Banco Popular de Puerto Rico

Ray Ferrara, CFP, is chairman and CEO of ProVise Management Group in Clearwater, Florida. He formerly served on the ICFP, FPA and CFP Board of Directors.

Frederick Townes is co-founder and CTO at NestReady.

Josh Quint is the director of cloud solutions at ServerCentral Turing Group. SCTG offers cloud-native software development, AWS consulting, cloud infrastructure and global data center services.

Kory Wagner serves as vice president of demand generation and operations at Centage.

Joel Diamond, MD, is an adjunct associate professor of biomedical informatics at the University of Pittsburgh. He is a diplomat of the American Board of Family Practice and a fellow in the American Academy of Family Physicians. He serves as chief medical officer for 2bPrecise and cares for patients at Handelsman Family Practice in Pittsburgh.

Jonathan Alboum is chief technology officer of public sector at Veritas.

Kenneth Burke is the director of marketing for Text Request, a business text messaging software company that works with clients from a wide variety of industries across North America. He has been awarded for his work in sales and psychological research and has helped dozens of businesses, from pre-launch startups to billion-dollar companies, achieve their goals. He and his insights have been featured in numerous publications including Forbes, Entrepreneur, and Startup Nation.

Gary DeVicci, CFP, AEP, is owner of CPI Planning in Voorhees, New Jersey. He specializes in custom designed strategies to reduce tax liabilities and increase efficiencies of investment accounts, life insurance and planning. He can be contacted at garyd@cpiplanning.com or (865) 874-1250.

Brian McConnell is chief executive officer at InterOptic, a global independent provider of optics technology. InterOptic helps enterprise companies and government institutions meet increasing bandwidth, complexity, and interoperability demands in their modern IT networks

Ane Ohm, CPA, is a former Big Four auditor and now CEO of LeaseCrunch, which provides cloud-based lease accounting software for CPA firms. Previous roles include CEO of HarQen CEO, president of LaserNet (acquired by Apex),vice president at Cielo, and vice president at Strong Financial Corp. She started her career as an auditor with Coopers & Lybrand (now PricewaterhouseCoopers) after graduating from the University of Wisconsin at Madison.