Jackie Morgan, Federal Reserve Bank of Atlanta - Nashville Branch
Jackie Morgan, Outreach Senior Advisor, is recognized as a state and national leader in personal financial education.
An established communicator and proven leader in economic and financial education strategy, policy, development and training, Morgan is a sought-after professional for her financial education expertise. She was appointed to the National Business Education Association Economics and Personal Finance Education Committee, the Tennessee Financial Literacy Commission, the Nashville Economic Inclusion Advisory Committee, the MTSU Economics and Finance Advisory Board, and the MTSU Jones College of Business Dean's Advisory Board. She also serves as board member and previous 3-year president of the Tennessee Jump$tart Coalition for Personal Financial Literacy, which was recognized by National Jump$tart as the State Coalition of the Year under her leadership.
In 2020, Morgan was recognized as a Rutherford ATHENA nominee for her professional and community contributions. In 2017, Morgan received the Federal Reserve Bank of Atlanta President's Award of Excellence, the Middle Tennessee State University Jones College of Business Exemplar Award, and the RUTHERFORD Cable Spirit of Leadership Award. Additionally, Morgan has been recognized with the Nashville Emerging Leader Award for Education and was named a "Top 40 under 40" leader by the Nashville Business Journal. Morgan has a Master's Degree in Business Education from Middle Tennessee State University and Bachelor's Degrees in Public Relations and Agricultural Business & Economics from Colorado State University.
Leanora Brown, Gary W. Rollins College of Business, UTC
Dr. Leanora Brown is an Assistant Professor of Economics in the Department of Finance and Economics at the University of Tennessee at Chattanooga Gary W. Rollins College of Business. She teaches courses in Macroeconomic Theory, Public Finance and Money and Banking. Dr. Brown's primary research focuses on the impact of debt forgiveness on tax revenue collections and public expenditure in developing countries. She has also written on the subjects of tax compliance, remittances, foreign direct investment and crime. Her work has been published in top journals such as Review of Development Economics, Public Finance Review, Journal of Economics and Business, Contemporary Economic Policy, and Social Science Quarterly.
Bethany Gardner-Grant, Regions Bank
A native of Chattanooga, Tennessee, Bethany Gardner-Grant, graduated in 2010 with her Bachelor of Science degree in Mass Communications from Middle Tennessee State University. After college, Bethany remained in the Middle Tennessee area, working as a Manager Trainee and then Branch Manager for Enterprise Rent-A-Car.
In 2016, Bethany returned home to Chattanooga, where she transitioned to a career as a Financial Relationship Consultant at Regions Financial Institute. Bethany was recently promoted to Assistant Manager at Regions. As Assistant Manager, Bethany provides financial advice and guidance to as many people as possible in the community. She has presented at several seminars and developed partnerships with various organizations to provide education about financial literacy. Bethany’s passion for financial literacy is driven by her favorite quote, “If you want to thrive in today’s economy, you must challenge the status quo and get the financial education necessary to succeed.” - Robert Kiyosaki
Bethany is actively engaged in her community. She is a proud member of Alpha Kappa Alpha Sorority Incorporated, the Red Hat Society, and serves as a trustee at her church. Bethany is a participant in the Regions Bank Consumer Leadership Academy, and most recently she was nominated and accepted into the Chattanooga Women’s Leadership Institute: 2021-2022 Game ChangeHer Program.
Bethany is also a devoted wife and mother, who enjoys spending time with close family and friends, engaging in new adventures such as rock climbing, and loves crafting in her spare time.
Leta Gibbs, BlueCross BlueShield of Tennessee
Leta Gibbs has held a variety of leadership roles in an executive and healthcare career spanning over 25 years. Currently, she serves as the Principal Workforce Diversity Consultant at BlueCross BlueShield of Tennessee. At BlueCross, she is responsible for driving corporate diversity management and employee engagement strategies that focus on creating a culturally competent workplace where everybody feels included, valued and respected.
