Banco Popular de Puerto Rico

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.

Mike Foy is the senior director and head of wealth intelligence at J.D. Power. He has over 20 years of experience in wealth management working with industry executives on how to improve the experience and drive loyalty and advocacy among both clients and financial advisors.

Adam is an associate financial planning nerd for Kitces.com. He previously worked at a fee-only financial planning firm in the Washington, D.C., area and was a financial journalist earlier in his career. He has a master's degree from Johns Hopkins University and a bachelor's degree from the University of Virginia. In his spare time, Adam can be found playing tennis, volunteering and sharing his love of puns.

Dave Abner is the Global Head of Business Development at Gemini. In this role, Dave oversees the expansion of Gemini’s institutional business and leads the relationships with major institutional partners and high net worth individuals on a global scale.

Prior to joining Gemini, Dave was instrumental in bringing ETFs from a fringe arbitrage trading tool to an investment product utilized by institutional asset managers. His most recent book, The ETF Handbook (Wiley Finance) describes the inner workings of ETFs and how to achieve efficient portfolio implementation and execution.

Most recently, Dave was the CEO of the European Division of WisdomTree Asset Management, joining the firm as a startup and helping it grow to more than $60 billion in assets under management.

Ryan Strauser is a Principal and Principal for Marketing in the Ares Wealth Management Solutions Group. Prior to joining Ares in 2021, Strauser was a senior vice president at Black Creek Group in the Product Management Group where he focused on product management, positioning and due diligence efforts for the firm’s offerings.

Previously, Strauser was a vice president at Jackson National where he focused on new product development, investment selection and product positioning. Before that, he held similar positions at OppenheimerFunds (now Invesco), Old Mutual Capital and Great-West (now Empower). Strauser holds a bachelor of business administration in marketing from Wartburg College and a master of business administration from the University of Colorado.

David W. Karr is the chairman of Equitable Advisors and a member of the Equitable Operating Committee. He leads a highly trained and experienced team of financial professionals in leveraging the reach of Equitable Advisors to provide clients with wealth management, insurance, estate and wealth transfer, and executive and corporate benefits services.

Bryan Cannon, CFP, is CEO and chief portfolio strategist at Cannon Advisors. A seasoned stock market technical analyst with over 25 years of investment and financial planning experience, he serves as the host of Markets ‘N5, a biweekly video series focused on analyzing market trends based on technical analysis. Cannon’s career covers a diverse range of investment and securities experience, ranging from financial and estate planning for high- and ultra-high-net-worth families, as well as senior and partner roles with both the big Wall Street firms and smaller boutique firms.

Steve Cook, Managing Director and Head of ETFs for Harbor Capital Advisors, led Harbor’s entrance in the ETF marketplace and oversees the firm’s development and launch of ETFs. Throughout his career he has worked on the successful launch of thousands of ETFs around the world, including the Nasdaq 100 QQQ fund in the late 1990s.