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Matthew Attwell is Risk & Client Services Director at The ai Corporation.

At Merrill "it felt like we shifted away a little bit in recent years from the core focus of wealth management," advisor Matthew Spradlin explains.

Joe Sturonas is chief technology officer at PKWARE.

Efi Cohen is chief technology officer and co-founder at Dataroma.

Heidi Maher is the executive director of the Compliance, Governance and Oversight Counsel (CGOC), a forum of over 3,400 legal, IT, records and information management professionals from corporations and government agencies. For over a decade, CGOC has been advancing governance practices and driving thought leadership across the industry. Heidi is also an attorney and a certified privacy manager who has advised hundreds of organizations on information governance around data privacy, regulatory compliance and eDiscovery.

Strengthened legal language recently added to bonus agreements will be removed, according to people familiar with the matter.

Tobias Peter is co-director of the the American Enterprise Institute’s Housing Center.

Douglas Kiker is the Chief Strategic Communications Officer with the Credit Union National Association and serves as the Liaison for the Creating Awareness Advisory Group.

John Janclaes is president of Nymbus