Fearless Females

Welcome to Fearless Females – the podcast designed to inspire and guide young women forging their paths in traditionally male-dominated industries. Your host, Lorie Jones owner of FearLess Financial Advisors, is here to kindle the flames of ambition and resilience in every 20-something listener. Immerse yourself in the grace of conversations with seasoned women entrepreneurs and executives who've triumphed over challenges and achieved remarkable success. Whether you're navigating the professional world or aiming to uplift others, join us for candid discussions that reveal the triumphs, trials, and transformative moments shaping extraordinary careers. Unlock the strategies, skills, and a fearless mindset needed to thrive in any industry. Fearless Females is your compass for gracefully navigating uncharted waters, breaking barriers, and fostering a community of unstoppable women. Are you ready to be fearless? Tune in now and let the journey to professional greatness begin!

Rising Strong with Janete Parente: A Story of Grit and Gratitude 01/26/2026

Rising Strong with Janete Parente: A Story of Grit and Gratitude This week, host Lorie Jones sits down with Janete Parente, owner of HB Medical Billing and author, for an inspiring conversation spanning Janete's humble beginnings growing up in poverty in southern Brazil to her courageous leap into the unknown and entrepreneurial success as an immigrant in the United States. Janete shares the trials of starting over in a new country before building a successful company and reflects on the difference in credibility that introducing women with their highest titles can make. The conversation explores lessons about reciprocating support on the road to financial independence, valuing opportunity, self-advocacy, lifting others, hard work, faith, and learning from both failure and success. She offers heartfelt advice on overcoming cultural and gender barriers in business. Tune in as we examine the pivotal moments and fearless mindset that define Janete Parente's extraordinary life and career journey. Show Highlights: Rising out of poverty by deeply valuing education. [07:18] The power of help and hard work on the entrepreneurial path. [11:06] Do we make enough use of senior entrepreneurship latitude? [17:40] How do you respond when clients dictate your career goals? [21:31] Self-advocacy taught by a straight talking American husband. [24:16] The importance of early practice in communication. [28:16] Benefits of opening an IRA account for financial security. [30:36] Adopting a “learn, then teach” mindset for collective value. [32:56] Why women must present each other with their highest titles. [34:26] Achieving success against the odds to be able to give back. [38:28] Find Janete Parente on LinkedIn at . You can also contact Janete via email at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/39796145

Rethinking Representation with Amber McReynolds: The Real Work of Democracy 01/19/2026

Rethinking Representation with Amber McReynolds: The Real Work of Democracy This week, Lorie Jones sits down with Amber F. McReynolds, a leader who has redefined what it means to serve, from steering election reform to her pivotal role as the board chair of the U.S. Postal Service. Amber’s journey began in a small Illinois town, shaped by strong family values, a tireless work ethic, and her grandmothers who advocated for civic engagement and the right to vote. Amber shares how dedication, resilience, and a spirit of service can lead to extraordinary impact. She opens up about facing career challenges, redefining success as a woman in leadership, using her voice for change, the investments that shaped her journey, and how she overcame adversity. Join them for wisdom on balancing career and family, the importance of mentorship, and practical advice for young women poised to make their mark. You don’t have to be an elected official to make a difference. Let’s be fearless. Show Highlights: How family roots and upbringing instill service and work ethic. [05:12] Civic potential from women’s voting legacies and non-elected citizens. [08:14] Driving service-oriented reform using diverse skills and data. [13:28] Discover areas of expertise required for election roles. [18:42] Invest in resilience in education, personal trials, and parenting. [21:16] Strategic ways to navigate biased advice as women leaders. [26:40] What’s your family motto that shapes your daily lives? [31:58] Takeaways on learning by doing and continuous improvement. [34:45] Tips for buying a suitable post-divorce family home. [40:05] The true civic and economic status of U.S. women with stats. [44:45] Can tech and AI solutions be built to assist working mothers? [48:45] Advice for young women on mentors, family, and goals. [53:40] Connect with Amber F. McReynolds by visiting her website at You can also contact Amber on LinkedIn at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/39739995

Choosing What Matters with Jacqueline Connelly: Letting Go of the “Shoulds” 01/12/2026

Choosing What Matters with Jacqueline Connelly: Letting Go of the “Shoulds” Today, host Lorie Jones welcomes Jacquelin (Jackie) Connelly, founder of Coaching That Belongs, whose journey spans creative entrepreneurship and corporate leadership, marked by hard-won wisdom and courage in the face of adversity. You will find profound value in Jackie’s story and the wake-up call that prompted her to break free from others’ expectations—or “the shoulds”—and realign her life with her values. Jackie warmly shares actionable strategies for professional women seeking fulfillment beyond surface-level success, emphasizing the importance of radical candor, authentic feedback, and self-advocacy, even in male-dominated spaces. The conversation illuminates how women can define achievement on their own terms, fueling both personal growth and career advancement. Listen in as two women leaders dedicated to helping others forge authentic, purpose-driven careers provide clarity and a fresh perspective for women who want work that is a genuine fit with who they are. Show Highlights: The art of giving meaningful feedback with Radical Candor. [04:21] Effects of overcommitment in toxic work environments. [07:15] Make the transformative choice of what matters most to you. [10:40] Strategies for realigning values in life and career. [15:44] Fake it till you make it vs. authenticity. [17:28] The power of open-ended questions in male-dominated workplaces. [21:00] Should you buy real estate to build financial stability? [23:33] Navigating HR conversations without upfront answers. [24:46] Why women can uniquely enrich organizations as leaders. [27:07] Evaluating personal truths vs. “shoulds” as young women. [31:32] To contact Jackie Connelly, visit her website, . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/39670025

Healing from the Inside Out with Natalya Borakowski: Redefining Confidence Beyond Perfection 01/08/2026

