Banco Popular de Puerto Rico

Ashley Longabaugh is a wealth management analyst at Celent.

Michelle F. Davis is a banking and finance reporter at Bloomberg Business.

Originally from Northern California, Ryan received bachelor's degrees in English and philosophy at UC Santa Barbara before beginning a career in journalism at the Santa Barbara Independent. After a few years of freelancing, bartending and snowboarding in Colorado, he moved to New York to earn a master's in journalism at Columbia University. Besides covering all things in financial advisor technology, Ryan has also written about music, sports, politics, art and entertainment.

Megan Carpenter, a contributing writer for Financial Planning, is the CEO and co-founder of FiComm Partners, based in Los Angeles. Follow her on Twitter at @megan_ficomm

Raef Lee is managing director and head of the new services and strategic partnerships division at Independent Advisor Solutions by SEI. Follow him on Twitter at @SEIRaefL

Katherine Greifeld is a reporter at Bloomberg News.

Joshua Fineman is a reporter at Bloomberg News.

As President of Ally Invest, Lule is responsible for Ally Invest Securities, Ally Invest Advisors, and API business lines. Prior to joining Ally Invest, Lule was the Managing Director of Investment Products & Digital Guidance at TD Ameritrade. Previously, Lule worked for leading investment firms such as Morgan Stanley, J.P. Morgan, and Merrill Lynch as a product manager, product developer, and a financial advisor. She holds a B.A. in Economics from Smith College, an M.B.A from Columbia Business School, a CIMA designation from the Investments & Wealth Institute (formerly IMCA) and the 7, 66 and 24 securities licenses. While at business school Lule won both the coveted Toigo Foundation and Goldman Sachs Fellowships.

Laura Cheeley leads practice management, teams and training at RBC Wealth Management – U.S.