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Advisors reported that the speed with which President Trump seeks to remake Washington in the first few weeks of his second term also had clients on edge.

Arun Kumar is chief technology officer at Socure, a digital identity verification and identity fraud prevention company.

Kathryn Eskandarian is the chief financial officer at Visual Lease, where she oversees the organization's financial operations and general administration functions, including IT, legal and human resources. Appointed as VL's CFO in July 2023, Eskandarian has been instrumental in helping the organization grow and scale successfully. She is a CPA registered in New Jersey and has a B.S. in accounting from William Paterson University.

Cat bonds, as they're called, can bring in significant returns, but they carry serious risk as well.

In an industry with too few advisors, many say the failure rate for newcomers remains disconcertingly high. But brokers on Financial Planning's top 40 under 40 list say they wouldn't be where they are without early career training.

Financial Planning announces its 2025 class of the top 40 most productive employee wealth management brokers under age 40.

Financial Planning announces its 2025 class of the top 40 most productive employee brokers under age 40 at regional U.S. firms.

Mahlet Makonnen is a principal at the law firm Williams & Jensen.