Banco Popular de Puerto Rico

Alyssa Meyer is Vice President, Director of Compliance for Raymond James Financial Services. She is responsible for maintaining the firm's policies and procedures, testing their design and effectiveness, ensuring the firm is in compliance with various regulatory bodies, coordinating process improvements that ultimately help financial advisors' manage their risks more efficiently including improving technology for compliance and supervision processes. She started with RJFS in 2001 and has worked in various positions within the Compliance department. Alyssa is a member of the Board of Governors for the Florida Securities Dealers Association and an alternate member of SIFMA’s Compliance and Regulatory Policy Committee.  Alyssa is a native Floridian and graduated from the University of South Florida as a Finance major, specializing in investment analysis and minoring in Management.  She holds the series 7, 24, and 53.

Brandon leads all Wealth Advisors at United Capital, a company focused on reaching beyond the money to help people make conscious decisions about their entire financial life.  As one of the founding firms of United Capital, Brandon has helped transform the company from a crazy idea to one of the most innovative and progressive brands in the financial services world.\nIn his current role, Brandon has three main focuses: Wealth Advisor Relations where he serves as an advocate and liaison to the firm’s growing number of advisers; the firm’s MDA (Million Dollar Advisor) Program focused on accountability and coaching, and finally New Advisor Partnerships, where he helps adviser facilitate their transition and new partnership with United Capital.\nA recognized champion and leader of Gen X and Y, Brandon frequently lends his unapologetic tone and enthusiasm to various industry forums, social media and other media outlets, such as The Wall Street Journal, SmartMoney, Financial Planning, and Investment News.\nBrandon graduated with honors from Texas Tech University and holds a BS in Personal Financial Planning and is a Certified Financial Planner™ Practitioner.  His wife, Shelby, keeps him focused, and their identical, mirror-image twin boys keep him on the move constantly.  

Harold Reimer is head of private wealth management for Temenos in North America, a global banking and wealth management software organization headquartered in Geneva, Switzerland.

Polina Vlasenko joined AIER as a research fellow in 2008 after working as a visiting research fellow. Her primary research area is macroeconomics, including forecasting economic performance and analyzing the effects of government policies on the economy. From 2005 to 2008, Polina was an assistant professor of economics at Manchester College in Indiana. Prior to that, she was an assistant professor at the Economic Education and Research Consortium’s Program in Economics (currently Kyiv School of Economics) in Kyiv, Ukraine. She holds a PhD in economics from the University of Maryland, College Park.\n 

Michael Kitces, MSFS, MTax, CFP, a Financial Planning contributing writer, is head of planning strategy for Buckingham Wealth Partners, co-founder of the XY Planning Network and publisher of a continuing education blog for financial planners, Nerd’s Eye View.

Andrea Turner Moffitt is a national thought leader on women investors. Her new book Harness the Power of the Purse: Winning Women Investors is the culmination of three years of research on women investors across six countries. She also co-authored a groundbreaking global study on women investors in partnership with the diversity think-tank the Center for Talent Innovation where she serves as a senior managing director. Her work has been featured in the Forbes, Harvard Business Review, Inc., New York Times, and the Wall Street Journey. \nTurner Moffitt is also the co-founder of 1000 Strong, a modern platform inspiring women to be more confident investors through online content, in-person events and experiential learning with a focus on advancing women entrepreneurs. With a decade of experience on Wall Street in investment banking and asset management, she worked globally at Citibank and earlier in her career she helped build a hedge fund and financed high growth technology companies. An honors graduate from Columbia Business School and the School of International and Public Affairs, Turner Moffitt earned her BA from Tulane University. She is the co-chair of Columbia Business School's Social Enterprise Alumni Circle, a board member of Tulane University's Center for Engaged Learning and Teaching and is a term member of the Council on Foreign Relations.

Kris Miller, #1 Best Selling author and Safe Money strategist, has advised over 5,000 families in the past 22 years on retirement and estate planning issues. She coined the phrase, “pretirement” to emphasize how we need to prepare for our Golden Years way before we retire. Her new book, Ready For PREtirement, 3 Secrets for Safe Money and a Fabulous Future (Morgan James, September 2012) is a comprehensive guide to help anyone at any age to plan for retirement.\nIn addition to her estate planning practice, Miller owns Trust Unlimited and the Living Trust Institute, a document preparation service for creating revocable living trusts. Miller has conducted numerous workshops to educate people and organizations about wise money management for their senior years, how to provide income for retirees, how to avoid probate, reduce taxes, secure the proper insurances, avoid asset-seizure to pay medical debts, and how to create a Living Trust.