Banco Popular de Puerto Rico

Zachary Conway is the founder and CEO of NYC-based Seeds Investor, a software platform for financial advisors to assess and understand investors' values and needs and automatically deliver personalized portfolios and reporting.

Mark Elzweig is a New York-based executive recruiter who specializes in placing financial advisors at wirehouses, regional and independent brokers and registered investment advisory firms.

Yousef Abushanab is an ESG Analyst in RBC Global Asset Management's Corporate Governance and Responsible Investment group. Prior to joining RBC GAM in 2017, he worked for a global ESG research and ratings institution in Amsterdam, where he conducted research on governance practices of publicly listed companies and assisted with ratings analysis.

Allen T. Bond, CFA, is a managing director, head of research and portfolio manager at Jensen Investment Management. He joined the firm in 2007 and is responsible for coordinating fundamental research conducted across the investment teams. Additionally, he maintains his portfolio management and analyst responsibilities.  

Melanie Schnoll Begun is managing director, Head of Family Office Resources Field Engagement and president of Morgan Stanley GIFT, the firm's Global Community Foundation. Family Office Resources (FOR) provides specialized services to financial advisors and ultrahigh net worth clients across a broad range of family wealth management issues.

Chip Castille is the founder and CEO of Lasso, a financial advice and wealth app. Previously, he was managing director and Global Retirement Strategist for BlackRock, where he was responsible for the development, product management and distribution of BlackRock's U.S. retirement strategies and services.

Patrick Noonan is Advisor360°'s product manager for wealth management and insurance, responsible for guiding the development of the company's tools that help advisors facilitate the financial planning process and work more efficiently. Prior to joining Advisor360°, he was a financial advisor with Merrill Lynch and Janney Montgomery Scott, and an advanced planning consultant at Commonwealth Financial Network.

Stacy Miller is a partner, vice president and wealth advisor for Bright Investments in Tampa, Florida. She also served as the chief operations officer and chief financial officer for a national nonprofit honoring the service and sacrifice of the American military.

Stacy has over 25 years of diverse professional experience leading and advising organizations through strategic, operational and financial success.

Carl Richards is the chief brand officer at Elements, a software company for advisors, and the author of the former "Sketch Guy" column in The New York Times.