Banco Popular de Puerto Rico

Ms. Egan was a commercial banker for many years, working for Bank of America, First Chicago and LaSalle Bank over a 25 year period. She decided to leave banking and work with individuals in an independent setting, and joined Asset Financial Services, Inc., in 2006 as a Financial Advisor.  Asset Financial has just merged with North Star Investment Management Corp. and Sharon is Director of Financial Planning Services.\nShe works primarily with women, helping them to understand their life goals and aligning their financial life to support those goals. She also places emphasis on working with the elderly and has helped clients navigate into the decumulation phase of their lives,\nSharon speaks about financial issues to various community groups and in addition to her work with the FPA is an active member of NAWBO, the National Association of Women Business Owners.\nSharon is an Instructor at Northwestern University and teaches Introduction to Financial Planning.\nIn 2012 she will be President Elect for the Financial Planning Association of Illinois, the largest FPA chapter in the country.\nShe was awarded her MBA from Indiana University in 1979 and her Certificate of Financial Planning in 1994.\n

Margaret M. Dunlap is Vice President, Institutional Sales for TD Ameritrade Institutional Services, located in Chicago, IL.  She has sales responsibility for clients and prospective clients located within the Registered Independent Advisor Services business in IL and WI.  Ms. Dunlap reports into Gary D. Ausman, Regional Director, Institutional Sales.  \nMs. Dunlap joined TD Ameritrade Institutional in 2003.  Prior to joining TD Ameritrade she worked as a Retirement Sales Manager for Schwab Institutional for 7 years.  Ms. Dunlap’s primary responsibility was selling bundled defined contribution services in the mid market in the Midwest.   \nMs. Dunlap started her career servicing employee benefit plans as an Administrative Associate for Equitable Life Assurance Society of America.  She then served as a Sales Director for New York Life Asset Management for 11 years selling pension investment products to plan sponsors in the Midwest. \nMs. Dunlap graduated with a Bachelor of Science in Business Administration from Marquette University.  Ms. Dunlap is a native and currently resides in Chicago, IL.  She holds the following securities licenses:  Series 7, 8, 63, & 65.\n

Jodi Hrbek leads the business development team for Nextpoint, the leading provider of cloud-based technology products for legal and compliance needs. Prior to joining Nextpoint last year, Jodi spent over ten years helping companies implement and manage cloud-based applications through her tenure with leading software-as-a-service company, Salesforce.com, and Protiviti, a worldwide technology risk management and internal audit firm. Her current role includes responsibility for Nextpoint’s relationship with the City of New York, an ongoing engagement to archive all of the social media for over fifty city agencies.

A native of Chicago, Trish Moll has served as a Franchise Field Vice President in the Mid-America region for Ameriprise Financial since 2008. As such, she provides leadership and support to drive growth among the 460 independent Ameriprise franchisee advisors in Illinois, Indiana, Southwestern Michigan and Southwestern Ohio. Trish also is responsible for recruiting experienced advisors and generating growth via practice acquisitions and professional alliances. In addition, she oversees compliance and manages the team that supports advisors in her region. \nPrior to joining field leadership, Trish was an advisor with Ameriprise for 18 years. She founded Moll & Associates, a financial advisory practice of Ameriprise Financial which had six practice members serving over 400 clients. \nTrish has developed her practice acquisition experience from the ground up by acquiring two practices during her tenure as an independent advisor and then by selling her practice in 2008. In the last four years, as a Franchise Field Vice President, she has facilitated over 30 practice acquisitions for advisors in her region. \nTrish graduated from Marquette University with a Bachelor of Science in Business Administration, Finance and Marketing. Trish loves spending time with friends and family, and enjoys traveling – her most recent adventure was a safari in Western Cape, South Africa.\n

