Banco Popular de Puerto Rico

David J. Lutz Jr. is a CFP with Celtic Financial Services in McMurray, Pennsylvania. He provides financial planning services to individuals and small business owners.

Upal Basu is a partner at NGP Capital, a venture capital fund.

Dave Watts is a cybersecurity consultant and president of NetFusion. NetFusion is an IT and cybersecurity firm in Southern California. NetFusion recognizes the needs of professional service firms for maximum employee productivity, data privacy, and security. NetFusion utilizes security expertise and their process-oriented approach to IT to provide professional service firms with industry best practices for productivity, disaster recovery and security.

Matthew Tharp is chief evangelist at bpm'online, which makes cloud-based software that merges customer relationship management features with business process management capabilities.

Eugene Green is CEO and founder of WishFinance.

Craig Hawley is head of Nationwide Advisory Solutions.

Donald Calcagni is the chief investment officer of Mercer Advisors.

Glenn Ryhanych CFA, CFP is an investment advisor representative of Spire Wealth Management, LLC, an SEC Registered Investment Advisor, and is president and founder of BlueList Partners, LLC, a municipal bond management firm in Northern Virginia.

Underwood is a benefits technology expert and health & wellness advocate. He is the former CEO and president of benefitsCONNECT, a public speaker and a published author. He spent nearly 20 years in the employer healthcare industry advancing technology and supporting the broker community. Today, Underwood is fiercely passionate about health, wellness and plant-based nutrition.

Neil Weitzel is director of security research at Cygilant, a Boston-based software-as-a-service company.