Banco Popular de Puerto Rico

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.

With over 20 years' experience in starting up and growing technology businesses, McNally is passionate about enabling others to transform and succeed in the digital space.

Leif O’Leary is the CEO of Alegeus.

Michael Cline is Managing Director and Insurance Sector Claims Leader at Deloitte Consulting LLP. He has over 28 years of experience in claims operations and technology at insurance companies and the consulting field. He also has insurance industry professional designations from the Insurance Institute of America; CPCU, AIC, API, AIS and AINS. Michael holds an insurance property & casualty adjusters license in the State of Nevada and is an active member of the Insurance Institutes National Claims Interest Group committee.

Associate Garrett Smith is an attorney with Oppenheimer Investigations Group, a San Francisco Bay Area-based law firm that specializes in impartial workplace and school investigations as well as trainings, executive coaching, expert testimony and mediation services. Garrett can be contacted at garrett@oiglaw.com.

Partner Zaneta Seidel is an attorney with Oppenheimer Investigations Group, a San Francisco Bay Area-based law firm that specializes in impartial workplace and school investigations as well as trainings, executive coaching, expert testimony and mediation services. Zaneta can be reached at zaneta@oiglaw.com.

Kristen Carlisle is general manager at Betterment at Work.

Karen Koch, CPA, MT is a senior director in the Louisville, Kentucky, office of Source Advisors.