Banco Popular de Puerto Rico

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.

Tom Sporkin serves as Managing Director, Enforcement at CFP Board, the professional body for personal financial planners in the U.S. He leads a team of attorneys and legal staff in the detection, investigation and prosecution activities. Tom possesses decades of experience in enforcement and regulatory compliance, including 20 years in the SEC’s Division of Enforcement  where he served in various  leadership roles including co-managing the Office of Internet Enforcement, and, in the aftermath of the financial crisis, establishing and managing the Office of Market Intelligence, which included the Office of Market Surveillance and the SEC’s Whistleblower program.

Judy Morrill has over 30 years of investment experience working with high net worth families and non-profit institutions. She is currently is a Managing Director and Portfolio Manager at Silvercrest Asset Management Group, an independent wealth management firm based in New York. She holds an MBA in Finance from New York University’s Stern School of Business, and a BA in Political Science and French from Hollins University.

Patrick Murray is president and CEO of STP Investment Services, a technology-enabled services company that provides solutions to investment managers, funds, family offices, wealth managers and plan sponsors with clients representing more than $330 billion in assets serviced. As founder, it was Patrick’s vision of building a world-class, client-centric, software-driven solutions provider for investment managers’ front, middle, and back-office challenges that led to the creation of STP and then recruiting the balance of the global team.

Liz is a Certified Financial Planning Professional and is serving clients at Planning Across the Spectrum as the Director of Financial Planning. Liz joined Planning Across the Spectrum in February 2021 after working with two traditional financial planning firms. She works mostly remotely from Maryland, where she lives with her husband, son, puppy, and backyard chickens. She is excited to move beyond traditional planning into the specialized world supporting families with I/DD and ASD.

Pete Dorsey, chief strategy and revenue officer at Altruist, has over two decades of experience in the RIA business. Pete oversees Altruist’s go-to-market strategy, working closely with the marketing, product and customer success teams to provide the best platform and client experience for its customers.

Joseph Lo is the vice president of wealth product innovation at Broadridge, where he is responsible for creating innovative technology-based solutions to solve clients’ challenges in the financial services industry. Joseph has over a decade of experience in the software and product development field.