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The LPL–Commonwealth megadeal set off a two-sided scramble. As LPL fought to retain advisors and assets, rivals raced to poach both.

Jeff Garzik is co-founder of Bloq and the CEO and lead engineer at Hemi Labs. One of the original creators of open-source bitcoin software, Jeff spent five years as a core bitcoin developer. He spent another decade shaping the Linux kernel, which currently runs on Android devices worldwide.

Vardan Pogosian is a CPA and a former IRS agent who brings an insider's perspective to clients in advanced tax planning and IRS representation. As a tax auditor for the IRS for nearly ten years, he has served with both the Small Business/Self-Employed Division and the Large and International Business Division.

Taveion D. McCutcheon is the founder of Adept: Accounting Principles & Solutions, LLC, a virtual accounting and AI-driven operations firm serving small and mid-sized businesses. A tax accountant and AI integration specialist, he focuses on modernizing financial workflows, improving compliance, and building scalable systems. McCutcheon is an authorized IRS e-file provider with experience in tax preparation, financial reporting, and audit support

The expansion of cryptocurrency, stablecoins and tokenized assets means more complexity at tax time, including a brand-new form to manage: 1099-DA.

Andy Leung's targeted approach to finding clients on LinkedIn is bringing in warm and even hot prospects at high rates as he builds his niche.

A proposed Labor Department rule could ease the path for alternative investments in 401(k)s, but advisors may face new due diligence and communication challenges.

Recent studies have shown that clients and prospects want human authenticity, even as AI tools become more prevalent in firms' workflows.

Cynthia Overby is Director, GTM strategic security solutions at Rocket Software, a global technology leader in modernization solutions for enterprises running critical IT systems.