Banco Popular de Puerto Rico

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.

Adam Schouela is head of emerging technology at the Fidelity Center for Applied Technology (FCAT).

Dan Johnson is an assistant professor for the College for Financial Planning and a part-time instructor for Kaplan Professional and Boston University. He resides in Chicago, IL.

Paul Saganey, CFP, is the Founder and President of Integrated Partners, the fastest-growing financial advisor firm this year, according to SmartAsset. After holding a wide variety of financial services positions throughout his career, Mr. Saganey now personally coaches and trains advisors so they can successfully work with high-net-worth clients as he provides vision and direction for Integrated Partners’ future.