Banco Popular de Puerto Rico

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.

Jared Winkers graduated from the University of Northern Iowa in 2021 at the age of 19 and later that year became the youngest person ever to pass the CFP exam. He has had a passion for finance and planning since high school, when he first started investing and doing his own taxes. All aspects of financial planning are incredibly interesting to him, but his focus is on helping middle-market business owners manage their personal and estate taxes, retain key employees, and transition into retirement.

Ken Van Leeuwen founded Van Leeuwen & Company in 1997. As the firm's managing director, founder and financial advisor, he is responsible for the overall strategic direction of the firm as well as serving his clients, who include corporate executives, nonprofit organizations and foreign citizens who have made the U.S. their home.

Lisa V. Zivkovic is an associate in Morrison Foerster's Privacy + Data Security Group, where she advises clients across industries, including financial services and fintech, on issues at the forefront of privacy and cybersecurity. She holds a Ph.D. from New York University in the history of data privacy in the United States and Europe.

Érica Carnevalli is a spring reporting associate at Financial Planning. She is a graduate student in the business and economic reporting program at New York University. A native of Brazil, she has also worked at Brazilian publications and interned at CNBC Investigations in New York.