Banco Popular de Puerto Rico

Mary S. Brooks is a Wealth Management Specialist  and Certified Financial Planner with Integre Wealth Management of Raymond James  in Walnut Creek.  Raymond James is the largest independent broker-dealer in the U.S. with client assets of $170 billion.  Mary has 25 years experience as an investment advisor, focusing on wealth management for individuals and families through her work with Integre Wealth Management.\nMary serves on the Agenda Committee for the Walnut Creek Chamber of Commerce’s East Bay Women’s Conference and was  a founding member and past chair of the Women’s Philanthropic Circle with John Muir Health Foundation.  She is active with the  local Meher Schools  volunteer program, and serves as music coach for their summer drama camp.\nMary holds a B.A. from the University of Arkansas and CFP certification from the College of Financial Planning.  She lives in Walnut Creek with her husband, Peter.

After a long career in education, Maggie joined the Integré Wealth Management of Raymond James team in February, 2012. She was chosen to participate in a two year training program through Raymond James that has resulted in her achieving her CERTIFIED FINANCIAL PLANNER™ designation.\nHaving lived in the Bay Area for over 20 years, Maggie is very involved in her community. She is a recent graduate of Leadership Contra Costa, a year-long program through the Chamber of Commerce. She volunteers for the White Pony Express, an organization that delivers food to shelters and other programs that feed the less fortunate. In addition, she helps to organize events for the Francis in the Schools program, which involves fun-filled and educational one-day outings for schoolchildren in the San Francisco Bay Area.\nShe and her husband, Jeff, and son, Tyler, enjoy traveling together, and are lucky to have family in such wonderful destinations as Hawaii, Montana, Florida, and Italy.\n 

Carolyn L. Rosenblatt is an RN, an attorney and a consultant on aging issues at AgingInvestor.com and AgingParents.com.

Romola has worked with options in a variety of ways since the start of her career. Initially working at US Investment Banks in London, she then started trading her own account using US Equity Options and later developed courses designed for retail traders.\nRomola has spent the last 10 years in retail trading education where she has taught stock and options trading to beginners as well as facilitated events across the globe.\nShe currently works with Chicago start-up Social Market Analytics, helping to educate traders on how to use an exciting new tool leveraging social media conversations to gain greater insight into potential moves ahead of time.\nRomola has a Bachelors in Banking and Finance from Curtin University, Perth, Australia.

Paul Hechinger is a contributing writer for On Wall Street.