Healing from the Inside Out with Natalya Borakowski: Redefining Confidence Beyond Perfection In today’s episode, Lorie Jones sits down with Dr. Natalya Borakowski, a naturopathic physician and founder of UnveilYou, to explore the real meaning of self-healing, resilience, and empowerment for women. Natalya shares her journey from concert pianist to healer, opening up about overcoming a personal struggle with body dysmorphia, launching a clinic from scratch, and navigating skepticism as a female entrepreneur in a male-dominated medical world. She discusses topics that matter to every ambitious woman: learning self-compassion, building confidence, handling setbacks, and why listening to your intuition is the ultimate game-changer. This conversation offers a refreshing take on how accepting imperfection, investing in yourself, and trusting your path can transform your career and life. Tune in to be inspired, challenged, and equipped for your journey as a fearless female. Show Highlights: Life-changing insights from The Courage to Be Disliked. [03:58] Find your true path through your natural female intuition. [07:41] Lessons from a journey to healing from profound disorder. [09:34] Toxic positivity vs. allowing grief and genuine self-acceptance. [12:38] The power of correct information for medical and financial literacy. [16:07] Protecting yourself from financial scams and navigating trust. [20:05] Organic healing skincare vs. the beauty industry’s dark side. [24:54] Defying entrepreneur fears and trusting in your life mission. [28:49] The ripple effects of healing a woman and her purpose. [31:47] Does the blonde stereotype hinder women in male-dominated medicine? [32:37] The secret sauce to growth in accepting negative emotions. [37:33] Visit Dr. Natalya Borakowski website at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/39657440

Women of Influence: Women who mean Business with Dawn Gabriel, Brie Dilley and Toby Cates 12/29/2025

Women of Influence: Women who mean Business with Dawn Gabriel, Brie Dilley and Toby Cates In this inspiring installment, host Lorie Jones brings together a powerhouse panel of women leaders for a candid conversation originally designed for a Women of Influence event. Join Lorie Jones, Brie Dilley, Dawn Gabriel, and Toby Cates as they share the unique perspectives, superpowers, and pivotal journeys that have shaped their approach to leadership in fields where women are often underrepresented. This episode takes a closer look—beyond job titles and résumés—exploring the “why” and “how” behind these remarkable women’s careers. From navigating criticism and setting boundaries to balancing ambition with self-care, our guests open up on burnout, perfectionism, and creating work cultures that truly support women at every stage. You’ll hear about the power of authentic connection, the importance of embracing both failure and growth, and the strategies these leaders use to stay grounded while driving meaningful change in their organizations. Whether you’re just starting your career or are already making waves, this panel delivers practical insights and heartfelt encouragement for any woman set on forging her own path. Ready to discover what it means to lead fearlessly? Show Highlights: How to cultivate “x-ray vision” as a leadership superpower. [08:55] Balancing being assertive and filtering criticism as female leaders. [11:56] Should women replace work–life “balance” with “rhythm”? [18:29] Challenging organizational traditions and “sacred cows.” [22:09] A lesson in compassion and self-care with the Starfish Story. [27:53] Key ideas to drive impactful change and avoid burnout. [29:33] The power of pausing to align decisions with values, not fear. [36:33] Making systems human through connection over perfection. [40:13] Does regret signal growth? [46:23] Try this quick, actionable self-compassion practice. [49:21] Give yourself self-acceptance and the ability to receive love. [52:03] If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/39526770

More Than Money with Colleen Bowler: Why Connection Comes Before the Plan 12/22/2025

More Than Money with Colleen Bowler: Why Connection Comes Before the Plan In this episode, host Lorie Jones sits down with Colleen Bowler, co-founder of C&J Innovations and a trailblazer in the world of financial planning, to talk about the often-overlooked human side of finance and how financial plans should accurately reflect your unique life, dreams, and values, not just numbers on a spreadsheet. Colleen opens up about her personal journey from a challenging childhood to building her career as a single mom, growing a thriving business focused on empowering clients and advisors. She discusses her habits for success, the importance of mentorship and collaboration, and how pushing past outdated norms can create not only financial but personal freedom. Whether you’re at the start of a career in a male-dominated field or want inspiration to lead with authenticity and courage, this conversation offers wisdom, actionable advice, and feel-good moments. Get fearless! Show Highlights: Impactful books on business and habits to add to your list. [04:06] The importance of financial preparedness in families. [06:14] How human-centered fintech advisory tools help tailor plans. [09:44] Insights on female clients in finance and widows’ retention. [11:57] “Living, breathing” fintech and relationship value in advisory. [13:51] Why investing in continued learning is crucial for growth. [16:54] What are you “feasting on” with your power of agency? [19:22] Making a career in finance work as a woman. [20:59] Life lessons on snap decisions, financial responsibility and rewards. [25:26] “January depression” in business and having a readiness fund. [30:33] Advice for young women entering finance. [38:21] To connect with Colleen Bowler, go to on LinkedIn. Find C&J Innovations, LLC, on LinkedIn at . For a 15-minute discovery call with C&J Innovations, please visit . Check out The Passport Package™ at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/39380555

Confidence, Coaching, and Champagne Moments with Neen James: How to Show Up Like You Belong 12/15/2025

Confidence, Coaching, and Champagne Moments with Neen James: How to Show Up Like You Belong In this empowering episode, host Lorie Jones welcomes the magnetic Neen James, a celebrated client experience expert and author with an unbreakable spirit. You will be captivated as Neen recounts her remarkable leap from the boardrooms of Australia’s toughest industries to building her own thriving business. Neen reveals the strategic mindset that propelled her rapid career growth and shares why being your own publicist is a must for women determined to make their mark. She challenges the traditional wisdom on whose advice to value and highlights the power of both authenticity and preparation in male-dominated spaces. Her stories of embracing resilience, seeking out stellar mentors, and turning challenges into assets offer the inspiration every ambitious woman craves. Thoughtful, actionable, and packed with energy, this episode is a must-listen if you're ready to shape your destiny with confidence and clarity. Show Highlights: Author Neen James recommends having “brain crushes” on. [04:29] Learn a pro tip for career evolution in 90-day cycles. [05:55] The power of confidence, communication, and competence. [09:51] Why women should become their own publicists. [13:10] Is investing in coaching a nonnegotiable for growth? [16:28] How to select which advice to take with self-awareness. [18:06] The role of self-assurance and equality in fearlessness. [31:02] Lessons on bending stereotypes with grace and expertise. [34:04] Capturing recognition beyond credentials and trophies. [37:38] Encouragement and advice for early-career women. [43:03] To connect with Neen James, go to her website , or find her on LinkedIn at . To get Exceptional Experiences by Neen James on Amazon, go to . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/39289890

