Banco Popular de Puerto Rico

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.

SaVion Harris joined Intercontinental Wealth Advisors as a financial advisor in the summer of 2021 after graduating from the University of Texas at San Antonio with a Bachelor of Business Administration degree in Finance. During his time at UTSA, he was a student-athlete as a member of the football team and had dreams of playing in the NFL. He currently helps manage client assets, working to truly understand clients’ situations, goals, and dreams — helping them envision their future and then take the steps to make it a reality. He has attained his Texas Life Insurance license as well as his Series 65 Uniform Investment Adviser Law license.

Jessica Perna is a Tax Partner in Private Client Services, Financial Services Organization at Ernst & Young LLP.

Joel Friedlander is a Principal in Private Client Services, Financial Services Organization at Ernst & Young LLP.

As Chief Investment Officer of Kestra Investment Management, Kara relies on her extensive investment experience to provide independent financial professionals with the expertise and tools they need to serve their clients. Kara was most recently Chief Investment Officer and Managing Director at Goldman Sachs Personal Financial Management, where she provided advisors with a broad array of investment advice, tools, and services.

Andrew is the founder of Planning Across the Spectrum. From his personal experience as an individual with ASD, he was inspired to create Planning Across the Spectrum to specifically work with individuals, families, and care teams of those with special needs. Andrew is a known national advocate for Autism awareness and serves on various boards and advisory committees. Andrew is CFP®, Behavioral Financial Advisor (BFA™), and Chartered Special Needs Consultant (ChSNC®) among his other designations. (He has more than Michael Kitces.)