Banco Popular de Puerto Rico

Brian Coddington is the director of tax accounting methods & credits at Source Advisors.

Jason Polayes, director of personal lines product management at Verisk, is responsible for product innovation and management strategies in the underwriting and point-of-sale space. Before joining Verisk, he had more than 15 years’ experience working at or with insurers in technology, innovation, process improvement, underwriting, and product management across auto, property, and small commercial lines of businesses, with a focus on new product development and profitable acquisition.

Nate Brown is Vice President, Product Management for Firm Management at Wolters Kluwer Tax & Accounting North America responsible for the development and delivery of firm management solutions. Nate has been working directly with firms to transform their businesses from desktop to cloud-based solutions through product management, sales and consulting roles. He is a sought-after speaker and a coach for firms to improve workflow and data to support decision-making. Prior to joining Wolters Kluwer, Nate worked for a large regional CPA firm as well as held accounting roles at a Fortune 500 company.

Rick Bushell has served as CTO of HONK Technologies since 2014, where he has overseen the development of HONK’s AI-powered digital roadside assistance and vehicle transport platform. He previously served as CTO of Fonality, a cloud PBX and Voice-over-IP company, and Insightful Solutions, a technology management and consulting firm.

Andrea Amico is the founder of Privacy4Cars, a privacy-tech company focused on identifying the challenges posed by vehicle data, and creating solutions to better protect businesses and consumers.

Tim Renner is manager of Falcon Capital Advisors.

Simon Hoyle is an independent financial advisor recruiter He helps advisors' practices and clients maximize their net. He is responsible for consulting with financial advisors with a broad range of focuses, bringing them to a better place while revealing unknown broker dealer and RIA benefits in the marketplace. Also, Simon provides valuable insight and metrics to buying and selling financial practices, including the why and how of remote client opportunities.

With over 30 years of financial sector experience, Certified Financial Planner™ Mark Shone is an advisor in Allworth Financial’s Walnut Creek office.

Mark has a degree in Finance from California State University, Sacramento, and has completed the certificate in taxation from UCLA and financial education courses at the Wharton School.

A sought-after speaker at financial education conferences, in his free time, Mark enjoys golf and plays the drums in a Bay Area band. As for his advisory philosophy, he said: “Helping people reach their financial goals is something I take very seriously, and I make it my mission to provide clients with the same level of advice and care that I would give to a member of my own family.”

Scott Hanson is a senior partner and founding principal of Allworth Financial. A nationally recognized financial expert, he has been listed as one of the 25 most influential people in the financial services industry nationwide.

Under Scott’s direction, through a combination of both organic expansion and acquisition, Allworth Financial has grown to over $8 billion in assets under administration. Over the past two years, Scott and his business partner have introduced Allworth into over 17 markets, growing the company’s service offerings to now include tax planning, accounting, and estate planning guidance.

Ashish Masih is Encore Capital Group’s President and CEO.