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Steven Gortler is a Registered Municipal Advisor based in San Francisco. Steven has many years of public finance experience structuring, marketing and pricing a wide variety of bonds for California cities, redevelopment and successor agencies, counties, school districts and special districts. Previously, Steven was an investment banker with Piper Jaffray; a financial advisor with Kelling, Northcross & Nobriga, Leifer Capital, Caldwell Flores Winters and Wulff, Hansen & Co., a rating analyst with Standard & Poor's; and a tax analyst with the New York City Office of Management & Budget.

A technology strategist, David is vice president of strategy at harmon.ie, provider of the first user experience tools for the digital workplace built to deliver information the way the human brain works. David is also a PhD candidate in information management, exploring information overload experienced by mobile workers, and an international scholar for the Society for the History of Technology.

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Gregg Levinson is a senior consultant in human capital and benefits at Willis Towers Watson.