Banco Popular de Puerto Rico

Elaine M. Leichter is Of Counsel in JMBM’s Taxation Trusts & Estates department. Advising, drafting and negotiating prenuptial, postnuptial and cohabitation agreements grew from Elaine’s estate planning practice. Her personal agreements clients include business executives, family business owners (or heirs to a family business), entertainers, licensed professionals and high-net-worth families.

Tim Whiting is the Group Publisher for SourceMedia Inc.’s investment advisory publications; Financial Planning and On Wall Street. Prior to joining SourceMedia, he served as Corporate Relations Manager for the Financial Planning Association. Tim has over 20 years of publishing experience with consumer, association and business-to-business brands including; Journal of Financial Planning, The New Republic, Inc. Magazine, Scientific American, Good Housekeeping, and Pharmacy Times. Prior to entering the publishing field he served as a Senior Account Executive at Ketchum Advertising on leading national brands. He has diverse print, online and custom media experience from firms including; Medical Economics, Inc., Goldhirsh Group Inc, Scientific American, Inc., Hearst Corporation, and Hachette Filipacchi. Tim graduated from the University of Richmond in Virginia with a BA in Economics. He is an avid amateur musician and performs for local fund raisers and charities. Tim resides in Ridgewood, NJ with his wife and son.

Robert Powell is president and founder of Unison, LLC, a Swampscott, Mass.-based financial education, communications and consulting firm. He is the editor of Retirement Weekly, a Marketwatch-Dow Jones subscription publication and he writes two columns for MarketWatch.com, including On Retirement and Your Portfolio.Powell serves as the editor of the Retirement Management Journal and as an adjunct professor for the Boston University Center for Professional Education Online Retirement Management Analyst Program.He recently served as the Examination Workbook Editor for the Retirement Income Industry Association’s Retirement Management Analyst(sm) and as a lecturer at the Boston University-Financial Planning Association Lifecycle Investing for Financial Planners program. He also served as a content strategist to the Financial Planning Association, having played a key role in the development and launch of its Virtual Learning Center, Research Center and its public-facing website.Powell has also served as executive producer of "More Than Money," a personal finance television series in development from Connecticut Public Television & Radio and “The Truth About Retirement,” another television program in development from Connecticut Public Television and Radio. He was the co-author of “Decoding Wall Street,” an investment primer published by McGraw-Hill, and author "20 Tips for Retirement Investors,” published by MarketWatch.com.Powell formerly served as Managing Director at Acadient, where he was responsible for the Boston University Online Program for Financial Planners, a CFP® registered program, the Center for Fiduciary Studies' Accredited Investment Fiduciary™ Web-based Program, and the Lightbulb Press' 401(k) Basics Program. Previously, Robert served as director of marketing, training and education for FundQuest, an investment management firm, and president of FinStream.com, an online financial education company.From 1993 to 2000, he served as Managing Director and editor-in-chief of Boston-based DALBAR, Inc. where he was responsible for all aspects of the firm's multi-million dollar publishing company: Mutual Fund Market News, Variable Annuity Market News, The Journal of Mutual Fund Services, Registered Investment Advisor, Visionaries, and “Advice, Trust & Money.” Powell played a lead role in creating and developing CompuServe WOW!'s personal finance and business website, and TheRightAdviser, a joint venture between DALBAR and Microsoft Corp.'s MoneyCentral that enabled consumers to search for and select a financial advisor.Prior to joining DALBAR, Powell served for five years as personal finance and mutual funds columnist for The Boston Herald where he created "The Money Manager" column and co-wrote "On State Street." He has also served as a business reporter for the Berkshire Eagle and Boston Business Journal.Powell has extensive internet, broadcast, print and radio experience: His work has appeared in The Wall Street Journal, the Financial Times, The Boston Globe, and Your Money. He has served as host or co-host of several television, radio and internet chat programs, including Consumer Portfolio on Boston Cablevision, Talk of New England on New England Cable News, The Money Manager on WMEX-AM Boston, and FundWire on AmericaOnline.Before becoming a financial journalist, Powell worked as a registered representative for DeanWitterReynolds. Powell was graduated with a bachelor's degree from Marquette University and a master's degree in journalism from Boston University College of Communication\/ School of Management.) Robert attended Boston University's Program for Financial Planners, a CFP® board-registered program.Powell serves or has served on the following boards: Jewish Journal Boston North; Swampscott Little League; the Nicholas Green Scholarship Fund, Inc.; Project SAVE Armenian Archives, Boston University Program for Financial Planners; Jewish Federation of the North Shore (Mass.) Interfaith Outreach Committee; NICSA Technology Committee, and Lynn Youth Hockey. He is a member of the Society of Business Editors and Writers. He lives in Swampscott, Mass. with his wife and four children, triplet sons and a daughter.

Jodi Perry is President of Raymond James Financial Services’ Independent Contractors Division. She began her career with Raymond James in 1994 and has had the opportunity to work with advisors in various capacities throughout her career of 20-plus years. She is a graduate of Eckerd College in St. Petersburg, Florida, holds Series 7, 24, 63 and 65 licenses, and is a Registered Corporate Coach with the World Association of Business Coaches.

Ms. Trachtenberg has over 25 years of financial service marketing experience. She is currently the Chief Marketing Officer for Altegris responsible for all aspects of strategic marketing and integrated marketing communications including branding, web, sales promotion, advertising and public relations.Ms. Trachtenberg was previously the Founder and Managing Director of Ivory River Group, LTD, a boutique strategic marketing consulting firm that served the needs of a diverse group of leading financial and professional services firms. Prior to that, Ms. Trachtenberg was Senior Vice President and Head of Global Marketing for Lehman Brothers Global Investment Management. There, she spearheaded the creation and launch of a new global external and internal branding strategy. Before Lehman Brothers, Ms. Trachtenberg was Senior Vice President and Chief Marketing Officer for asset management firm Neuberger Berman. She is credited as a key architect of the growth and success that lead to Neuberger’s eventual acquisition by Lehman Brothers.Ms. Trachtenberg received her M.B.A. in Marketing with honors from Pace University, New York, and a B.S. in Management Science with honors, SUNY Binghamton. She also holds a Certificate in New Product Development from the University of Pennsylvania Wharton School of Management.

Elaine Bedel, CFP®, has more than 35 years of experience in the financial services industry. She is president and founder of the Indianapolis-based wealth management firm, Bedel Financial Consulting, Inc., which achieved its twenty-year milestone in 2008. The firm provides fee-only financial planning and investment management services to individuals and families; advice and fiduciary guidance to trustees of employer retirement plans provided by corporations, educational institutions, and not-for-profit organizations; and investment management and oversight for institutional investment portfolios and charitable endowments. Elaine has been recognized as one of the leaders in her profession by several national financial magazines. She was recently named to Wealth Manager’s 2008 “50 Distinguished Women in Wealth Management” list and recognized by The Indianapolis Business Journal as a “Woman of Influence” in 2009. Medical Economics has included her on the list of “150 Best Financial Advisors for Doctors” every year since 1998. Currently she is a weekly contributor to Inside Indiana Business e-newsletter, The INside Edge. Elaine’s first book, Advice You Never Asked For…But wished you had!, was released in April, 2009.