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Matt Chisholm is senior vice president of business solutions at Commonwealth Financial Network, working to ensure that advisors have access to the consultants, programs and resources needed to build scalable, sustainable businesses. Previously, he was senior vice president of practice management and consulting at Fidelity Investments.

Record revenue wasn't enough to offset costly legal charges that the firm racked up in the first quarter.

Angela Abbott has spent over 20 years in the billing and payments industry and has dedicated more than half of that time to the insurance market. In her current role as AVP, Insurance at InvoiceCloud, Angela works closely with carriers and providers to ensure successful integrations of InvoiceCloud's cutting-edge electronic bill presentment and payment solution.

Rajat Dubey is an accomplished cybersecurity professional with 14+ years of experience in IT security, cyber strategy, risk advisory and security compliance for the insurance, banking & financial industries. He holds Masters of Engineering in Cyber Security-Policy and Compliance from The George Washington University, Washington D.C and a Master of Business Administration from Rotman School of Management - University of Toronto.

While AI search tools have the potential to provide advisors with additional time to spend with clients, experts say query results should be reviewed with a skeptical eye.

Dan Luthi is a partner at Ignite Spot Accounting Services and adjunct professor of accounting at Utah Valley University.

See which firms are paying advisors with $1 million in annual revenue the most.

Aneri Jambusaria, among other LPL executives, plans to offer a bevy of support services to advisors of the soon-to-be purchased Commonwealth Financial Network while maintaining its small-firm feel.

A month into his new job, Triad Wealth Partners' chief technology officer Quin Kilgore is looking to build proprietary platforms and leverage AI tools to more than double the firm's AUM.