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Carla McCall, CPA, CGMA, is managing partner of AAFCPAs, a 240-person CPA and consulting firm based in New England. She was named one of 2020’s "Most Powerful Women in the Accounting Profession" by the American Institute of CPAs, and was also honored as part of Accounting Today’s Managing Partner Elite List.

“The rollout of this plan has acted as a tipping point,” says Nick Pennino, an Edward Jones advisor.

In the future, advisors will be able to support their clients by offering more personalized guidance as well as insights on what "people like you" are doing, writes Bill Parsons.

Patrick Morrell is the cofounder and chief revenue officer at Anduin, an AI-based billing platform. A veteran sales and marketing leader and technology company founder, he began his career in sales at CEB (now Gartner). He then joined Three Ships, where he led content development and later business development, and then joined Skookum (now Method) where he led inside sales and strategic partnerships as the company scaled (later acquired by GlobalLogic). Sealed Air Corporation then recruited him to build and manage the enterprise's first inside sales team and manage a nine-figure portfolio of commodity products. Morrell then founded and eventually sold a direct-to-consumer ecommerce business, and then cofounded Digitize.AI, a fintech company focused on the health care industry, where he ran sales and marketing. After exiting Digitize.AI (acquired by Waystar), he cofounded Anduin. An avid runner, reader, and basketball fan, he lives in North Carolina with his wife Clay and two children.

Jack Yoest is a consultant and assistant professor of Practice in Leadership & Management at The Catholic University of America in The Busch School of Business, in Washington, D.C.

Estate planners are keeping a close eye on the department’s agenda, anticipating the possible revival of several regulatory projects shelved by the Trump administration.

Henry Cisneros is Vice Chairman of the Board of Directors and equity owner of Siebert Williams Shank & Co. LLC.

Suzanne Shank is President, CEO and equity owner of Siebert Williams Shank & Co., LLC.

Bill Parsons is the Group President, Data & Analytics, and International for Envestnet | Yodlee. In this role Bill is responsible for crafting and executing overall ENV Analytics Product and Sales Strategy. Over the course of his nearly 12 years with the company, Bill has also held the roles of Chief Customer Officer of Yodlee Financial Services, and has been responsible for Global Field Operations.