Ms. Goudreau concentrates her practice in the areas of business law and commercial transactions. She has extensive experience counseling clients across a wide range of organizational and transactional matters. Ms. Goudreau concentrates on complex business issues, including corporate governance, compliance matters, mergers and acquisitions, securities, and the preparation and negotiation of various complex commercial agreements, such as joint ventures, and sale and distributorship agreements. She has experience counseling owners of closely-held businesses with regard to their management relations, owner disputes, and ownership agreements, such as shareholder agreements and limited liability company agreements.  Ms. Goudreau also advises clients with regard to their business succession planning.  \nMs. Goudreau's practice includes representing investment advisory firms in all aspects of their organization, registration and compliance. She has experience drafting Form ADVs, investment management agreements, codes of ethics, compliance manuals and other documentation necessary in the operation of an advisory firm, as well as counseling firms with regard thereto.  She also advises firm owners as to their ownership relationship, restrictions on transfers of ownership and buy-sell agreements. Ms. Goudreau represents both buyers and sellers of advisory firms in their merger and acquisition activity, and advises clients with regard to regulatory restrictions and pitfalls regarding the same. She also advises advisory firms on their ongoing corporate governance and compliance issues.     \nMs. Goudreau also has extensive experience in the areas of employment law and employee relations. She regularly counsels clients with regard to their human resources matters, and advises management regarding the hiring, discipline and termination of employees. Ms. Goudreau has conducted employment audits and participated in employee training, focusing on educating management regarding employee policies and procedures. Ms. Goudreau also has significant experience in drafting and advising on employment agreements, independent contractor agreements, restrictive covenants and confidentiality agreements. She also has experience drafting employee handbooks, including FMLA procedures, and in employee benefits matters.     \nMs. Goudreau has state, federal and appellate litigation experience in the areas of commercial contracts and other business matters, including shareholder disputes and oppression, estates and trusts, fiduciary responsibility, employment law and employee benefits, and class actions.\n \n Professional Associations & Affiliations\n Ms. Goudreau is a member of the Chicago Bar Association, the Illinois State Bar Association and the American Bar Association. She is admitted to practice before all state courts in Illinois, as well as the United States District Courts for the Northern and Central Districts of Illinois and the United States Court of Appeals for the Seventh Circuit.\n \n Education\/Work History \n J.D., Loyola University Chicago School of Law, 1996 (Graduated cum laude. Recipient of multiple American Jurisprudence Awards. Honors scholarship recipient.)\n \n B.S., Psychology, the University of Illinois at Urbana-Champaign, 1991 (Graduated with honors. Inducted into Phi Kappa Phi Honor Society. Honors scholarship recipient.)\nMs. Goudreau joined Kubasiak, Fylstra, Thorpe & Rotunno, P.C. in 1997. She became a shareholder in the firm in 2006. Prior to joining the firm, she worked for Childress & Zdeb, Ltd.\nSpeaking Engagements\n Ms. Goudreau participates as a speaker at seminars, round table discussions and symposiums addressing business and regulatory issues. Topics on which she has presented include business succession planning, closely-held business arrangements, employee relations and social media, and the securities regulatory environment.\n

Having 15 years experience in the field of family law, as well as 25 years of accounting and bookkeeping experience, Cathy Threadgill is well acquainted with not only the laws and procedures regarding divorces, but also the financial implications of the process. As a bookkeeper, Ms Threadgill’s client base has ranged from sole proprietors to corporations with 100 plus employees.  She has experience in handling simple bookkeeping entries to complex accounting matters and the preparation of Federal and State Income Tax Returns including individual, partnership and corporate returns. Additionally, her 20 years of background in income tax preparation ranges from individual to corporate federal and state income tax returns, tax procedures and laws.  Ms. Threadgill also has experience working with Family Law, Tax and Corporate Attorneys, CPAs and Mediators. \n A passionate photographer, Ms. Threadgill especially enjoys capturing the innocence and individuality of the very young, as well as vineyards, wineries, and anything having to do with wines. \n Ms. Threadgill attended the University of Texas at El Paso. \n

