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Financial advisor Christian D’Urso spends his mornings hiking, kayaking or biking, and his afternoons running a $110 million advisory business on the water.

Andrew Shikiar is the CEO of the FIDO Alliance.

The partnership sets a new standard in the industry, according to Orion president Noreen Beaman.

To oversee operations in the middle of the country, Merrill Lynch turned to a veteran of the firm.

Robin Powell is a benefits consultant at Strategic Benefits Advisors.

Marc Howard is the founder of Firmlever, a platform designed to empower accountants with insights and tools to optimize firm valuations. By focusing on metrics that matter—like revenue per full-time employee, profitability and operational efficiency—he helps firms position themselves for growth, attract investors, or prepare for acquisition.

The 20 funds in this ranking shed more than $793 billion over the period.

Cheryl Brown Merriwether brings over two decades of experience in corporate human resource management, addiction recovery awareness and adult education to ICARE. As executive director, she oversees and directs the administration, operations and student support services for ICARE’s three divisions. Cheryl is also the 2021/2022 President of GOSHRM. Connect with Cheryl via LinkedIn.

Several proposals have so far failed to pass the SEC's muster.