A native Buckeye from Columbus, Ohio, she relocated to Chattanooga from Nashville by way of Atlanta, GA. She earned her Bachelor of Science degree in finance from Hampton University, a prestigious historically black university in VA. Leta is also a member of Chattanooga Women’s Leadership Institute (CWLI) where she continues to serve as a mentor with the Game ChangeHer program.
Leta is a proud graduate of the Greater Urban League of Chattanooga – Inclusion By Design, Executive Leadership Program. She is also a Fellow of the American Health Insurance Plans (AHIP) Minority Management Development Program. She holds a professional designation with the Academy of Healthcare Management.
She obtained her Diversity, Equity and Inclusion (DEI) in the Workplace Certification from the University of South Florida. In addition, she is a graduate of both The Wharton School Leadership Program, The Executive Leadership Council and Women in Leadership Institute. Lastly but certainly not least, Leta is a financial Diamond Life Member of Delta Sigma Theta Sorority, Inc.
Shelly H. Killian, First Horizon Bank
Shelly Killian has over 20 years of banking experience providing financial services to businesses in the Chattanooga region. As a Commercial Relationship Manager she works directly with various public, private, institutional, and not for profit clients to provide banking services. She has a Bachelors of Science in Business Administration from the University of Tennessee, Knoxville and an MBA from the University of Tennessee, Chattanooga. Outside of work she enjoys spending time outdoors and travelling with her husband and two sons.
Sheena Murray, Gary W. Rollins College of Business, UTC
Sheena Murray is an Assistant Professor of Economics at University of Tennessee Chattanooga. She earned her BA in Economics in her home state of California before attending graduate school at the University of Colorado at Boulder.
Professor Murray specializes in labor and applied econometrics, with a focus on household decisions and economic demography. Her research has examined how technology impacts marriage, divorce, and fertility, how insurance coverage impacts healthcare choices, and how graduate school conditions affect academic publication rates. She has been published in International Migration Review, Economics Bulletin, Review of Economics of the Household, and Economic Inquiry.
Isabella Loza Ortiz, Unum
Isabella Loza Ortiz is a Senior Investment Analyst at Unum. She is responsible for fixed income research in the Food and Beverage sectors for the investment-grade and high-yield portfolios. Isabella joined Unum in 2017 and is also involved with assisting in the trading of Unum’s $20Bn+ investment-grade corporate bond portfolio. Ms. Loza Ortiz received a BS in Finance Investments and a Master of Business Administration from the University of Tennessee at Chattanooga.
Stephanie Yates, University of Alabama at Birmingham
Dr. Stephanie Yates earned her B.S. in Marketing, M.B.A. in Accounting and M.A. in International Economics from the University of Cincinnati. She earned her Ph.D. in Finance from Louisiana State University in Baton Rouge. She is also an Accredited Financial Counselor ®, a CERTIFIED FINANCIAL PLANNER™, and a Registered Financial Consultant®.
In 2007, Dr. Yates joined the faculty of the Collat School of Business at the University of Alabama at Birmingham. Dr. Yates has been actively involved in building, growing, and maintaining the UAB Regions Institute for Financial Education. This Institute aims to serve as a model for financial research and education in the Southeast and beyond. It provides year-round financial programs and services for the UAB community and beyond and hosts an annual Personal Finance Research Symposium each spring. In 2015, Dr. Yates became the first director of the Regions Institute for Financial Education and in 2016, she was named the Regions Institute for Financial Education Endowed Professor.
She has published her research in journals such as Financial Management the International Real Estate Review, the Journal of Investing, the Journal of Personal Finance, the Journal of Real Estate Portfolio Management, and the Journal of Sustainable Real Estate. She is an associate editor for the Journal of Real Estate Literature and has served as a guest editor for the Journal of Property Investment and Finance and the International Journal of Housing Markets and Analysis.
Dr. Yates serves on the Advisory Boards for Alabama Asset Building Coalition, ASFA Foundation, GEAR UP Alabama, GEAR UP Birmingham, Junior Achievement of Alabama, Single Mothers Empowerment Conference, Steel Magic Theatre, Terrific New Theater, TruFund Financial Services and UAB Campus Access and Campus Engagement.