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“We rise by lifting others” —Robert Ingersoll

We are supporting diversity throughout the industry and beyond

When it comes to attracting members in the financial community who are reflective of the world we live in, there is always more work to be done. And, while change takes time, the Institute is committed to bringing key industry powerhouses together to ignite meaningful change.


Meaningful changeTHRIVE Center for Diversity & Inclusion

Meaningful change within an industry or a profession cannot be achieved by acting alone. There are many organizations and companies within financial services that have developed exceptional diversity and inclusion initiatives, and the Thrive Coalition aims to connect with these initiatives through alliances and a shared resource center so that the industry and its ambassadors are aligned in its collective effort to foster a more diverse and sustainable workforce within the financial advisor profession.

We are proud to partner with the following organizations:


We have an underlying belief in inclusion and diversity. That is why we thoughtfully brought together members of the financial community to help foster change.



Co-chairs, Council of Ambassadors 

(Hover over image for more information)

Garry Bridgeman Garry Bridgeman
CIMA®, Past-Chair
Investments & Wealth Institute Board of Directors
Kevin Sanchez Kevin Sanchez
CIMA®, CPWA®, CFP® Past-Chair
Investments & Wealth Institute Board of Directors

Council of Ambassadors

Noel Pacarro Brown Noel Pacarro-Brown
First Vice President, Conscious Wealth Management Group
Morgan Stanley
Desiree Maldonado Desiree Maldonado
Financial Consultant

Popular Securities
Dorothy Bossung Dorothy Bossung
Institute Vice Chair, EVP
Lowery Asset Consulting
Libet Anderson Libet Andersen

ProEquities, Inc.
Christine Gaze Christine Gaze
Founder & Partner

Purpose Consulting Group
Kelly Walsh Kelly Walsh
Director, Wealth Mgmt Advisory,
Coast Capital

Council Roles & Responsibilities


  • Advise Institute staff and board on matters related to diversity & inclusion
  • Guide the creation and development of meaningful programming
  • Monitor the objectives of the Center and the Scholarship Fund, and advise staff on the Scholarship program
  • Assist in the advancement of THRIVE Coalition efforts by soliciting participation by other organizations or corporate participants.