Banco Popular de Puerto Rico

Adri Miller-Heckman is a leading authority on women in the financial services industry.  Adri is a highly passionate and motivational coach and speaker who’s edgy style and “out of the box” approach challenges women to step out of their comfort zone and fully engage their strengths as women. In her book Keys to the Ladies Room Adri provides a new business model based on a more purposeful process that accelerates business growth. 

Nancy Harrison is the Senior Fine Art Specialist at Emigrant Bank Fine Art Finance and Fine Art Asset Management. In 2006, Ms. Harrison joined Emigrant Bank Fine Art Finance, which lends funds to collectors, art dealers, institutions and foundations. In 2009, she helped form its subsidiary, Fine Art Asset Management, which provides appraisal and art\/financial consulting services. \nMs. Harrison serves on the Board of Directors and co-chairs the Development Committee of the Appraisers Association of America (AAA), the oldest and most prestigious professional organization of personal property appraisers. Ms. Harrison served as the AAA’s President from 2010- 2013. Ms. Harrison is a Certified Appraiser in Old Master through to Contemporary Art, and has completed and passed USPAP (Uniform Standards of Professional Appraisal Practice), the federally-mandated guidelines promulgated by the Appraisal Foundation, Washington D.C. and by Congress. Ms. Harrison has been qualified as an Expert witness in the States of New York, Florida, and Pennsylvania, and has testified in Federal Tax Court.\nPrior to joining Fine Art Asset Management and Emigrant Bank Fine Art Finance, Ms. Harrison was President of her own art advisory and appraisal firm which brokered sales and acquisitions, managed collections, and developed a wide ranging fine art appraisal practice. Her clients included major collectors, insurance companies, and notable art institutions.\nMs. Harrison was a Senior Vice President and the Director of the l9th Century European Paintings, Drawings and Sculpture Department at Sotheby’s for over 25 years. Prior to holding that position, she was a specialist in the Old Master Department at Sotheby’s London, and a Fine Arts generalist for the firm.\nMs. Harrison has collaborated on numerous art publications, and is a lecturer on topics of Connoisseurship, Collecting, and Art Auctions at New York University’s School of Continuing and Professional Studies, and has appeared as a lecturer at numerous national and international venues. Ms. Harrison has been featured as an appraiser on PBS’s Antiques Roadshow. She is a graduate of Vassar College, and has served as Chair of the Friends Council of the Frances Lehman Loeb Art Center. She holds a Masters Degree in Art History from Hunter College Graduate Division. She is a member of ArtTable, an organization of women of leadership in the visual arts, the Association of Professional Art Advisors (APAA), the Century Association, and the Grolier Club.

Caleb Brown is the host of the New Planner Podcast and co-founder and CEO of New Planner Recruiting, a recruiting firm that specializes in sourcing, screening and integrating financial planners in financial planning firms nationwide.

Dale E. Brown is president and CEO of the Financial Services Institute.

Debra is a Managing Partner at Brennan Financial Services, the investment and retirement planning firm established by her dad in 1983. While she has worked at the firm most of her life, she officially joined the firm in 1998 and now manages over $160M for her clients. Debra and her sister also manage Brennan Wealth Advisors, the high net worth division of Brennan Financial Services. She specializes in developing innovative and creative solutions to meet her clients' retirement planning and estate planning objectives, utilizing the firm’s Financial Life Map to focus on the most effective strategy to achieve goals. Debra co-hosted the firm’s radio program, Dollars and Sense, on WBAP-AM with her dad through 2007, and she guest co-hosts the firm’s current radio program on KRLD-AM. She produced and co-anchored the weekly television program, Smart Money Live with the Brennans, on WFAA-TV in 2006-7.

Christine Gaze is responsible for developing and executing the strategic direction of all advisor practice management and business consulting services for TD Ameritrade Institutional. She is focused on building practice management programs designed to help independent registered investment advisors run and grow their businesses. Christine is an avid researcher of broad industry trends and specific advisory practice insights. She is a regular speaker, moderator, and contributor at industry events.\nPrior to joining TD Ameritrade in 2012, Gaze spent more than 16 years of experience in the financial services industry working in the areas of human capital development, sales strategy and wealth management. Most recently, Gaze served as executive director at Morgan Stanley Private Bank where she led new business development initiatives that helped advisors focus on cultivating relationships with high net worth investors. She was a founding member of the practice management consulting group at Wachovia Securities and has held a variety of sales and leadership roles at firms including Merrill Lynch, Prudential and AllianceBernstein.\nGaze received a Bachelor of Science in Business Administration and Psychology from the State University of New York at Brockport. She earned a Certified Investment Management Analyst© designation through the Wharton School at the University of Pennsylvania and is Series 7, 63, and 24 licensed.