Banco Popular de Puerto Rico

Tom Roseen is head of research services with Lipper. His areas of expertise include closed-end fund analysis, portfolio evaluation, equity and fixed income fund research,

Charles Goldman is President and CEO of AssetMark, an independent provider of innovative investment and consulting solutions serving financial advisors.

Kelly Jobe has over 10 years of experience in the financial services industry, with 8 years focused on the RIA community.  She has held several positions in sales and relationship management with a focus on advisor education. She began her career in the financial services industry at Merrill Lynch where she educated advisors on portfolio construction.  She later joined AllianceBernstein as a wholesaler working with RIAs throughout the country and also served in key accounts working with the major custodial firms.  Prior to joining TD Ameritrade, she spent over 2 years as a Relationship Manager at Schwab Advisor Services working with RIAs in the NY Metro region. Kelly graduated from The Pennsylvania State University.  She achieved her CRPC designation from the College for Financial Planning in 2007.

Sarah Boston began her financial services career as a Marketing Intern at Raymond James while finishing her Business degree from Indiana University. That experience sparked an interest for helping clients build financial security and led to many different positions including District Manager for a group retirement plan provider. Sarah’s passion for financial planning and desire to work with individual clients led to her rejoining Raymond James in 2013 as a Branch Manager and Financial Advisor. Currently residing in Indianapolis, Sarah and JJ, her husband of 13 years, are small business owners and supporters of the local food movement. She also enjoys gardening and watching her two sons play soccer.

Alyssa Meyer is Vice President, Director of Compliance for Raymond James Financial Services. She is responsible for maintaining the firm's policies and procedures, testing their design and effectiveness, ensuring the firm is in compliance with various regulatory bodies, coordinating process improvements that ultimately help financial advisors' manage their risks more efficiently including improving technology for compliance and supervision processes. She started with RJFS in 2001 and has worked in various positions within the Compliance department. Alyssa is a member of the Board of Governors for the Florida Securities Dealers Association and an alternate member of SIFMA’s Compliance and Regulatory Policy Committee.  Alyssa is a native Floridian and graduated from the University of South Florida as a Finance major, specializing in investment analysis and minoring in Management.  She holds the series 7, 24, and 53.

Brandon leads all Wealth Advisors at United Capital, a company focused on reaching beyond the money to help people make conscious decisions about their entire financial life.  As one of the founding firms of United Capital, Brandon has helped transform the company from a crazy idea to one of the most innovative and progressive brands in the financial services world.\nIn his current role, Brandon has three main focuses: Wealth Advisor Relations where he serves as an advocate and liaison to the firm’s growing number of advisers; the firm’s MDA (Million Dollar Advisor) Program focused on accountability and coaching, and finally New Advisor Partnerships, where he helps adviser facilitate their transition and new partnership with United Capital.\nA recognized champion and leader of Gen X and Y, Brandon frequently lends his unapologetic tone and enthusiasm to various industry forums, social media and other media outlets, such as The Wall Street Journal, SmartMoney, Financial Planning, and Investment News.\nBrandon graduated with honors from Texas Tech University and holds a BS in Personal Financial Planning and is a Certified Financial Planner™ Practitioner.  His wife, Shelby, keeps him focused, and their identical, mirror-image twin boys keep him on the move constantly.  

Harold Reimer is head of private wealth management for Temenos in North America, a global banking and wealth management software organization headquartered in Geneva, Switzerland.

Polina Vlasenko joined AIER as a research fellow in 2008 after working as a visiting research fellow. Her primary research area is macroeconomics, including forecasting economic performance and analyzing the effects of government policies on the economy. From 2005 to 2008, Polina was an assistant professor of economics at Manchester College in Indiana. Prior to that, she was an assistant professor at the Economic Education and Research Consortium’s Program in Economics (currently Kyiv School of Economics) in Kyiv, Ukraine. She holds a PhD in economics from the University of Maryland, College Park.\n