Banco Popular de Puerto Rico

James Poer, CEO of Kestra Financial, an industry-leading independent advisor platform.

Colleen Schon's consistent purpose is to be an invaluable strategic financial planning partner to her clients as they reach toward achieving their unique, long-term goals. As a wealth management specialist and retirement plan consultant who has completed the certificate course from Investment Management Consultants Association, she takes great care to ensure that each client's attitude and risk tolerance levels and other preferences are met as his or her customized plan evolves and reaches maturity.\n\nA financial advisor with Raymond James & Associates since 2005, Colleen has extensive experience in the financial services industry, beginning with Merrill Lynch and Co. in 1986. Colleen specialized in insurance and estate planning, working with numerous investment advisors and their clients. In 1993, Colleen partnered with a female investment advisor and a year later they decided to move their practice to PaineWebber. After her partner retired in 2004, Colleen and her team of financial advisors and sales associates moved to Raymond James in 2005. She has long been fascinated by numbers and finance, and enjoys the independent thinking that her current position encourages. Since 2005, she has served on the firm's Women's Advisory Council, which supports and mentors women financial advisors.\n\nHeavily involved in community activities, Colleen has been a soccer player, served as a coach, and volunteers as a recruiter and fundraiser for the annual golf outing of The Alexander Foundation based in Grand Blanc, Michigan. In 2003, she and her husband, David, founded the organization, whose purpose is to provide financial assistance to parents and relatives of children born with Cloverleaf Syndrome and other craniofacial related conditions. She is also involved in church and other charitable work.\n\n

Eileen R. Heisman, ACFRE, is the President and CEO of National Philanthropic Trust. She is a nationally recognized expert on charitable and planned giving. Ms. Heisman has been interviewed about philanthropy and donor-advised funds on CNBC, PBS and CNN International, and by nearly every national newspaper and major trade publication, including the Wall Street Journal, New York Times, Washington Post, Bloomberg, CBS MarketWatch, Financial Advisor and Investment News. She was among the first fundraising professionals to earn the distinguished ACFRE certification. In 2011, she was named by NonProfit Times as one of their Power and Influence Top 50, an annual listing of the 50 most influential executives in the philanthropic sector. Ms. Heisman is currently a member of the faculty at Leadership Philadelphia, as well as an adjunct faculty member the University of Michigan's School of Social Work graduate program, and at the University of Pennsylvania's School of Social Policy and Practice. She is also a regular lecturer for the Nonprofit Board Leadership Program at the University of Pennsylvania's Wharton School. Ms. Heisman serves on the Advisory Board at New York University's George H. Heyman, Jr. Center for Philanthropy and Fundraising, the Community Foundation of Singapore and the University of Michigan's School of Social Work. She is also a member of the Board of Directors at the Arden Theater Company. Ms. Heisman has a bachelor's degree with honors in psychology from Carnegie Mellon University and a master's degree in social work with a major in social program evaluation from the University of Michigan. She is a member of the third Wharton Fellows Class at the University of Pennsylvania and completed the Executive Program for Philanthropy Leaders at Stanford University's Graduate School of Business.

Ilana Polyak, a Financial Planning contributing writer in Northampton, Mass., has also written for The New York Times, Money and Kiplinger’s.

Ms. Padilla joined DoubleLine in 2009. She is Senior Portfolio Manager of the Emerging Markets Fixed Income strategy. Prior to DoubleLine, she was a Managing Director at TCW since 1994, where she had served in a number of roles of increasing responsibility with the group, including Credit Analyst, Director of Research, Co-Portfolio Manager since December 2001, and lead Portfolio Manager since October 2006. She was involved in all aspects of building and managing TCW’s Emerging Markets Fixed Income business including credit, securitization, trading and marketing. While at TCW, Ms. Padilla managed the Emerging Markets Total Return Strategy. Ms. Padilla attended University of California at Berkeley as a fellow of the Robert A. Toigo Foundation and graduated with an MBA in 1994. Ms. Padilla received her Bachelor’s of Art degree in Economics in 1989 from Stanford University in Palo Alto, California.

Ingrid Case, a Financial Planning contributing writer in Minneapolis, is a former senior editor for Bloomberg’s Markets Magazine. Follow her on Twitter at @CaseIngrid.

Donald Jay Korn is a contributing writer for Financial Planning in New York.