Banco Popular de Puerto Rico

Nancy began her Commonwealth career in 1999 and has worn many hats during her tenure at Commonwealth, and that experience has been invaluable in her quest to streamline processes and gain efficiencies. She oversees the bicoastal Transition and Field Development Operations teams responsible for the entire advisor onboarding experience and ensures that advisors and prospective advisors alike receive the highest level of service and support.

Sandra Cho is the Founder and President of Pointwealth Capital Management in Encino, California specializing in comprehensive, generational wealth management. Ms. Cho serves more than $23 million in brokerage assets through LPL Financial and over $180 million in advisory assets through Golden State Wealth Management as of 10/5/21.

With 18 years in the financial services industry, Ms. Cho has been consistently in the top 5% of financial advisors nationwide in production. She is recognized on the Forbes Top Women Wealth Advisors list for 2020 and 2021.

Ms. Cho is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Golden State Wealth Management, DBA Pointwealth Capital Management, a Registered Investment Advisor. Golden State Wealth Management, Pointwealth Capital Management and LPL Financial are separate entities.

Brian DuVal is president — wealth and retirement at FIS, where he oversees development and product strategy for solutions that enable wealth managers to enhance client relationships, grow and safeguard assets and expand their businesses.

Rob Keller is a partner in Washington National Tax, KPMG. He specializes in the taxation of pass-throughs and S corporations and also focuses on tax planning for closely held businesses and their owners. Rob is a frequent lecturer and writer on the taxation of partnerships, S corporations, individuals, trusts and estates.

Spencer Logan, CFA, CAIA, FDP, is an Investment Specialist at Harbor Capital Advisors.

Rachel J. Robasciotti is a Black, queer woman and the Founder & CEO of Adasina Social Capital. Adasina is an investment and financial activism firm that serves as a critical bridge between financial markets and social justice movements.

Jim Polk is a senior investor at Homestead Funds, a Virginia-based mutual fund company created by the National Electrical Cooperative Association. The firm provides investment services to electric cooperative employees and FAs across the U.S. — many of which are in rural and suburban areas.

Caitlin Cook is the head of community and vice president of operations at Onramp Academy. She is responsible for building Onramp Invest’s community and brand with advisors and consumers, leveraging her innate ability to understand what resonates with a target audience.

After coming from the asset management space, she now leads Onramp’s education efforts, running point on the creation and evolution of Onramp Academy, the cryptoasset education platform for financial advisors.

Derek is the head of advisor experience at Aptus Capital Advisors, an SEC-registered investment advisor specializing in risk-mitigated investing. He organizes the firm’s efforts to help advisors build a confident client base, designing customizable portfolios with client-friendly messaging to match.

Kate Burke is the Head of Bernstein Private Wealth Management, overseeing wealth advisors, client service, investment strategists and engagement. In addition, she is the chief operating officer of AllianceBernstein, responsible for overseeing all corporate functions of the firm, including finance, legal, compliance, internal audit, human capital, corporate and information security, operations and technology.