Banco Popular de Puerto Rico is a full-service financial services provider with operations in Puerto Rico, the United States and Virgin Islands. Popular, Inc. is the largest banking institution by both assets and deposits in Puerto Rico, and in the United States Popular, Inc.
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Jim Maher is founder and CEO of Archford Capital Strategies in St Louis, Mo. He is also an educational training attorney and a CPA.
Augustine is one of the founders of Hanna Global Solutions, a full-service employee benefits firm based in Concord, Calif., a partner firm of United Benefit Advisors. He is an expert in architecting technology-enabled solutions to meet client needs in the area of benefit administration. He is a graduate of Indian Institute of Technology and Indian Institute of Management, India’s premier engineering and management schools.
Krass is a New York-based freelance writer.
Sue Wakamoto-Lee has been an insurance broker and benefits consultant for more than 25 years. She is now a senior benefits adviser at Zenefits.
Becker advises clients regarding a variety of employee benefits matters. She focuses her practice primarily on the design, amendment and administration of pension plans, 401(k) plans and nonqualified deferred compensation arrangements.
Solomon focuses his practice on designing, amending and administrating pension, profit sharing, 401(k), employee stock ownership and 403(b) plans, as well as nonqualified deferred compensation arrangements.
Dr. Sam Ho is chief medical officer at UnitedHealthcare.
Peter Greenberger is the director of mutual fund research and marketing at Raymond James in St. Petersburg, Fla.
Samuel Steinberger is an editorial intern with SourceMedia's Investment Adviser Group.
