Banco Popular de Puerto Rico

After a long career in education, Maggie joined the Integré Wealth Management of Raymond James team in February, 2012. She was chosen to participate in a two year training program through Raymond James that has resulted in her achieving her CERTIFIED FINANCIAL PLANNER™ designation.\nHaving lived in the Bay Area for over 20 years, Maggie is very involved in her community. She is a recent graduate of Leadership Contra Costa, a year-long program through the Chamber of Commerce. She volunteers for the White Pony Express, an organization that delivers food to shelters and other programs that feed the less fortunate. In addition, she helps to organize events for the Francis in the Schools program, which involves fun-filled and educational one-day outings for schoolchildren in the San Francisco Bay Area.\nShe and her husband, Jeff, and son, Tyler, enjoy traveling together, and are lucky to have family in such wonderful destinations as Hawaii, Montana, Florida, and Italy.\n 

Carolyn L. Rosenblatt is an RN, an attorney and a consultant on aging issues at AgingInvestor.com and AgingParents.com.

Romola has worked with options in a variety of ways since the start of her career. Initially working at US Investment Banks in London, she then started trading her own account using US Equity Options and later developed courses designed for retail traders.\nRomola has spent the last 10 years in retail trading education where she has taught stock and options trading to beginners as well as facilitated events across the globe.\nShe currently works with Chicago start-up Social Market Analytics, helping to educate traders on how to use an exciting new tool leveraging social media conversations to gain greater insight into potential moves ahead of time.\nRomola has a Bachelors in Banking and Finance from Curtin University, Perth, Australia.

Paul Hechinger is a contributing writer for On Wall Street.

Shannon is the President of Beacon Pointe Advisors and a member of Beacon Pointe’s Investment Committee.Prior to launching Beacon Pointe, Shannon served as Senior Managing Director and Portfolio Manager atRoxbury Capital Management LLC. She was in charge of socially responsible investments for several years atRoxbury.\nIn addition to serving as president of Beacon Point Advisors, Shannon is also a founding member of and serveson the Board of the Beacon Pointe Women’s Advisory Initiative. Locally, she serves on the Board of the YoungPresidents Organization (YPO) for the Orange County Chapter and serves on the UCI Athletic Fund Board.Shannon has previously served as Vice Chairman on the Board of Directors for the National Network to EndDomestic Violence, served as a director on the Board of Miocean and has worked with the Friends of the GirlScouts Council of Orange County.\nShannon is currently an adjunct professor for the UCI Merage School of Business and also serves on the Investment Committee of Sisters of St. Joseph in Orange. \nShannon graduated from the University of California Irvine where she played Division I Volleyball and received her MBA from the UCLA Anderson School of Business. She is married, has four children and lives with her husband in Newport Beach, California.\n 

Instrumental in shifting the 35-year-old Minneapolis firm to a team-based model, Kim’s passion for an independent and comprehensive wealth management approach has helped elevate JNBA‘s profile nationally. Over the last several years Kim has focused on how to prepare the next generation of financial advisors and has been a guest panelist at industry events to discuss NextGen.\nSince joining JNBA in 2006, Kim has twice been named a Top 25 Woman in Finance by Finance and Commerce, and a Women in Business honoree by the Minneapolis\/St. Paul Business Journal. Kim is an active community volunteer and board member.

Melissa Ventrone, chair of the firm’s Data Privacy and Cyber Liability practice, focuses her practice on class action privacy litigation, privacy breach response (pre- and post-event), payment card industry (PCI) standards and investigation, and advising clients in identifying, evaluating, and managing first- and third-party data privacy and security risks. Melissa has represented numerous clients in litigation and arbitration, including in disputes related to privacy, invasion of privacy, contracts, consumer fraud, statutory claims and other matters, using her strong organizational and advocacy skills to obtain the best results for her clients.Melissa frequently advises clients on compliance with regulations and state, federal and international law. She serves as one of the leaders of Wilson Elser’s breach response team, quickly bringing lawyers, clients, and forensic and breach response vendors together to enhance response time and effectiveness. Melissa has handled numerous breaches for small and large corporations, including merchants, financial institutions, medical providers and educational institutions, successfully reducing public and regulatory scrutiny and protecting her clients’ reputations.Among her many leadership roles, Melissa has served in key positions as a member of the U.S. Marine Corps Reserve, including executive officer for a 329-person company forward deployed to Afghanistan. She is currently a reservist serving as the S-4 Officer with Combat Logistics Regiment 4, 4th Marine Logistics Group, Marine Forces Reserve. In her free time, Melissa volunteers as an ombudsman for Employer Support for the Guard and Reserve, acting as a neutral mediator assisting employers and service members in resolving employment-related disputes.\n