Banco Popular de Puerto Rico

Banco Popular de Puerto Rico is a full-service financial services provider with operations in Puerto Rico, the United States and Virgin Islands. Popular, Inc. is the largest banking institution by both assets and deposits in Puerto Rico, and in the United States Popular, Inc.

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Alyse Reiser Comiter

Alyse Reiser Comiter is managing director and wealth strategist at Cresset in West Palm Beach, Florida. Follow her on Twitter at @arcomiter.

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Fred Duden

Fred Duden is global head of product development at Broadridge Financial Solutions.

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Hannah Levitt

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Matt Potter

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Ahmie Baum

Ahmie Baum is founder and CEO at Interchange Capital Partners in Pittsburgh.

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David Haughton

David Haughton, JD, is an advanced planning consultant at Commonwealth Financial Network.

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Tim Helman

Tim Helman, CFP, is a senior investment consultant at Commonwealth Financial Network.

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Sheryll Yee

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Steve Gilbert

Steve Gilbert is director of advanced planning at Prudential Financial

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Tim Killgoar

Tim Killgoar is senior vice president and head of Raymond James’ Financial Institutions Division.

August 25