Banco Popular de Puerto Rico

Robert Goff, vice president of Succession & Acquisition Consulting at Raymond James, has more than 25 years of experience in the financial services industry and with Raymond James. In his current role, he leads a comprehensive, high-touch, consultative team that assists advisors as they prepare for their business succession plans, including consulting with buy/sell arrangements, catastrophic planning, long-term planning, acquisition support and team administration. Robert is a graduate of Carleton University and earned his MBA from University of Miami.

Phil Sieg joined JP Morgan Wealth Management as Head of Practice Management in 2020 after a long career at Merrill Lynch. In his last role at Merrill he was the Head of the Ultra High Net Worth Segment and Strategy, which included the Private Banking and Investment Group as well as the Global Client Segment.

Jesse Lineberry is an account executive at New Planner Recruiting, a recruiting firm that specializes in sourcing, screening and integrating financial planners in financial planning firms nationwide.

Teresa J. Verges is the director of Miami Law’s Investor Rights Clinic, where she teaches securities arbitration and broker-dealer regulation, and supervises law student interns handling FINRA arbitration claims on behalf of low income investors. Prior to joining Miami Law, Professor Verges served as Assistant Director of Enforcement for the Securities and Exchange Commission at the Miami Regional Office.

Peter Krull is CEO of Earth Equity Advisors.

Michael Liersch is head of Advice and Planning for Wealth and Investment Management, which is responsible for developing and propagating research-based methods to help advisors and clients most productively collaborate around their money decisions. Prior to joining Wells Fargo, Michael worked at JPMorgan Chase where he served as managing director and global head of Wealth Planning and Advice. Prior to his role at JPMorgan Chase, he served as head of Behavioral Finance and Goals-based Consulting at Bank of America-Merrill Lynch, and as head of Behavioral Finance at Barclays Wealth, Americas. He was also a faculty member at New York University, where he taught management and organizational analysis.

John Furey is the managing partner of Advisor Growth Strategies, a management consulting firm serving the wealth management industry.

Mark Kowalsky is a partner at business law firm Jaffe, Raitt, Heuer & Weiss, P.C. in Southfield, Michigan. He leads the Firm’s Litigation & Dispute Resolution practice group, and works closely with the Securities Litigation & Enforcement Defense practice group.

Jackie C. Klaber is a Managing Director and the Head of Opportunistic Investing at Rockefeller Capital Management, responsible for sourcing and structuring differentiated alternative investment opportunities for the firm’s clients. She previously worked at Goldman Sachs and Citigroup. She holds a JD/MBA from Yale Law School and Yale School of Management, a master's degree from Columbia University, and a bachelor's degree from Yale College.

Bill Parsons is the Group President, Data & Analytics, and International for Envestnet | Yodlee. In this role Bill is responsible for crafting and executing overall ENV Analytics Product and Sales Strategy. Over the course of his nearly 12 years with the company, Bill has also held the roles of Chief Customer Officer of Yodlee Financial Services, and has been responsible for Global Field Operations.