brings deep expertise and a people-first approach to her work. Before becoming Community Director, she served as Market Director of Banking for Chase’s Consumer Bank, leading retail branch strategy and operations across the greater Los Angeles–Orange County markets. She drove deposit and investment growth, strengthened client acquisition and retention, and built a culture of employee and customer engagement. Her background spans credit risk analysis, strategic marketing, business development, and relationship-based lending. She is known for pairing operational discipline with empathetic leadership to grow revenue, deepen client trust, and expand community impact. Outside of work, Lety serves on the United Way of Greater Los Angeles Community Impact Cabinet. Based in Riverside, California, she and her husband have raised three children. She cherishes time with her two grandchildren and enjoys discovering new places to travel. Her community impact centers on initiatives that benefit under-resourced communities, reflecting her enduring commitment to expanding opportunity. Coaching Specialties: Executive strategy and mentoring for emerging leaders

Born and raised in Philadelphia, Dr. Chandra Williams is a proud product of the Philadelphia Public School System. She is a graduate of Temple University, holds a Master of Divinity from the Samuel DeWitt Proctor School of Theology at Virginia Union University, and earned her Doctorate of Ministry from New Brunswick Theological Seminary. Inspired by her parents’ example of faith, family, and community advocacy, Dr. Williams has dedicated her career to empowering others. With over 20 years of experience in banking, she joined J.P. Morgan Chase in May 2021 as the first Philadelphia Community Manager, where she spearheaded financial health programming and built premier community partnerships at the Chase West Philadelphia Community Branch. Her leadership addressed the unique financial needs of Philadelphia and communities across Pennsylvania, collaborating with educational institutions, nonprofits, and local organizations to drive meaningful change. Dr. Williams has curated more than 500 financial health workshops, educating over 13,000 individuals. In February 2025, she was named Vice President, National Business Development Manager for Market Entry at JP Morgan Chase. In this role, she develops and implements strategies for entering new communities, focusing on economic development by engaging, equipping, and educating stakeholders to create lasting impact. In this session, you will learn how to position yourself for greater visibility, speak the language of leadership with confidence, and leverage collaborative relationships that open doors to new opportunities. You will walk away with clear, actionable strategies to be seen, heard, and selected so you can move from simply showing up to being strategically positioned for your next level. Coaching Specialties: Influence, networking and cross-collaboration; Strategic Positioning and executive presence

Liz Molina is the Regional Director of Banking for Dallas, Fort Worth and Austin Region. Liz leads a team of 17 Market Directors managing over 2500 employees in over 260 Chase branches with combined Deposit and Investment balances of over $87B.   Prior to her current role, Liz was the Market Director of Banking in the CT South Market and South and East Bronx Markets for over 8 years. She was accountable for the results across deposits, investments, and loans; as well as client experience and engagement, employee recruiting and retention, operational excellence and overall culture.   Liz’s almost 19 years with the firm have included various leadership roles within the Consumer Bank including Branch Manager for several branches and District Manager. Prior to joining the firm, Liz began her career as a part-time teller and exceled in her role of a licensed banker for several years before transitioning to leading teams.   Liz currently serves on the Community Engagement pillar on the Dallas Fort Worth Market Leadership Team for J.P. Morgan Chase. Collectively, they deliver the breadth and expertise of financial solutions and education locally to our clients, employees, and communities that we serve. Liz has also served on the ELLA committee for the Hispanic 100 which serves as a catalyst for increased participation of Hispanic Women in employment, procurement and social issues She serves as the Executive Sponsor for the ADELANTE and PRIDE BRG’s and was recently selected to serve as the Co-Executive Sponsor for the TFI in Dallas. She is a recent recipient of the 2022 Latina Style Executive of the year award.   Liz lives in Frisco, Texas with her husband and loves to experience new cultures during her travels. Coaching Specialties: Leadership, Performance, Results

Synettra leads the Family and Student Financial Health program for Strategy, Growth and Operations, Community and Business Development team for JPMorgan Chase. She is responsible for program strategy, business development, cross functional team partnerships, leading innovation, and scalable programming nationally. Synettra joined Chase in 2010 and since held roles as a Sr. Project Manager, Human Resources Recruiter, and Home Lending Manager. She was the Chase Columbus market program lead for the Diversity, Equity & Inclusion Council for five years, taught Journey to Inclusive Teams training and was the Governing Board Chair for City Year Columbus for 2023-2024 and in 2023, Synettra won the Career Mastered, Emerging Leader Award. Synettra resides in Columbus, Ohio and has been married to her husband Paul for 26 years. She is the mother of three children and has two grandsons. Coaching Specialties: Human Resource Recruiting; Building Strategy; Professional Development; Community Impact

