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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Ashley Monaco is a professional assistant professor of accounting at Walsh University. She holds CPA and CFE licenses, as well as a master's degree in forensic accounting from Ohio Northern University. Before joining the university, she worked as an auditor for a midsized firm. She also serves as the advisor for the university's accounting club and is actively involved in fostering connections between academia and industry.
Stephanie Koch is the director of human resources at Hendry Marine Industries, Inc.
Greg Bryant is senior managing director at Source Advisors where he is responsible for key client relationships and strategic development for the firm.
Chris Vignone, managing director of indirect tax at Source Advisors, is a state and local tax specialist who identifies multimillion-dollar tax-saving opportunities for Fortune 1000 companies and implements operational changes for long-term business efficiency.
Kayla Webster is a freelance writer based in New York City.
Blaine Frederick is VP of Product at Alcatraz AI, an artificial intelligence company that employs facial authentication technology to create autonomous access control solutions for enterprises. Frederick brings 20+ years of experience in the Physical Security industry with specific expertise in the Biometric space. Frederick currently serves as the VP of Product at Alcatraz AI where he leads the Product and Engineering teams. Prior to his work at Alcatraz AI, he served as Co-Founder and Principal of BDIS which provides Consultation and Professional Services for the physical security market. Previously, Frederick held the role of VP of Product for EyeLock, where he captained the firm's vision for iris authentication products and solutions in physical and logical security as well as numerous other commercial applications. Frederick also acted as the former Director of Product Management at STANLEY Security, a global division of Stanley Black & Decker where he led the creation of an industry-leading security management software suite, Commander. He received a B.S. in Electrical Engineering from Purdue University.
Michael Bannon is vice president of CSG Partners, a leading ESOP investment banking practice. Since joining CSG in 2017, he has advised middle-market clients on a range of employee ownership transactions, including leveraged ESOP formations, M&A, and plan recapitalizations. Reach him at mbannon@csgpartners.com.
Dave Chase is co-founder ofHealth Rosetta. He is also the author of the upcoming book “The Opioid Crisis Wake-up Call.”
Jill Cetina is an executive professor of finance at Texas A&M University. She is a former associate managing director of U.S. bank ratings at Moody's, and the former vice president of supervision at the Federal Reserve Bank of Dallas.
Terri Kallsen is a managing partner at Rise Growth Partners, a financial partner for middle-market RIAs, and was elected the 2025 CFP Board chair-elect.
Formerly, she was the COO of Wealth Enhancement Group leading advisor teams, platform/digital strategy and high net worth and trust services. Prior to WEG, she was executive vice president of Investor Services at Charles Schwab, leading 7,000 employees and $1.6 trillion in AUM. Her tenure at Charles Schwab was highlighted by multiple J.D. Power awards for client satisfaction.
