Banco Popular de Puerto Rico

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.

Roger Hewins is the president and founder of Team Hewins, an independent fee-only advisory firm focused on serving family wealth clients, with locations in California and Florida.

Larry Adam, CFA®, CIMA®, CFP®, is the Chief Investment Officer of Raymond James.

Tom Brilli is Head of Donor Advised Funds at J.P. Morgan Wealth Management. Prior to his current role, Tom was Head of Institutional Product Development for North America & Latin America at J.P. Morgan Private Bank and has held leadership positions at Sapient Global Markets focused on the Dodd Frank regulatory space. A graduate of Fairfield University with a BS in Finance, he also received his MBA from Pace University and currently lives in New Jersey with his wife and two children.

Donna DeBerry is Vice President, Global Inclusion, at Seismic. In her role, Donna leads efforts to build an even more diverse, equitable, and inclusive workforce and company culture. Donna has more than 20 years of experience leading diversity and inclusion programs at global organizations, including leadership positions at Starbucks Corporation, Nike, Indeed and Wyndham Worldwide.

Tim Gerend is chief distribution officer and executive vice president at Northwestern Mutual. He is responsible for the growth and success of Northwestern Mutual’s exclusive distribution system of more than 20,000 financial advisors, representatives, leaders and staff.

Jay Beynon is a financial advisor with Axió Capital Advisors at Stifel Independent Advisors and is based in Hunt Valley, Maryland.