Banco Popular de Puerto Rico

QX Global Group Accounting Services

Stephen W. Hall currently serves as the legal director and securities specialist for Better Markets. He joined Better Markets in January of 2011, bringing extensive experience in securities and commodities regulation acquired through positions in the federal government, private practice and the nonprofit sector.

In addition to overseeing legal activities, including litigation matters and amicus briefs on behalf of Better Markets, he is heavily involved in the preparation of regulatory analysis, comment letters on proposed rules, and special reports on topics related to financial regulation and enforcement.

Thomas Reid is senior consultant at LibertyFi, where he manages the billing for its partner firms executed through the Envestnet platform. Previously, he worked in SEC compliance and regulatory reporting at two large regional banks headquartered in Birmingham, Alabama.

Charles Reiling is president and CEO of CoastalOne, an independent broker-dealer (Coastal Equities) and registered investment advisor (Coastal Investment Advisors) hybrid platform based in Wilmington, Delaware. 

David Stone is Founder and CEO of RetireOne, an independent platform for fee-based insurance solutions.

Sol Hersh is the president at Presults, a leading archiving and compliance solution for registered investment advisors.

The Presults solution covers SEC and FINRA requirements for archiving emails, websites and social media platforms — with an innovative approach to flagged keywords.

Ben Siewert joined International Planning Alliance in November 2019 after a 12-year career as an audit and accounting professional with KPMG, The Siegfried Group and JP Morgan Chase. He holds his CPA as well as his Bachelor of Science in Accounting from Penn State University.

Siewert focuses his practice on working with families, as well as fellow mid-career professionals.  He enjoys explaining financial concepts and decisions to his clients using the athletic principles he has learned over the course of 30 years as an amateur athlete.  Every athlete works with a coach to enhance their strengths and improve their weaknesses — finances deserve the same care.

Diana Li is a spring reporting associate for Financial Planning. She's a master's candidate at New York University and has experience in Beijing bureaus of The Wall Street Journal, Reuters, The Financial Times and Xinhua News.
She's on Twitter @diana_k16.

Jess Murray is the North America Banking and Capital Markets lead for Accenture Interactive, Accenture’s end-to-end experience and marketing agency.

Eben Burr is president of Toews Asset Management.

He serves as a lecturer and coach of applied behavioral finance for Toews’ Behavioral Investing Institute, where he assists in training advisors to build a process for managing investor behavior. He previously worked in New York City real estate.