Banco Popular de Puerto Rico

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.

Beata Kirr is the co-head of Investment Strategies for Bernstein Private Wealth Management, and a member of the Private Wealth Executive Leadership Team. In this role, Beata co-oversees the development and evolution of clients’ strategic allocation advice and Bernstein’s investment platform, ensuring innovation and customization meet the diverse and evolving needs of clients.

Nicole G. Iannarone is an Assistant Professor of Law at Drexel University Thomas R. Kline School of Law.

James Fritz is chief information security officer at NFP. Prior to this role, he helped migrate companies to the cloud, as well as for the U.S. Army, where he conducted defensive cyberspace operations. He holds a bachelor's degree in mathematics from the United States Military Academy and earned an MBA from Syracuse University.