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Clark Downum is a developer at Redox, an integration platform that securely and efficiently exchanges healthcare data.

Nick Hatt is a developer at Redox, an integration platform that securely and efficiently exchanges healthcare data.

Seniors who are retired or approaching retirement are advised to weigh their options carefully before deciding on how much income to draw from their portfolio

Michael Keeler is executive chairman and founder of LeaseAccelerator, a provider of enterprise lease accounting software. He has more than 20 years of experience building software businesses. Prior to founding LeaseAccelerator in 2003, he served as president of Onmark, an international IT leasing company. Before Onmark, he founded and managed two software companies, DataZen and Ecologic.

Tyler Winn is a CPA in Tulsa, Okla., who gave up his accounting practice to focus exclusively on building a payroll practice, Cirrus Payroll.

Advisor Group firm Woodbury Financial targets the bank brokerage channel.

One of the biggest notable losses came from Merrill Lynch, which lost a team managing $1 billion to the independent space.

Brendan Ross is the founder and CEO of Direct Lending Investments LLC, a SEC registered investment advisor with a primary focus on financing specialty finance companies.

The advisor, a former employee, has been soliciting more than two dozen clients at the bank, JPMorgan says.