Banco Popular de Puerto Rico

Julianne Wasserman is a senior Financial Advisor Recruiter and is Vice President of Michael Wasserman & Associates since 2001. Prior to coming to work with her husband and partner, Mickey Wasserman at Michael Wasserman & Associates, Julianne had a thriving accounting practice for twelve years. She has a Bachelor of Science in Business Administration with an emphasis in Finance from California State University Northridge. In addition to being a successful businessperson and loving wife and mother, Julie is an avid concertgoer and enjoys horse jumping.

Jonathan Powell is a Senior Managing Principal of CEG Worldwide. Powell's expertise in developing top-performing financial advisors is a great asset to the clients he serves through CEG. Working with many of the nation's top financial firms, he enjoys helping advisors transform their professional and personal lives by using CEG Worldwide's research-backed principles. Powell has hired and coached hundreds of the industry's top financial advisors—in multiple distribution channels—for more than 25 years. After starting his career as an independent financial planner in the San Francisco Bay area, he went on to spend more than two decades with Citigroup before retiring to pursue his passion for training and coaching.\nIn his lengthy career, Powell has managed branches for Smith Barney and led Citibank's West Coast brokerage business, overseeing 290 financial advisors and 20 managers. Since joining CEG Worldwide, Powell has made a major impact at the firm. He delivered over 20 keynote speeches and 100 training classes in 2009 alone in the U.S. and Canada.\nPowell earned a BA in economics from Stanford University and holds the CFP designation. He is a co-author of Breaking Through: Building a World-Class Wealth Management Business.

Gordon A. Schaller, a Partner at Jeffer, Mangels, Butler & Mitchell, LLP, is a prominent tax and estate-planning attorney in Southern California who has been in practice for over 30 years. Mr. Schaller focuses his practice on taxation issues, estate planning, business succession, charitable and wealth management services and trust and estate litigation. Because of his expertise, many high net worth individuals, family offices, and numerous public and private charitable organizations turn to Mr. Schaller for effective and creative solutions for tax, charitable, business succession and family issues. His intimate knowledge of financial, estate and tax structures make him a crucial member of an affluent client’s core team of advisors.Mr. Schaller is among the country’s most in-demand attorneys for developing comprehensive, integrated multi-generational wealth planning, preservation, insurance and management solutions. Besides being a seasoned expert in the nuances of wealth transfer and taxation, Mr. Schaller is also well versed in creating technological platforms, freeing advisors to place their focus on clients and their needs. Mr. Schaller frequently facilitates the interaction of the client's investment, insurance, tax and philanthropic advisors to achieve goals-based integrated results. He is also well-known in the area of captive insurance structures for uninsured risks combined with related estate planning and business succession planning.Prior to joining JMBM, Mr. Schaller was founder of an independent wealth advisory firm. He is a Fellow in the American College of Trust and Estate Counsel (ACTEC).Phone: (949) 623-7200

As a representative for The Options Industry Council and serving as Director, Financial Advisor Education, Eric Cott endeavors to help advisors and their firms to use options more effectively. Mr. Cott is responsible for expanding OIC’s outreach to financial advisors. Additionally, he participates in conference panel discussions, presents advisor-oriented educational seminars, and guides the development of options curriculum and content for the OIC Advisor web site. Over the last 16 years, Mr. Cott has supported, served as and directed financial advisors through different roles. Most recently he was a Regional Vice President and Retirement Income Consultant at Sunlife Financial Distributors Inc. where he identified and cultivated new business, increasing assets and revenue share. Prior to that, Mr. Cott spent the majority of his investment career as a Producing Manager and Assistant Vice President at Merrill Lynch Pierce, Fenner & Smith, Inc. There he built and maintained a successful wealth management practice.Mr. Cott holds a BA from University of Wisconsin Madison and the CRPC designation from the College of Financial Planning.