Phillip Anderson is the deputy director in the Office of Black Affairs at JPMorgan Chase, which focuses on fostering inclusion across the Black Community and its allies, further enabling the firm’s aim to be the employer of choice and bank for all customers, clients, and communities. Phil is known for introducing “first ever” D&I programs that have increased employer-of-choice rankings, employee engagement and retention, which ultimately helped drive revenue and profitability. He obtained a Master’s of Science degree in Human Resource Management & Organization Effectiveness from Manahattanville College and a Bachelor of Arts in History from the University of Pennsylvania and is a firm believer in helping people become the best version of themselves. Specialty: Career coaching

Michele Godfrey, AFC ®, ChFC®, is a transformative leader with a distinguished record of fostering sustainable change and enhancing financial health across various sectors. She leads initiatives to implement strategies that assess and promote financial health programs to meet the needs of communities across the wealth spectrum. Previously she has worked within Military & Family Programs including, Personal and Professional Development and Family Readiness. Additionally she led Financial Readiness programs for Military Service Organizations including the Marine Corps and US Army. As a Community Affairs Specialist at the Federal Deposit Insurance Corporation (FDIC) she led efforts in the development of the Money Smart Financial Education Curriculum. Michele is passionate about financial education and is always willing to share financial strategies and resources to help individuals attain financial goals. Michele was the 2025 recipient of the Women Working in Wealth award presented by The American college of Financial Services ®. She is the Past-President of the AFCPE® (Association for Financial Counselors, Coaches, and Educators) Board of Directors and a member of the Prince William County Alumnae Chapter of Delta Sigma Theta Sorority Inc. Michele is a proud military spouse of an Active Duty United States Marine; together they have two children. Coaching Specialties: Adapting to New Working environments; Managing Career Transitions; Telling your Career Story; Starting Over

Juliet Udeochu is a philanthropic leader with over 15 years of experience in the nonprofit sector. Juliet was born and raised in Los Angeles, CA, and is the middle child in her large Nigerian family. She earned her Bachelor’s degree in Developmental Psychology from California State University, Los Angeles. Her life experiences of being a Black woman born to immigrant parents and growing up in a South-Central Los Angeles has shaped her passion for giving back to the less fortunate and her entrepreneurial experience. She has executed numerous charitable events, fundraisers, and community initiatives throughout several countries. Her philanthropic work is known worldwide, and she continues her mission in her current leadership capacity as Vice President of Community Managing at JP Morgan Chase.

Tanya Johnson is a VP, Senior Branch Manager for Chase in the Houston area, responsible for the Stafford branch—one of the largest consumer deposit base branches in Texas, carrying over $1 billion in deposits and investments. In her role, she oversees day-to-day operations, manages a team of 22 employees with support from 8 partners, and sets goals that prioritize exceptional client experiences and sustainable profitability. Centering her leadership on people development and client service, Tanya has been recognized as a top-performing manager multiple times, including in 2023, 2024, and 2025. Tanya began her career with Chase in 2002 as a Relationship Banker, moving into management in 2005. Known as a change agent and a regional leader, she mentors new Branch Managers and coaches peers on career development and performance. She has led and piloted branch-management initiatives whose best practices have been adopted across the country, sharing her approaches with audiences of more than 300 managers. Nationally, Tanya was selected as a speaker for the Performance Development Accelerator—required training for over 5,000 Branch Managers—and was a featured speaker at the 1st Annual National Branch Manager Town Hall in 2022. A committed Diversity & Inclusion leader for more than 15 years, Tanya served as Co-Captain for the Employee Development Pillar of the Diversity and Inclusion Culture Council, focusing on career mobility and development across the Houston/San Antonio Market. She helped launch and grow a regional Career Fair that connects employees with 15 lines of business and regularly attracts more than 200 participants. Tanya also serves on the National Branch Manager Council, is a member of the Houston VP Academy, and represents the Houston Region for Wellness. Tanya holds a bachelor’s degree in Business Administration in Marketing from Southern Arkansas University. She is a member of Alpha Kappa Alpha Sorority, Incorporated, and actively participates in business resource groups including BOLD, ADELANTE, and PRIDE. She also serves on the board of Women on the Move. Tanya resides in Pearland, Texas with her husband, Tavares, and their three children, TJ, Tatyana, and Taylor. Coaching Specialties: Team Development; Leadership & Mentoring; Career Development

