Banco Popular de Puerto Rico is a full-service financial services provider with operations in Puerto Rico, the United States and Virgin Islands. Popular, Inc. is the largest banking institution by both assets and deposits in Puerto Rico, and in the United States Popular, Inc.
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Partner & CIO, Withum
Mark Mishler, MBA, CPA, CMA, is an instructor at Kaplan Financial Education, powered by Loscalzo Institute.
Thea Garon is director at the Financial Health Network.
Brent Derricott is the CEO of Built for Teams.
Daniel Wiener is chairman of Adviser Investments in Newton, Massachusetts. Follow him on Twitter at @DPWienerAdviser.
Michelle Jackson is assistant vice president, regional market development at Unum, with an extensive background in workplace well-being issues.
Luke Dean is the CFP program director for the personal financial planning degree program at Utah Valley University. It is the largest undergrad financial planning degree program in the U.S. Prior to coming to UVU, Luke started the financial planning degree program at William Paterson University in New Jersey. At UVU, Luke helped the degree program grow almost 300% in student numbers in 5 years and worked with student teams to win national competitions. The program has an over 90% job placement rate.
