Banco Popular de Puerto Rico

Shahar Plinner is founder and CEO of Formations, a predictive tax and accounting solution for the self-employed. An accounting expert with over 20 years of experience in the field, he is an entrepreneur known as The Tax Guru on the West Coast.

Before founding Formations, Plinner moved to Seattle from Israel and founded, scaled and sold a leading tax and accounting firm in the Seattle metro area.

Stephen Heymann is a shareholder with Chamberlain Hrdlicka's Trusts & Estates Practice Group in Atlanta.

He focuses on helping business owners and high net worth families preserve their hard-earned wealth through sophisticated income and wealth transfer tax-planning strategies.

Emily Dabney is an associate with Chamberlain Hrdlicka's Trusts & Estates Practice Group in Atlanta.

She assists clients in navigating the areas of estate planning, succession planning, tax planning, and corporate matters.

Philipp Hecker is CEO of Bento Engine, a technology platform that helps client-centric advisors deepen existing client relationships and convert more prospects.

Raj Ananthanpillai is founder and CEO of Trua, a technology company that provides privacy-preserving reusable verified identity and risk-screening to assure trust and safety in digital environments, sharing economy, employment and workforce screening.

Tim Urbanowicz, CFA, is the head of research and investment strategy for Innovator Capital Management.

Prior to joining Innovator, he was a senior investment strategist for Northern Trust, serving as a subject matter expert on global markets and portfolio construction. Prior to joining Northern Trust, he served as the director of fixed income ETFs and head capital markets strategist for Invesco.

William Marr is responsible for delivering Welton's investment solutions to the wealth management community, including brokerage houses, RIAs, private banks and family offices.

In previous roles he led due diligence and allocated to hedge funds and CTAs as Global Head of Hedge Fund Research at Merrill Lynch Wealth Management. He also headed Alternative Investments at Zurich-based bank Julius Baer and Boston-based State Street Global Advisors. Most recently he founded and managed Granite Street Capital, a consultancy focused on developing and implementing growth strategies for alternative investment managers.