Banco Popular de Puerto Rico

Kenneth Kehrer, PhD, is principal of Kehrer Bielan Research & Consulting.

Scott Stathis is the Managing Partner at Stathis Partners.

Alyssa has eighteen years of financial services industry experience, fourteen of which have been providing financial and wealth management advice and services to institutions and high net worth individuals. Alyssa has been recognized as one of the Top100 Women Financial Advisers in Barron’s in 2009, 2008 and 2007, a top advisor in New York in Barron’s “America’s Top Advisors: State-by-State” in 2008, as well as, one of the Nation’s Top 100 Financial Advisors by Worth Magazine in 2007 and 2008.In 2001, Alyssa joined Merrill Lynch after spending seven years with Citibank and two years with New York Strategy Group, where she managed funds for highly affluent families. Prior to NYSG, Alyssa was the Northeast Region Head of the Citibank U.S. Private Bank Capital Markets Division. Prior to Citibank, Alyssa held positions at Bankers Trust and spent six years at KPMG Peat Marwick where her clients included financial services companies, real estate and large non-profit organizations.Alyssa is Founder and Chair of the Women’s Exchange, a national networking and mentor program for the women at Merrill Lynch with over 600 members. In 2005, Alyssa received Merrill Lynch’s Leadership in Diversity Award. Alyssa has appeared on CNBC and has been featured in multiple publications including Institutional Investor, Corporate Board Member, Working Mother and Town & Country on various topics surrounding personal wealth management.Alyssa received her BS in Accounting from Marist College. Her professional designations include, Certified Financial PlannerTM certification awarded by the Certified Financial Planner Board of Standards, Inc. and has attained her Certified Public Accountant license. She is a registered insurance agent by the States of New York, New Jersey, Connecticut and Florida. Alyssa serves on the Board of Directors of the Girl Scout Council of Greater New York. She lives in New York City with her husband and their three children.\n

Joan Valenti is a Certified Financial Planner™ Professional who has been providing financial planning services for 27 years. She received her Bachelor of Science degree in Finance from Baldwin-Wallace College and obtained her Certified Financial Planner™ certification from the College of Financial Planning in 1991. She holds FINRA registrations 7, 63, 24, and 65 and is an investment advisor representative at LPL Financial and also holds an insurance license. LPL Financial is one of the nation’s leading diversified financial services companies and the largest independent broker\/dealer supporting more than 12,000 financial advisors nationwide.*\n\nJoan has spent her career concentrating on Retirement and Estate Planning utilizing investment and insurance products. While dedicated to unbiased financial advice, Joan specializes in helping her clients work towards their retirement goals and the distribution of their assets in a tax efficient manner. As a wealth manager she helps to design an investment strategy to help clients work to achieve retirement goals while creating a plan for the preservation of their wealth from generation to generation. Joan’s focus is on wealth accumulation and the income distribution phase of retirement. \n\nShe is an OSJ Branch Manger with LPL Financial with focus on Compliance procedures in her oversight of other Registered Representatives with respect to Suitability Standards and Record-Keeping Procedures. \n\nActive in her community, Joan is on the Farmington Food Pantry Board of Directors. She is a member of the Advisory Board of Northwest Community Bank. Joan also is a Past President of Rotary and Paul Harris Fellow of Rotary. \n\nJoan resides in Unionville, CT with her husband and twin daughters. \n\nSecurities offered through LPL Financial Member FINRA\/SIPC\n\n* As reported in Financial Planning magazine 1996-2009, based on total revenues.\n

Alan J. Foxman is a managing director at Foreside Financial Group.

Deborah McWhinney joined in April 2009 as head of the newly created Citi Personal Wealth Management (CPWM) organization. The CWPM business provides a broad range of investment services and has the unique ability to serve a variety of customer segments with varying levels of personal assets.Prior to joining Citi, she was president of Schwab Institutional, a division of Charles Schwab & Co., Inc., where she helped independent investment advisors grow their businesses more quickly and profitably by building innovative products and services for the fastest growing segment of the financial services industry. She joined Charles Schwab in 2001, and in the following six years served on its management committee, the board of the Charles Schwab Bank, N.A., and the Charles Schwab Foundation board, and was chair of the global risk committee.Ms. McWhinney was an executive vice president at Visa International and served as group president for Engage Media Services. Earlier in her career, McWhinney spent 17 years at Bank of America, where she worked in both corporate and retail banking.Ms. McWhinney was appointed by former President George W. Bush to the board of directors of the Securities Investor Protection Corporation (SIPC) in 2002. She also has served on the White House Fellows regional finalist candidate interview panel for the past three years.She serves on the California Institute of Technology’s Board of Trustees and is on the Advisory Board of UCSF’s Teen and Young Adult Center.Ms. McWhinney received her bachelor's degree from the University of Montana and is a graduate of the Pacific Coast Banking School. She currently resides in New York City.