Banco Popular de Puerto Rico

Deborah Fox is CEO of Fox Financial Planning Network in San Diego.

Ryan Moeller is a Strategic Relationship Consultant for TD Ameritrade Institutional. Through Practice Management and Consulting engagements, Ryan helps TD Ameritrade Advisors build better businesses, grow assets, increase referrals, retain clients, and navigate the increasingly complex, yet powerful, technology landscape.\nRyan has 15+ years of experience working within the Financial Industry and has been working directly with Financial Advisors for over 13 years. Prior to joining TD Ameritrade in 2011, Ryan had been at Interactive Advisory Software (IAS) since its inception in 2002 and at PricewaterhouseCoopers as a Consultant.\nRyan has an undergraduate degree in business from Augustana College, an MBA from Kellogg School of Management at Northwestern University with a focus on both Operational Management and Strategic Management, and holds FINRA Series 7 and 63 licenses. Ryan resides in Chicago with his wife and is currently focused on Advisors in the Midwest Region.

Greg Grdodian brings 19 years of management experience, technical and creative conceptualization and inventive direct marketing strategies to Reach Marketing.Greg devoted the first 16 years of his career to Infogroup\/Edith Roman where he developed industry-leading, multichannel products. He then joined Crain Communications where he was credited with securing triple digit audience growth by optimizing the firm’s digital products and services. Greg’s latest move to Reach Marketing in 2012 has propelled the company’s stellar growth as the industry’s leading integrated marketing company.Because Greg’s experience covers a broad spectrum of technological knowledge and marketing expertise, he embodies the Reach philosophy of integrated marketing. His clients get the combined benefit of outstanding customer service and innovative concepts.

Jeffrey Boorjian is currently the Vice President of Marketing for the world’s most diversified casino entertainment company, Caesars Entertainment (formerly Harrah’s Entertainment). Jeffrey is responsible for influencing customer behavior resulting in increased revenue and profitability for four Atlantic City properties with revenues north of $1B.Prior to joining Caesars, Jeffrey held positions at multiple advertising and branding firms leading projects across diverse industries including hospitality, consumer goods, automotive and healthcare. Jeffrey earned his Master’s degree in Business Administration from the University of Virginia Darden School of Business and his Bachelor’s degree from Boston College.

Suleman Din is technology editor of American Banker and Financial Planning. Follow him on Twitter at @sulemandn.

Through a unique partnership with her clients, Ursula Daley motivates individuals to be meaningfully engaged in their own financial life. She empowers them with the knowledge that they need in order to define objectives and develop lifestyle strategies that will help them reach their retirement goals.\nWith a law degree from Pace University, and many years working for financial institutions such as Fidelity Investments, Morgan Lewis and as an attorney in Boston, Ursula’s experience varies from representing investment companies and mutual funds to negotiating agreements to establish investment programs for banks across the country. Naturally, and not surprisingly, her career progressed toward helping individuals navigate their own way through the investment world: “When I was working at LPL Financial, I was able to see a gap in the service clients were receiving. I believed that with my background, I could engage my clients in a meaningful partnership and assist them in the management of their future. I then became an LPL Financial Advisor.”\nWomen’s centered topics are of great interest to Ursula, and she is actively involved in several women’s organizations. She also remains involved with her alma mater, the University of New Hampshire. Read about Ursula in Investment Advisor Magazine and UNH Foundation Website.

Marilyn Plum, CFP® is Director of Portfolio Management at Ballou Plum Wealth Advisors, LLC, recognized as a leading Private Wealth Management Firm by the San Francisco Business Times* for the past three years. Marilyn has helped the firm grow to more than $270 million in client assets under management with LPL Financial, a Registered Investment Advisor. Marilyn is a CERTIFIED FINANCIAL PLANNER™ Professional and Registered Representative with LPL Financial.\nThroughout her 32-year career in the financial advisory business, Marilyn has become particularly well known for her financial planning expertise and client education on wealth preservation and portfolio management strategies. She especially enjoys assisting women in transition and helping them create sound financial decisions that address their unique challenges such as divorce, death in the family and inheritance.\nMarilyn has dedicated an enormous amount of her talent to her profession, serving as President and Chairwoman of the East Bay Chapter of the International Association for Financial Planning, now the FPA, as well as Chairwoman of the Northern California Regional Financial Planning Conference. She has also been a featured speaker for regional and national conferences of the Financial Planning Association and her industry peers at LPL Financial conferences.\nMarilyn is frequently called upon to provide wealth management commentary and financial planning expertise for well-known publications such as The Wall Street Journal, CNBC.com, MSN.com, SmartMoney, USA Today and San Jose Mercury News. Marilyn graduated from University of the Pacific with a degree in International Studies and holds the Series 7 and 63 securities registrations with LPL Financial. In addition to being a well-respected financial advisor in the East Bay, she is a licensed California life, disability and health insurance agent.\nMarilyn and her husband, Todd, enjoy many outdoor sports including kayaking, skiing and white water rafting. They are worldwide travelers and also enjoy exploring what the western wilderness has to offer in their off-road RV.\n*Based on National Association of Board Certified Advisory Practices (NABCAP) multi-step verification process to objectively account for the accuracy and consistency of advisory practices. The NABCAP award is based on twenty characteristics including years of experience, customer service model, risk and investment philosophy.

Peggy Bresnick is a contributing writer for Digital Insurance.