Success isn’t just about the numbers—it’s about mindset. Join us for an insightful discussion on how your financial decisions and mental well-being are deeply connected. Learn practical strategies to manage stress, improve financial confidence, and create a life where wealth and wellness go hand in hand. Don’t miss this empowering session designed to help you thrive in both business and life!

May is Mental Health Awareness Month, a time to recognize the vital connection between mental well-being and overall success. Join us as we explore how prioritizing mental health can lead to greater financial stability, stronger relationships, and a more fulfilling life.

Meet the Panelists

Alisha Byrd | Merrill Lynch | Certified Financial Planner

Alisha Byrd is a Financial Advisor with Merrill Wealth Management and a CERTIFIED FINANCIAL PLANNER™ professional with a decade of experience. She empowers clients to reach their financial goals through trust, meaningful relationships, and comprehensive planning. Alisha earned her BA in Economics and Public Policy from UNC-Chapel Hill and is passionate about supporting women business owners through NAWBO and Merrill’s Women Exchange. A soccer enthusiast and avid gardener, she enjoys long-distance running, riding her Peloton, and volunteering at Good Hope Farm. Alisha lives in Charlotte with her husband, Kris, their daughter, Arlie Mae, and their dog, Pickles.

Lorraine Johnson |  LifeTime Asset & Tax Management | Wealth Consultant Emeritus

Lorraine Johnson is a retired financial planner and investment manager who specialized in working with women business owners and non-traditional families. A dedicated advocate, she has lobbied for NAWBO at both state and federal levels and has been recognized with NAWBO’s Political Advocacy and Member of the Year awards. Lorraine is a member of the NC Women Business Owners Hall of Fame and has been featured in the Wall Street Journal and InvestmentNews magazine. She now serves on the North Carolina Supplemental Retirement Plan Board of Trustees, continuing her commitment to financial empowerment and advocacy.

Cassandra Pickett  | Life Coaching | Licensed Marriage and Family Therapist and Certified Clini-Coach

Cassandra Pickett is a Licensed Marriage and Family Therapist and Certified Clini-Coach® with over 13 years of experience helping high-achievers balance success, relationships, and mental well-being. She specializes in guiding professionals to apply the same strategic mindset from their careers to their personal lives, reducing stress and enhancing fulfillment. Cassandra has worked in psychiatric clinics, behavioral health, and private practice, and she founded an equality center supporting LGBTQIA+ youth. Passionate about transformation, she empowers individuals to align financial success with emotional wellness. When she’s not coaching, she enjoys board games, yoga, and family time with her husband and sons.