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Michael Ramos is the founder and managing partner of MRA Learning, a full-service learning and development consulting firm that specializes in curriculum design and custom learning solutions. Reach him at mramos@mralearning.com.

Zac McClure is the co-founder of TokenTax, prior to which he spent his career in international finance and accounting spanning JPMorgan, Imprint Capital, Bain and Elsevier. He has worked in over a half-dozen countries and received his MBA from the UPenn Wharton School and BS’s in both Accounting and International Finance from the University of Southern California.

Financial advisors choose technology the way cyclists pick out their rides, Riskalyze Managing Director for Enterprise Services Dana Rhodes explains in a Financial Planning podcast.

The firm is hosting virtual meetings with prospective hire as it seeks to further its growth.

Noah Wilcox, a fourth-generation community banker, is president, CEO and chairman of Grand Rapids State Bank and its holding company, Wilcox Bancshares, both based in Grand Rapids, Minn; and president, CEO and chairman of Minnesota Lakes Bank in Delano, Minn. He is also a director at BankIn Minnesota, a state trade association. He is a former chairman of the Independent Community Bankers of America.

Senior Director, Cornerstone Advisors

Jason Tepperman served as the director of the U.S. Treasury Department’s Small Business Lending Fund from 2010 to 2014. He presently is the managing director of PLC Fund Advisors LLC, a specialized small business lender. The views expressed in this article are his own.