Banco Popular de Puerto Rico

Anders Fohlin has been CFO of Medius since 2014. Before joining Medius, he was vice president of finance and accounting at Klarna Group and vice president of business control at Nasdaq OMX. Previously, he had several years of experience with Cision, Accenture and Acando.

Brent Nicholson is the co-founder and chief client officer at Carrum Health.

Tim Rowley is the chief operating officer and chief technology officer of PeopleCaddie, a digital talent network for highly skilled contractors. Previously, he served as the senior vice president of e-commerce marketing at Bank of America, where he worked to grow online sales and the online banking user base. Through that experience in changing consumer behaviors to leverage new technology, he saw a parallel opportunity in the contingent labor market. PeopleCaddie works with businesses in a variety of industries, matching employers with fully vetted, professional contractors as well as helping workers leverage their specialized skill sets into attractive contract work opportunities.

Patrick Murray is president and CEO of STP Investment Services, a technology-enabled services company that provides solutions to investment managers, funds, family offices, wealth managers and plan sponsors with clients representing more than $330 billion in assets serviced. As founder, it was Patrick’s vision of building a world-class, client-centric, software-driven solutions provider for investment managers’ front, middle, and back-office challenges that led to the creation of STP and then recruiting the balance of the global team.

Liz is a Certified Financial Planning Professional and is serving clients at Planning Across the Spectrum as the Director of Financial Planning. Liz joined Planning Across the Spectrum in February 2021 after working with two traditional financial planning firms. She works mostly remotely from Maryland, where she lives with her husband, son, puppy, and backyard chickens. She is excited to move beyond traditional planning into the specialized world supporting families with I/DD and ASD.

Pete Dorsey, chief strategy and revenue officer at Altruist, has over two decades of experience in the RIA business. Pete oversees Altruist’s go-to-market strategy, working closely with the marketing, product and customer success teams to provide the best platform and client experience for its customers.

Lyle Solomon is a principal attorney for the Oak View Law Group in California. Since 2003, he has been a member of the State Bar of California. In 1998, he graduated from the University of the Pacific’s McGeorge School of Law in Sacramento, California.

Roger Shedlin is the president and CEO of WINFertility.

Brannon Poe is the founder of Poe Group Advisors and has been facilitating successful accounting practice transitions throughout the US and Canada since 2003. He is also the creator of Accounting Practice Academy, a virtual practice management workshop, and the author of the Accounting Practice Insights Blog and hosts the Accountant’s Flight Plan” podcast with other top thought-leaders in the accounting profession. An E&Y alumnus, Poe has worked with some of the most successful and seasoned CPAs in the industry and has been privy to the behind-the-scenes methods that these clients have used to build highly profitable practices along with capable and independent teams. He has authored multiple books, including "The Unplugged Vacation," "Accountant’s Flight Plan: Best Practices for Today’s Firms" and "On Your Own: How to Start Your Own CPA Firm." He is also president of EO Charleston.

Grace Bronstein is the CEO of TrustLife Insurance Management, an advisory firm that supports CPAs, trustees, financial advisors and estate planning attorneys in properly managing trust-owned life insurance. She is also the COO of AllFinancial Group, an affiliate of TLIM, an asset management firm that provides non-recourse financing for life insurance policies. Previously, she was a litigation associate at Schulte Roth & Zabel. She is a graduate of Columbia University and Columbia Law School.