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David Cotney is senior adviser at FS Vector, a compliance, public policy and business advisory firm to fintech, regtech and innovative companies. He was previously commissioner of banks in Massachusetts.

Amy Friend is senior adviser at FS Vector. She was previously senior deputy comptroller and chief counsel of the Office of the Comptroller of the Currency.

Chris Moynes manages the finances — and lifestyles — of 75 hockey players, 10% of the NHL's active roster.

FINRA Rule 3210 typically requires permission for brokerage accounts.

An average couple aged 65 who are about to retire this year will need $285,000 to cover healthcare expenses.

Mark Lamm is a senior consultant at Optum.

Jordan Holland is a director at Optum.

Ammar Faheem is vice president of Digital Payment Solutions (North America) at Gemalto, a Thales company.

Alberto Hernandez is COO for the U.S. region at Valid.