Banco Popular de Puerto Rico

Carol is a magna cum laude graduate of Central Michigan University and holds Master's and bachelor's degrees. She's also a Certified Financial Planner® practitioner. During college in the late sixties and early seventies, she was involved in gay activism and anti-war protests in Washington, D.C.\nShe met her partner Marilyn in 1985 and they were married in California in 2008. Carol enjoys golf and is a fan of the Dodgers and the Lakers. She also holds season tickets to the WNBA L.A. Sparks.\nCarol is active in her community, volunteering for her church, music groups, neighborhood associations and sports groups when she's called upon.\nBefore entering the financial services industry, Carol was a computer consultant specializing in financial services. A Michigan native, she has lived in California since 1975.

Deborah Genovesi, APR, is a business strategist specializing in branding, marketing, communication and presentation skills, leadership presence and media training. She prepares business leaders to be media-genic so they attract publicity and then dazzle in TV and radio interviews, and know how to connect with prospective clients at speaking engagements or one-on-one consults. Deborah teaches how to communicate messages that get heard and move people to action, training her clients to SELL, as well as tell.\nFrom Hollywood’s Red Carpet to the board rooms of Fortune 500 companies, Deborah’s interviewed & media trained top celebrities & executives during a career spanning two decades as a TV reporter and a nationally-accredited public relations VP.\nHer list of celebrity interviews is extensive, including media moguls from Dick Clark to Ice Cube, as well as former presidents, politicians and hundreds of entertainers, like Clint Eastwood, Michael Douglas, Bruce Jenner, and Matthew McConaughey. She also enjoyed working with renowned authors Deepak Chopra, Neale Donald Walsch and John Gray. Corporate clients included global brands like General Electric, Sony, Nintendo, Lexus, Disney, and Target.

Ann Linton has been in the institutional client services field for 33 years. She is currently a vice president and senior client service manager of institutional clients at Duff & Phelps Investment Management Co. where she is responsible for institutional client relationships in marketing and sales support. Prior to joining Duff & Phelps in 2012, Ms. Linton was vice president and senior client relationship manager at Bank of America Merrill Lynch. Earlier she worked as a client service manager at Chicago Trust\/ ABN AMRO Trust Services, The Hartford and 17 years as an institutional client manager at Aetna Life Insurance Company. Ms. Linton is a charter member and the current President of the Chicago Financial Women’s Organization, volunteers at the Tree House Shelter in the city, and has been a volunteer with the Chicago Lights Tutoring program since 1990.

Bo Eason is a retired NFL safety, Broadway actor, and playwright. His one-man show “Runt of the Litter” has received rave reviews. More importantly, Bo has helped hundreds of financial advisors attract more affluent clients by increasing their power of presence.

Edward Hallowell, M.D., Ed.D., is a psychiatrist, NY Times bestselling author, a world-renowned speaker and a leading authority in the field of the psychology of money . He is a graduate of Harvard College and Tulane Medical School and has been a faculty member at Harvard Medical School for more than 20 years. He is also the founder of the Hallowell Centers in New York and Boston.

As Pioneer’s Practice Management Director, Karen has two goals: The first is to help clients achieve their financial goals through understanding and overcoming their behaviors and investing biases. The second is to help financial professionals strategize and plan for their business success.\nKaren is an accomplished speaker with over ten years of industry experience and extensive knowledge of the intricacies of retirement planning. In addition to her role as Practice Management Director, she is also head of Pioneer’s CE department and lead author for Pioneer’s proprietary CE and client presentations on topics such Social Security, The Owner Only 401(k) Marketplace, and The Impact of Emotions on Investor Behavior.\nPrior to joining Pioneer, Karen was a Senior Analyst for Retirement Markets at Cerulli Associates. While there, she analyzed the trends and forces shaping the Defined Contribution, Defined Benefit, IRA and retirement income markets. She was also lead author for their annual reports that analyzed and segmented the U.S. retirement landscape.\nKaren was first introduced to the mutual fund industry during a college study abroad internship at a regional bank in Germany. There she was fascinated by the market movements and the impact it had on individual client accounts. She graduated with a double major in International Business and German from Gustavus Adolphus College, a small liberal arts college in Minnesota.

Constance Stone, CFP® served a diverse range of clients over the past 27 years. She co-founded Stepping Stone Financial, Inc. in 2004 to provide comprehensive fee-only™ financial planning in a fiduciary capacity. Connie particularly enjoys empowering single women over the age of 50, especially widows, through education and holistic advice. She also serves families with seniors in transition. She is honored to serve as an ambassador for the CFP® Board of Standards. Connie has been quoted in several local and national publications, including NAPFA Advisor, the Wall Street Journal, Kiplinger’s Personal Finance Magazine, the Journal of Financial Planning and the Plain Dealer.

Cynthia L. Conger is President of Conger Wealth Management, a comprehensive wealth management firm which provides advice on a fee-only basis. She was named to Worth Magazine’s lists of “The Best Financial Advisers in America” starting 1998 and their list of the “100 Top Wealth Advisers.”\nShe received both her Bachelor of Science degree in Accounting in 1981 and her MBA in 1983 from the University of Arkansas at Little Rock. She holds the CPA\/PFS and CFP professional designations. She was admitted to the Registry of Financial Planning Practitioners in 1987, and is listed in the current editions of Who’s Who in American Women, Who’s Who in America, and Who’s Who in the World.\nShe served as a Director on the International Association for Financial Planning’s Board of Directors from 1994 through 1998; as Chair of the task force for the IAFP’s 1994 Conference for Advanced Planning (CAP) in Washington, DC; and has also served on the task forces for the 1996 and 1998 IAFP Success Forums, Investment Advisor Magazine Wealth Management Symposium for 2002, and the AICPA PFP Conference for 2005 and 2006, and chaired the conference for 2007 and 2008. She has presented at numerous financial planning conferences around the nation.\nMs. Conger currently serves on the University of Arkansas Foundation Inc. Board, the Professional Counseling Associates Board, UALR’s Friends of the Arts Board and the Women’s Foundation of Arkansas Board. She was honored with the UALR Alumni President’s Award for Community Service.