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Jerry Buckley was a founder of Buckley LLP, a leading national financial services law firm that combined with Orrick in 2023.

See how they stack up: It doesn't always take a large advisory staff to manage big money.

Alex Malley is chief executive of CPA Australia, an accounting body in Australia, with over 160,000 members.

Patti Newcomer is vice president of marketing and analytics at Intuit’s ProConnect Group, responsible for ProConnect Tax Online, Lacerte, and ProSeries. Her leadership and extensive experience in product development, marketing strategy, and brand strategy guides Intuit’s national efforts with tax professionals.

Prior to leading Intuit ProConnect Marketing, Patti was chief marketing officer and senior vice president at WorldPay US, Inc.; vice president of marketing for Intuit Financial Services; senior vice president and marketing director of Card Business at Wachovia; and vice president of brand marketing at Capital One. She also served as a section head at Procter & Gamble for more than 10 years. Patti holds an MBA from the University of Cincinnati and a bachelor of science degree in chemical engineering from Worcester Polytechnic Institute.

Rhiannon Stone is the chief operating officer at EPL.

Betsey Banker is the Wellness Market Manager at Ergotron, a technology furniture manufacturer based in St. Paul, Minnesota.

At the heart of the issue is a phenomenon where a once-reliable strategy is destroyed when enough traders discover its potency.

The former adviser allegedly pocketed more than $300,000 from trades involving pharmaceutical stocks.

The regional broker-dealer has added at least 19 advisers from wirehouse firms so far in 2017.