In this episode, Hillary Hendershott shares the mindset shifts that helped her leave a family firm, build her own wealth management company, and turn being underestimated into her greatest advantage.

Hilary Hendershott, MBA, CFP®, is the founder and Chief Advisor at Hendershott Wealth Management, a fee-only financial advisory firm specializing in empowering women and couples to achieve financial freedom and helping high-net-worth clients take a tax-aware approach to investing through Ultra Tax Efficient Wealth ManagementSM. For over 20 years, Hilary has helped clients simplify money management, reduce financial stress, and grow their wealth. Hilary’s passion for financial empowerment stems from her own journey of overcoming financial adversity. Recognized as one of Investopedia’s Top 100 Financial Advisors for six consecutive years and a Top 40 Under 40 Entrepreneur in Silicon Valley, Hilary is also a TEDx speaker and the host of the Love, your Money® Podcast.

Hilary holds an MBA from Santa Clara University and is a CERTIFIED FINANCIAL PLANNER®. When she’s not making bold moves with her team at Hendershott Wealth to create a world where everyone thrives, Hilary stays busy enjoying life in California and Puerto Rico with her husband Robert, their daughter, Harlyn, and their two cats.

Kristine Delano guides the conversation beyond surface-level success, unpacking the psychology and courage required to build wealth on your own terms.

Go to www.kristinedelano.com for links to order Kristine’s book The Lies We Trade.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wallstreetsuspense.substack.com

In this episode, Jane Edmondson shares what it means to pivot, embrace failure, and redefine success at every stage, from “accidental entrepreneur” to intentional leader.

What if your career isn’t meant to follow a straight line and success comes from knowing when to pivot instead?

Jane Edmondson is Co-Founder of EQM Indexes, an industry leader in thematic and bespoke index design, which was acquired by VettaFi in September 2023. She currently serves as Head of Index Product Strategy at TMX VettaFi, partnering with clients to build innovative index solutions at scale. Jane has more than 30 years of experience in the investment industry and is a former Quantitative Portfolio Manager at Allianz Global Investors and its predecessor firm, Nicholas-Applegate. She began her career at Merrill Lynch and has been involved in the creation of several successful thematic indexes, including the first online retail index and the first blockchain index. She holds a BA from the University of California, Irvine, and an MBA in Finance from San Diego State University, and is FINRA Series 66 licensed. Based on the West Coast, Jane is a co-founder of the Southern California chapter of Women in ETFs and is passionate about mentorship, building community, and supporting the next generation of leaders. Outside of work, she’s a self-described “recovering entrepreneur,” a beginner golfer, and the proud mom of two adult children.

Kristine Delano guides the wide-ranging conversation about pivots, leadership, entrepreneurship, and what it really takes to build a career that evolves with you.

Go to www.kristinedelano.com for links to order Kristine’s book The Lies We Trade.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wallstreetsuspense.substack.com

In a reversal of roles, Kristine steps out of the host’s chair and into the guest seat as she’s interviewed by Sharon French, financial services veteran, board leader, and one of Kristine’s earliest podcast guests. Together, they mark a full-circle moment filled with reflection, storytelling, and a behind-the-scenes look at what it takes to reinvent yourself after a long career.

Sharon French is a seasoned financial services leader with nearly four decades of experience spanning banking, wealth management, investment management, and board service across public, private, and nonprofit organizations. A trusted mentor and respected voice in the industry, Sharon is known for her thoughtful perspective on leadership, career longevity, and the personal dimensions of professional success.

This episode is about permission to pivot, to start over, to tell new stories, and to redefine success in every season of life. Whether you’re in finance, fiction, or somewhere in between, you’ll walk away inspired.

Go to www.kristinedelano.com for links to order Kristine’s book The Lies We Trade.

Link to Sharon’s first episode on We Talk Careers

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wallstreetsuspense.substack.com

Leading into the New Year: Reflection, Visibility, and Global Impact with Tammy Cash

Tammy Cash is a senior leader in the global ETF industry and currently leads Business Communications and Engagement at BMO Global Asset Management. She has spent much of her career building and leading marketing and communications teams focused on the growth of exchange-traded funds, often saying she has grown alongside the ETF industry itself. Tammy also serves as Global Co-President of Women in ETFs, a global, volunteer-led organization with more than 14,000 members worldwide. In this role, she helps guide the organization’s governance, leadership development, and global chapter network to ensure long-term, sustainable impact. Tammy is passionate about mentorship, cognitive diversity, and creating accessible pathways into financial services for the next generation of leaders. Based in downtown Toronto, she is a proud mom of two daughters and enjoys knitting as a way to unwind and recharge.

