Banco Popular de Puerto Rico

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.

Nathan Wallace is a founding principal wealth manager at Savvy Wealth, a digital-first platform for financial advisors that's centered on modernizing human financial advice.

Christine Simone is the CEO & co-founder of Caribou, a software solution for the finance industry to include health care costs and plan optimization for financial plans.