Banco Popular de Puerto Rico

Carla Smith CEO of CarlaSmith.Health and is a thought leader and executive strategist with exceptional healthcare knowledge, contacts and passion. With nearly 30 years in the health sector, she understands the motivations, needs, and wants of the health eco-system. Previously, she was executive vice president of HIMSS.

Jen is the President of Christopher Street Financial, a thirty-year old investment firm focused on life and wealth management for the lesbian, gay and supportive community.   In addition to developing solutions to the financial dilemmas of individuals and same-sex couples, Jen manages a team of professionals who provide tax, estate, and financial planning to the firm’s clients.\nJen began her investment career at the powerhouses of JP Morgan and then Bear Stearns where she specialized in advising institutional investors of high-yield bonds and later equities.  

Natalie Pine, CFP® is one of three owners of Briaud Financial Advisors, a financial advisory firm serving clients in Texas and across the U.S. She serves as the primary advisor to over 70 clients with roughly $200million in assets on a variety of topics including tax planning, estate planning, investing, insurance planning, and retirement planning. Before joining Briaud Financial Advisors, Natalie worked for a distressed debt hedge fund Davidson Kempner in London, England. Before joining Davidson Kempner, Natalie spent 2 years with Goldman Sachs in London working in the Mergers and Acquisitions department analyzing companies and opportunities for these companies in the debt, equity or leveraged buyout markets. Natalie has a Bachelor of Arts in Managerial Studies, Economics, and Electrical Engineering from Rice University.

Janet Briaud, CFP® established Briaud Financial Advisors in 1986. She had seen firsthand the conflicts that arise out of the commission-based model, so she took a risk and established a fee-only business model. Today, Briaud Financial Advisors is recognized nationally as a leading provider of financial planning and asset management services. She has been widely quoted in national magazines and newspapers.\nJanet has served as President of the National Association of Personal Financial Advisors, as well as Chairman of its Board of Directors. She has also served on the TIAA-CREF Investment Advisor Advisory Board, the Vanguard Investment Advisory Board and currently serves on the Texas A&M Finance Advisory Board. Of Janet’s most recent accolades, she was included in The Top 50 Women in Wealth Manager’s April 2008 edition and was named one of NAPFA’s 30 Most Influential People in April 2013.

Kelli Cruz is a Financial Planning columnist and the founder of Cruz Consulting Group in San Francisco. Follow her on Twitter at @KelliCruzSF.

Paula Vasan is a freelance reporter. You can follow her on Twitter at @PaulaVasan.

Michelle Smith is Co-Founder and CEO of Source Financial Advisors, LLC, a wealth management firm which specializes in guiding clients through significant personal financial events such as divorce. Ms. Smith has a specialty in concentrated stock positions (both public and private) and the myriad complex issues that arise from the distribution and transfer of these public and private interests incident to divorce.   As Founder and President of Smith Financial Strategies Group, LLC, Ms. Smith assists clients and attorneys with divorce-related financial analyses, including lifestyle analysis, tracing and property characterization, analysis of investments, non-cash compensation including stock options and restricted share awards, personal economic projections, and cash flow modeling of various settlement options.  She is often a neutral financial expert in the mediation and collaborative law process, as well as providing traditional litigation support and trial consulting services.  \n