Banco Popular de Puerto Rico

Kevin Keller is CEO of the Certified Financial Planner Board of Standards (CFP Board).

Rachel F. Elson is a former editor-in-chief of Financial Planning.

Ron Carson is founder and CEO of Carson Group.

\nWinnie Sun is Founding Partner of Sun Group Wealth Partners, a trusted financial consulting firm providing financial planning services to small business owners, senior executives, celebrities, and established families throughout the West Coast.\n\n\nWith more than 12 years of experience in the financial services industry, Winnie was previously First Vice President of Wealth Management, Senior Investment Management Specialist, and Lead Financial Advisor for the Sun Group at Morgan Stanley Smith Barney. Her exemplary young team was a premier leader in managing client portfolios and providing expert customized service. Winnie began her investment advisory practice with Salomon Smith Barney where was awarded their highest honors for success with her membership in the elite Blue Chip Council (2001-2004), Century Council, and President’s Council throughout her tenure. Winnie was also an advising member of the Smith Barney Asian Advisory Council.\n\n\nPrior to entering the financial planning industry Winnie was an entrepreneur. She owned and operated Crowded House Entertainment, which was headquartered in Los Angeles, California. Her firm was a leading television audience production company, with many high profile clients including America’s Funniest Home Videos, Jeopardy!, Wheel of Fortune and Judge Judy. Winnie participated in over 350 television taping productions, and was a voting member of the Academy of Television Arts & Sciences (Emmys).\n\n\nAs an independent wealth advisor and LPL financial planner, Winnie is regularly called upon by local businesses and organizations to educate large groups on financial planning strategies, and she currently holds monthly workshops for her corporate clients and their guests. Winnie has also been honored with invitations to the Barron’s Winner’s Circle for Top Women Financial Advisors in the United States beginning in 2006 thru 2010.\n\n\nWinnie is a graduate of UCLA where she earned her Bachelor of Arts degree in Political Science with a focus in Business Economics.\nWinnie is fluent in Chinese and proudly represents key members and businesses in the Asian community throughout Southern California. She enjoys spending time with family and friends and visiting farmers’ markets on weekends. Winnie is also an avid reader and regularly participates in Zumba classes. She resides with her husband Tim and their young son in Orange County, California.\n

Neal Ringquist is EVP and CRO at Retirement Clearinghouse.

\nLisette Cooper is the founder, Chief Investment Officer, Chief Executive Officer and Managing Director of Athena Capital Advisors. As CIO, she sets the firm’s overall direction and leads Athena’s Investment Committee. Lisette founded the firm in 1993. \n\n\nAthena Capital provides investment advisory and management services to sophisticated private investors, institutions and endowments. We work in partnership with our clients to serve as their chief investment officer and investment staff and integrate a broad range of services into a comprehensive investment solution for our clients. \n\n\nAthena Capital was ranked #1 in “Average Assets under Management per Client Family” by Advisor One (formerly Wealth Manager) in 2009, 2010 and 2011 and ranked #2 in 2012. Athena was also recently named amongst the Top 50 Family Offices Worldwide by Bloomberg Markets. \n\n\nLisette speaks regularly at conferences and universities and has appeared on CNBC’s “Closing Bell”. She is a CFA charterholder and has a Ph.D. from Harvard University and B.A. from Wesleyan University. \n\n\n

Dan Goren is an insurance and risk management consultant for Corporate Synergies’ property & casualty practice.

David Roddenberry is co-founder of HealthyWage, a company that facilitates the provision of cash incentives, social and expert-based support, tools and resources, and goal-setting and tracking technologies to address the nation’s obesity epidemic and improve America’s collective health. HealthyWage is at the forefront of the weight wagering movement, having formally created competitive, cash-fueled programs for more than 90 Fortune 500 and other companies, hospitals, health systems, insurers, school systems, municipal governments and other organizations throughout the U.S.

Dr. Linda Chous is chief eye care officer, UnitedHealthcare.