Banco Popular de Puerto Rico

Deb Buzick isthe US Wealth Management Compliance Advisory Manager for Bank of America\/ Merrill Lynch.\nHer Senior Compliance Advisor Team provides Compliance support to Managers, Financial Advisors and Client Associates in theUS registered Advisory and Private Banking Branch Offices. The Team conducts Compliance training, provides advice and guidance on laws, rules and regulations andconducts internal investigations of Firm policy breaches.  Team members also participate in monitoring and testing of business practices, sit on governance committees, develop branch office policies and procedures and create compliance reporting required by FINRA, SEC, OCC and the Federal Reserve.\nDeb has served on the Bank of America Diversity and Inclusion Council and is a voting member of numerousUS Wealth Management committees including Heightened Supervision, Client Escalation, ADV Review, Regulatory Reporting  and Managed Solutions.  She has presented  alongside Merrill Lynch’s Financial Gerontologist Cynthia Hutchins regarding the US aging population and the related  issues the Financial Industry is facing .\nDeb began her career at Merrill Lynch in Memphis, TN in 1977. After 18 years as a commodity broker and financial advisor in Memphis and Minneapolis she accepted a position in Branch Management in Southern California. In 2004she joined Merrill Lynch’s Office of General Council in the Compliance Department. Her role in US Wealth Management Compliance required her to relocate to New York City last September. 

Melissa Rosenbaum is a marketing professional with more than 30 years of experience. Currently she  is Senior Marketing Manager of the Retirement Plan Solutions and Self-Directed Plan Services businesses at TD Ameritrade Institutional. Rosenbaum is responsible for driving and developing the marketing strategy and execution for all aspects of product development, technology, retention and acquisition programs for both lines of business.\nPreviously, Rosenbaum was Vice President of Marketing for ICON Advisors. Prior to that, she held marketing management  positions with Fiserv Investment Support Services, Great-West Life and Annuity and Karsh & Hagan Advertising Agency. Additionally she has served as a marketing consultant for a number of financial services firms.\nRosenbaum received a bachelor’s degree in journalism and advertising from the University of Colorado. She is a member of the Business Marketing Association. She has received numerous awards from both marketing and financial services organizations in recognition of her marketing campaigns and programs.  

Meagan Hency is the director of product marketing at Hearsay Social, provider of the Predictive Social Suite for advisors. 

Karen Altfest focuses on a variety of investment and financial planning issues, including the subject of women and money.  She conducts educational seminars for recent widows and people looking to retire.  Her Financially Savvy Woman™ programs, including the Women’s Financial $pa™, are very popular.\nShe has been cited as a top woman advisor by numerous publications, is listed in "Who’s Who of American Women", and was awarded the Thornton Award by the Ph.D. Alumni Association of the Graduate Center of the City University of New York.\nKaren received her Ph.D. in history from the Graduate Center of the City University of New York. She also holds M.A. and B.A. degrees from Hunter College, is a graduate of McGill University in Montreal, and holds the CFP® designation. 

Professor Ron A. Rhoades is a CFP and serves as director of the personal financial planning program in Western Kentucky University’s Gordon Ford College of Business.

Jill Schlesinger, CFP®, is the Emmy-nominated, Business Analyst for CBS News. Jill appears on CBS radio and television stations nationwide covering the economy, markets, investing and anything else with a dollar sign. She translates complicated business and economic news into understandable, relatable topics for everyday viewers and listeners. She is a frequent guest on NPR’s “Here and Now” and American Public Media’s “Marketplace Money”.\nJill is also the host of the nationally syndicated radio show, “Jill on Money”, which airs in over 85 markets. Jill also writes the nationally syndicated column “Jill on Money” for Tribune Media Services and is an Influencer for LinkedIn. Jill is a frequent speaker on a variety of topics, including macroeconomic trends; workplace issues for women and LGBT employees in financial services; and how to create authentic branding.\nPrior to her current role, she was Editor-at-Large for CBS MoneyWatch.com, where she was responsible for video and written content and was part of the team that launched the site. \nBefore she jumped the shark into the world of media, Jill spent 14 years as the co-owner of and Chief Investment Officer for an independent investment advisory firm. She began her career as a self-employed options trader on the Commodities Exchange of New York, following her graduation from Brown University. Jill serves on the board of StoryCorps, a nonprofit organization dedicated to recording, sharing and preserving the stories of our lives.