Banco Popular de Puerto Rico

Carlos Guillen is president and chief executive of BasisCode Compliance in Atlanta.

Mike Capelle is head of United Capital's technology platform. One of United Capital’s founders, Capelle is responsible for the company’s technology and for driving enterprise innovation.

Chelsea Emery is Senior Editor at Deke Digital.

Jon Stein is the CEO and founder of Betterment. Passionate about making life better, and with his experience from his career of advising banks and brokers on risk and products, he founded Betterment in 2008. Jon is a graduate of Harvard University and Columbia Business School, and he holds Series 7, 24, 63, and is a CFA, Chartered Financial Analyst. His interests lie at the intersection of behavior, psychology, and economics. What excites him most about his work is making everyday activities and products more efficient, accessible, and easy to use.

Kimberly Chin is a contributor writing based in New York.

Tom Kaminski is a Strategic Relationship Consultant for TD Ameritrade Institutional.  Through Practice Management and Consulting engagements, Tom helps TD Ameritrade advisors build better businesses, grow assets, increase referrals, retain clients, and navigate the increasingly complex, yet powerful, technology landscape.\nTom  has been with TD Ameritrade Institutional for 8+ years working within the sales organization focusing on business development for prospective and existing TDA clients. Tom has a BSBA in marketing from Creighton University, and series 7 & 66 licenses.  He lives in Chicago with his wife and (unfortunately) roots for the Chicago Bears.

Amy Dordek Dolinsky has more than 25 years’ experience in the professional services and consulting industry. Known as a trusted adviser and for helping clients achieve their critical business objectives, she has worked with major global corporations in the Midwest across multiple industries. Prior to joining GrowthPlay, Amy managed the Midwest Region for BPI group, a global outplacement and HR consulting firm, where she led key client relationships while also spearheading account management and marketing activities.\nPreviously, Amy was Client Relationship Manager for Capital H Group, a human resources consulting firm where she led business development, marketing, strategic planning and negotiating large consulting contracts across a wide range of industries. Amy began her career in commercial real estate as a broker for Cushman & Wakefield and has worked in several entrepreneurial ventures. She was also Vice President of Business Development for an accounting and finance consulting firm for 10 years in the early years of her career. Amy serves on two start-up technology company boards and has previously served on numerous non-profit boards, including two terms as President of Meals on Wheels Chicago.\n