Banco Popular de Puerto Rico

Lauren Boyman leads the digital strategy for Morgan Stanley Wealth Management, the first major wirehouse to allow advisors to use social media in a compliant way.  She is responsible for client web and mobile, as well as advisor mobile and social media programs. Follow her on Twitter, @LBoymanMS.

Ken Nopar is a senior philanthropic advisor for the American Endowment Foundation donor-advised fund. Founded in 1993, AEF is one of the country’s leading independent DAF sponsors, working with donors and their tax, wealth and legal advisors in all 50 states.

Kenneth Corbin is a Financial Planning contributing writer in Boston and Washington. Follow him on Twitter at @kecorb.

Co-founder of WIFE.org and originator of the acclaimed Second Saturday program (“What Women Need to Know About Divorce”), Ginita Wall is a financial expert and columnist for Turbotax, Divorce Magazine, Divorce360.com, and has written for iVillage.com, CNBC.com, Cox Interactive Media, the General Electric Center for Financial Learning andDivorce Magazine.\nAs a nationally recognized expert on the subject of women and money, Ginita is a frequent speaker for women’s groups, conventions, professional groups, and philanthropic organizations. Named one of the 250 top financial advisors in the country by Worth Magazine seven years in a row, she has authored eight books and numerous booklets on personal finance, including The ABCs of Divorce for Women. As a fee-only advisor located in San Diego she specializes in helping people through life transitions, including divorce and widowhood.\nQuoted in The Wall Street Journal, Business Week, USA Today, Money, and other financial publications, she has appeared on the NBC Nightly News, MSNBC, National Public Radio, CBS This Morning, the Discovery Channel’s Home Matters, and numerous other radio and television broadcasts. She is also listed in Who’s Who in Finance.\nGinita’s depth of knowledge and her light-hearted style form the perfect combination for client appreciation seminars, convention spouse’s seminars, broker education training, and professional conferences. She has presented seminars for Charles Schwab, TD Waterhouse, Sharp Hospital, the American Institute of Certified Public Accountants (AICPA), the National Endowment for Financial Education, , the International Certified Divorce Specialists, the National Association of Tax Practitioners (NATP), the Women’s Council of Realtors, San Diego Union-Tribune, and GE Financial.\nGinita Wall received her BA from Antioch College in Ohio, and she is a certified public accountant in New Mexico and California. Ginita lives and works in San Diego, California. For further information, go to www.planforwealth.com, call her at (858) 792-0524 or use our online form.\nnote: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER(TM), which it awards to individuals who successfully complete initial and ongoing certification requirements.

Carol is a magna cum laude graduate of Central Michigan University and holds Master's and bachelor's degrees. She's also a Certified Financial Planner® practitioner. During college in the late sixties and early seventies, she was involved in gay activism and anti-war protests in Washington, D.C.\nShe met her partner Marilyn in 1985 and they were married in California in 2008. Carol enjoys golf and is a fan of the Dodgers and the Lakers. She also holds season tickets to the WNBA L.A. Sparks.\nCarol is active in her community, volunteering for her church, music groups, neighborhood associations and sports groups when she's called upon.\nBefore entering the financial services industry, Carol was a computer consultant specializing in financial services. A Michigan native, she has lived in California since 1975.

Deborah Genovesi, APR, is a business strategist specializing in branding, marketing, communication and presentation skills, leadership presence and media training. She prepares business leaders to be media-genic so they attract publicity and then dazzle in TV and radio interviews, and know how to connect with prospective clients at speaking engagements or one-on-one consults. Deborah teaches how to communicate messages that get heard and move people to action, training her clients to SELL, as well as tell.\nFrom Hollywood’s Red Carpet to the board rooms of Fortune 500 companies, Deborah’s interviewed & media trained top celebrities & executives during a career spanning two decades as a TV reporter and a nationally-accredited public relations VP.\nHer list of celebrity interviews is extensive, including media moguls from Dick Clark to Ice Cube, as well as former presidents, politicians and hundreds of entertainers, like Clint Eastwood, Michael Douglas, Bruce Jenner, and Matthew McConaughey. She also enjoyed working with renowned authors Deepak Chopra, Neale Donald Walsch and John Gray. Corporate clients included global brands like General Electric, Sony, Nintendo, Lexus, Disney, and Target.

Ann Linton has been in the institutional client services field for 33 years. She is currently a vice president and senior client service manager of institutional clients at Duff & Phelps Investment Management Co. where she is responsible for institutional client relationships in marketing and sales support. Prior to joining Duff & Phelps in 2012, Ms. Linton was vice president and senior client relationship manager at Bank of America Merrill Lynch. Earlier she worked as a client service manager at Chicago Trust\/ ABN AMRO Trust Services, The Hartford and 17 years as an institutional client manager at Aetna Life Insurance Company. Ms. Linton is a charter member and the current President of the Chicago Financial Women’s Organization, volunteers at the Tree House Shelter in the city, and has been a volunteer with the Chicago Lights Tutoring program since 1990.

Bo Eason is a retired NFL safety, Broadway actor, and playwright. His one-man show “Runt of the Litter” has received rave reviews. More importantly, Bo has helped hundreds of financial advisors attract more affluent clients by increasing their power of presence.

Edward Hallowell, M.D., Ed.D., is a psychiatrist, NY Times bestselling author, a world-renowned speaker and a leading authority in the field of the psychology of money . He is a graduate of Harvard College and Tulane Medical School and has been a faculty member at Harvard Medical School for more than 20 years. He is also the founder of the Hallowell Centers in New York and Boston.