Lisa Marie Neira

I am a National Pride Group Committee Member of The National Association of Personal Financial Advisors (NAPFA), which provides support and education to financial advisors. NAPFA is investment-related. I joined the committee on January 8, 2024. I spend one hour per month, which falls during securities trading hours, assisting the committee. NAPFA Pride was established to attract, support, educate, and develop the community as leaders within the financial advisory profession and to raise awareness of the need for more LGBTQIA+ advisors. NAPFA Pride works toward this mission by building a community of advisors, providing programs at NAPFA events, attracting media attention through articles in financial publications, and providing networking, advocacy, and mentorship opportunities to the community. I will be assisting in these areas within the committee. I am on the board of directors of Advisers Give Back, an investment-related non-profit that provides pro bono financial planning services to those who do not have access to or cannot afford sound advice. Advisers Give Back is located at 490 43rd Street, Suite 350, Oakland, CA 94609. I joined the board on March 13, 2024. I spend approximately one and a half hours per month in this capacity, none of which are during securities trading hours. As a board member, I am involved in strategy discussions and help progress our initiatives.