Redefining Beauty with Liz Hansen: The Confidence Behind the Camera 12/08/2025

Redefining Beauty with Liz Hansen: The Confidence Behind the Camera Today’s episode features an electrifying conversation between host Lorie Jones and trailblazing entrepreneur Liz Hansen, founder of Chicago Boudoir Photography Studio. With candor, Liz recounts her journey from art history and education to building a thriving studio that champions women’s confidence and individuality. Liz shares how stepping outside her comfort zone, despite skepticism and societal taboos, became the catalyst for both her personal and professional growth. Hear about the real-life challenges women face in business, from silencing inner critics to tackling the money stories they inherit, highlighting the power of investing in community, mentorship, and self-worth. You’ll come away from this conversation with inspiration and actionable wisdom to chart your path boldly, even in unconventional industries. For growth-minded professional women, it will be a celebration of courage, creativity, and the freedom that comes from betting on yourself. Show Highlights: The joy of possessing fewer “little Mona Lisas.” [03:14] How and why Liz Hansen became a boudoir photographer. [06:34] The power of celebrating your unique beauty with confidence. [09:15] What can accelerate returns from investing in a mastermind? [14:14] Navigating starting a business in a controversial industry. [17:07] The importance of investing in an IRA early in life. [23:08] Embracing the risk of business ownership and necessary debt. [26:07] Money stories of transitioning to paid work as a SAHM. [30:34] Benefits and stigma of being a female boudoir studio owner. [38:10] Advice to young women who are aspiring entrepreneurs. [42:12] Visit Liz Hansen’s website, , to access free resources. If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/39265770

From Mission to Movement with Stacey Ray: How Sisterhood Became Her Superpower 12/01/2025

From Mission to Movement with Stacey Ray: How Sisterhood Became Her Superpower Today, host Lorie Jones welcomes the inspiring Stacey Ray, founder and CEO of Sisterhood Travels, a vibrant community dedicated to creating meaningful travel experiences for women. Stacey looks back on how she reconstructed her life after personal loss, building a business—and a movement—centered on connection, sisterhood, and empowering women to find joy and adventure at any age. From overcoming naysayers and industry obstacles to prioritizing kindness, compassion, and authentic connection, Stacey shares her journey from a 30-year career in healthcare to launching a thriving travel business in her 60s. Lorie and Stacey also discuss the power of self-belief and community, learning from financial lessons, and how women can lift up women to become truly fearless and invincible. Whether you’re dreaming of your next adventure or looking for inspiration to believe in your own ideas, this episode is rich with candid stories, actionable wisdom, and the reminder that it’s never too late to reinvent yourself. Show Highlights: How Stacey Ray built the 46,000-member Sisterhood Travels. [05:10] What does roommate matching involve for solo women travelers? [10:12] The trip vs. experience differentiator for mature women. [11:48] Banning “mean girl” syndrome to foster a culture of kindness. [14:10] Rising above self-sabotage and finding life after bereavement. [16:55] Saving for life’s inevitable late season without reckless debt. [25:22] Navigating scaling anxiety in business growth obligations. [32:05] How to answer ageism and female rivalry in shared industries. [35:55] Advice for young women on self-belief and true value. [43:16] Creating invincible—not invisible—women later in life. [47:58] Connect with Stacey Ray at on LinkedIn. To learn more about Sisterhood Travels, visit . Find Stacey’s podcast, Life. Reimagined. with Stacey Ray at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/39147460

Leading with Integrity with Cristin Browne: Confidence Beyond Accomplishments 11/24/2025

Leading with Integrity with Cristin Browne: Confidence Beyond Accomplishments In this episode, host Lorie Jones sits down with Cristin Browne, founder of Brave Peak Capital, helicopter pilot, and all-around trailblazer. From her remarkable journey as a West Point graduate and Army officer to her latest leap into entrepreneurship, Cristin Browne opens up about the pivotal moments that shaped her career, the unique challenges she has faced as a woman in male-dominated spaces, and the powerful lessons she’s learned along the way. Tune in as Cristin Browne shares her insights on what it truly means to be “enough,” the value of financial freedom, and why embracing both failure and reinvention are key to long-term success. Whether you’re just starting your journey or looking for inspiration to keep pushing forward, this episode is packed with wisdom and stories that celebrate the power of fearless women everywhere. Ready to be inspired? Show Highlights: “Predictably irrational” people, business, and markets. [03:14] The self-reinforcing power of values in Cristin Browne’s response to 9/11. [04:47] Lessons on early, future-proofing Roth IRA investing. [10:07] Would you accept a broken back or fight to stand up for your goals? [15:13] Tips on emotional regulation as a leader in workplace conflicts. [18:22] Advice to slow down and treat life as a marathon, not a sprint. [23:00] Post-military navigation of courage, uncertainty, and failure. [24:43] Approaches to challenges in male-dominant fields from Cristin’s military career. [27:15] “Choosing the harder right than the easier wrong.” [31:25] Why young women must define success individually, not by society. [35:20] Connect with Cristin Browne on LinkedIn at with any questions. Go to Brave Peak Capital by visiting . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/39057905

Resilience by Design with Paige Wiese: Turning Setbacks into Strategy 11/17/2025

Resilience by Design with Paige Wiese: Turning Setbacks into Strategy In this episode, host Lorie Jones sits down with Paige Wiese, founder and CEO of Tree Ring Digital, to explore the power of resilience and the courage it takes to forge your own path. Paige shares her unconventional journey from aspiring architect to entrepreneur, detailing how unexpected health challenges pushed her to reinvent her career and build a thriving digital agency. The conversation highlights lessons on trusting yourself, embracing risk, and the importance of setting up solid processes from the start. Paige also opens up about navigating professional advocacy with her young age and gender identity as a business owner, and discusses the wisdom she has gained from challenges and setbacks. Whether you're just starting out or looking for motivation to continue your entrepreneurial journey, this episode offers powerful insights and advice for any woman daring to dream big and succeed fearlessly. Show Highlights: Signals of entrepreneurialism in boredom, doodling, and job struggles. [05:05] Are agencies moving to hybrid or fully remote work models? [08:00] Making health a foundational priority, epilepsy, and wellbeing. [12:01] Adventurous living, with limitations as a catalyst and wake-up call. [15:58] Should you niche down or diversify your service offering? [17:33] The downstream benefits of slowing down and documentation. [21:57] Why before-40 self-advocacy and financial planning matters. [26:27] The power of embracing mistakes with ease and transparency. [28:37] Proving expertise over gender identity in business ownership. [32:51] Career rollercoaster and seasonality advice for young women. [37:30] DM Paige Wiese on LinkedIn at if you have any questions. If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/39006520

