Banco Popular de Puerto Rico

James Graff, CPA, is a partner at Margolin, Winer, and Evens LLP. His practice includes providing auditing, tax and management advisory services to clients in various industries, including real estate, professional services, manufacturing and distribution.

Ami Gal is co-founder and chief executive officer at SQream Technologies.

Allen Denson is a partner with the financial services law firm of Hudson Cook.

Matt Fisher is a senior vice president at Snow Software.

Ken Foster, Ph.D., is president of Green Oak Technology Group, LLC, a Southeast Michigan consulting firm focused on new product development and innovation. He has 25 years of experience as a materials scientist, product developer and R&D executive.

Lynne Doughtie is U.S. chairman and CEO of KPMG LLP. She also is a member of KPMG’s Global Board and Executive Committee. From 2011 to 2015, Lynne served as vice chair of KPMG’s Advisory business, establishing Advisory as the firm’s fastest growing business. She also oversaw the expansion of KPMG’s capabilities in innovative services and solutions, including information security, strategy, digital/mobile, and transformation. Lynne began her career in KPMG’s Audit practice in 1985 and has served in a number of national, regional, and global leadership roles, including lead partner for several of KPMG’s major clients. Lynne is a governing board member for the Center for Audit Quality and a member of The Committee of 200. She also serves as a board member for NAF, the Partnership for New York City, and LUNGevity.

James Barnash, CFP, has run his own advisory firm and taught courses on financial planning at DePaul University and William Rainey Harper Community College. He is a consultant for the personal finance company SmartAsset.

Wolf Ruzicka is chairman of EastBank Technologies. He has been a leader in the technology industry for more than two decades. Since joining EastBanc Technologies in 2007, originally as CEO, he has overseen the organic growth of the company taking it from 35 employees to over 150.

Having spent almost 20 years working with lower middle-market companies, Joe Burkhart started his career in investment execution before coming onto Saratoga Investment Corp.

Philip Palaveev is the founder of The Ensemble Practice, which advises independent RIAs and their service providers. He is the author of “The Ensemble Practice” and “G2.”