Kristi serves as a board member for Kindway, a non-profit organization dedicated to the successful re-entry of incarcerated men and women into the community. Kristi was one of the founding members of the Ohio chapter of The National Association of Securities Professionals (NASP), an organization helping people of color and women achieve inclusion in our industry. Kristi is an active member of the community, working with several non-profit and social organizations that aid unserved communities throughout the country. Through timely insights, education and client-ready tools, both financial professionals and individuals are able to work directly with Nationwide to increase their awareness and knowledge of complex financial topics such as retirement income planning, health care, long-term care and Social Security. In her current role, Kristi oversees an extensive network of knowledgeable professionals who provide hands-on consultation to develop client strategies and address the major concerns America’s workers face when planning for retirement. Kristi Martin Rodriguez currently serves as Senior Vice President of the Nationwide Retirement Institute® for Nationwide Financial, leading the teams responsible for advocating for and educating members, partners and industry leaders on issues impacting their ability to have a secure financial future. Where he is able to communicate complex financial information in a manner judges and juries can understand. He has testified as an expert witness in numerous litigation cases in a variety of federal and state courts regarding agreed-upon procedures reports, fraud, lost profits, valuations, white-collar crime, solvency, commercial and residential real estate, product liability, estate matters, shareholder and partner disputes, and matrimonial matters. Rosen has approximately 40 years of financial advisory, consulting, and public accounting experience with an extensive background in fraud engagements, forensic accounting, complex litigation matters, shareholder/partnership disputes, and other areas of investigative accounting. Gary holds the CPA, CFE, CFF, CVA, and CGMA accreditations. He provides accounting, audit, and consulting services, including solvency, valuation opinions, and asset recovery for numerous closely-held and public corporations, real estate entities, financial services institutions, business development companies, private equity funds, government agencies, and international corporations. Gary Rosen is the partner-in-charge in the Firm’s Valuation, Forensic & Litigation Services group for the NY Region. Under her leadership, InvestmentNews launched initiatives to support the evolution of the financial advice profession, specifically in the areas of Practice Management, Women’s Leadership, Diversity & Inclusion, Innovation, NextGen and Financial Literacy.Īn industry thought leader, Suzanne is a sought-after speaker, moderator, and columnist on topics ranging from marketing and leadership to financial literacy and fintech. Suzanne is the former CEO and Publisher of InvestmentNews, where she oversaw the vision and strategic direction for all their platforms, including print, digital, events, and research. Suzanne is also the Creator and Host of The Big Reveal Podcast Series, where she interviews industry thought leaders and influencers on all things wealth management, but with a twist! Suzanne Siracuse specializes in advising financial services firms on innovative business strategies, distinctive marketing programs, and impactful advocacy initiatives around diversity, financial literacy, and next-gen talent. When not at work, you can find Kimberly on the sidelines of her husband’s football games taking all of the team photos. Kimberly lives in Rockford, Illinois with Tony, her husband of 28 years. Kimberly is also involved with Sak Saum, an organization that promotes rescue and rehabilitation of human trafficking victims. She has worked with ZOE and In His Steps International, traveling to both Thailand and Cambodia. Kimberly is actively involved with mission work primarily focusing on human trafficking. Kimberly has over 28 years of experience in the financial services industry and has held several positions across multiple lines of business. Kimberly joined the firm in 2007 as a Financial Advisor and has held additional roles as Investment Manager and Supervisory Manager before taking on her current role in 2018. Morgan Wealth Management, overseeing financial advisors in the Lake County East market in Illinois. Kimberly Ambrogio is a Market Director at J.P.
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