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The group is led by a veteran adviser who started her career in the late 1980s.

The recruit leaves a team led by a past On Wall Street Top 40 Under 40 adviser.

Gene Marks, CPA, is a columnist, author, and small-business owner. A past columnist for both The New York Times and The Washington Post, he now writes regularly for The Hill, The Philadelphia Inquirer, Forbes Inc. Magazine, Entrepreneur Magazine and Fox Business.

He has written five books on business management, specifically geared towards small and midsized companies. His most recent is "The Manufacturer’s Book of Lists." Nationally, he appears regularly on MSNBC and Fox News as well as The John Batchelor Show and SiriusXM’s Wharton Business Channel, where he talks about the financial, economic and technology issues that affect business leaders today.

Through his keynotes and breakout sessions, Marks helps business owners, executives and managers understand the political, economic and technological trends that will affect their companies and — most importantly — the actions they can take to continue to grow and profit.

He owns and operates the Marks Group PC, a 10-person firm that provides technology and consulting services to small and midsized businesses. Prior to starting the Marks Group, he spent nine years in the entrepreneurial services arm of the international consulting firm KPMG in Philadelphia where he was a senior manager.

Adviser Zaneilia Harris seeks out clients who resemble a former version of herself — young, single, African-American women struggling to make wise choices — and keeps them by structuring compensation in an atypical way.

Optimism rises post-election

Paul S. Hugel, Esq, is an attorney who has been practicing in the federal and state courts of New York for over 20 years. He is a partner in the law firm of Clayman & Rosenberg, LLP and has represented numerous clients in civil and criminal matters arising under United States securities laws. He can be reached at hugel@clayro.com.

Eduardo Singerman, CFE, CPA, is a Litigation Director in the Global Forensics practice at BDO USA, LLP in the firm’s New York office with more than 25 years of experience in public and private accounting. He is a member of the American Institute of Certified Public Accountants and New York State Society of Certified Public Accountants, and holds a Master’s degree in Economics and Accounting from the City University of New York. He has published articles in Forbes, Accounting Today, The CPA Journal, Benefits Compensation Digest, and Employee Benefit Journal. He can be reached at esingerman@bdo.com.

Richard Sutton is a principal of Worksite Health Advisors.

Wealth managers can do better than rely on 30-year-old software to deliver financial data to their clients.

Derek Brown is vice president of product development at Addepar.