Banco Popular de Puerto Rico

Jonathan A. Ballan is Partner and Head of Infrastructure and P3 Finance at Harris Beach Murtha. He served as Chairman of the New York Municipal Assistance Corporation, Chairman of the New York Public Asset Fund, and on the MTA Board and SONYMA Board.

Steven Gortler is a Registered Municipal Advisor based in San Francisco. Steven has many years of public finance experience structuring, marketing and pricing a wide variety of bonds for California cities, redevelopment and successor agencies, counties, school districts and special districts. Previously, Steven was an investment banker with Piper Jaffray; a financial advisor with Kelling, Northcross & Nobriga, Leifer Capital, Caldwell Flores Winters and Wulff, Hansen & Co., a rating analyst with Standard & Poor's; and a tax analyst with the New York City Office of Management & Budget.

Kristiana Daniels is a financial advisor with Fiduciary Financial Advisors, an independent financial planning and wealth management firm.

By advocating for her clients and leveraging creative solutions, she designs tax-efficient financial plans that pave the way for lasting success. Daniels is a certified financial planner professional and an IRS enrolled agent.

Susan Foulds is a managing director of Keynova Group, a competitive intelligence firm serving the digital financial services industry.

Tal Zackon is the CEO and co-founder of TRES, a Web3 financial data platform. TRES was founded in 2022 and is backed by some of the most respected names in Web3, including Circle, Blockdaemon, Moonpay, Alchemy,  angels from Fireblocks and Chainalysis, and more.

Brian C. Tate is president and CEO of the Innovative Payments Association.

A native Marylander, Brian is a graduate of the Howard University School of Law and is licensed to practice in the state of Maryland and the U.S. Supreme Court. In addition, Brian has an M.A. in political management from The George Washington University, and a B.A. in political science from King's College (Pa.). Brian was also a White House intern during the Clinton administration in 1996.

After graduating from law school in 2004, Brian first started working in the financial services sector when he began working as an advocate for the credit union industry. During his time with the credit unions, Brian held the position of vice president for legislative affairs (MDDCUA) and director of state advocacy (CUNA).

In 2009, Brian joined the Financial Services Roundtable as vice president of banking. At FSR, Brian represented banks, card issuers and networks, asset management and insurance companies. Further, Brian led FSR efforts on interchange fees, orderly liquidation authority, fiduciary duty and retirement security. Work with member companies to develop public policy agenda and advocacy strategies on a wide range of issues before the administration, Congress and regulatory agencies.

Brian Tate currently resides in Silver Spring, Maryland, with his wife and three children.

Sarah Daya is an executive director and the Central Division lead for J.P. Morgan Wealth Management's Wealth Planning and Advice team.

She and her team are responsible for wealth planning, thought leadership and strategic planning for individual clients. Prior to joining J.P. Morgan Wealth Management, Daya worked for the Internal Revenue Service on complex estate, gift and fiduciary tax matters.

Bodhi Silberling is a student at the University of California, Berkeley.

Krishnan Raghunathan is head of finance and accounting services at WNS, a digital-led business transformation and services partner.

Maya Kong is a vice president at JPMorgan Chase. She holds an MBA and an MS in computer science from the University of Chicago.