Rewriting the Rules with Liz Wendling: Authenticity is your Sales Superpower 11/10/2025

Rewriting the Rules with Liz Wendling: Authenticity is your Sales Superpower Today, our host Lorie Jones sits down with dynamic sales trainer and business consultant Liz Wendling for a candid conversation to explore the power of authenticity in the sales world, particularly for women navigating traditionally male-dominated industries. Liz shares her unconventional journey from a Manhattan advertising agency to top sales producer, all while challenging the old-school, cookie-cutter methods she encountered along the way. You’ll hear how Liz learned to trust her gut, break industry norms, and create her own successful approach to selling—one that centers on being genuinely herself. Through this engaging discussion, you’ll gain practical wisdom for trusting intuition, investing in personal growth, and boldly defining your version of success. Whether you’re just beginning your career or seeking inspiration to lead more authentically, this episode offers empowering insights, real-life stories, and actionable advice on forging a fearless path—your way. Show Highlights: Straight line vs. circle/zigzag approaches in life and business. [03:34] The power of Liz Wendling’s non-salesy selling. [06:39] Building people and results using interpersonal kindness. [10:26] What do head-driven vs. gut-driven decisions signal? [13:43] Why the advice “Don’t sell, just serve” is wrong. [18:49] Exit misaligned spaces by their expiration dates to start fresh. [22:56] The path to freedom with a congruent work–life identity. [27:34] How to redefine rejection pain and turn it into sales growth. [33:53] Lessons on being a female leader in male-centric sales. [39:02] Authentic sales strategies and messaging techniques. [40:49] Sales inevitability and learnability advice for young women. [46:13] Connect with Liz Wendling at on LinkedIn. To get in touch with Liz or explore her work, go to , where you can also find her books Sell Without Losing Your Soul and The Heart of Authentic Selling. If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/38893045

Owning the Hard Path with Marta Spirk: How to Turn Fear into Fuel for Your Next Adventure 11/03/2025

Owning the Hard Path with Marta Spirk: How to Turn Fear into Fuel for Your Next Adventure This week, host Lorie Jones sits down with Marta Spirk, a singer, speaker, and visibility coach with an extraordinary journey. Born and raised in Brazil, Marta’s passion for languages and music led her to eventually launching a multifaceted business here in the U.S.—all while navigating the joys and chaos of raising triplets! In this candid conversation, Marta shares how embracing discomfort and blazing her own trail became the cornerstone of her success. She opens up about the challenges of balancing motherhood, entrepreneurship, and self-identity. She reveals the pivotal role of mentorship, the lessons learned from setbacks, and how owning her strengths as a speaking coach empowered her to help other women step into the spotlight. If you’re looking for inspiration, actionable advice, and a reminder that being “fearlessly uncomfortable” is often the secret to growth, don’t miss Marta’s empowering story! Show Highlights: Help Fearless Females inspire and elevate more women. [00:29] Napoleon Hill’s lesser-known gem, Outwitting the Devil. [04:09] Rediscovering identity and personal purpose with motherhood. [09:04] The power of redefining the status quo with a unique path. [12:21] Why male mentors with successful work and family lives matter. [14:36] The best timing, format, and steps to publish your first book. [18:15] Are you afraid to claim a lane because others also excel in it? [22:40] A pivotal question to help make the full-time vs. working mom choice. [30:32] Lessons on embracing uncomfortable growth experiences. [38:42] Actionable steps for young women to start networking. [42:03] To reach out to Marta Spirk or explore her work, find her on LinkedIn at or visit her website at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/38823210

The Power of Owning Your Worth with Lori Cornetta: Why You Need to Know Your Value 10/27/2025

The Power of Owning Your Worth with Lori Cornetta: Why You Need to Know Your Value Welcome to Fearless Females! In today’s episode, host Lori Jones chats with Lori Cornetta—author, sales coach, and speaker—whose bold career path spans from advertising to medical device sales. Lori opens up about advocating for herself, confronting industry gender biases, and the importance of knowing your worth. She shares how great mentors shaped her journey, lessons learned from financial ups and downs, and advice for young women breaking into male-dominated fields. Get ready for an honest conversation packed with practical insights, personal triumphs, and encouragement to “be your own hero.” If you’re looking for inspiration and real strategies to own your value and accelerate your career, this episode is for you! Show Highlights: Knowing Your Own Worth [00:00] Learning about self advocacy and success [4:50] How to defy doubts and stereotypes [8:50] The importance of great mentors and colleagues [11:57] How to create positive energy and pay it forward [17:52] Finding the balance between work and family to achieve better outcomes [23:02] Sales, Love and Success [25:10] How to cultivate relentless pursuit in your goals [35:09] How to connect with Lori Cornetta: Check out her book, Stealth Sales Secrets: If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/38794455

Never Betray Yourself—The Power of Listening to Your Inner Voice with Hannah Hembree Bell 10/20/2025

Never Betray Yourself—The Power of Listening to Your Inner Voice with Hannah Hembree Bell In this inspiring episode, host Lorie Jones sits down with Hannah Hembree Bell, founding attorney at Hembree Bell Law, to talk about how choosing the bigger life can transform your personal and professional journey. Hannah shares her winding path from communications major to successful attorney, the value of investing in education—even when it means taking on student loans—and why listening to your own inner voice is essential for growth. With candid reflections on overcoming self-doubt, taking brave leaps, and redefining what "selfish" means for women, this episode is brimming with wisdom for young women forging their paths, especially those venturing into traditionally male-dominated fields. You'll hear practical advice on living according to your values, the power of a growth mindset, and how to claim your worth without apology. If you’re ready to be inspired, challenged, and equipped for your journey, this conversation with Hannah promises to deliver the insight you need to choose your own bigger life! Show Highlights: Update on joining Tandem Financial with the Fearless brand. [00:34] The importance of values-based spending, plus a helpful book. [03:47] Why journalism is the best major for law students. [08:33] Are student loans an advisable investment that gets a bad rap? [09:50] Litmus-test the life you think you want before pursuing it. [14:43] Growth mindset and marrying for your thirties if in your twenties. [16:46] What it means to “choose the bigger life” when in doubt. [20:23] Avoiding self-betrayal and blooming in your season in life. [21:42] The power of reframing selfishness and self-care as women. [28:25] How to build confidence with the “win or learn” philosophy. [32:27] Womanhood as an asset with a full stop to victim mentality. [34:50] Success tips and humble corrections for the next generation. [40:51] Visit to join or learn more about Hannah Hembree Bell’s “My Confident Life Circle.” Follow and DM Hannah Hembree Bell on social media @hannahcannah. If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/38628590