Mary Erl, owner of Nest Builder Financial Advisors, Ltd. is a CERTIFIED FINANCIAL PLANNER® \n professional and a Registered Investment Advisor. She established her practice in 2003 and has \n built her reputation as a trustworthy and effective advisor. As a Registered Investment Advisor, \n Mary is held to the highest standard of working in the client’s best interest. This fiduciary \n standard, Mary’s objectivity, and the fact that she does not receive commissions or other \n compensation for the investments she recommends helps earn the trust of those who come to \n know her.\n Mary is passionate about educating her clients and community members who are interested in \n learning more about personal finance, investments and retirement planning. She has \n participated in the Financial Planning Association’s “Financial Planning Week” by presenting \n various topics at local libraries. Additionally, she has held free workshops on such topics as \n Financial Basics, IRAs, Retirement Planning, and Long-Term Care Insurance.\n Mary has been cited in the Chicago Tribune, Business Week; The Wall Street Journal and The \n New York Times in articles dealing with little-used tax credits, to gold and Roth IRAs. \n Prior to her financial planning career, Mary worked in the Information Technology industry for \n over 20 years as a sales support engineer and national product marketing manager, during which \n her personal investment experiences fostered her interest in the services she now provides.\n Education, Credentials, and Affiliations\n Mary earned a Bachelor of Arts degree from DePaul University with a focus in business and \n finance. Mary’s CERTIFIED FINANCIAL PLANNER® professional credential, the most recognized \n designation in the industry, requires passing a rigorous, 2-day, 10-hour examination, a minimum \n 3 years experience, and 15 hours of continuation education every year.\n As a member of the National Association of Personal Financial Advisors (NAPFA) and The Garrett \n Planning Network, Mary participates in the knowledge-sharing opportunities and continuing \n education conferences these groups provide. Mary is also an active member of the Gurnee and \n Lindenhurst\/Lake Villa Chambers of Commerce.\n

Joan P. Nye has over 20 years of financial services experience. Among other accomplishments,\nJoan is past President of the Dallas Lawyer’s Auxillary and is an active member of the North Dallas Chamber of Commerce.\nJoan earned her bachelor’s degree from Southern Methodist University. She also has an MBA from SMU.\nSince 2007, Joan has been an independent financial professional, having started JPN Financial LLC to provide long-term solutions for individuals and help them navigate their financial path. She is a Registered Representative and Financial Advisor for Princor Financial Services Corporation. Before beginning her own practice, Joan was a Financial representative at HFG Advisors in Dallas, and focused on high net worth and small business owners. At Rauscher-Pierce-Refsnes, Inc. she served as Vice President for 9 years; managing the fixed-income trading desk.\nShe began her career at Saloman Brothers, Inc. in 1982 as the administrative support to the Dallas Regional office, and also supported the Municipal and Corporate trading desks.\nJoan is Series 7 and 63 registered and graduated with a BA in Economics & History from Southern Methodist University (SMU) as well as an Executive MBA from Cox School of Business at Southern Methodist University.\nAs a member of the Dallas community, Joan serves as a public speaker and volunteer. She is a member of the North Dallas Chamber of Commerce, the Dallas Lawyer’s Auxiliary, the Jesuit Preparatory School and the SMU Mustang Club.\n\n

\n\n\n\nUntitled Document\n\n\n\nLynn Lawrance is a financial advisor who works with her clients to create, protect, and grow their wealth.  She focuses on investment management and retirement planning for individuals, small business owners, and professionals. \nLynn’s clients benefit from experience she’s gained from working with clients since 1995. Her down-to-earth, common sense approach earns her clients’ trust and respect. \nA recognized financial planning and investment management expert, Lynn gives presentations for business and civic organizations.  She has been quoted in publications including: The Dallas Morning News, USA Today, The Indianapolis Star, and Park Cities People.  \nLynn is an Investment Adviser Representative and Registered Representative with Financial Network Investment Corporation.  Financial Network is a full-service, independent Broker\/ Dealer and a Registered Investment Adviser.  Lynn has been affiliated with Financial Network since 1997.  \n\n\n