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Fees among the leaders range from as little as two basis points to as high as 125 basis points.

Dana Wade is Assistant Secretary for Housing and Federal Housing Commissioner at the Department of Housing and Urban Development.

Necessity, and a connection to holistic advice, has been the mother of new revenue streams, new clients and new offerings.

Will Bailey, Chief Strategy Officer at InvestCloud, has worked for the fintech firm since the company's founding. Prior to his appointment as CSO he moved to London to head investCloud’s European expansion. He also previously led the platform technology and product management groups.

The former wirehouse advisors specialize in financial strategies for high-net-worth clients, families and businesses.

Many taxpayers want to pay less themselves — but want others to pay more.

From his front-office perch at the Seattle SuperSonics, Palash S. Islam gleaned practice-management wisdom that served him well as a financial planner.

Palash S. Islam, CFP, is the founder of Synergy Financial Group. As an entrepreneur, he has owned and invested in innovative businesses outside of financial services.

Kellogg Fairbank is executive sales leader at Nash.

The firm will use its warchest to expand its technology stack and make acquisitions.