Nancy is an independent financial advisor and credit union consultant. She is a results-driven senior leader in financial services, with a diversified background in strategic and business planning, product development, marketing, regulatory compliance and wealth management. With over 30 years of experience, she has built and managed several large businesses for credit unions and global banks, and helped many people pursue their financial goals. Nancy is a graduate of the Wharton School of the University of Pennsylvania, with a Bachelor of Science in Economics.

Rocco is a consultant to credit unions and an Adjunct Instructor at SUNY Stony Brook University, where he teaches accounting and facilitates financial training seminars for the University’s Center for Corporate Education. He is a former Chief Financial Officer to several credit unions, with over 25 years of financial, operations and strategic experience. Rocco is a Certified Public Accountant and holds an MBA in Finance from Hofstra University.

Theresa is a seasoned lending professional with over 25 years providing leadership and driving sustainable results in the mortgage and consumer lending fields for large credit unions. Her career experience includes growing lending portfolios, mitigating risk, and uncovering new lending opportunities. Theresa is a graduate of Montclair State University. She currently serves on the Board of two credit union associations – CU REALM and CUES NJ/Metro NY.

Aaron is the Founder of Escaping the Odds, a media company featuring podcasts highlighting former inmates turned entrepreneurs. As a former inmate, Aaron understands the challenges faced by people re-entering society. Escaping the Odds is his platform to advocate for prison reform and demonstrate how people can achieve financial freedom by building wealth through ownership. Aaron is also actively involved with the Safety and Justice Challenge, a criminal justice reform initiative in Cook County, Illinois.

Rabbi Getzy Rubashkin

Rabbi Rubashkin serves as the Rabbi of Chabad of West Kendall, Florida. During the past several years he has been involved with the Aleph Institute, a non-profit organization dedicated to assisting inmates and their families with financial, spiritual and legal needs. Rabbi Rubashkin is intimately aware of the challenges families face when a loved one is incarcerated. He is devoted to assisting others during these difficult times, and providing guidance to enable them to attain financial security and plan for the future.

Brandon is the Chief Counsel of Paroly Law, serving as “out-house” counsel for several serial entrepreneurs and young companies. Brandon graduated from the University of Pennsylvania and the George Washington University Law School before starting his career, with experience at multiple federal agencies and the launch teams of two software startups.

Kahle is a freelance brand marketer and product manager for consumer brands. She most recently worked at a global health and well-being company, where she was responsible for brand marketing and development for a new product line. She also served on the Advisory Board for the Chester County, Pennsylvania Fund for Women and Girls. Kahle is a graduate of the Wharton School of the University of Pennsylvania, with a Bachelor of Science in Economics.

Zac is a senior business analyst specializing in growth marketing for startups. His experience includes digital marketing, business strategy and financial modeling. Most recently Zac was with a digital media company that designs and develops technology solutions. Previously, he worked for a private equity firm, where he focused on one of their portfolio companies – a health care messaging app. Zac is a graduate of the Wharton School of the University of Pennsylvania, with a Bachelor of Science in Economics.