Banco Popular de Puerto Rico

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.

Kerri Mast is a principal with extensive experience advising business owners and families of generational wealth at Brown Brothers Harriman.

She helps clients achieve their goals relating to estate planning, philanthropy, business succession, and tax minimization. As a national leader of the Philanthropic Advisory practice, Kerri works to create an environment where families can engage in conversations about wealth, values, legacy and impact.

Evan Zall is president and founder of Longview Strategies, a strategic communications firm focused on the intersection of finance and sustainability.

He and his team have worked with wealth management firms for decades to help them differentiate and communicate about sustainable investing, ESG and their overall practice strengths. Evan is also a board member and the Impact Chair of Entrepreneur's Organization (EO) Boston Chapter.