Banco Popular de Puerto Rico

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.

Nathan Stevenson is the founder and CEO of ForwardLane.

Prior to launching ForwardLane in 2015, Nathan worked in the financial services and technology sectors, including roles at BNP Paribas, asset manager CQS and the Johannesburg Stock Exchange. He is a noted commentator on AI application in financial services. 

Doug Kramer, managing director of Neuberger Berman, joined the firm in 2015 and is the head of Institutional Equity and Multi-Asset.

Prior to this position, he co-headed the firm's Quantitative and Multi-Asset team. Doug formerly was CEO at Horizon Kinetics, an investment management firm.

Brian Costello is the head of data aggregation strategy at ByAllAccounts, Morningstar Wealth.

He is a founding member of the Financial Data & Technology Association, the Financial Data Exchange, and the API Ratings Agency, as well as a frequent speaker, author and panelist.