Paul Weisbruch is the VP of ETF\/Index Sales and Trading at Street One Financial. He graduated from the University of Pittsburgh (B.S. – Economics), graduating magna cum laude, and has an MBA from Villanova University. Prior to joining the team at Street One, Paul served as the Director of RIA and Institutional ETF Sales at RevenueShares ETFs from December 2007 until November of 2009. Before RevenueShares, Paul was employed by Susquehanna International Group from 2000 until 2007 serving in roles including OTC\/NYSE Institutional Block Trading, Nasdaq\/OTC Market Making, ETF\/Derivatives Intelligence and Strategy, Algorithmic Trading, as well as acting as the PHLX Floor Specialist in the ETFs, SPY and DIA. Paul has been actively involved in the ETF space from both a product and trading standpoint since 2000. He maintains close relationships with the issuers of the ETFs and attends many industry conferences, as he understands from his experiences at RevenueShares the operational, trading, and branding challenges that newer ETF companies face in trying to raise assets and successfully launch their funds. Additionally, Paul has well forged relationships with national RIAs, institutional pension fund managers and consultants, mutual fund and hedge fund managers, and also the ETF media. Paul has been quoted and referenced in a number of ETF industry publications including Barron’s, Wall Street Journal, Morningstar, Traders Magazine, Index Universe, TheStreet.com, ETF Database, Seeking Alpha, The ETF Authority, AdvisorPerspectives, and ETF MarketPro. He holds his Series 4 (Registered Options Principal), 6, 7, 55 (Equity Trader), 63, and 65 licenses. Paul resides in the suburbs of Philadelphia, PA with his wife Mandy.

Consuelo MackAnchor and Managing EditorConsuelo Mack WealthTrack on Public TelevisionConsuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. Now in its sixth season, Consuelo Mack WealthTrack has been dubbed the “Cramer Antidote” by the press and Money Magazine named Mack “The Best Money TV Host.” WealthTrack is the only program on television devoted to long-term diversified investing in all of the investments people care about: stocks, bonds, real estate, insurance, art and collectibles.\nWealthTrack has scored a series of television exclusives including Wall Street’s number one ranked economist Ed Hyman, Yale endowment head David Swensen and prescient fund manager Jeremy Grantham who called both the tech and credit market bubbles.  WealthTrack which started on a handful of stations is now seen in more than 126  markets, including all of the top 20, and 290 stations covering 79% of the country. In New York WealthTrack is seen on WLIW, channel 21 on Friday evenings at 7:30 and Saturday mornings at 8:00 on WNET, channel 13. In Boston it also airs twice, on Sunday mornings at 8:30 in WGBX and Sunday evenings at 6:00 on WGBX World.  \nBefore developing WealthTrack Mack spent over a decade at The Wall Street Journal as the Anchor and Managing Editor of its weekly syndicated business program, “The Wall Street Journal Report”. During her tenure it won the Overseas Press Club award, the Gracie award and was nominated for a News and Documentary Emmy award for excellence in background and analysis.     \nMack also played a critical role in CNBC’s strategic alliance with Dow Jones, the parent company of The Wall Street Journal. Anchor of a morning show, reporter for a daily “Strategy Session”, she also anchored “Louis Rukeyser’s Wall Street” in its final months on both CNBC and PBS. \n  \n Mack’s international experience includes being the Anchor and Editor of “The Asian Wall Street Journal Report”, a weekly business program syndicated throughout Asia, and hosting the 1996 PBS documentary series “Emerging Powers” and the 1994 PBS special “Pacific Rift”.\nMack is a pioneer in business television. She was a founding partner of “Today’s Business”, where she was the sole Anchor and Executive Editor of television’s first daily, nationally syndicated business news program. She was founding news editor and co-anchor of “Business Times”, the first national morning business program. In its first year “Business Times” won the ACE award, cable television’s highest honor. \nPrior to her television career, Mack worked for several prominent research and money management firms including Mitchell Hutchins and Merrill Lynch. She is a member of the Economic Club of New York, the Council on Foreign Relations, The Women’s Forum and is a board member of the YMCA of Greater New York.    She has received several honors including the first Lifetime Achievement Award for Women in Print and Electronic Financial Journalism from the Women’s Economic Roundtable and the Malcom S. Forbes Public Awareness Award. Mack graduated from Sarah Lawrence College with a bachelor degree in English Literature, History and Political Science.\n

Kol Birke is a financial behavior specialist at Commonwealth Financial Network®, member FINRA\/SIPC, a registered investment adviser, in Waltham, Mass. At Commonwealth, Kol helps advisors make financial planning easier and more effective by lowering psychological and behavioral roadblocks that often get in clients’ way—in essence, aligning their actions with their goals. He has a BA in Economics from Brandeis University and a Master of Applied Positive Psychology from the University of Pennsylvania.