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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Blake Christian (pictured) is a CPA in the Park City Office of Holthouse Carlin & Van Trigt LLP (HCVT), a top 30 CPA firm. Joseph B. Darby III is a tax attorney and founder of Boston-based Joseph Darby Law PC. Both focus on opportunity zone funds and complex tax issues. They can be reached at blake.christian@hcvt.com or (562) 305-8050 and jay@josephdarbylaw.com or (617) 286-6553.
Jesse Lineberry is an account executive at New Planner Recruiting, a recruiting firm that specializes in sourcing, screening and integrating financial planners in financial planning firms nationwide.
Alyssa Cutright is vice president of global payments at eBay.
David Stolz, CPA/PFS, is CEO of Stolz and Associates, and chair of the American Institute of CPAs’ Personal Financial Specialist Credential Committee.
Danica Dilligard is an EY audit partner with more than 20 years of combined public and private experience serving high-growth companies at various development stages, primarily in the life sciences industry. She was named one of 2020’s “Most Powerful Latinas” by ALPFA (Association of Latino Professionals For America).
Jeff Brunken is president of MGIS, a national insurance program manager that builds and manages specialized disability insurance programs for healthcare professionals.
Patrick Morrell is the cofounder and chief revenue officer at Anduin, an AI-based billing platform. A veteran sales and marketing leader and technology company founder, he began his career in sales at CEB (now Gartner). He then joined Three Ships, where he led content development and later business development, and then joined Skookum (now Method) where he led inside sales and strategic partnerships as the company scaled (later acquired by GlobalLogic). Sealed Air Corporation then recruited him to build and manage the enterprise's first inside sales team and manage a nine-figure portfolio of commodity products. Morrell then founded and eventually sold a direct-to-consumer ecommerce business, and then cofounded Digitize.AI, a fintech company focused on the health care industry, where he ran sales and marketing. After exiting Digitize.AI (acquired by Waystar), he cofounded Anduin. An avid runner, reader, and basketball fan, he lives in North Carolina with his wife Clay and two children.
Mark Medema, Managing Director at the National Alliance for Public Charter Schools
Kristian Ranta is the founder and CEO of Meru Health.
