Banco Popular de Puerto Rico

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.

Matthew Schaller, CFA, CFP, is an advisor on the Compardo, Wienstroer, Conrad & Janes team at Moneta.

Kyle Brownlee is CEO and senior wealth advisor of Wymer Brownlee Financial Services, an HD Vest affiliate.

Phillip Mitchell, CFA, CPA, is president of Kroon & Mitchell, an integrated tax and investment firm in Grand Rapids, Michigan. He has written for publications including Grand Rapids Business and Small Business Association of Michigan.

Chief Market Strategist and Advisory Board Member, Capital Wealth Planning