From White House Intern to CEO, Rhonda Overby on Grit, Growth, and Fearless Ambition 10/13/2025

From White House Intern to CEO, Rhonda Overby on Grit, Growth, and Fearless Ambition In this episode, host Lorie Jones spotlights powerhouse Rhonda Overby, chair and CEO of Camera Ready, who went from humble beginnings to reporting at the White House and ultimately building her own thriving business. You’ll hear how Rhonda built a remarkable career in network news before boldly pivoting to entrepreneurship, founding her own strategic communications company. Along the way, she shares how perpetual learning, smart financial decisions, and knowing when it’s time to chase new challenges shaped her extraordinary career. She also opens up about navigating unique challenges as a woman, learning the value of firm boundaries—and her proudest accomplishment of all: raising a thriving daughter while paying it forward. Tune in for a masterclass in self-belief, ambition, and making things happen on your own terms—this episode will leave you inspired to dream big and work fearlessly towards your goals. Show Highlights: A masterclass in choosing and pursuing the right career path. [05:29] Becoming an entrepreneur to create generational wealth. [11:26] The power of perpetual learning and identifying self-mastery. [14:05] Financial lessons for minimizing debt and learning to invest. [16:54] Why you must seize unique, time-sensitive opportunities. [23:06] How to handle the fear of failure with mindfulness strategies. [30:27] “Me-too” moments, and gender bias in entrepreneurship. [33:55] The need to dismantle myths about success for young women. [36:46] What does it mean to raise children vs. being their friend? [40:12] “Why, what, how” advice for the next generation of career women. [42:48] To connect with Rhonda Overby or learn about her signature message, “Propertize®”, email her at or visit . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/38536235

The Power of 1% with Danaya Wilson: Building Meaningful Change Over Time 10/06/2025

The Power of 1% with Danaya Wilson: Building Meaningful Change Over Time In this episode, host Lorie Jones features Danaya Wilson, the trailblazing CEO of BetterCertify and author of Changemakers Wanted. Danaya shares her journey from launching a career during the Great Recession to leading transformative change in the hazardous materials industry. This conversation highlights the concept of “micro-progressions”—simple, 1% improvements made over time, creating meaningful change—and explores the challenges and rewards of making bold moves in male-dominated fields. Danaya also candidly discusses impostor syndrome, making career pivots, and how furthering her education empowered her trailblazing entrepreneurial spirit. Plus, she shares practical tips for young women on building confidence, self-advocacy, and leveraging existing circumstances to create opportunities. Tune in for an energizing, honest conversation with a true changemaker who offers powerful, actionable wisdom for anyone ready to shape a fearless career. Show Highlights: How BetterCertify was born of a pivot from a family business. [06:37] The power of higher education to unlock growth in outdated industries. [13:31] Shift the focus to granular steps toward broader change. [17:20] What are “micro-progressions”? [19:30] Storytelling as a way to empower female leadership. [22:09] Learning to trust yourself away from impostor syndrome. [24:40] Why self-advocacy matters to create respectful workplaces. [31:25] Does overworking signal a fear of being viewed as unworthy? [38:14] Moving to equity from informal “housekeeping” workplace roles as women. [42:48] Growth, courage, and fulfillment in resilient motherhood. [49:04] Valuable advice for young women early in their careers. [51:12] To connect with Danaya Wilson, visit or . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/38398400

The Human Side of Success with Rachel Platt: Creating Cultures of Care 09/29/2025

The Human Side of Success with Rachel Platt: Creating Cultures of Care In this empowering episode, host Lorie Jones is joined by Rachel Platt, dynamic CEO of PLATTinum Consulting, for a candid look at her inspiring journey from corporate HR leader to building her own thriving people strategy business. Rachel shares how she overcame imposter syndrome, why self-advocacy in the workplace is crucial, and the importance of living out your authentic values—especially kindness. She offers honest advice about pivoting after reaching long-held goals that don’t feel quite right, and emphasizes why no one should ever feel bad for doing more or being kinder. Packed with actionable tips and encouragement, this conversation will motivate you to speak up, embrace growth, and never underestimate the impact of a little extra kindness. Tune in and get inspired to take your next bold step! Show Highlights: Three impactful business must-reads for professional women. [03:38] Discovering the perfect blend of passion and profession in HR. [06:13] Changing course from a high-level corporate role to consulting. [10:23] Explore the realities of building a woman-owned startup. [13:23.7] How certification is additive to dispel impostor syndrome in women’s careers. [16:19] The power of self-advocacy as women, plus actionable steps. [21:47] Lessons on compassionate, human-centered change management. [32:17] Why hiring expertise matters to solve entrepreneurial gaps. [35:45] Do well-meant gender microaggressions need an assertive response? [39:55] Key advice for young women for empowered work and lives. [48:16] Connect with Rachel Platt on LinkedIn at . To learn more about PLATTinum Consulting, visit . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/38353625

