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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.

Anupam Singhal is the co-founder of Monaeo, a technology company delivering data analytics that empower taxpayers to manage risks and harness opportunities created by travel, in both Personal and Enterprise Editions. A former principal at Silver Lake, he also served at General Atlantic as a growth investor and at Morgan Stanley in M&A. He holds a Harvard Business School MBA.

Tim Brown is vice president of security architecture at SolarWinds.

Pete Moyer is a principal consulting engineer, IP/Optical Networks, at Nokia. He has in-depth expertise in data center architectures, IP routing, MPLS technologies, and large service provider backbones. He also provides consulting expertise in adjacent technologies; such as SDN, segment routing and EVPN. He holds expert level industry certifications from multiple networking vendors and has a Bachelor of Science in Computer Science.