Banco Popular de Puerto Rico

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.

Tara Meehan is a fractional CMO and owner of Meehan Marketing.

She has been a marketing professional for over 18 years focusing on social media, affiliate marketing, display advertising, email marketing and search marketing strategies for financial advisors and wealth management agencies.

Brian McLaughlin is the president of Orion Advisor Technology.

Prior to Orion's acquisition in 2022, he was the CEO and co-founder of Redtail Technology, where he worked closely with advisors, broker-dealers and industry partners for nearly two decades.

Louis Diamond is the CEO of Diamond Consultants, responsible for leading the long-term vision of the firm.

Previously, he worked as a consultant at Ernst & Young, and in wealth management at Morgan Stanley and UBS. He co-hosts the Diamond Podcast for Financial Advisors.

Mazi Bahadori is the chief operations officer at Altruist.

A seasoned veteran in financial technology, he previously served as the chief compliance officer and director of operations for Aspiration. Prior to this, he worked for PIMCO as vice president of legal and compliance, for Morgan Stanley as a financial advisor and for Goldman Sachs as a government affairs associate.

Jeff Junior is founder and CEO Trajan Wealth, headquartered in Scottsdale, Arizona. After completing his military service in the United States Marine Corps, he started his career in the financial industry in 1999. In 2012, he founded Trajan Wealth. An active member of the National Association of Insurance and Financial Advisors (NAIFA), he frequently hosts public educational workshops in the greater Phoenix community. Trajan recently became multicustodial, adding Axos Advisor Services to help spur the firm's growth.