Banco Popular de Puerto Rico

MARI J. BUECHNER is the president and chief executive officer of Coordinated Capital Securities, Inc., an independent broker dealer and investment advisor specializing in supporting its registered reps and the clients they serve. Mari is a skilled financial services businessperson with over 20 years of executive, industry and regulatory experience. Starting at CCS as a part-time college student in 1987 through today as CEO, Mari has experience in all aspects of owning and operating a small broker dealer. In 2002, she became President of CCS and led the firm’s recruiting and marketing efforts, helping to create the current culture and branding of the firm today. Ms. Buechner is also an active participant in industry forums and governance. In 2008, Ms. Buechner was elected to a small firm seat on FINRA’s Board of Governors. She is also a member of FINRA Small Firm Advisory Board, FINRA Independent Dealer\/Insurance Affiliated Committee and volunteers her time to work on various ad hoc committees and educational programs. Ms. Buechner currently services as the Chairman of the Financial Services Institute (FSI), a trade organization advocate for independent financial advice. Ms. Buechner graduated from the University of Wisconsin-Madison in 1987 with a Bachelor of Science Degree in Finance and Marketing.

Combining an abiding interest in wine with more than 20 years of investment experience as both a portfolio manager and sell-side research analyst, Jennifer Williams-Bulkeley founded AOC Investment Advisors in 2012. The firm is a natural outgrowth of her prior work in London, where she spent more than 13 years working in the finance industry and investing in wine, buying in the London market and honing her expertise in the field. While in London, Jennifer managed equity and debt portfolios for alternative asset managers and also developed and marketed a proprietary research product focused on the equity and credit markets and geared toward alternative investors.Jennifer is an Associate Member of the Institute of Wines and Spirits (AIWS) and is a graduate of the Wine and Spirit Education Trust (WSET) Diploma Program, one of the top accreditations in the wine trade. She earned her BA in economics and history from Trinity College in Hartford, CT.\n 

Maddy Perkins is managing editor of editorial operations at Arizent. Follow her on Twitter @perkedit.

Janelle Ward is a Strategic Relationship Consultant for TD Ameritrade Institutional.  Through Practice Management consulting and coaching, Janelle helps RIAs who custody at TD Ameritrade build better businesses, grow their assets, increase referrals, improve the client experience, and navigate the increasingly complex, yet powerful, technology landscape.\nJanelle joined TD Ameritrade in 2005 and has been working directly with financial advisors since 2007.\nJanelle has a degree from the University of North Texas and holds FINRA Series 7 and 66 licenses. She resides in Fort Worth and is currently focused on advisors across the east coast.

Bruce W. Fraser is a financial writer in New York. He is writing a book about the ultrawealthy.