Banco Popular de Puerto Rico

Ernest Lacroix is a senior manager on F2 Strategy’s OCTO team where he focuses on delivering outsourced CTO services to clients.

As an RIA and fintech insider, he brings deep expertise in advisor-facing technologies including CRM, financial planning, and portfolio management applications. As a practicing financial planner, Ernie is in a unique position to add value to his clients. Whether it’s implementing new technologies, creating efficient and repeatable processes, or contemplating the digital experience for his personal clients, Ernie can easily align with the challenges facing today’s advisors.

Lacy Garcia is the founder and CEO of Willow, a financial technology and education platform that helps financial institutions and advisors better retain and grow business with women and underrepresented investors through financial life coaching.

She has spent her two-decade career at the intersection of financial services, women’s empowerment, education and entrepreneurship.

As a senior consultant at Diamond Consultants, Wendy works with high-achieving advisors that run complex and successful businesses. She regularly counsels top advisors and teams transitioning between wirehouses and regional firms and guides breakaway advisors making the move to independence.

Wendy earned her MBA in marketing and international business from NYU’s Stern School of Business. She is also a cum laude graduate of Colgate University, majoring in economics and international relations.

Brandon Roberts is chief revenue officer, fitness & wellbeing for Xplor Technologies, a global platform for SMBs combining SaaS solutions with embedded payments and commerce accelerating technologies, where he leads a team of 200 commercial sales, account management and client service people across North America.

Before joining Xplor in 2020, Brandon spent eight years at Mindbody, ultimately as global director of operations. He has a B.S. in Kinesiology from California Polytechnic State University and a MBA from the University of Phoenix.

Doris Meister is executive vice president, wealth management at Wilmington Trust/M&T Bank and is also a member of the Management Committee.

Dean Smith is chief strategist at FolioBeyond and the portfolio manager of FolioBeyond Rising Rates ETF ($RISR). Dean has 25-plus years of experience in all aspects of structured products with roles as an investment banker, trader and hedge fund portfolio manager.

Phil Huber is the chief investment officer for Savant Wealth Management and the author of “The Allocator’s Edge: A modern guide to alternative investments and the future of diversification.”

As a wealth management practitioner and an investment industry thought leader, he helps investors design, implement and stick with evidence-based portfolios built to fulfill long-term financial goals and objectives.

Chuck Sockett has more than 30 years of professional experience consulting on a wide range of entity-related tax issues for public and closely held businesses across a variety of industries. Additionally, he helps clients meet their complex tax-planning and compliance needs, including issues related to domestic and international transactions.  

Emily LeStrange, CFA, CFP®, is the head of Vanguard Personalized Indexing. LeStrange's team is responsible for the strategy, service and distribution of Vanguard's personalized indexing offer for financial advisors.

Prior to her current role, LeStrange was a senior investment director on Vanguard's Manager Oversight and Search team. In this role, she was responsible for the continuous monitoring of a subset of Vanguard's 25 independent active equity investment managers, Vanguard's Equity Index Group and Vanguard's Quantitative Equity Group on behalf of Vanguard's Global Investment Committee and the board of directors. Previously, she held roles in Vanguard's Flagship Services, Investment Management Fintech Strategies and Corporate Strategy groups.

LeStrange earned an MBA from the MIT Sloan School of Management and a bachelor's degree in American Studies and Political Science from the University of Notre Dame. She is a CFA charterholder and is a member of the CFA Society of Philadelphia.