Banco Popular de Puerto Rico is a full-service financial services provider with operations in Puerto Rico, the United States and Virgin Islands. Popular, Inc. is the largest banking institution by both assets and deposits in Puerto Rico, and in the United States Popular, Inc.
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Brett Settles is the director of human resources for PKF O’Connor Davies, one of the largest CPA firms in the New York Metropolitan area. Brett is also the founder of PKF O’Connor Davies TalentConnect which offers full-cycle recruiting services.
Michael Walsh is the CEO of Cariloop, which provides a human-powered Caregiver Support Platform to help working caregivers and families plan for and manage the care of their loved ones. The Platform pairs caregivers with a dedicated, experienced Care Coach who guides families through the many decisions they make over the length of their caregiving journey, all while collaborating on a digital care portal that helps families securely communicate across all their devices and store important health, financial and legal documents.
Roger Ash is vice president of Broadridge Advisor Solutions.
Brian Nelson Ford currently serves as the financial well-being executive for SunTrust Banks. Brian is an accomplished and well-respected author, speaker and financial expert. In addition to The 8 Pillars of Financial Greatness, he has authored an award-winning children’s book titled Marshmallows and Bikes – Teaching Children (and Adults) Personal Finance. Brian received bachelor’s degrees in business management and marriage, family and human development. He also received a master’s degree in personal finance. Brian has delivered recent keynote addresses to a number of global Fortune 500 companies, including Home Depot, Havertys, 1-800 Contacts and Delta. In addition, Brian has been widely recognized as one of the foremost experts on the design, implementation and measurement of workplace financial wellness programs.
William J. Rossi is a partner at Koss Olinger where he began his financial services career in 1997. His areas of expertise are investment management, estate planning, and creating income distribution strategies during retirement.
Daniel MacLeod is a sales consultant for Starmark and Trustmark Life Insurance, working with brokers with their sales of self-funded plan designs.
Katherine Lusk is chief health information management and exchange officer for Children’s Health System of Texas.
Michael Ross is an owner at Cornerstone Financial Group, after joining as an adviser in May 1993. He is an active member of NAIFA and is a 13-year member of MDRT, an organization that represents the top 1% of insurance and financial advisers in the world.
David Williamson is CEO of EfficientIP.
Mimi Lettunich is president and executive creative director at Twenty Four 7
