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Michelle Westfort, Chief Product Officer at InStride, is a globally recognized leader in post secondary education with over 20 years of experience. An integral member of InStride since its inception in 2019, she brings a bold sense of innovation to drive successful programs and partnerships derived from a humble immigrant family upbringing. Her career has centered around unlocking access to education from high school launch programs to adult career pathways and from digital transformations to workforce skilling. Her work has spanned marketing, business development, program design, and strategy at mission-centric organizations such as The Learning House (acquired by Wiley NYSE: WLY), Pivot, Navias (ASX:NVT) and Education Management Corporation.

Kathy Pattillo is a managing partner at executive search and leadership consulting firm Boyden, where she also serves as global practice leader of its financial officers practice. She has over 20 years of experience in executing searches for and consulting with finance-focused C-suite leaders, including CFOs, CAOs, CIOs and functional leaders in finance.

The latest revision to state regulators' guidelines for non-traded real estate investment trusts could change who can invest and how advisors can recommend the products to clients.

Nicky Brown is vice president of public policy and government affairs at HealthEquity. Her 20+ year career has focused predominantly on the benefits space in implementation, compliance, and advocacy.

Larry Mohr, CPA, MBT, is a tax principal with Baker Tilly's not-for-profit practice. He has 35 years of experience providing tax-related services for not-for-profit organizations.

New Fidelity research reveals how university professors approach retirement differently, offering key insights for financial advisors.