Dr. Theresa Horne is a Vice President, Community Manager for Jackson, Mississippi at Chase. She is dedicated to delivering financial health education and nurturing relationships with key community leaders, nonprofit partners, and small businesses. Dr. Horne organizes complimentary workshops, hosts community events, and delivers tailored programming to all communities. With 17+ years of experience in community engagement and equity awareness, Dr. Horne brings a wealth of experience to her role. Prior to becoming a Community Manager, she held the role of Chief Diversity Officer for various global organizations, where she researched and developed employee and community strategy, organizational culture action planning and outreach programming impacting national security missions on a global scale. From creating groundbreaking culture change in Japan to leading organization-wide change at the Pentagon and Quantico, she has earned multiple awards using creative problem solving to quell large scale issues. Dr. Horne is a member of the Society for Human Resource Management as a Senior Certified Professional (SHRM-SCP) and Training Industry Incorporated as a Certified Professional in Training Management (CPTM). She has held an executive seat on various Boards focused on disability, equity, education, housing, and sports. Dr. Horne has a Bachelor degree in Communications, Masters degree in Education Assessment and Measurement, and a Doctorate in Education Leadership and Learning. She is an award-winning novelist, industry columnist and executive leader that has spoken at multiple federal agencies, private organizations and conferences on the intersection of culture, leadership and strategic alignment. She is a proud Army veteran and enjoys reading, traveling and coaching youth sports. Coaching Specialties: Leadership; Executive Presence; Career Transitions; Organizational Strategy

For over 25 years, Dr. Tiffany Perkins-Munn has been at the forefront of data science, AI, and analytics for leading firms such as J.P. Morgan Chase, BlackRock, Morgan Stanley, and Citadel. Her broad goals are to use data, analytics, ML, AI, and insights to mitigate hard dollar and reputation risk, drive cost efficiencies, and identify consumer/client conversion, acquisition, engagement, and penetration opportunities. Her recent book, Data (De)Coded: What Everyone Needs to Know about Data & AI (No Tech Degree Required) was recently published on Amazon and tackles the challenge of bringing data and AI to everyone’s kitchen table! She is Managing Director and Head of Business Execution and Policy in the newly-formed Open-Banking business. Renowned for her influence in democratizing data science, she was recognized in 2021 -2025 as one of CDO Magazine’s Top 100 Global Data Power Women, followed by being named one of Data IQ’s 100 Most Influential People in Data in 2022. Her expertise led to her appointment to the Global Editorial Board of CDO Magazine in 2023 and the co-Chair for CDO Magazine’s Southern California region Executive Committee in 2024. Her contributions have been recognized with invitations to speak at the White House Initiative on HBCUs in 2023 and in 2024. With a background in Applied Statistics, which is a mix of an Interdisciplinary Ph.D. in Advanced Quantitative Methods and Social-Personality Psychology, Dr. Perkins-Munn's career has been dedicated to measuring outcomes, including those in client / consumer / investor behavior, risk assessment, and portfolio management across a broad spectrum of industries, including telecom, luxury cars, sports and entertainment, and financial services. Coaching Specialties: Career & Leadership; Entrepreneurship

Sherkera Green is a Vice President Business Consultant who provides Executive Coaching for business owners through the Chase for Business Coaching for Impact program. This program allows for 1:1 coaching and consultation around specific business needs such as operations management, business development, and access to capital. A 23-year industry veteran with diversified banking and management experience, Sherkera began her career with World Savings Bank in 2003 as a teller in Cranford, NJ. She has held various roles with increasing leadership responsibilities including personal banker, mortgage representative, Store Manager, District Manager, and Executive Market Director in the financial industry. Sherkera currently serves as a Board Member of the NY Black MBA Association where she leads initiatives focused on Entrepreneurship and Business Development. She is also the New Jersey President of Support Your Girlfriends, a women-focused organization dedicated to empowering and supporting women through mentorship, leadership, and community. She previously served as Board Chair of the Urban League of Essex County, helping to advance programs that promote economic empowerment, education, and workforce development throughout the community. A recognized voice in business development and entrepreneurship, Sherkera has been featured at leading conferences including Black Enterprise and FinFest, where she shares insights on leadership, access to capital, and scaling businesses. Green studied Business Management at Kean University where she obtained her BA in Business Management. She resides in Edison, NJ with her two daughters, Kayla and Leah Green. During her spare time she enjoys traveling and has visited over 45 countries. She is currently pursuing her MBA at Southern New Hampshire University. Coaching Specialties: Operations Management; Business Development; Cash Flow Management; Access to Capital; Team up of experts

