Banco Popular de Puerto Rico

John Grevas is director of product marking at Ohio National Financial Services. A 15-year veteran of the industry, Grevas specializes in life insurance and annuity products and finding ways to make the benefits they offer easier for clients to understand. He holds a master’s degree in journalism and communication.

Mike Watson is SVP and head of RIA custody for Axos Advisor Services.

Mark Shields is Director of Solution Marketing at Appway, where his experience across a broad spectrum of commercial roles enables him to boost business development and marketing of fintech solutions in the wealth management, investment management and banking space.

Greg is a licensed financial advisor, business consultant and fintech entrepreneur with a mission to teach, inspire and guide people in areas of wealth management, business, marketing, and leadership. Greg is the director of business development for convos, Snappy Kraken’s text messaging program that helps financial advisors build deeper relationships with their prospects and clients to drive business growth and the CEO of Drozdow Financial, his financial education and services group.

With over a decade experience in financial services, Greg has helped hundreds of clients, including individuals, families and executives get to a better place financially, and has worked with some of the top financial institutions in the industry, including VOYA Financial, Penn Mutual and Prudential, to name a few. Through his experience, Greg has focused on helping other advisors on marketing and business strategy and is passionate about advancing technology and systems that improve the financial services industry overall.

John Starling is the senior vice president of Northern Bank’s 1031 Exchange and helps people and business entities preserve profit and build wealth faster through tax-deferred exchange.

Eric Rosenbloom, CLTC, ChFC®, is Vice President, Wealth Services at Alera Group Wealth Services. For over 30 years, he has counseled individuals, families and businesses about long-term care and how to create and implement customized financial strategies to help enhance and protect their financial security. 

Amy Kadomatsu is CEO of ComplySci, a provider of regulatory technology and compliance for financial services enterprises.

Sean M. Cleary is the founder of The Law Offices of Sean M. Cleary, located in Miami. He helps his high net worth clients in complex family law cases along with assets and debt division by assisting them through negotiation, mediation, or trial representation.

Jennifer Coombs is an associate professor at the College for Financial Planning —a Kaplan Company located in Denver. She is the creator, lead author, and lead instructor for the Chartered SRI Counselor™ (CSRIC™) designation program developed in partnership with US SIF as the first professional financial education program for financial advisors in the United States exclusively devoted to sustainable investing.

Prior to joining the College, Jennifer worked in New York City for several Wall Street firms in such varied roles as technical and fundamental analysis, equity research, trading and portfolio management. Jennifer has given two TED talks on the topic of sustainable and responsible investing: “Investing for a Better World: Using Wall Street to Implement Social Change” (November 2015 at TEDx Jersey City), and “Stopping the Rebuttal: Millennial Investors and the Future of Sustainability” (April 2018 at TEDx Clarkson University). She has also given presentations at and interviews on “Dollars & Change” Wharton Business School Radio on Sirius XM, Bank of America/Merrill Lynch Wealth Management, The Society of Financial Services Professionals (FSP), The CFA Society of New York, US SIF Annual Conference, The SRI Conference, and Advisor Group.

Jennifer holds a Master of Science in Finance and is a member of the ESG Advisory Board at Investment News and serves on the education committee of US SIF. She resides in her home state of Vermont.

Owakhela Kankhwende is a subscription acquisition data analyst at Insider.