Banco Popular de Puerto Rico

Mike Foy is the senior director and head of wealth intelligence at J.D. Power. He has over 20 years of experience in wealth management working with industry executives on how to improve the experience and drive loyalty and advocacy among both clients and financial advisors.

Adam is an associate financial planning nerd for Kitces.com. He previously worked at a fee-only financial planning firm in the Washington, D.C., area and was a financial journalist earlier in his career. He has a master's degree from Johns Hopkins University and a bachelor's degree from the University of Virginia. In his spare time, Adam can be found playing tennis, volunteering and sharing his love of puns.

Olivia Kelman is a partner at K&L Gates

Ayme Zemke is executive vice president of client service at Beehive Strategic Communication.

Brad Brown is global head of tax technology and innovation at KPMG LLP.

Rob Berg is a Principal & Director in Perr&Knight’s Operations & Technology Consulting Practice. During his twenty-plus year consulting career, Rob has designed, planned and executed operational improvements yielding more than $100 million in cost savings; effected process redesigns to maximize the benefit of new technology adoptions; planned the deployment of core software application replacements; and provided financial and strategic analyses in support of major technology investments.

Christopher Morton is the president and chief operating officer of Cognito.

Christian Adams is the CEO and co-founder of Repair Pricer

Michael Boeke is Vice President of Payments at CCC Intelligent Solutions, a leading SaaS platform for the P&C insurance economy. Michael leads the team responsible for the development of the company’s payments platform, powering electronic payments across the insurance and automotive ecosystem. A seasoned product leader, Boeke has built his career by shaking up traditional industries with cutting-edge technologies.

As head of product for Education and Nonprofit Solutions at Community Brands, Brandy Keller is responsible for driving the strategy of products leveraged by schools and nonprofits to further their missions. For the past 11 years, she has partnered closely with customers in the nonprofit and education space to understand their challenges, needs and opportunities to help them expand their impact.