Banco Popular de Puerto Rico

Jim Caci is chief financial officer at AvePoint, a platform to optimize SaaS operations and secure collaboration.

He has over 25 years of experience leading the strategic finance operations at both public and privately held SaaS and IT service companies.

Brad Rapking is the portfolio manager Aptus Capital Advisors responsible for equity research, portfolio reviews and assisting in fund trading and operations. He is a CFA Charterholder and a member of the CFA Institute and CFA Society of Alabama.

Prior to joining Aptus, Brad was a research analyst at Driehaus Capital and a research analyst and equity trader at Opus Capital Management. Brad is a member of the CFA Institute and the CFA Society of Alabama. He graduated from Xavier University with a BSBA in finance.

Reese Harper, founder and CEO of Elements, is 20-year veteran of the financial planning industry and is the creator of the Elements Financial Monitoring System.

John Guthery, CFA, is chief investment officer at FusionIQ, a multicustodial TAMP that helps advisors, organizations and investors navigate the complex world of alternative investments.

John works with RIAs, broker-dealers, asset managers and their platforms to provide expert guidance on how to effectively implement alternative investments.

Vinay Nair is the founder and CEO of TIFIN, a fintech platform that drives personalization for wealth using AI and investment intelligence and which operates a collection of fully owned subsidiaries in wealth and investments.

Previously, he was the founder of 55ip, which was sold to J.P. Morgan.

Kathy Davis, CPA, is a manager in the Tax Advisory Services Department of Anglin Reichmann Armstrong.

She has more than a decade of experience in public accounting, and her focus is retirement planning, estate and gift planning and preparation of complex tax returns. Contact her at kdavis@anglincpa.com.