Banco Popular de Puerto Rico

Samantha Allen is a former digital managing editor of Financial Planning, On Wall Street and Bank Investment Consultant.

Ms. Egan was a commercial banker for many years, working for Bank of America, First Chicago and LaSalle Bank over a 25 year period. She decided to leave banking and work with individuals in an independent setting, and joined Asset Financial Services, Inc., in 2006 as a Financial Advisor.  Asset Financial has just merged with North Star Investment Management Corp. and Sharon is Director of Financial Planning Services.\nShe works primarily with women, helping them to understand their life goals and aligning their financial life to support those goals. She also places emphasis on working with the elderly and has helped clients navigate into the decumulation phase of their lives,\nSharon speaks about financial issues to various community groups and in addition to her work with the FPA is an active member of NAWBO, the National Association of Women Business Owners.\nSharon is an Instructor at Northwestern University and teaches Introduction to Financial Planning.\nIn 2012 she will be President Elect for the Financial Planning Association of Illinois, the largest FPA chapter in the country.\nShe was awarded her MBA from Indiana University in 1979 and her Certificate of Financial Planning in 1994.\n

Margaret M. Dunlap is Vice President, Institutional Sales for TD Ameritrade Institutional Services, located in Chicago, IL.  She has sales responsibility for clients and prospective clients located within the Registered Independent Advisor Services business in IL and WI.  Ms. Dunlap reports into Gary D. Ausman, Regional Director, Institutional Sales.  \nMs. Dunlap joined TD Ameritrade Institutional in 2003.  Prior to joining TD Ameritrade she worked as a Retirement Sales Manager for Schwab Institutional for 7 years.  Ms. Dunlap’s primary responsibility was selling bundled defined contribution services in the mid market in the Midwest.   \nMs. Dunlap started her career servicing employee benefit plans as an Administrative Associate for Equitable Life Assurance Society of America.  She then served as a Sales Director for New York Life Asset Management for 11 years selling pension investment products to plan sponsors in the Midwest. \nMs. Dunlap graduated with a Bachelor of Science in Business Administration from Marquette University.  Ms. Dunlap is a native and currently resides in Chicago, IL.  She holds the following securities licenses:  Series 7, 8, 63, & 65.\n

Jodi Hrbek leads the business development team for Nextpoint, the leading provider of cloud-based technology products for legal and compliance needs. Prior to joining Nextpoint last year, Jodi spent over ten years helping companies implement and manage cloud-based applications through her tenure with leading software-as-a-service company, Salesforce.com, and Protiviti, a worldwide technology risk management and internal audit firm. Her current role includes responsibility for Nextpoint’s relationship with the City of New York, an ongoing engagement to archive all of the social media for over fifty city agencies.

A native of Chicago, Trish Moll has served as a Franchise Field Vice President in the Mid-America region for Ameriprise Financial since 2008. As such, she provides leadership and support to drive growth among the 460 independent Ameriprise franchisee advisors in Illinois, Indiana, Southwestern Michigan and Southwestern Ohio. Trish also is responsible for recruiting experienced advisors and generating growth via practice acquisitions and professional alliances. In addition, she oversees compliance and manages the team that supports advisors in her region. \nPrior to joining field leadership, Trish was an advisor with Ameriprise for 18 years. She founded Moll & Associates, a financial advisory practice of Ameriprise Financial which had six practice members serving over 400 clients. \nTrish has developed her practice acquisition experience from the ground up by acquiring two practices during her tenure as an independent advisor and then by selling her practice in 2008. In the last four years, as a Franchise Field Vice President, she has facilitated over 30 practice acquisitions for advisors in her region. \nTrish graduated from Marquette University with a Bachelor of Science in Business Administration, Finance and Marketing. Trish loves spending time with friends and family, and enjoys traveling – her most recent adventure was a safari in Western Cape, South Africa.\n