Banco Popular de Puerto Rico

Jed Maczuba is chief technology officer of Advisor360, a Boston-based fintech provider of deeply integrated wealth management solutions.

Simon Hoyle is an independent financial advisor recruiter He helps advisors' practices and clients maximize their net. He is responsible for consulting with financial advisors with a broad range of focuses, bringing them to a better place while revealing unknown broker dealer and RIA benefits in the marketplace. Also, Simon provides valuable insight and metrics to buying and selling financial practices, including the why and how of remote client opportunities.

With over 30 years of financial sector experience, Certified Financial Planner™ Mark Shone is an advisor in Allworth Financial’s Walnut Creek office.

Mark has a degree in Finance from California State University, Sacramento, and has completed the certificate in taxation from UCLA and financial education courses at the Wharton School.

A sought-after speaker at financial education conferences, in his free time, Mark enjoys golf and plays the drums in a Bay Area band. As for his advisory philosophy, he said: “Helping people reach their financial goals is something I take very seriously, and I make it my mission to provide clients with the same level of advice and care that I would give to a member of my own family.”

Scott Hanson is a senior partner and founding principal of Allworth Financial. A nationally recognized financial expert, he has been listed as one of the 25 most influential people in the financial services industry nationwide.

Under Scott’s direction, through a combination of both organic expansion and acquisition, Allworth Financial has grown to over $8 billion in assets under administration. Over the past two years, Scott and his business partner have introduced Allworth into over 17 markets, growing the company’s service offerings to now include tax planning, accounting, and estate planning guidance.

Ryann Ramos is a product manager at Advyzon. She is a team-oriented, skilled communicator and organizational enthusiast with experience in financial investment technology. 

Lily Styrmoe CFP®, CSRIC™ is an advisor with TCI Wealth Advisors passionate about aligning financial goals and values to protect the environment for future generations. She is an industry recognized leader in sustainable, responsible and impact investing. To learn more, visit, tciwealth.co/sustainability.

Dennis J. Moore is volunteer president of Financial Planning Association and an executive leader with Mercer Advisors in Dallas.

Ryan Frailich is the CFP, founder of Deliberate Finances, a fee-only financial planning practice that specializes in working with couples in their 30’s, as well as educators and nonprofit workers.

Prior to becoming a planner, Ryan was a teacher himself and then worked to grow a charter school organization as the Director of Talent & Human Resources. Given their age and occupations, student loans are a priority for the majority of his clients, so he’s spent many hours trying to find the right ways to provide clients with information about their student loan options. You can find him on Twitter, email him at ryan@deliberatefinances.com, or at basically any New Orleans festival featuring delicious food and drinks.

Kelly Fitzpatrick is a Certified Financial Planner® with eight years of experience in financial technology. She’s been with Advyzon — the portfolio reporting technology firm — for nearly five years and has worked with 200+ advisors over that period. She currently focuses on developing and improving their reporting products.

Candice is a managing director in the Global Client Business within Goldman Sachs Asset Management, and serves as global head of the Strategic Advisory Solutions team. She focuses on global capital market research, macroeconomic strategy, portfolio construction and client engagement.