Banco Popular de Puerto Rico

Laura Hanichak Gregg is Director of Practice Management and Advisor Research at FlexShares ETFs and Host of The Flexible Advisor Podcast.

Caroline Ritter serves as co-portfolio manager of Lyrical Asset Management. Ms. Ritter brings to her role almost twenty years of investment experience in fundamental value equities. Prior to joining Lyrical, she directly managed value portfolios for multi-billion dollar firms at Equinox Capital Management and Pilot Advisors. She has worked as an equity analyst at PIMCO Equity Advisors\/Oppenheimer Capital, Pzena Investment Management, and Goldman Sachs Asset Management. Ms. Ritter graduated summa cum laude from the Honors College at SUNY Stony Brook with a dual B.S. degree in Applied Mathematics & Statistics and Economics.

Jillian DelSignore, CIMA,  Executive Director, is the Head of ETF Distribution with J.P.Morgan’s Asset Management business.  She is responsible for leading the sales efforts and strategy in the intermediary and institutional markets.\nBefore joining J.P.Morgan in September 2015, Jillian was a Strategic Account Manager within BlackRock's iShares ETF Institutional Asset Management Group. She was responsible for developing and maintaining relationships with institutional investors, including boutique asset managers, global institutional asset managers, hedge funds and registered investment advisory firms.\nPrior to joining iShares in March, 2009, Ms. DelSignore worked in the Independent Advisory Channel of Goldman Sachs Asset Management covering GSAM mutual funds, separate accounts, retirement plans, and alternative investments. She joined Goldman Sachs in 2005. Earlier, Ms. DelSignore worked in both the Institutional Corporate Cash and Global Bank Divisions at Federated Investors from 2000-2005.\nMs. DelSignore has a B.A. in Communications from John Carroll University and an M.B.A degree in Finance from the Katz Graduate School of Business at the University of Pittsburgh. She earned her CIMA designation from the Wharton School of Business at the University of Pennsylvania and holds the Series 6, 7, and 66 licenses.

Fran is co-founder of AUM Partners, a boutique consulting firm that works exclusively with investment organizations to develop leaders at every level.  She is an Independent Corporate Director for publicly traded Diamond Hill Investments and Chair of their Compensation Committee.  She has her MBA from the University of Illinois – Chicago and is co-author of the book, “High Performing Investment Teams”.\nFran has more than 25 years of leadership and consulting experience in the financial services industry and understands the unique challenges investment and advisory firms face to develop leaders at all levels and retain top performers.  She specializes in assessing individuals, teams and firms using tools she has customized for financial services professionals, then using those findings for targeted training, succession planning and “hiring for fit”. 

 \nDeborah Knupp has worked globally with CEOs, Managing Partners and Professionals (lawyers, accountants, wealth advisors, etc.) as a coach and business executive for 25 years. She has helped these leaders align their people and business objectives to create cultures based on the principles of accountability, integrity and authentic relationships. Her work focuses on making the work environment a place where the best employees want to work, where profitable clients want to buy, and where inspired leaders want to serve a bigger purpose in their communities.\nIn 2001, Deborah founded Akina, a national consulting, training and coaching firm that helps professionals rethink relationship building to increase sales and organizational effectiveness. Akina has spent the last decade as an industry leader in business development training and coaching for lawyers with over 150 law firm clients world-wide and having successfully trained and coached thousands of attorneys. Akina also serves insurance advisors, financial advisors, accountants and management consultants.\nPrior to founding Akina, Deborah was a front-line sales and human resources executive with Alcan Packaging, Frito-Lay and Pearle Vision. Her diverse background ranges from general management of a $75MM business unit to facilitating strategic global leadership and culture change management initiatives.\nDeborah is highly sought after international speaker in business development, relationship building, culture, and leadership having been a superior rated speaker for organizations that includes the Legal Marketing Association, Association of Accounting Marketing, National Conference of Bar Foundations, National Conference of Bar Presidents, American Bar Association, Chicago Bar Association, Association of Legal Administrators, The Coalitions for Women’s Initiatives in Law Firms, Empowering Women Network, Loyola University, IIT – Chicago Kent School of Law, Lex Mundi, Meritas, and USLaw.\nDeborah graduated from the University of Texas at Austin with Senior Fellows Honors and a Bachelor of Science in Speech\/Organizational Communication.  She regularly provides leadership and staff development on a pro bono basis for numerous non-profit organizations and is a committed thinker and partner to The Insight Labs (www.theinsightlabs.org) in Chicago.

