Banco Popular de Puerto Rico

John Shrewsbury is co-owner of GenWealth Financial Advisors in Little Rock, Arkansas. With over 20 years of experience in the industry and an RICP® designation, he leads one of the largest independent financial advisor firms in the state of Arkansas.

James Jack is the Executive Director and Head of the Business Owners Client Segment at UBS.

Perry Green is chief financial officer and a senior wealth strategist at Waddell & Associates. He has worked extensively with owners of closely held businesses and executives of large corporations assisting with tax planning, transition planning and stock option planning as well as with gift, estate and retirement planning.

Andy Watts is the vice president of Investment Solutions for Avantax Wealth Management. He and his team focus on curating solutions that Avantax Financial professionals can use to help clients pursue their goals.

Eric Sontag is president and chief operating officer at Wealthspire. He manages the firm's general business practices and processes and of the firm's Executive and Investment committees and is a member. He also leads technology, operations and investments functions while helping to shape the overall strategic direction of the firm.

Joe Maier is senior vice president and director of wealth strategy at Johnson Financial Group.

Dana L. Wilson is the founder and CEO of CHIP (Changing How Individuals Prosper), a financial services marketplace connecting individuals and small businesses to financial professionals of color.

Beth Pinkser is a certified financial planner and freelance journalist.

Ted Katramados is director and associate portfolio manager at TAG Relative Value Fund at TAG Associates and a member of the firm's investment committee. Prior to joining TAG in 2006, he was with Citigroup in Fund of Funds Diligence and Counterparty Risk Analyst at the Federal Reserve Bank. He earned his MBA at New York University's Stern School of Business and his B.S. from the Wharton School at the University of Pennsylvania.

Mike Shultz is a bestselling author of Rainmaking Conversations, Insight Selling, Virtual Selling, and Not Today: The 9 Habits of Extreme Productivity. He is the director of the RAIN Group Center for Sales Research, and president of RAIN Group, a global sales training company that delivers results through in-person and virtual sales training, coaching, and reinforcement.