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Michael Likosky, Partner, Advantage Infrastructure

Dan Sogorka is CEO and president of Sagent Lending Technologies, based in King of Prussia, Pa.

While CEO Jamie Price says tech capabilities rather than cost savings prompted the decision, he acknowledges the need to win over the reps who are now set to change firms.

Robert Schulte is the CEO and founder of LumaTax, a KPMG and Greycroft-backed tax technology company that focuses on sales tax compliance and audits.

Given that I must disclose on my Form ADV that we accepted the aid, I had to ask myself difficult questions about possibly over-zealous regulatory scrutiny as well as my firm's reputation, this advisor writes.

Gil Baumgarten is president of Segment Wealth Management in Houston.

Imran Mia is vice president of global solutions engineering at Nakisa Inc.

Herschel Frierson is a managing director in consulting at Top 100 Firm Crowe LLP, where he specializes in financial advisory services, utility consulting, and general consulting. He previously served as the national director of the National Association of Black Accountants, Inc. Reach him at herschel.frierson@crowe.com.

New digital tools have boosted advisors' ability to reach more — but not all — clients.