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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Daniel Wiener is chairman of Adviser Investments in Newton, Massachusetts. Follow him on Twitter at @DPWienerAdviser.
Michelle Jackson is assistant vice president, regional market development at Unum, with an extensive background in workplace well-being issues.
Luke Dean is the CFP program director for the personal financial planning degree program at Utah Valley University. It is the largest undergrad financial planning degree program in the U.S. Prior to coming to UVU, Luke started the financial planning degree program at William Paterson University in New Jersey. At UVU, Luke helped the degree program grow almost 300% in student numbers in 5 years and worked with student teams to win national competitions. The program has an over 90% job placement rate.
Sheila Weinberg, CPA, is the founder and chief executive officer of Chicago-based Truth in Accounting, a 501(c)(3) nonprofit organization that researches government financial data and promotes transparency for a better informed citizenry.
Jim Fitzpatrick is president and CEO of NICSA
Randy A. Fox, CFP, AEP, is the founder of Two Hawks Consulting LLC. He is a nationally known wealth strategist, philanthropic estate planner, educator and speaker. He is currently the editor-in-chief of "Planned Giving Design Center," a national newsletter and website for philanthropic advisors. He is a past winner of the Fithian Leadership Award by the International Association of Advisors in Philanthropy. Reach him at randyafox1@gmail.com
Mark Gervase, director of product marketing for Bill.com, works with accountants and firms to grow their businesses and achieve efficiencies through automation and cloud technologies. He is a former CPA, has a background in financial technology, and holds an MBA and a B.A. from the University of California, Berkeley.
Frank Giudice
Product Manager
Wolters Kluwer Tax & Accounting
VP of Product
Artemis Health