Jen Dawson, CFP® is a Wealth Manager at Balasa Dinverno Foltz LLC (BDF), an independent private wealth management firm that manages $3 billion in assets for business owners, women, individuals and families, and institutions. BDF’s Women’s Service Team is passionate about helping women make sound decisions to enjoy a full life, and Jen leads the team serving the unique planning needs of professional women.\nHer new blog series “The Female Breadwinner” and her webinar about Social Security Strategies for Women can be found at www.bdfllc.com.  Jen has an undergraduate degree in Mathematics from the University of South Carolina and earned her Certified Financial Planner™ designation from the Northwestern School of Continuing Studies.\nPersonally, Jen combines her passion for helping women to be the best versions of themselves with her love of running as a Board member for Girls on the Run Chicago.

Since 1979, Sheryl has been providing fee-only tax and financial planning advice. She is the principal of Rowling & Associates and former managing partner of Rowling, Dold & Associates LLP with professional credentials including Certified Public Accountant and Personal Financial Specialist.\nUnderstanding the importance of setting goals, Sheryl works closely with clients in determining how their objectives can be achieved through the proper management of financial resources.\nActive in her field, Sheryl has been named one of the nation’s top 250 financial advisors by Worth magazine for three consecutive years and has been included as one of Accounting Today’s Top 100 Most Influential People in Accounting.  Her industry association memberships include:\n\nAmerican Institute of Certified Public Accountants (AICPA), tax and financial planning division\nFinancial Planning Association\nCalifornia Society of Certified Public Accountants\nNational Association of Personal Financial Advisors\nAll-Star Financial Group, former president\n\nIn 2006, Sheryl’s book, Tax and Wealth Strategies for Family Businesses, was published by CCH.  She regularly writes columns for the San Diego Jewish World (www.sdjewishworld.com), Advisors4Advisors (www.advisors4advisors.com) and InvestmentNews (www.investmentnews.com).  Sheryl is often quoted in both local and national publications.\nA frequent speaker, Sheryl presented at the Jewish Community Foundation’s Women’s Financial Forum and has spoken on numerous other occasions to professional groups and community organizations.  Previously, Sheryl managed tax departments at Arthur Young & Company and two multi-million dollar corporations. She holds an M.B.A. in finance and a B.S. in accounting from San Diego State University.

Karen is Managing Partner of DeRose Financial Planning Group, a premier independent fee-based financial planning and wealth management firm that helps clients create the life they value and the legacy they envision.  Her firm’s philosophy is “Life Happens… Plan for It!”  With 19 years of experience, Karen and her advisory team will uncover problems you may not know you have and develop strategies to help you preserve and enhance your wealth in a complex tax and financial environment.  Her firm’s clients are successful business owners, professionals and retirees who have worked hard to achieve the American Dream and now need to evaluate their situation to plan strategies to protect, accumulate and distribute their wealth.  Her team’s tailored approach to financial planning is based on listening to clients and translating their wants, needs and values into a plan that builds and preserves their wealth over a lifetime and beyond.\nKaren is a CERTIFIED FINANCIAL PLANNER® Professional, a Chartered Retirement Planning Counselor®, a Registered Representative.  She holds FINRA Series 6, 7, 63 and 66 registrations and is licensed to provide health and life insurance in several states.\nKaren is Past Chairman of the prestigious Resource Group, comprised of the top 200 financial advisors at Lincoln Financial Advisors and is Chairman of The WISE Group - Lincoln’s women advisors network.  She is a member of the Financial Planning Association (FPA) of Chicago.   She believes in collaborating with other trusted advisors by adding value to her client relationship’s through business development and is the Past President of the BNI Wildfire Group and a member of The Executive Guild.   Karen is also a Collaborative Law Fellow with the Collaborative Law Institute of Illinois (providing financial expertise in divorces). Karen has appeared on NBC Chicago and was listed in Chicago Magazine’s “Five-Star Wealth Advisor” in 2010 – 2014 and awarded the Circle of Excellence Award 2011 – 2014 with Women in Financial Services (WIFS) and in 2014 she received the Women’s Choice Award.\nKaren earned her bachelor’s degree in business, with a concentration in accounting and marketing from Barat College.

Mark Elzweig is president of Mark Elzweig Co., a New York-based recruiting firm placing financial advisors at wirehouses, regional and independent broker-dealers.