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Hannah Smalltree is editor at Cazena, a data management, cloud comouting and analytics software company.

Darren Cooper is director of industry solutions for Stibo Systems, a provider of master data management systems.

Sazzala Reddy is co-founder of Datrium, a leading provider of open converged infrastructure for hybrid clouds. Prior to founding Datrium he was chief architect and distinguished engineer at EMC / Data Domain.

In a bull market's later stages, some types of investments work better than others. Find out which ones they are.

If you want to eventually sell your practice for a big pay day (and not everyone does), aim for annual growth of 15%.

Debbie Roos is the chief operating officer for ATKG LLP, a San Antonio, Texas accounting firm.

Nicole Jass is VP of data products at Worldpay

The two advisors generated about $1.5 million in annual revenue, according to the No. 3 IBD.

A tech-savvy Generation X is poised to become a practice's most valuable clientele. But slick apps and interfaces aren't enough to attract this group of investors.