Kristine Delano guides the conversation about how global networks create real career impact, why visibility beyond your day job matters, and how clarity, governance, and purpose help organizations, and leaders, grow sustainably.

LinkedIn: Kristine Delano Tammy Cash

Listen on your favorite podcast platform. We Talk Careers Podcast.

Go to www.kristinedelano.com for links to pre-order Kristine’s book The Lies We Trade.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wallstreetsuspense.substack.com

Jennifer Kaplan is the founder and president of Evolve PR & Marketing, Arizona’s largest public relations firm. Since launching the agency in 2010, she has led Evolve’s growth from a small, client-focused team into a powerhouse of 28 full-time publicists serving more than 140 clients across local and national markets.

A proud Phoenix native and Arizona State University alumna, Jennifer’s deep Valley roots and relationship-driven approach have helped her build lasting partnerships and elevate brands across industries. Her leadership and impact have earned her numerous honors, including the Inaugural Hugh Downs School of Human Communication Alumni of the Year Award, Phoenix Business Journal’s 40 Under 40, AZ Business Magazine’s Most Influential Women in Arizona Business, Ranking Arizona #1 PR Agency, AZ Big Media’s Most Admired Companies, Copper Anvil 2025 Agency of the Year, PR News’ 2025 Top Women in PR and People of the Year.

Outside the office, Jennifer enjoys time with her family, giving back to the community, and finding balance on her yoga mat. She’s always cheering on the Sun Devils—forks up!

Whether you’re an entrepreneur, a mid-career leader, or someone looking to amplify your personal brand, Kristine Delano guides the discussion through an energizing conversation that offers fresh perspective and renewed confidence for your next step.

Evolve PR and Marketing

Go to www.kristinedelano.com for links to pre-order Kristine’s book The Lies We Trade.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wallstreetsuspense.substack.com

Liz Pappas is a seasoned administrator and strategist with nearly 30 years of experience supporting top executives across fashion, media, finance, and private wealth. Currently supporting the Global Chief Legal & Risk Officer and Board Operations at a global wealth management firm, she’s known for bringing clarity, steadiness, and operational excellence to high-pressure environments. Born to Cuban immigrants and raised in New York, Liz began her career in the fast, rule-breaking world of 1990s fashion and advertising, working with brands like Elite Model Management, Donna Karan, Chanel, and Ogilvy. Those early years sharpened her instincts for reading the room, anticipating risk, and leading with presence, skills that have shaped her leadership style ever since.

Her path has spanned organizations including Brookfield Properties, Voya, Oak Hill Advisors, and IMAX. She’s also a certified gemologist and Diamond Grader, a mid-life reinvention that reinforced her belief in lifelong learning. Liz lives in Hell’s Kitchen, NYC, and is the proud mother of a daughter who inspires her to rise, reinvent, and lead with resilience.

Kristine Delano guides the conversation about how staying relevant isn’t about trying to be trendy, it’s about curiosity, adaptability, presence, and the courage to stretch into something new.

Go to www.kristinedelano.com for links to pre-order Kristine’s book The Lies We Trade.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wallstreetsuspense.substack.com

What would happen if you pressed pause on your career, just long enough to ask what you really want next?

Melissa Dailey-Newman is a Wealth Advisor at Clearwater Capital Partners, serving clients nationwide from her home in Kansas City. With nearly 30 years in financial services, she’s passionate about empowering women to own their careers and their wealth. As Co-Head of Women in ETFs Chicago and an active member of Women in Insurance and Financial Services, Melissa champions authenticity, mentorship, and community. Outside of work, Melissa enjoys golf, cooking as a self-proclaimed home chef, and life with her husband, two grown kids, and their energetic puppy.

Kristine Delano guides the conversation about career pivots, women’s empowerment in wealth, and the art of work-life integration.

