Banco Popular de Puerto Rico

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. 

John McDonough is Head of US Wealth Management Intermediaries Distribution at Invesco. He was previously the head of OppenheimerFunds’ Distribution and Marketing Teams, including Digital Distribution and Innovation.

Janice Kirkel is a senior reporter at Financial Planning.

CEO of Financial Planning Association

Harry Gittelson has been a Private Client Advisor with J.P. Morgan Wealth Management for 28 years, based in Los Angeles, California. Harry is actively involved in the community, having helped develop programming for the Human Sexuality Collection at Cornell University, One Archives Foundation at The University of Southern California (USC), and the Tools For Tolerance program at The Museum of Tolerance in Los Angeles. He is also a volunteer for The Los Angeles LGBT Center and The Human Rights Campaign. A graduate of Cornell University with a bachelor’s degree in applied economics, he also received his MFA from USC in film production and business.

Renee Schroder works with clients on back office operations at Synergy Financial Group and supports in managing client relationships. She processes client information and manages ongoing client projects.

Shannon Irwin provides clients with concierge level services as related to the Synergy process for financial planning and portfolio management. She has worked with banks and brokerages in varying capacities over her career.

Nell Derick Debevoise uses her expertise in purposeful leadership to help CEOs and CHROs expand their impact, grow their businesses and build powerful legacies.