Banco Popular de Puerto Rico

Dr. Chris Pierson, the CEO and founder of BlackCloak, a cybersecurity firm, served for over a decade on the Department of Homeland Security's Privacy Committee and Cybersecurity Subcommittee. He is the former president of the FBI's Arizona InfraGard and the former chief privacy officer for Royal Bank of Scotland. Dr. Pierson is a Distinguished Fellow of the Ponemon Institute.

Shann M. Chaudhry, Esq. is the principal attorney and managing member at Shann M. Chaudhry, Attorney at Law, PLLC, based out of San Antonio, Texas.

He helps his clients solve complex matters related to real estate, elder law, estate planning and asset protection. Chaudhry's experience and knowledge have made him a nationally featured media source for Forbes, CNBC and U.S. News & World Report, among others.

David Dubofsky is co-author of Your Total Wealth: The Heart and Soul of Financial Literacy. He is also the author of over 40 academic articles. Previously, he taught finance at Texas A&M University, Virginia Commonwealth University and University of Louisville.

Lyle Sussman is Professor Emeritus, College of Business, University of Louisville. He previously taught at University of Michigan and University of Pittsburgh. He is a frequent speaker in the banking industry and co-author of Your Total Wealth: The Heart and Soul of Financial Literacy.

Robert E. Miller, CFA, is CEO of Frontier Asset Management, which he and principal Gary A. Miller, CFA, established in 2000 in Sheridan, Wyoming. 

The firm strives to create quality investment strategies while staying true to the values of transparency, honesty and hard work.

Sarah Adams is chief sustainability officer and co-founder of Vert Asset Management, where she leads the firm's engagement program.

She is an instructor of the Chartered SRI Counselor (CSRIC) designation program and a fellow at the Center for Innovative Leadership at the Johns Hopkins Carey Business School. 

Sudhir Chaturvedi is president and executive board member of LTIMindtree.

He leads a dynamic sales, marketing and alliance team globally, and is a member of the board of Syncordis Consulting, a subsidiary of LTIMindtree, based in Luxembourg. Since joining LTIMindtree, Chaturvedi has been a key strategist of the company's transformation that is widely visible across brand development, market development and business development activities.

Dasarte Yarnway is the head of community at Altruist.

Upon starting his independent advisor journey in 2015, he quickly learned that underrepresented clients and advisors alike were overlooked and underserved. Due to the grave statistics associated with this reality, he sought out to change the landscape of the financial services industry one client and one advisor at a time. Yarnway is a California native and resides in Sacramento with his wife and daughter.