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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Jim Polk is a senior investor at Homestead Funds, a Virginia-based mutual fund company created by the National Electrical Cooperative Association. The firm provides investment services to electric cooperative employees and FAs across the U.S. — many of which are in rural and suburban areas.
Justin Adams is the co-founder and CEO of Anduin, a technology company that helps accounting firms streamline their work-to-cash cycles, unlock time, save money, and accelerate cash flow with artificial intelligence.
Neil Taurins is the general manager of nonprofit solutions at Community Brands and MIP Fund Accounting. He has been with the company for more than 12 years and is passionate about working with nonprofits to provide them with solutions to improve efficiency and better help them accomplish their mission.
Jillian Froment, a strategic advisor on insurance regulatory issues and an Advisory Board Member for Monitaur which provides AI governance and ML assurance software for regulated industries. As a former insurance commissioner, Jillian has shaped national and international regulatory models and standards on issues such as cybersecurity, cyber insurance, big data, accelerated underwriting, artificial intelligence, rebating, pandemic impacts and annuity suitability.
Caitlin Cook is the head of community and vice president of operations at Onramp Academy. She is responsible for building Onramp Invest’s community and brand with advisors and consumers, leveraging her innate ability to understand what resonates with a target audience.
After coming from the asset management space, she now leads Onramp’s education efforts, running point on the creation and evolution of Onramp Academy, the cryptoasset education platform for financial advisors.
Brian Uhlig is a senior partner of employee benefits at Alera Group, a leading independent, national insurance and financial services firm created through the merger of like- minded, high- performing, entrepreneurial firms across the United States. It is the 7th largest privately held employee benefits company in the nation and was founded in 2017.
Dr. Julia Hoffman is head of mental health strategy at Teladoc Health. You can follow Dr. Hoffman on Twitter @juliahoffman.
Derek is the head of advisor experience at Aptus Capital Advisors, an SEC-registered investment advisor specializing in risk-mitigated investing. He organizes the firm’s efforts to help advisors build a confident client base, designing customizable portfolios with client-friendly messaging to match.
