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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Steve Christenson is executive vice president of Ascensus, a retirement plan and college savings services provider, where he oversees retirement-based products and services.
Breanna Scott, product and service management director with The Standard, guides the strategic development on its product portfolio, including market analysis and product positioning. She leads the group insurance product team responsible for creating and refining The Standard’s employee benefits, and voluntary product and service offerings.
Ray Baumruk is a partner and employee research leader with consulting firm Aon Hewitt. He is based in Lincolnshire, Illinois.
Joann Hall Swenson is a partner and health engagement best practices leader with consulting firm Aon Hewitt. She is based in Minneapolis.
Bob Melia is vice president of product development, product and solutions management retirement plan services at Lincoln Financial Group.
Andrew Schultz is CEO and co-founder of PRO Unlimited, a vendor specializing in contingent workforce management. He has served as the featured speaker at more than 400 seminars on contingent workforce issues, authored numerous articles in leading publications, and is frequently quoted in national print and broadcast media.
Philip A Rousseaux, ChFC®, CIMA®, RICP® is the founder and President of Everest Wealth Management, Inc. He has authored two books and has over a decade of experience in retirement income planning. Philip began his career in 1995 in the financial services industry and is known throughout the country for his experience and expertise as one of the top financial professionals in America as noted by his membership in the Top of Table of the Million Dollar Round Table organization.
