Banco Popular de Puerto Rico

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.

Marianne Caswell is the President of Park Avenue Securities, LLC and is building a comprehensive wealth management platform to help financial advisors meet the wealth management needs of their clients. Park Avenue Securities is a registered broker-dealer, investment adviser and a direct, wholly-owned subsidiary of The Guardian Life Insurance Company of America. PAS is a member of FINRA and SIPC.

Julie Coleman is a summer reporting associate at Financial Planning. Follow her on twitter @itsjuliecoleman.

Julie graduated from the University of Pennsylvania in 2021. She has worked for the Philadelphia Inquirer, the New York Post, NY1, and Forbes Magazine.

Financial advisor Keith Beverly launched Washington, D.C.-based Grid 202 Partners in 2018. He holds CFA and CFP designations.