Banco Popular de Puerto Rico

Rob Patchett serves as Raymond James’s global chief privacy officer and IT chief compliance officer. He has over 20 years’ experience in privacy, security, operational risk and compliance expertise in the financial services industry.

Before joining Raymond James, Rob was chief privacy officer for MUFG Americas and before that Union Bank California. Prior to these roles, Rob led Visa’s first privacy office — the information assurance department.

Sam Gottlieb, CFA, FRM, is a senior content developer at UWorld, a test preparation company. He has been in the financial industry for more than 20 years and has been providing financial sector training since 2009.

Randy Kaston is the director of Business Law Group at Ligris + Associates. Her practice concentrates on all aspects of commercial and residential transactions, including representing lenders in closing complex commercial, asset-based, real estate, construction and SBA loans, as well as business lines of credit.

Raghu Valipireddy is senior vice president and chief information security officer at Axos Advisor Services where he is responsible for the company’s cybersecurity organization. He has extensive experience in IT, risk and compliance, and driving enterprise security initiatives.

James Hinote is a Geopolitical Analyst at CGPA Global Advisors. A graduate of Auburn University Harbert College of Business, he studied abroad at East China Normal University in Shanghai. 

Jeffrey D. Haskell, J.D., LL.M., is chief legal officer for Foundation Source, which provides comprehensive support services for private foundations. The firm works in partnership with financial and legal advisors as well as directly with individuals and families.

John Mackowiak is chief business development officer at Advyzon, a cloud-based platform that combines portfolio management, customizable performance reporting, trading and rebalancing, client web portals, client relationship management (CRM), client billing, and document storage.

John leads the sales and service effort and contributes to development of the Advyzon platform. Prior to working at Advyzon, he spent 12 years at Morningstar, most recently as product manager for Morningstar Office.

Peyton Prince serves as a trading assistant for the Investment Solutions team at Integrated Financial Group and has financial, operational and information technology experience.

He currently specializes in mutual fund and ETF trading, trade analysis and departmental operations. He received a BBA in Music Business, Business Emphasis, from Belmont University in Spring 2020.

Cormac Kinney is the founder and CEO of Diamond Standard, the producer of the world’s first regulator-approved diamond commodities. Diamond Standard is a technology developer, diamond market-maker and commodity producer headquartered in New York City.

Karl A. Wagner III is a Partner and Senior Wealth Advisor with Biondo Investment Advisors, LLC with locations in Milford, Pennsylvania, and Sparta, New Jersey.