Banco Popular de Puerto Rico

Caleb Brown is the host of the New Planner Podcast and co-founder and CEO of New Planner Recruiting, a recruiting firm that specializes in sourcing, screening and integrating financial planners in financial planning firms nationwide.

Dale E. Brown is president and CEO of the Financial Services Institute.

Debra is a Managing Partner at Brennan Financial Services, the investment and retirement planning firm established by her dad in 1983. While she has worked at the firm most of her life, she officially joined the firm in 1998 and now manages over $160M for her clients. Debra and her sister also manage Brennan Wealth Advisors, the high net worth division of Brennan Financial Services. She specializes in developing innovative and creative solutions to meet her clients' retirement planning and estate planning objectives, utilizing the firm’s Financial Life Map to focus on the most effective strategy to achieve goals. Debra co-hosted the firm’s radio program, Dollars and Sense, on WBAP-AM with her dad through 2007, and she guest co-hosts the firm’s current radio program on KRLD-AM. She produced and co-anchored the weekly television program, Smart Money Live with the Brennans, on WFAA-TV in 2006-7.

Christine Gaze is responsible for developing and executing the strategic direction of all advisor practice management and business consulting services for TD Ameritrade Institutional. She is focused on building practice management programs designed to help independent registered investment advisors run and grow their businesses. Christine is an avid researcher of broad industry trends and specific advisory practice insights. She is a regular speaker, moderator, and contributor at industry events.\nPrior to joining TD Ameritrade in 2012, Gaze spent more than 16 years of experience in the financial services industry working in the areas of human capital development, sales strategy and wealth management. Most recently, Gaze served as executive director at Morgan Stanley Private Bank where she led new business development initiatives that helped advisors focus on cultivating relationships with high net worth investors. She was a founding member of the practice management consulting group at Wachovia Securities and has held a variety of sales and leadership roles at firms including Merrill Lynch, Prudential and AllianceBernstein.\nGaze received a Bachelor of Science in Business Administration and Psychology from the State University of New York at Brockport. She earned a Certified Investment Management Analyst© designation through the Wharton School at the University of Pennsylvania and is Series 7, 63, and 24 licensed.

After graduating from California State University, she took her love of education and finance to work as a financial planner.  Susan has now been in the financial industry for over 10 years.  She is passionate about educating clients and helping them achieve their financial goals, whatever their phase of life.  Susan will be speaking to her experience with VidCast Media's software solutions in a live panel-style discussion.

Hillary has five years of experience as a financial advisor prior to starting her own firm with business partner, Kelly Rigas, called KRWMG in 2012. Her prior experience at two major brokerage firms equipped her with a unique view of investing that is focused on asset preservation. Our team at KRWMG advises clients on ways to build and protect assets in ways that are reliable, straight forward and effective.\nHillary’s experience prior to KR Wealth Management Group began at Citigroup Smith Barney in 2008 working alongside Kelly Rigas. Beginning her career amidst the subprime debt crisis and the greater financial market collapse, Hillary advises clients on how to protect and preserve their financial assets. After witnessing such dramatic market fluctuation, Hillary’s investment approach focuses on preservation of wealth and evaluating client portfolios to ensure their investment objectives match up with their investment allocation.\nShe is licensed in Securities 7 and 66 as well as Life Insurance and Annuities. Hillary was featured on Real Talk Texas KLIF 570 AM Radio and her team is often mentioned in various publications from Texas Monthly to D Magazine Best Wealth Managers. She aims to simplify a client’s financial situation and bears in mind the goal of exceeding client expectations in every aspect of their financial lives. Her team provides the most personal service available and earned a reputation for excellence in our industry. KRWMG strives to maintain and preserve our client’s wealth, creating financial stability and security for each of our clients. Our team is rooted in a commitment to building long-term client relationships and exceeding the financial goals of our clients.\nHillary is an SMU alumnus and lives in Uptown Dallas. When away from the office, Hillary enjoys tennis, travel and spending time with friends and family.

Charles Paikert is a senior editor at Financial Planning. Follow him on Twitter at @paikert.