Banco Popular de Puerto Rico

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.

Brad Sprong is the national tax leader for KPMG U.S. Private Enterprise. He has more than 30 years of experience serving clients around the world on their tax needs. He provides services to high net worth, closely held business owners and their enterprises, specifically focused on transition, income tax, transformation to best practices and family-office design.

Kelli Haugh is managing director at Foreside, a provider of governance, risk management, and compliance service and technology offerings to clients in the global asset and wealth management industry. She oversees Foreside’s investment advisor compliance services team and provides strategic and regulatory guidance to investment advisors under the investment advisers Act of 1940 and state securities laws. Prior to joining Foreside, she was a Partner with Dew, Foxman & Haugh PLLC, concentrating on corporate and securities law. 

Laura LaTourette, CFP (she, her, hers), is a Registered Principal for LPL Financial. Laura runs the Family Wealth Management Group, an independent practice in Dahlonega, Georgia.

Azish Filabi is Executive Director of The American College Center for Ethics in Financial Services, as well as Associate Professor of Ethics, at The American College of Financial Services.

Chelsea Hodl, CFP, provides concierge level financial planning and analysis for clients as well as partner relations with financial vendors. She has also co-authored a book on financial tips.

Michael Etzel is a partner in The Bridgespan Group’s Boston office. Since joining Bridgespan in 2006, Michael has focused on effectiveness across the full spectrum of financing for social impact.

Mariah Collins is a manager in The Bridgespan Group’s Boston office. Since joining in 2012, she has worked on a range of cases, primarily focused on impact investing, measurement and evaluation, and public health. Mariah co-leads Bridgespan’s Measurement and Evaluation area of expertise.