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Mary Kraus is a technology coordinator at HSHMC and curriculum consultant and developer of the Classroom of the Future Foundation project.

The stolen funds allegedly went to pay for college expenses and credit card bills, according to federal prosecutors.

Texas securities watchdog derided the advisor for not considering the costs associated with an equity trading strategy he employed for certain clients.

Kevin Zolriasatain is a principal and the practice leader of KBKG’s Research and Development Tax Credit Services.

Securities Service Network is entering a space usually regarded in the industry as the specialty of HD Vest and 1st Global.

Christa Degnan Manning leads Bersin by Deloitte’s solution provider research. In this role, she collaborates with Bersin and Deloitte colleagues across practices to identify and analyze software and service providers that support and sustain success in human resources, workforce enablement, and organizational effectiveness. Christa’s research and advisory work helps businesses align their workforce support strategies with the right third-party partners and governance models to deliver functional capabilities and employee experiences that support productivity, engagement and workforce efficiency.

Industry leaders see an opportunity to reshape debates that determine wealth management's future.

This is the second time in recent weeks that the firm has poached talent from the wirehouse.

Matthew T. Hoesly, CFP, ChFC, MSFS, is an investment adviser at Resource 1 in Norfolk, Va. His focus is on areas of personal financial advice, retirement planning and asset management; playing a vital role in corporate employee meetings and educational seminars. Hoesly has qualified for Million Dollar Round Table every year since 2008 and has achieved five Court of the Table and two Top of the Table honors.

The four-member group previously generated about $2.5 million in annual revenue.