Banco Popular de Puerto Rico

Lisa Walsh is the senior vice president, investments, LJW Wealth Management of Raymond James.

For nearly 30 years, she has practiced a holistic approach to personalized planning that addresses the financial complexities inherent in the lives of high net worth individuals and families. She is based in Buffalo, New York.

Chris Stanley is the Founding Principal of Beach Street Legal LLC, a law practice and compliance consultancy whose sole purpose is to help entrepreneurial investment advisors and financial planners succeed. He strives to provide simple, practical counsel to those in the fiduciary community and to keep that community ahead of the regulatory curve.

Jim Besaw is principal and chief investment officer for GenTrust, responsible for oversight, selection and management of all investment-related activity across the firm's strategies and portfolios, as well as the development of all new investment strategies at GenTrust. He  co-founded GenTrust in 2011.  

Nathan Kotler is head of trading for GenTrust, responsible for the management and oversight of the firm's multi-asset trading operations. He works closely with the CIO and asset class heads to implement bespoke investment management solutions for clients across all major asset classes, including exchange traded products, fixed income, futures and derivatives. 

Brian Schaefer is Vice President and Wealth Portfolio Manager at Johnson Financial Group. He works with individuals, public entities and non-profit organizations to create customized investment solutions. Brian is a member of JFG's Fixed Income Group and Investment Research team.

Steve Voss serves as Vice President of Independent Business Consulting at Raymond James. Drawing on more than 15 years of business consulting experience, he has partnered with hundreds of financial advisors across the country to establish their independent businesses. 

Eric N. Mann is a partner in Neal Gerber Eisenberg's Private Wealth Services practice group. He provides gift, income and charitable planning strategies for high net worth families and business owners both domestically and internationally, and counsels on all aspects of estate and trust administration including gift and estate tax audits.