Commercial banking
  • Jessica Adams is Chief People & Culture Officer at The Krazy Coupon Lady and a recognized HR leader with expertise in scaling teams, culture, and retention. A frequent contributor and speaker, she's been honored by Workforce Magazine, EBN, and Crain's for her impact in the field.

    Hilani Kerr

    Hilani Kerr leads the wealth and distribution platforms at Zinnia, applying 20 years of leadership across Wells Fargo, Bank of America Merrill Lynch, Deutsche Bank and Porticoes Capital to embed insurance and wealth solutions into unified financial strategies and broaden access to those products to all clients. 

    Romina Muhametaj of Medius

    Romina Muhametaj is senior director of Medius Pay sales and operations at Medius.

    Paul Morville (2).jpg

    Paul Morville is the product architect at Advisor360° and founder of Parrot AI, which was acquired by Advisor360° in early 2025.

    Dan Garzella

    Dan Garzella is the founder and CEO of the Darkhorse Insurance Brokers, a unique turnkey brokerage platform perfected and proven over nearly a decade of real-world application. With over two decades of experience, Dan has built multiple industry-leading brands by combining cutting-edge technology with a deep understanding of agent and consumer needs.

    The report shows employers are trimming benefits amid uncertainty about employee needs.

    3 Min Read

    AI adoption is accelerating in insurance but costs and other factors threaten to slow momentum.

    3 Min Read

    Leah Warwick is the Senior Content Manager for the American Society of Administrative Professionals (ASAP), the leading provider of training, community, and resources for admin professionals worldwide. ASAP produces the Professional Administrative Certification of Excellence (PACE), online courses, and annual training events, such as the Administrative Professionals Conference (APC) and EA Ignite. Learn more at ASAPorg.com.

    Dan Rubin is the founder and CEO of YELO Funding, a fintech company that offers income-contingent financing to U.S. college students of all backgrounds. Mr. Rubin has 25 years of principal investing, investment banking, restructuring and operational experience, including roles as co-founding partner of YAD Capital, a private credit investment firm, private equity real estate investor at Halpern Real Estate Ventures and JEN Partners, investment banker at Lehman Brothers and turnaround consultant at Deloitte. He holds an MBA from NYU Stern School of Business.

    Headshot of Dan Schuleman.

    Dan Schuleman is the co-founder and CEO of Qumis, a lawyer-built, AI-powered insurtech transforming how insurance professionals read and interpret policies. Before founding Qumis, Dan was Associate General Counsel at Kin Insurance, where he helped scale the company and navigate complex regulatory environments. He previously practiced insurance coverage law at Am Law 200 firms, advising insurers and policyholders on high-stakes commercial claims. Dan holds a J.D. from the University of Illinois College of Law and a B.A. with honors from Northwestern University.

    KELLY WELCH.jpg

    Kelly Welch is an Executive Strategy & Compliance Advisor with Equity Resources, a Newark, Ohio-based mortgage lender, which is a member of the Community Home Lenders of America.

    W. Paul Mattox headshot

    Paul Mattox is a CPA and owner of the firm W. Paul Mattox, CPA, based in Raleigh, North Carolina.

    Heath Tarbert is president of Circle, the issuer of the dollar-denominated stablecoin USDC. He served as chair of the Commodity Futures Trading Commission from 2019-2021.

    Jeremy Oswald is Human Resources Director at TruHearing, the #1 market share leader in hearing healthcare benefits. TruHearing and its partners are improving the hearing healthcare industry by making hearing healthcare affordable for more people than ever before.

    Vance Ginn is president of Ginn Economic Consulting, host of the Let People Prosper Show, and formerly chief economist of the first Trump White House's Office of Management and Budget from June 2019 to May 2020. He holds a doctorate in economics.

    Don Connelly of Don Connelly & Associates

    Don Connelly is co-founder of Don Connelly & Associates.

    Over his 40-plus year Wall Street career, he has served as a stockbroker, national sales manager and company spokesperson for a leading global investment firm. 

    Latreace Wells is the assistant vice president of career planning and development at Fisk University.