Banco Popular de Puerto Rico

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.

Rafael Loureiro is the co-founder and CEO of Wealth.com, a next-gen estate planning platform for financial advisors.

Before founding Wealth.com, he was CTO at Emailage, a global fraud prevention SaaS startup acquired by LexisNexis Risk Solutions. 

Brian Spinelli is co-chief investment officer of Halbert Hargrove, a $2.7 billion fiduciary investment management and wealth advisory firm serving clients across the West Coast and beyond.

Based in Long Beach, California, Spinelli has been with Hargrove, founded in 1933, since 2006.

Julia Khandoshko is CEO at Mind Money, a European investment technology and financial engineering hub.

Khandoshko is a finance industry professional with 10 years of experience in technology and capital markets. Her extensive familiarity with technology applications in financial services is underscored by five years of managing business development initiatives in the IT education sector. This background proved to be a valuable asset when navigating Mind Money's transformation into a financial hub guided by a scientific, data-driven approach. 

Nilesh Vaidya is executive vice president and global head of banking and capital markets at Capgemini.

He has been with Capgemini for more than 20 years and is an expert in managing digital journeys for clients in the areas of core banking transformation, payments and wealth management. He works with clients to help them launch new banking products with their underlying technology.

Sophia Duffy is an associate professor of business planning at The American College of Financial Services, where she teaches estate planning and taxation. 

She is also an estate planning attorney with Winter & Duffy Law in Pennsylvania. She has published several papers in academic journals related to robo-advisors, Social Security, financial industry regulations and the impact of technology on the financial services profession.

Wilbur Swan is the CEO of Catchlight, a software startup incubated within Fidelity Labs, where he serves as a managing director.

Prior to Fidelity, he led commercialization of the Thomson Reuters enterprise data and AI platform and was a co-founder of ContactNet, which was acquired by Thomson Reuters. He is an accomplished speaker, innovator and thought leader at the intersection of technology, data and artificial intelligence.

Ben Henry-Moreland is a senior financial planning nerd at Kitces.com, where he researches and writes for the Nerd’s Eye View blog, using his experience as a financial planner and a solo advisory firm owner to help fulfill the site’s mission of making financial advisors better and more successful. In addition to his work at Kitces.com, Ben serves clients at his RIA firm, Freelance Financial Planning.