Banco Popular de Puerto Rico

Scott Frank is the founder of Stone Steps Financial in Encintas, California.

J.R. Robinson is the owner and founder of Financial Planning Hawaii a nd a co-founder of client-facing software maker Nest Egg Guru.

VP, Financial Planning
Advicent

Diane Manuel, CFP, is a financial advisor with Urban Wealth Management in El Segundo, California.

Chuck Cooper is the managing partner of Lee's Summit, Missouri-based StrongBox Wealth, an independent RIA on the Dynasty Financial Partners platform.

Chip Munn is the CEO and a Senior Wealth Advisor at Signature Wealth Group. He is the author of Leap Before You Look and The Retirement Remix and hosts the Maximum Advisor Podcast and The Retirement Remix Show. Connect on Twitter @chip_munn.

Tom Stoner is the Founder and CEO of Entelligent.

Erik Setterlind is the senior vice president of investment management at Kalos Financial.

Ashley Murphy, CFP®, AIF® is a principal and wealth strategist at Arete Wealth Strategists Australia, a fee-only financial planning and investment management firm for Australian/American expatriates around the United States and Australia. Ashley works with Australian and American expatriates to bring strategy, structure, clarity, confidence and compliance to their global financial lives and keep it that way. Ashley is a tri-citizen of the U.S., Australia, and the U.K. From 2014-2017, Ashley taught in the CFP programs at UC Berkeley Extension and Golden Gate University, he was a Knowledge Circle host for the International and Cross-Border Knowledge Circle with the Financial Planning Association (FPA) from 2017-2019 and is a regular conference speaker.

Bruce Willey, JD, CPA, CExP, is the founder and owner of American Tax and Business Planning, where he advises established businesses, start-ups and individuals on tax planning, asset protection, exit planning and estate planning.