Banco Popular de Puerto Rico

Teresa Bailey is a Senior Wealth Strategist and Director of Development at Waddell & Associates, orchestrating the financial affairs of clients and building the W&A brand. 

Jenny Xia Spradling is the co-founder and co-CEO of Free Will, a social good enterprise at the nexus of philanthropy and estate planning that helps charities fundraise from complex assets, including bequests in wills. Previously, she was with price-tracking app-maker Paribus in analytics, product development and marketing. Before that, she worked at Bain Capital and McKinsey & Co.

Gino DeRango, a senior vice president of Axos Advisor Services, in Centennial, Colorado, has more than 25 years of experience in the financial services industry via roles including sales, relationship management, sales leadership and strategic initiatives at TD Ameritrade Institutional and, more recently, Goldman Sachs. 

Monnencia S. Riley, market director and financial advisor with the Thrivent Great Lakes Advisor Group in Iron River, Michigan, has worked in the financial services industry for 15 years. She is passionate about bridging the wealth gap to assist with the economic disparity the United States faces and believes that working together across cultures will help achieve those objectives.

Jamie Hargrove, the founder of Hargrove Firm LLP, is an attorney and certified public accountant with nearly four decades of estate planning experience. He is also co-founder of NetLaw, a technology platform that powers Hargrove Firm's online estate planning services. Previously, he led a 160-attorney estate and trust practice for a Kentucky-based law firm.

Scott Page is an author, television personality and life insurance appraisal expert forpolicyappraisal.com, which provides education to advisors and clients.

David Handler is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. He concentrates his practice on trust and estate planning and administration, representing owners of closely held businesses, family offices, principals of private equity and venture capital funds, individuals and families of significant wealth.

Matthew Franks is head of High Net Worth Credit at RBC Wealth Management — US. Before joining RBC, he held various leadership roles in the high net worth division of Morgan Stanley's Private Bank from, most recently as a managing director and head of the ultrahigh net worth sales team.

Jonathan Rogers, co-managing partner, leads the strategic growth of the Wealth Advisor Alliance and the operations of its parent RIA, Forum Financial Management. He supports financial advisors across the Wealth Advisor Alliance and Forum communities.