Nichol King is a visionary finance executive, coach, and thought leader dedicated to helping women leaders align identity, leadership, and wealth to build purposeful legacies. With more than 17 years of experience at JPMorganChase, she serves as Executive Director of Community and Business Development Banking , where she leads the firm’s financial health strategy for the Northeast and oversees a high-performing team committed to helping diverse communities reach their economic potential through financial health education and access. A trailblazer within the firm, Nichol made history as the bank’s first Community Manager in 2019 — a pilot role that helped shape a national model centered on deep community engagement, trust-building, and financial health. Her leadership has contributed to the launch of more than 150 Community Manager roles nationwide and the development of community-centered branches that redefine how financial institutions engage with the neighborhoods they serve. Affectionately known as Harlem’s Banker, Nichol’s work is grounded in both professional expertise and lived experience. Raised in Harlem and shaped by resilience and reinvention, she brings authenticity and empathy to her coaching approach. She supports high-achieving women in navigating leadership transitions, overcoming limiting money beliefs, and making confident decisions that advance both career success and long-term wealth. Nichol is a Certified Accredited Behavioral Finance Professional™ (ABFP), a credential that reflects her deep understanding of the emotional and psychological drivers behind financial decision-making. By integrating behavioral finance with leadership development, she offers a holistic coaching framework that empowers clients to move beyond performance and step fully into purpose, influence, and legacy-building. Her impact has earned national recognition. Nichol received a Congressional Award for advancing financial health education in Harlem and the prestigious Ellis Island Medal of Honor for her contributions to community leadership and service. Former Congressman Charles B. Rangel also proclaimed January 15th as Nichol King Day in Harlem in recognition of her commitment to uplifting the community she proudly calls home. Her work has been featured in Bloomberg and The Wall Street Journal. Through her signature philosophy — Identity. Leadership. Wealth. Legacy. — Nichol empowers women to lead with clarity, build wealth intentionally, and expand their impact beyond titles to create meaningful legacy. She is the founder of Harlem’s Banker™ and author of the forthcoming book, Becoming Harlem’s Banker: Lessons in Leadership, Resilience and Money (2026). Known for her warmth and candor, Nichol is committed to helping women leaders lead boldly, build wealth intentionally, and live lives that reflect both their power and their purpose. Coaching Specialties: Leadership; Business Coaching

Jason C. Smith is the Business Relationship Executive for the Office of Black Affairs (OBA) at JPMorganChase. In this role, he helps the firm address historical barriers to economic growth in underserved communities and partners with the firm’s largest corporate clients to help them achieve their Diversity, Opportunity and Inclusion objectives by sharing best practices and creating joint initiatives. In addition, Jason leads Strategy for the Office of Black Affairs (OBA). OBA focuses on the development of JPMC employees via Employee/Business Resource Groups (BRG). He leverages his 20+ years of experience in business relationship management, process improvement and diversity & inclusion to further transform the ways JPMorganChase works and collaborates with existing and potential corporate clients. In addition, Jason serves as JPMC’s Ambassador to Prairie View A&M University. Since joining the firm in September 2017, he has held numerous roles within the organization that include, Executive Director for Advancing Black Pathways, Site Services Director and Director of Performance Consulting. As a former Executive Sponsor for one of JPMorganChase’s many business resource groups, BOLD Ohio (Black Organization for Leadership Development), Jason has always been a resourceful business partner and champion for those under-represented. Prior to joining JPMorganChase, Jason held a dual role at Transportation Research Center, Inc. (TRC) as the Director of Projects/Director of Engineering within their Research & Development organization. In addition, he garnered his program management, process improvement and engineering skills through a variety of positions he held at Rolls-Royce Energy Systems Inc. (RRESI) and General Motors Corp. (GM). At Rolls-Royce, Jason led numerous global project teams, while working in countless foreign countries such as Nigeria, United Arab Emirates, Kazakhstan and China. While at GM, he was integrally involved in the advancement of Telematics and numerous vehicle launches. In 2004, he earned the GM Chairman’s Honor Award, GM’s highest honor, for his role in the launch of the Chevy Malibu. Jason is a proud Historically Black College and University (HBCU) alumnus and holds a Bachelor of Science degree in Electrical Engineering from Prairie View A&M University and a Master of Science degree in Engineering Management of Technology from Rensselaer Polytechnic Institute. He is also PMP (Project Management Professional) certified by the Project Management Institute and trained as a Black Belt Lean Six Sigma and certified in Diversity, Equity and Inclusion through Cornell University. Jason is a Detroit native and currently resides in Westerville, OH with his wife Evelyn and their two teenage daughters. In his spare time, he enjoys grilling, golfing, cycling, swimming, traveling the globe, coaching youth in golf and volunteering. He currently serves on the Small Business Advisory Council in Ohio and on the Board of Directors for First Tee of Central Ohio. Coaching Specialty: Career Coaching