From Intent to Impact with Lori Frasier: Building Teams That Thrive 09/22/2025

From Intent to Impact with Lori Frasier: Building Teams That Thrive In this inspiring conversation, host Lorie Jones sits down with Lori Frasier, founder and CEO of BrightPath Workforce Strategies, to explore the challenges, breakthroughs, and lessons that have shaped her extraordinary career in corporate America—from her unconventional start from a clerical role at American Express to discovering her calling in HR and leadership, steadily rising to executive roles at Western Union and KeyBank, to founding her business. You’ll hear her discuss the power of personal investment, vulnerability in leaders, the importance of professional networks, and the realities of being a woman at the executive table in male-dominated industries, revealing how to navigate the workplace “boys’ club.” Tune in for Lori’s raw, relatable insights packed with actionable wisdom for young women carving fearless paths. She reminds us that while good intentions matter, it’s the impact we have on others that truly defines our legacy! Show Highlights: The value of testing the corporate waters early with curiosity. [04:58] Assimilation and rule-learning at work as a path to influence. [09:16] Why coaching matters from early career to the C-suite. [11:06] How to find women’s professional groups and mentor circles. [14:51] The value of vulnerable leadership over command and control. [18:16] What can be done to make work cultures work for everyone? [25:14] Are great leaders born or made with ongoing improvement? [28:21] Learning to speak less and listen more as a leader. [32:32] The power of reframing impostor syndrome as humility. [34:04] How deliberate mutual inclusion can break ingrained gender barriers at work. [38:06] Key “intent vs. impact” advice for young career women. [45:32] Connect with Lori Frasier on LinkedIn at or by emailing her at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/38221620

The Audacity to Lead with Stacie Selise Shannon: The Superpower of Ambition 09/15/2025

The Audacity to Lead with Stacie Selise Shannon: The Superpower of Ambition In this episode, host Lorie Jones welcomes Stacie Selise, executive leadership strategist and CEO of the Stacie Selise Group, a powerhouse who recounts her journey from in-store customer service rep at a retail counter to leading thousands as one of the youngest vice presidents at that same Fortune 20 company, to then owning and being her own brand. Stacie shares candid insights on what it takes to break barriers in corporate America as a woman of color, the necessity of making your voice heard, and why you should never shrink to fit someone else’s expectations. Discover why Stacie believes visibility is just as important as hard work, and why women shouldn’t be afraid to strive and ask for more. Expect bold advice on building wealth, championing yourself and teams, and unapologetically betting big on your ambitions. This conversation is rich with inspiration for women ready to lead, succeed, and set higher standards on their own terms. Show Highlights: Stacie Selise’s top read for ’25 for wealth building as women. [03:19] An extraordinary rise through corporate ranks to purpose. [04:42] Betting on yourself and refusing to shrink in corporate spaces. [08:40] The power of a human-first approach for broader impact. [09:57] How “owning too-muchness” elevated Stacie to VP at 32. [11:12] Discover “Strive” from the 4S Framework by Stacie Selise™. [12:06] Driving opportunity through visibility, and key tactics. [14:22] The value of mentorship to lift young talent to confidence. [18:35] How do you navigate and bridge systemic biases in the workplace? [21:12] Advice for the next generation of women leaders. [27:23] Connect with Stacie Selise on LinkedIn at or by visiting . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/38140735

Owning the Unknown with Jennifer Rayner: Trusting Your Own Voice 09/08/2025

Owning the Unknown with Jennifer Rayner: Trusting Your Own Voice In this episode, host Lorie Jones welcomes Jennifer Rayner, founder of Moniwell and a visionary in the financial world. Jennifer shares how she turned an unexpected start in finance into a mission to change how people feel about their money. Jennifer opens up about overcoming imposter syndrome, betting on bold ideas, and building success on her own terms. Hear her distinctive take on breaking barriers in a field traditionally exclusive to men and redefining what financial empowerment truly means. She discusses the importance of diversity in how we approach and solve problems in finance. Jennifer’s journey is a refreshing reminder that you can embrace your instincts, challenge industry norms, and create lasting impact. Whether you’re just starting your career or looking for inspiration to take the next leap, tune in for a conversation that will bring those little “brain sparkles” that ignite big ideas. Show Highlights: Have you checked out Lorie’s musings and financial tips yet? [00:34] What are trusted, emotionally empathetic money journeys? [06:46] Following gut instincts and pursuing big ideas, even at 50. [10:48] A personal ethos of empathy vs. the dominant persuasive technique in finance. [16:31] How Gen Z is likely to shift wealth management. [21:07] Try the “brain sparkles” path to managing fear and anxiety. [28:48] Get a layered peek at the challenges of women in finance. [32:08] Key advice for young women entering male-dominated fields. [40:35] How to nurture children towards authentic career discovery. [42:41] To connect with Jennifer Rayner, email her at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/38100805

Fierce and Fearless with Melissa Wallace: Building Companies That Build Women Up 09/01/2025

Fierce and Fearless with Melissa Wallace: Building Companies That Build Women Up This week, host Lorie Jones sits down with Melissa Wallace, founder and CEO of the Fierce Foundry, for an authentic and empowering conversation about navigating the ups and downs of entrepreneurship. Melissa opens up about her unconventional journey from dreaming of attending law school to building a career at the intersection of marketing, tech, and women’s health. She shares how hitting rock bottom financially during the pandemic became a pivotal moment that led her to create organizations dedicated to bridging the gender gap in business funding and supporting female tech founders. You’ll also hear about challenges of women in male-dominated industries—all from regaining financial stability to overcoming self-doubt and outdated advice like “you can’t have it all.” Be sure to tune in as this episode offers Melissa’s hard-won wisdom on building resilience, investing in mental well-being, and daring to be fearless, even when it feels uncomfortable! Show Highlights: A love story with marketing and empowering female-founded femtech. [05:22] A case for possibilities for women to progress in tech careers. [11:18] Key data on female femtech founders and funding disparity. [13:06] The importance of investing in your priceless mental health. [14:57] Why it matters that you challenge limiting advice. [19:28] Insights on tech accelerators and female-focused support. [23:07] Learning without regrets from brilliant ideas that got away. [25:59] How to turn fear into excitement and just wear your shoes. [29:18] Financial planning as a couple and gender roles in childcare. [34:23] Advice for young women for career and family planning. [41:13] To contact Melissa Wallace, email her at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/37958815

