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Sean Walters is CEO of the Investments & Wealth Institute.

He has been active in shaping education and standards within the financial advisor profession since 1997 and has worked in senior leadership roles for member-based, nonprofit organizations since 1992.

Chuck Roberts, whose recommendations of structured notes landed the St. Louis firm a nearly $133 million arbitration award, was kicked out of the industry after ceasing to cooperate with a regulatory investigation.

Most athletes run into money problems after their playing days are over, but experienced advisors say that with careful planning, this specialized client base can build financial success for the long run.

Experts say that families often get caught off guard by their loved ones' cognitive decline and it's a crucial component of planning that is frequently left undiscussed.

Ben Turner is CEO of Verituity, which provides payment verification services.

Lance Mason is a distinguished accounting professional and licensed CPA known for his ability to bring clarity to complex financial topics. He began his career at Ernst & Young, where he built a strong foundation in public accounting before moving into the startup ecosystem. There he has applied his deep expertise in ERP systems like Oracle NetSuite to help these startups scale. An engaging speaker, he combines practical experience, technical acumen, and a forward-thinking vision to deliver insights that resonate with accounting professionals and business leaders alike. His storytelling approach not only demystifies accounting concepts but also inspires a broader conversation about the future of capital markets.

Harish Kapur is the president and CEO of Across America Insurance Services, a specialized wholesale insurance brokerage serving the specific needs of the commercial trucking and transportation industry, including E&S service offerings.

The CFP Board promised to enhance its review processes after an investigation found major shortcomings. A new analysis of CFP data found that the problem has only gotten worse.

Brian Parker is SVP, National HR Consulting and Workforce Solutions Leader at Alera Group. He leads the Alera Group division responsible for helping clients create strategies to attract and retain talent and transform the way they serve employees. His guidance empowers organizations to better engage their people and find the right technology and services to carry out their mission.

Terri Kallsen will precede him next year as chair of the Board of Directors; Seay will take over that role in 2027.