Banco Popular de Puerto Rico

Karen Altfest focuses on a variety of investment and financial planning issues, including the subject of women and money.  She conducts educational seminars for recent widows and people looking to retire.  Her Financially Savvy Woman™ programs, including the Women’s Financial $pa™, are very popular.\nShe has been cited as a top woman advisor by numerous publications, is listed in "Who’s Who of American Women", and was awarded the Thornton Award by the Ph.D. Alumni Association of the Graduate Center of the City University of New York.\nKaren received her Ph.D. in history from the Graduate Center of the City University of New York. She also holds M.A. and B.A. degrees from Hunter College, is a graduate of McGill University in Montreal, and holds the CFP® designation. 

Professor Ron A. Rhoades is a CFP and serves as director of the personal financial planning program in Western Kentucky University’s Gordon Ford College of Business.

Jill Schlesinger, CFP®, is the Emmy-nominated, Business Analyst for CBS News. Jill appears on CBS radio and television stations nationwide covering the economy, markets, investing and anything else with a dollar sign. She translates complicated business and economic news into understandable, relatable topics for everyday viewers and listeners. She is a frequent guest on NPR’s “Here and Now” and American Public Media’s “Marketplace Money”.\nJill is also the host of the nationally syndicated radio show, “Jill on Money”, which airs in over 85 markets. Jill also writes the nationally syndicated column “Jill on Money” for Tribune Media Services and is an Influencer for LinkedIn. Jill is a frequent speaker on a variety of topics, including macroeconomic trends; workplace issues for women and LGBT employees in financial services; and how to create authentic branding.\nPrior to her current role, she was Editor-at-Large for CBS MoneyWatch.com, where she was responsible for video and written content and was part of the team that launched the site. \nBefore she jumped the shark into the world of media, Jill spent 14 years as the co-owner of and Chief Investment Officer for an independent investment advisory firm. She began her career as a self-employed options trader on the Commodities Exchange of New York, following her graduation from Brown University. Jill serves on the board of StoryCorps, a nonprofit organization dedicated to recording, sharing and preserving the stories of our lives.

Jeffrey Rosenthal is president and CEO at Triad Advisors.

Lynn Ballou, CFP, is a senior vice president and partner at EP Wealth Advisors, an independent registered investment adviser that specializes in client-centric financial planning and investment management services. She is based in the firm's Lafayette, California, office. In her role, she leads and mentors a team of advisors. She is also a co-founder of EP Wealth's Investing in Women initiative, which provides women with the right tools and pathways to grow their careers to better elevate the EP Wealth experience for clients and colleagues. She has helped to educate women as a keynote speaker and panelist at various conferences, including the YWCA’s Young Women and Money Conference in Oakland. She has over three decades of experience in the financial services industry. Prior to joining EP Wealth in 2016, she was managing partner of Ballou Plum Wealth Advisors, LLC. She is a member of the Financial Planning Association. She has taught taxation and financial planning as an adjunct faculty member of the College for Financial Planning through JFK University.