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Nate Flanders is co-founder and CEO of Mandala Exchange.

Brian Martin is a director of technology and cognitive architecture lead in Publicis.Sapient’s AI and data practice. A resident of the Chicago area, he specializes in system and solution architecture to support emerging technologies like AI, blockchain, IoT and quantum computing. Brian works across brands within the Publicis Groupe and provides expertise to clients in a broad portfolio of sectors, including entertainment, CPG, financial, regulatory and healthcare/pharma.

Rashed Haq is the global head of AI, robotics and data and group vice president at Publicis.Sapient. Over the past 20 years, Rashed has helped companies transform and create sustained competitive advantage, through innovative applications of artificial intelligence, dynamic optimization, advanced analytics and data engineering. Prior to joining Sapient, Rashed worked in Silicon Valley startups and has done research in theoretical physics at the Los Alamos National Lab and the Institute for Theoretical Science. His research included gravitation and black holes, astrophysics, quantum computing and quantum cloaking.

At least six RIAs have left since the No. 1 IBD announced a change in policies last November.

Attending to clients' non-financial needs helped propel Merrill Lynch advisor Dane Runia to No. 1 on the Top 40 Under 40 ranking.

The reps join a slew of others who chose not to cooperate with FINRA investigations — at least 21 since 2017 — and therefore agreed to an automatic ban.

Clients who want to make their retirement portfolio resilient to market volatility should veer away from core stock and bond holdings.

Investments as a percentage of HSA assets are growing, but advisors should give clients a complete picture of risks and rewards.

Charles Kolstad is a partner in the Los Angeles office of the international law firm Withersworldwide. He assists clients in tax and corporate planning relating to the acquisition, disposition and restructuring of businesses, corporations and partnerships both domestically and internationally. He frequently advises foreign individuals moving to the U.S. on pre-immigration, income, gift and estate tax planning opportunities. He also focuses his practice on the cannabis industry/cannabusiness, crypto assets and block chain technology, and tax issues related to initial coin offerings.

Marissa Buckley oversaw marketing and communications at Security First Insurance and is responsible for the implementation of the company’s customer experience strategy. She has more than 20 years’ experience in marketing and 15 years’ experience in software development and database management. Prior positions range from digital marketing, computer programmer, and web developer. Her unique skillset and expertise across technology and marketing have allowed her to effectively collaborate throughout system development and identify opportunities to improve the user experience across applications, increase conversion, and integrate marketing analytics to drive iterative development.

Leading the company’s user experience design and development, Marissa has also been involved with the company’s development of mobile applications and the nation’s first social media disaster response communications system. Her effort in the creative development of personalized customer videos garnered recognition as Celent’s 2015 Model Insurer, winning in the digital and omni-channel category. She earned her bachelor of science degree in management information systems from University of Central Florida and a master’s degree in integrated marketing communication at West Virginia University.