Banco Popular de Puerto Rico

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

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

Sheryll Yee is a retirement consultant at Commonwealth Financial Network. Yee assists affiliated advisors and home office staff with information and insights on retirement-related topics, including IRAs, qualified plans regarding IRS rules and regulations, retirement planning and product selection.

Steve Gilbert is director of advanced planning at Prudential Financial

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

Jack Brod, CFP is 2020 chair of the Board of Directors of the Certified Financial Planner Board of Standards.

Lawrence Calcano is Chairman and CEO of iCapital Network. He began working with iCapital shortly after its 2013 founding to lead key strategic and business development initiatives. Lawrence was a partner at Goldman, Sachs & Co., where he spent 17 years, most recently serving as the co-head of the Global Technology Banking Group of the Investment Banking Division.

David Schimel is a senior research scientist at the NASA Jet Propulsion Labratory, and is the chairman of Entelligent.

Palash S. Islam, CFP, is the founder of Synergy Financial Group. As an entrepreneur, he has owned and invested in innovative businesses outside of financial services.

Will Bailey, Chief Strategy Officer at InvestCloud, has worked for the fintech firm since the company's founding. Prior to his appointment as CSO he moved to London to head investCloud’s European expansion. He also previously led the platform technology and product management groups.