Beyond the Bar with Brooke Cozort: Redefining Success Midlife 08/25/2025

Beyond the Bar with Brooke Cozort: Redefining Success Midlife In this episode, host Lorie Jones spotlights Brooke Cozort, an ERISA attorney whose career path defies expectations. Brooke shares how she built a successful footing in finance—then bravely charted a new course back to law school in her mid-30s, all while balancing motherhood. Brooke’s story is a refreshing testament to the power of reinvention, resilience, and trusting your instincts over the typical timeline. She candidly shares her reflections on imposter syndrome, leadership missteps, and what it looks like to start over when you’re already professionally established, bringing you her hard-won wisdom about investing in yourself, staying flexible, and recognizing when to find a new “horse.” Professional women seeking inspiration and practical encouragement will find Brooke’s journey both relatable and energizing. This conversation is a must-listen for anyone ready to rewrite their definition of success! Show Highlights: Brooke Cozort’s career homecoming, pivoting beyond certification. [05:10] Is it challenging to practice ERISA law outside of big firms? [09:44] The lasting security of investing early even $20 in a Roth IRA. [12:31] Should you go to law school without a clear life direction? [14:56] Lifting others at work, even if it’s not a management focus. [18:52] Why your best career move might be to step past self-doubt. [22:23] Navigating a leap of faith in a mid-career return to school. [27:34] A story of supportive advice on working motherhood. [30:23] The path of resilience with stress of liability risk and criticisms. [34:34] Advice for young women on confidence and the power to choose your “horse.” [38:40] To contact Brooke Cozort, email her at , or reach out via LinkedIn at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/37902030

Stepping into Purpose with Deborah Takahara: From Headlines to Heart 08/18/2025

Stepping into Purpose with Deborah Takahara: From Headlines to Heart This week, host Lorie Jones sits down with Deborah Takahara, the extraordinary former broadcast journalist and current public information director for the Douglas County Sheriff’s Office. Deborah candidly shares her journey from overcoming childhood shyness to building a high-profile media career, and ultimately making a bold pivot to prioritize her family and align with her values. Deborah’s story shines a spotlight on the courage required to redefine success in the face of societal expectations and what it means to lead a values-driven life. She shares how she leveraged her unique skill set to create meaningful impact, balance ambition with fulfillment, and inspire those around her, and the lessons she hopes to pass on to the next generation of fearless females. This conversation is packed with practical wisdom and heartfelt honesty, perfect for ambitious women looking to craft careers that reflect who they truly are—so, get ready to be inspired by a woman who proves that fearlessness arises from embracing both purpose and change. Show Highlights: Deborah Takahara’s journey from shyness to confident leader. [05:00] Rethinking career trade-offs and choosing to prioritize family. [09:13] Why finding meaning in work with tangible impacts matters. [11:46] The importance of recognizing the need for a change. [12:48] How criticism can fuel career-making personality growth. [16:52] The importance of seizing chances despite fear or doubt. [22:19] Lessons on the value of accuracy and learning from mistakes. [23:25] Was the news industry always open to female journalists? [25:29] Don’t underestimate the power to change lives with your skills. [26:53] Evolving need for women in journalism and law enforcement. [30:07] To get in touch with Deborah Takahara, email her at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/37756490

Breaking the Overwhelm Cycle with Libby Greiwe: A New Way to Work and Win 08/11/2025

Breaking the Overwhelm Cycle with Libby Greiwe: A New Way to Work and Win In today’s episode, host Lorie Jones sits down with the remarkable Libby Greiwe, owner of the Efficient Advisor and an inspiring force in the world of financial planning. Libby’s journey is anything but ordinary: she went from engineering physics to sports marketing, eventually to start a seven-figure financial planning firm while working just three days a week to be a super-present mom. More than just a process-driven, organized powerhouse, Libby is refreshingly honest about her struggles—from moments of overwhelm and burnout to learning the strength of imperfection. Lorie and Libby discuss powerful strategies for setting boundaries, the art of saying no, and why investing in your growth is never a selfish choice. Their conversation highlights the importance of having champions in your corner and refusing to shrink back when success comes calling. For ambitious women ready to shape their careers on their terms, this episode offers refreshing perspectives and real-world inspiration—so, hit subscribe and get cozy to hear from Libby Greiwe! Show Highlights: Libby Greiwe’s powerful journey in the financial planning industry. [06:37] Making career shifts with redefined work–life balance success. [08:52] How to say no strategically and set intentional priorities. [10:11] The power of investing in personal development with a coach. [13:04] Reacting to mansplaining in male-dominated fields and executing plans fearlessly. [16:16] Who owns your business ownership and voice as a woman? [23:00] Advice to break away from people who don’t “clap for you.” [30:26] Embrace the imperfect beginner stage of your fledgling career. [33:06] Gendered industry challenges and leveraging femininity. [36:19] Key tips for early-career women and how to do a “Camp You.” [42:24] Find Libby Greiwe on LinkedIn at . To learn more about the Efficient Advisor, please visit . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/37636895

Bold Transitions with Tracey Windsor: Finding Strength in Change 08/04/2025

Bold Transitions with Tracey Windsor: Finding Strength in Change In this episode, host Lorie Jones welcomes Tracey Windsor, CEO of Windsor Edge and former New York City dancer, for a conversation that’s equal parts energizing and insightful. Tracey shares her bold leap from the arts into nonprofit leadership and eventually the high-stakes world of private equity, showing that success favors those who embrace change and pursue what excites them. Tracey discusses making tough career pivots, overcoming doubt, and staying true to your passions while navigating male-dominated or established professional spaces, with practical advice on building strong networks, crafting your own opportunities. You will hear how she balances creativity with strategic financial thinking, and why she believes mastering money puts real power in women’s hands. This episode is for any woman looking to build a purposeful career on her own terms—and have some fun while doing it. Tune in for honest insights, fresh inspiration, and the encouragement to bet on yourself. Show Highlights: How embracing finance can empower multiple passions. [05:15] Does being in finance mean sacrificing your creative outlets? [10:35] Why fearless career pivots are powerful growth drivers. [12:43] How to navigate resistance to nonlinear paths in traditional sectors. [16:03] The power of future regret as a catalyst for pivotal action. [17:50] Should young women integrate the remote work model early? [20:55] Common fears around achievement, visibility, and self-worth. [26:28] Subtle worries and overt biases women in finance encounter. [28:20] The value of immersing yourself in vibrant communities. [32:33] Key “people lens” and coaching strategies for professional women. [37:14] Connect with Tracey Windsor on LinkedIn at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/37546310

Courage in Action with Kate Seybold: A Woman’s Journey into Firefighting 07/28/2025

