Jenna Lofton is a Certified Financial Advisor, stock trader, and small business owner currently living in New York City. Jenna holds an MBA with a Financial Focus, as well as an MBA in Business Administration from the University of Maryland. Her experience also includes several years working at different firms…
Dr. Kara Tan Bhala is the President and Founder of Seven Pillars Institute for Global Finance and Ethics, USA, the world’s only independent think tank for research, education, and promotion of financial ethics. The Institute’s quest is to put ethics back into the theory and practice of finance. Kara’s latest…
Abeir Haddad was born and raised in Vancouver, Canada. As a teenager, he took a deep interest in the professional landscape and, after graduating high school, spent two years studying at Capilano College. With plans to transfer to the University of British Columbia, Abeir decided to pursue a unique business…
Christan Hiscock is the CEO and co-founder of Kardia Financial Group, which was born from the desire to change the financial services industry through heart-centered services that focus on what’s truly important; the people. Based in Calgary, Kardia Financial Group believes that the financial services industry should not be solely…
Clint Lotz is the President and Founder of TrackStar.ai, a new, predictive API designed to help enterprise level banking/lending/mortgage institutions offer better and more accurate loans to customers – all based on information in lender’s existing databases. Prior to launching TrackStar, Clint founded TCRO Systems, where he has developed the…
Roland Dickey Jr. is an award-winning executive based in Dallas, Texas and the Chief Executive Officer of Dickey’s Capital Group. Previously serving as Chief Executive Officer of Dickey’s Barbecue Restaurants, Inc., Dickey has worked for the family business for over two decades, during which time he has grown it from…
Nathan Liao is the founder of CMA Exam Academy, a top Certified Management Accountant exam review program. As a CMA and CMA coach, Nathan mentors accounting and finance professionals in over 80 countries to earn their CMA certification in as little as 8 months. The unique review framework in CMA…
Joe Lucey is a Certified Financial Planner and tax expert with almost 30 years of experience advising clients on their current and future finances. For the past 10 years, he’s also been the host of his radio show, Secured Retirement Radio, in Minneapolis. He learned early in his career that…
Michelle Bomberger is the CEO and Managing Attorney at Equinox Business Law Group. As a small business founder and a fellow entrepreneur, Michelle understands the emotional and practical aspects of owning a business. This makes her an effective guide for business leaders in evaluating risk and opportunity in their decision…
Gagan Grewal, CEO of Mogul Productions, leads the financial vision for the platform, including development of the Mogul Continuous Organization and Smart Wallet. Prior to joining Mogul, Gagan was the managing partner of a private equity firm, led the private banking team for Scotia Wealth Management, and founded his own…