Banco Popular de Puerto Rico

Carly Brooks, a J.D. and CFP, is an associate counsel and member of John Hancock’s Advanced Sales team.

Katy Gibson is vice president of product applications at Envestnet Yodlee.

GJ King is president of RIA in a Box, a firm which provides compliance and operations support to more than 1,400 RIA firms.

Marilyn Schlein Kramer is senior vice president of customer experience at HDMS, an analytics platform company. You can reach her at mkramer@hdms.com.

Jill Purcell is AVP of dental & vision product and market development at Unum.

Laura Friedel is a partner and chair of Levenfeld Pearlstein, LLC’s Labor & Employment Group. She helps businesses, including accounting firms, maximize their most important and often trickiest asset – their employees. Laura works with companies to develop employment documents, policies and practices that improve employee relations while protecting the company's investment in its people and minimizing legal risk. She also represents companies before federal and state courts and agencies in a broad range of employment litigation.

Barrie Wilkinson is an Oliver Wyman partner and co-head of digital transformation for Europe, the Middle East and Africa.

Ali Ahmadzadeh is the head of artificial intelligence at Blue Hexagon, a deep learning company.

Robert Broeksmit is president and CEO of the Mortgage Bankers Association.