Connect with Melissa:

ccpwealth.com

chiconwallstreet.com

LinkedIn

Go to www.kristinedelano.com for links to pre-order Kristine’s book The Lies We Trade and download a free financial thriller novella as an ebook or audio book.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

Disclaimer: Melissa Dailey-Newman is an employee of Clearwater Capital Partners. Melissa’s comments are for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and are not intended to provide legal or tax advice. All opinions expressed by Melissa are solely her own opinions and do not reflect the opinions of Clearwater Capital Partners. Investment Advice offered through Clearwater Capital Partners a Registered Investment Advisor.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wallstreetsuspense.substack.com

In this episode, Nelly Mubashi shares how networking isn’t about collecting contacts, it’s about building genuine connections. From chance introductions to lasting partnerships, Nelly shares how thoughtful relationships can shape your career and open unexpected doors.

Nelly Mubashi is the Co-Founder and CEO of NWAM, LLC (Northwest Asset Management) and RIA Innovations, as well as the CEO of National Fiduciary Trust, a Washington state trust company. With over 20 years of experience in the wealth management industry, Nelly brings deep expertise in strategic growth, risk management, and client service. Before founding NWAM in 2008, she served as a financial advisor with UBS Financial Services and Piper Jaffray & Co. Nelly is actively involved in her community, serving on the Board of Directors for Plymouth Housing and co-heading the Pacific Northwest chapter of Women in ETFs. She lives in Redmond, Washington with her husband and two children, and enjoys traveling, reading, and taking Zumba classes in her free time.

Kristine Delano guides the conversation about the power of connection, saying yes to new opportunities, and building a network that truly lasts.

Apprenticing as an Angel with Roxane Sanguinetti

Smart, Not Spoiled: The Seven Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson

Go to www.kristinedelano.com for links to pre-order Kristine’s book The Lies We Trade.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wallstreetsuspense.substack.com

In this episode, Catharine (“Cat”) Frick shares how artificial intelligence, creativity, and courage have shaped her journey from law firm case manager to entrepreneur and leader in the ETF space.

Cat Frick is the founder of Catnip, a boutique growth marketing consultancy that helps ETF issuers and asset managers launch and scale funds through branding, digital strategy, and market education. With over 150 ETF launches under her belt and her role as Co-Head of Women in ETFs San Francisco, Cat is known for blending creative marketing with deep industry expertise to drive growth, accessibility, and community in financial services. Born and raised in Northern California, Cat now calls San Francisco home. When she’s not building brands or mentoring within the ETF community, you can find her on the tennis court, playing a competitive game of cribbage, or tackling her latest home DIY project. She’s currently on a quest to be a little less of a workaholic, one coffee break at a time.

Kristine Delano guides the conversation regarding the ethical edges of AI and digital identity to staying grounded in purpose, even when innovation moves fast.

Listen on your favorite podcast platform. We Talk Careers Podcast.

Go to www.kristinedelano.com for links to pre-order Kristine’s book The Lies We Trade.

Ca’t book recommendation The Heart’s Invisible Theories by John Boyne

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wallstreetsuspense.substack.com

In this episode, Sara Prager talks about what it takes to guide others through influence, not authority, and why knowing your stuff is just as critical as earning trust and building meaningful connections.

Sara Prager is a Strategic Relationship Manager at TCW, where she focuses on developing, enhancing, and broadening the firm’s product exposure within wealth management platforms. Prior to joining TCW, Sara spent seven years at BlackRock as a Senior Relationship Manager in the firm’s Wealth Advisory Group, managing some of BlackRock’s largest home office enterprise wealth relationships. She began her career at Bloomberg as an ETF Data Analyst and Specialist, gaining early expertise in the fast-growing ETF space. In addition to her professional role, Sara serves as Co-Head of the New York chapter of Women in ETFs, where she champions mentorship and career development for women in the industry. Based in New York City, she is also an avid runner currently training for the New York City Marathon.

Kristine Delano guides the conversation on how preparation, trust, and relationships, not titles, build true leadership.

Listen on your favorite podcast platform. We Talk Careers Podcast.

Go to this page on Amazon to pre-order Kristine’s book The Lies We Trade.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wallstreetsuspense.substack.com