Banco Popular de Puerto Rico

Abigail Gage is an Institutional Consultant and Associate Vice President with Graystone Consulting. As a graduate of Purdue University with a B.A. in Business and Communication, she has over 15 years of experience in the financial services industry.  Ms. Gage is responsible for the management of client service, client education and business development for Graystone Consulting.  Ms. Gage also directs a staff of dedicated individuals on the team that are committed to a standard of excellence in client service.  \nMs. Gage previously worked with Merrill Lynch as a Financial Advisor, where she provided financial planning and investment services to high-net-worth investors. She holds the designation of Chartered Retirement Planning CounselorSM and Financial Planning Specialist. \nMs. Gage helps with fundraising for Breakthrough Urban Ministries and is on the NOW Task Force for Bright Hope International.

Yonhee is an owner, Principal and currently serves as the Chief Operating Officer at JMG Financial Group in Oak Brook, Illinois. She is also a member of the Executive Committee and Board of Directors. JMG Financial Group is a wealth management firm that specializes in comprehensive financial planning and investment management services to high net worth individuals. In addition to overseeing the day-to-day and long term operations of the firm, she is responsible for employee and career development. She has been with JMG since 1986.\nPrior to her current role, she provided financial planning services to clients, focusing on cash flow management, retirement planning, investment strategies, and income and estate tax minimization.  As director of the firm’s trust and estate compliance group, she helped manage the firm’s fiduciary return practice.  Yonhee has presented at numerous industry conferences such as the National Association of Personal Financial Advisors (NAPFA) and the Market Summit on topics ranging from career development to business management. She has also enjoyed speaking to students at the University of Dayton RISE conference and the Michigan Technological University Finance Club. She has been featured in industry publications for her hiring and management practices.  Yonhee is a CERTIFIED FINANCIAL PLANNER™, a member of the Financial Planning Association, NAPFA and a board member of the Youth Symphony of DuPage.  She holds a BA in Communications from Dominican University. 

Aaron Klein is co-founder and CEO of Riskalyze. Follow him on Twitter at @AaronKlein.

Rob Foregger is co-founder of NextCapital, an enterprise digital advice provider.