Banco Popular de Puerto Rico

Whitney E. Solcher, CFA, is CIO of Ulrich Investment Consultants, a wealth management firm that serves a range of clientele including high-net-worth individuals and intergenerational families, public and private foundations and endowments, Native American governments and related entities, ERISA covered plans, and Taft–Hartley plans.

John Ulrich, CFP, is CEO of Ulrich Investment Consultants, a wealth management firm that serves a range of clientele including high-net-worth individuals and intergenerational families, public and private foundations and endowments, Native American governments and related entities, ERISA covered plans, and Taft–Hartley plans.

Kevin J. Armstrong is the General Counsel and Chief Legal Officer of Docupace.

Michelle joined Global X in 2018 as a Portfolio Strategist for the Model Portfolio team. She contributes to investment management, due diligence, portfolio administration and research. She holds a CFA.

David Israel is vice president, field outreach, practice management, at Commonwealth Financial Network, Member FINRA/SIPC.

Jon joined Global X in 2017 as CIO. He helps to shape the firm’s market outlook, leads the construction of model portfolios, crafts the firm’s investment strategy, and contributes to the development of ETF products.

Cynthia Fernandez is a Reporter at Financial Planning. Follow her on Twitter at @CynthFernandez.

Jacquette M. Timmons, a financial behaviorist, is the president and CEO of Sterling Investment Management in New York City. Follow her on Twitter at @Jacqmtimmons.

Clayton Bland is Chief Wealth Advisory Officer at CLA, with more than 20 years of experiences within the financial services industry.