Banco Popular de Puerto Rico

Kathy Davis, CPA, is a manager in the Tax Advisory Services Department of Anglin Reichmann Armstrong.

She has more than a decade of experience in public accounting, and her focus is retirement planning, estate and gift planning and preparation of complex tax returns. Contact her at kdavis@anglincpa.com.

Nathan Stevenson is the founder and CEO of ForwardLane.

Prior to launching ForwardLane in 2015, Nathan worked in the financial services and technology sectors, including roles at BNP Paribas, asset manager CQS and the Johannesburg Stock Exchange. He is a noted commentator on AI application in financial services. 

Doug Kramer, managing director of Neuberger Berman, joined the firm in 2015 and is the head of Institutional Equity and Multi-Asset.

Prior to this position, he co-headed the firm's Quantitative and Multi-Asset team. Doug formerly was CEO at Horizon Kinetics, an investment management firm.

Brian Costello is the head of data aggregation strategy at ByAllAccounts, Morningstar Wealth.

He is a founding member of the Financial Data & Technology Association, the Financial Data Exchange, and the API Ratings Agency, as well as a frequent speaker, author and panelist.

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.