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Theodore “Teddy” Flo is the chief legal officer at Zest AI.

Jennifer Sumiec is a Licensed Professional Counselor and Certified Employee Assistance Professional and has a Master’s degree in Health Psychology. She is a seasoned Employee Assistance professional with 20 years of experience working for Empathia. and as an independent consultant. Empathia has been helping organizations and individuals to be their best for over 35 years. The company began in 1982 as an internal employee assistance program (EAP) for a regional medical center and now provides highly customized and successful behavioral health, student support and crisis management programs to companies across the globe. For more information, visit www.empathia.com.

A critical PPP deduction, tax extenders, business meal deductions and more are among the critical points.

Ray Baumruk is vice president of employee experience research & insights at Alight Solutions.

Bill Santos is president and COO of Cerberus Sentinel.

With an average gain of more than 108%, the lineup includes actively managed leaders with fees well above 100 basis points.

Tanya Little is a health economist and chief growth officer at Vitality Group.

Marc Woolward is chief technology officer and chief information security officer for vArmour.

With an eye on pathways to fee-only practices and away from an “eat what you kill” philosophy, four planners aim to usher in a more diverse profession.

Despite pledges, the IBD network didn’t collect enough data for suitability reviews of the outside transaction for more than five years, according to the regulator.