Varcity Kariuki is a managing director and the U.S. Head of J.P. Morgan Outsourced Chief Investment Office, a group that focuses on managing customized mandates for endowments, foundations and institutional families. Previously, she served as the Global Head of the Private Banking Mortgage Solutions team and was responsible for a team of over 100 employees who delivered advice on optimal ways to structure mortgage debt and guide clients through the mortgage process. The Mortgage team had over $60 billion in outstanding mortgages across the us, UK, France & Switzerland. Prior to this role, Varcity led J.P. Morgan Private Bank's U.S. Portfolio Specialists for Multi-Asset Class Strategies; the team was responsible for the communication of investment capabilities/ solutions of a $150 billion multi-asset class platform to the Wealth Management salesforce, clients and prospects. Previously, Varcity served as an Institutional Client Portfolio Manager for the Global Fixed Income platform, covering East Coast clients. An employee of the firm since 2001, Varcity also worked in Global Wealth Management for 10 years in a variety of Portfolio Management roles, culminating with responsibility for overseeing the Global Discretionary Fixed Income team. Varcity began her career at the J.P. Morgan Investment Bank covering transportation companies. She has served as the Global Co-Chair of the Asset Management Women's Network in 2013-2017 and Global Co-Chair of the firm-wide Women's Interactive Network in 2011-2012. Varcity earned a B.A in Economics and Mathematics from Smith College, an M.B.A. from NYU Stern School of Business, and is a CFA® charterholder. Coaching Specialties: Career management & progression; Learning how to self-advocate; Overcoming imposter syndrome

Stefanie Steward-Young is the Managing Director of JPMorgan Chase. In her current role as Head of Community Impact & Business Growth for Community and Business Development, her responsibilities include leading efforts to drive financial inclusion and business growth to support being the bank for all. Prior to this role, Steward-Young was the Head of Field & Local Business Engagement for Community Impact, responsible for leading efforts to drive the Racial Equity Commitment impact at the local level and integration with the Consumer Bank and Wealth Management to close the wealth gap and cultivate financial health. Before joining JPMorgan Chase, Steward-Young worked as a financial industry executive with over 25 years of experience in corporate responsibility, community reinvestment and consumer banking at Fifth Third, PNC and National City Bank. Steward-Young led corporate and regional community reinvestment act for majority of her career, and most recently served as senior vice president and chief social responsibility officer responsible for leading corporate social responsibility strategy, corporate and foundation major giving, volunteerism, and financial education and access programs. She also held roles in branch management, commercial credit and retail training. Steward-Young holds a Master of Business Administration from Franklin University, a Bachelor of Business Administration in management and marketing from the University of Cincinnati, and a Certification in Corporate Citizenship Practice from Boston College Center for Corporate Citizenship. She has served as chair, board trustee and advisory council for numerous national and Ohio non-profit organizations. Notable board and council affiliations over the years include Columbus Urban League, Homeport, Economic & Community Development Institute, Ohio CDC Association, Community Reinvestment Fund, United Way Worldwide Global Corporate Leaders Advisory Council, and Boston College Corporate CSR Leaders Council. Steward-Young has been named a Career Mastered Leadership in Action Awardee, Top 50 Corporate Social Responsibility Leader by National Diversity & Leadership, Diversity in Business Outstanding Diversity Champion Award, and Business First 40 Under 40 honoree recognizing her career and community leadership. Steward-Young is a wife and mother of 3 sons. Coaching Specialties: Leadership; Career