Banco Popular de Puerto Rico

Amy Florian is the CEO of Corgenius, a company that specializes in training professionals in how to support clients in transition and grief. A nationally acclaimed speaker, Florian was featured in Financial Advisor magazine and is a regular columnist for the Journal of Financial Planning. She is a Fellow in Thanatology, an adjunct professor in the graduate department of Loyola University, and a grief coach\/consultant who has worked with more than 1,800 grieving people. She is author of over 90 articles, she consults with businesses, professionals, and individuals across the country, and she is known for her dynamic and engaging workshops, classes, and presentations.

Jennifer Gitto joined TD AMERITRADE Institutional in January, 2009. Since then, she has worked in Strategic Relationship Management as a Strategic Relationship Consultant covering the Advisors in Transition and assisting the Sales Divisions across the entire country. Prior to joining TD Ameritrade Institutional, she worked at Pershing as a Product Consultant in Product Management and Development for two and half years and at Morgan Stanley Investment Management wholesaling. Jennifer graduated from Muhlenberg College with a Bachelor of Arts degree in Business Administration and a focus in Marketing. She completed her MBA in Finance in 2007 and holds her FINRA Series 7 and 63.

After a twelve year career serving clients at Smith Barney, Dorie decided to fulfill the entrepreneurial legacy of her family. As the third generation of financial planners in her family, she established &Wealth Partners to provide private clients with a new model for financial services management.\n \n Her philosophy was simple: create a customer-centric financial management company, where clients form the nucleus of all services provided, and where the spirit of independent thinking is a valued commodity. Her vision of a relationship-based model drove the formation of &Wealth Partners.\n Dorie is certified by the Certified Financial Planner Board of Standards, Inc.\n (CFP®) for meeting education, examination, experience, and ethics requirements. Her practice is focused primarily on serving the needs of women who are managing the emotional and financial complexity after the loss of their spouse. Dorie provides support to her clients in the areas of organizing their financial management system, determining needs for spending, Estate Planning, Investment Planning, Insurance & Risk Planning, Income Tax Planning, and Retirement Planning & Employee Benefits.\n Born and raised in Providence, Rhode Island, she is the daughter of Toby Fain, who spent her career dedicated to serving children with special needs in the public school system, and Robert Fain, the owner of Fain Financial Services.\n An avid skier who aspires to conquer Buckeye on Empire Mountain, Dorie is a graduate of The Ohio State University and lives with her husband, Michael and son, Toby Buck, in Baltimore, Maryland.\n

Samantha Allen is a former digital managing editor of Financial Planning, On Wall Street and Bank Investment Consultant.