Courage in Action with Kate Seybold: A Woman’s Journey into Firefighting In this episode, host Lorie Jones welcomes Kate Seybold, an inspiring lieutenant with the Clear Creek Fire Authority, whose unconventional journey is a testament to following your passion. Kate candidly shares her experience of walking away from a stable career in architecture, despite family expectations and a master’s degree, to pursue a calling in emergency services. You will hear about the courage it takes to make bold career moves, the importance of trusting your instincts, and how embracing risk can lead to a truly fulfilling life. Kate also opens up about building confidence, breaking barriers in a male-dominated field, and the power of finding supportive mentors and allies along the way. Her story is filled with practical wisdom for women looking to shape their own unique paths. Whether you’re thinking about a career pivot or just need some inspiration to trust your gut and follow your passion, this conversation will inspire you to pursue what lights you up. Show Highlights: Kate Seybold’s inspired journey to firefighting from architecture. [04:15] Navigating family influences when making career choices. [06:33] Test interest and make future-focused pivotal investments in a career switch. [08:23] Why leaving an unfulfilling path early matters. [11:01] How can you determine the ideal career for yourself? [12:12] Learning to lean into your instincts over external voices. [14:25] What a firefighter/EMT’s work entails and wildland mitigation. [19:55] The importance of having an encouraging support system. [21:29] Should you balance dual careers before a full career change? [25:28] The surprising truth about support for women in firefighting. [26:36] To connect with Kate Seybold, please email her at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/37483120

Becoming Whole with Kateri O'Grady: Finding Power in Transition 07/21/2025

Becoming Whole with Kateri O'Grady: Finding Power in Transition In this episode, host Lorie Jones sits down with Kateri O’Grady, a fractional COO and the founder behind her own consulting powerhouse, Kateri O'Grady Consulting. Kateri shares the riveting story of how surviving five strokes forced her to recalibrate her life and career, ultimately propelling her toward entrepreneurship. She gets candid about the grit required to build a business, the importance of advocating for yourself, and what it really means to honor your own value in the workplace. Kateri’s insights on setting boundaries, embracing your wins, and carving a space where impact truly matters are a rallying cry for ambitious women everywhere. You will walk away with practical strategies to boost confidence, find balance, and drive your career forward on your terms. This episode is packed with inspiration, real talk, and a reminder that your greatest achievements are already part of your story. Show Highlights: The power of resilience, realizing change and embracing impact. [05:25] Why systems matter in efficient and thoughtful leadership. [08:59] Lessons from life after serious illness and renewing purpose. [10:44] Set and respect boundaries. [18:13] Considering three sides to every mistake at work. [19:59] What are you not doing that hinders your growth? [26:43] The importance of celebrating your achievements. [29:13] Advice to value fun and live in the present while young. [31:23] How to overcome fear of failure and become teachable. [33:21] Navigating challenges as a lone woman in a man’s industry. [38:15] What should “know your value” mean for young women? [45:29] Get in touch with Kateri O'Grady at . To learn more about Kateri O'Grady Consulting, visit . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/37240280

Prepared on Purpose with Polly Breit: Living with intention 07/14/2025

Prepared on Purpose with Polly Breit: Living with intention Today, host Lorie Jones welcomes Polly Breit, executive vice president at CCS Fundraising, for a dynamic conversation packed with wisdom and authenticity. Polly’s unconventional journey from teaching third grade in Los Angeles to leading ambitious fundraising campaigns proves that career pivots can lead to extraordinary success, in particular, when fueled by purpose and staying true to oneself. With refreshing honesty, Polly challenges the idea of “faking it till you make it” and champions the power of authenticity and trusting your unique strengths. She opens up about the career-defining moments that shaped her, from embracing bold opportunities to overcoming perfectionism and learning from setbacks. You will come away energized by Polly’s candid stories and actionable insights on balancing ambition with joy, setting boundaries, and building a career around impact. Whether you’re climbing the ladder, starting a new venture, or seeking your next challenge, Polly’s journey will remind you that success begins with believing you are enough, right where you are. Show Highlights: Secrets to fundraising success. [07:06] Finding joy and fulfillment in purpose-driven work. [12:40] The transformative effect of immersive growth programs. [16:05] Discover the power of doing a digital detox. [17:37] Does “faking it till you make it” create self-doubt? [19:33] Reflections on thriving professionally while raising young kids. [24:08] How to do an energy audit and work smarter. [32:17] Why reframing failure positively instead of fearing it matters. [34:39] Use an 80/20 focus to create a mutually supportive marriage. [43:22] Advice for young women to build a career that inspires them. [49:57] If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/37111555

From Grit to Growth with Nelly Mubashi: A CEO Playbook for Women in Finance 07/07/2025

From Grit to Growth with Nelly Mubashi: A CEO Playbook for Women in Finance In this episode, host Lorie Jones sits down with Nelly Mubashi—CEO and co-owner of NWAM, LLC (Northwest Asset Management and RIA Innovations). From a childhood in war-torn Nicaragua to climbing the corporate ladder and eventually building a $9.2 billion company from the ground up, Nelly's story is all about defying expectations. Nelly was denied company support to take her Series 7 exam but took matters into her own hands, fueling a career that would become a beacon of inspiration for women everywhere. In this conversation, you will hear about her unconventional entry into finance, the importance of knowing your "why," and the unique challenges she faced as a first-generation immigrant woman in leadership. Lorie and Nelly also discuss learning from bad advice, the power of authentic self-expression in the workplace, and the essential lesson of self-advocacy and being your own cheerleader. Let this conversation be the spark that fuels your ambition and confidence. Show Highlights: The power of your “why” for a purpose-driven life and career. [04:36] How Nelly Mubashi entered finance in the face of gatekeeping. [08:27] Lessons from the rise of a recession-born RIA firm to phenomenal growth. [12:32] Simple yet profound advice for the fear of lacking expertise. [16:37] Why blending a warm management style with clear-cut processes in HR policy matters. [20:57] A story about language, culture, self-consciousness, and fitting in. [25:50] Girls really should sometimes just have fun—and network. [29:58] Find confidence in the universality of insecurity in achievers. [34:02] An insider’s view of the dual challenge faced by women co-owner CEOs. [37:40] Should a CEO in a hybrid staff role transition to a CEO-only focus? [41:10] Reminding young professionals to be their own cheerleaders. [44:24] Connect with Nelly Mubashi at . Do make sure to mention “Fearless Females podcast with Lorie Jones” in your message to her! If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/37009350

Fearless Females

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