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Mark Stevens is a partner and managing director in the Baltimore office of Snowden Lane Partners.

The firm's newest hire was an ex-Morgan Stanley complex manager.

If a client becomes incapacitated, who will give the financial planner directions?

Wealth managers report being divided on whether to allocate more client funds to global or domestic stocks.

Jim O’Connell is a compliance analyst at Ceridian and Washington, D.C. veteran. He blogs about upcoming HR legislation, tax policy changes, employment law and compliance issues that affect employers, including health care reform, employee benefits, FLSA, employment taxes and more. With more than 35 years of experience in federal legislative and regulatory affairs, O’Connell focuses on HR and payroll policy issues, keeping customers informed about fast-changing and complex compliance regulations and workforce trends. He has served as an adjunct professor at Georgetown University in Washington, D.C., specializing in global business-government relations. O’Connell has been with Ceridian since 1982.Before joining Ceridian, he served in the U.S. Senate as chief legislative assistant to New York Senator Jacob K. Javits and later with Connecticut Senator Lowell P. Weicker. O’Connell holds a Ph.D. in economics from New York’s Fordham University.

Truxton Trust has just one office, in Nashville, but it boasts clients in some of the wealthiest locales in the country, including Silicon Valley and New York.

Joe Keefe is President %26 CEO of Pax World Funds (www.paxworld.com), which manages approximately $2.6 billion in mutual fund and ETF assets employing a Sustainable Investing approach - fully integrating environmental, social and governance (ESG) factors into investment analysis and decision making. Pax World Funds include the Global Women's Equality Fund (PXWEX), the only mutual fund in the United States focused on investing in companies that are global leaders in promoting gender equality and women's empowerment. Pax World also offers a Women %26 Wealth program aimed at helping financial advisors attract and retain women clients by better understanding and serving their needs. Joe was named by Ethisphere Magazine as one of the "100 Most Influential People in Business Ethics" for 2007, 2008 and 2011, and in 2012 was recognized by Women's eNews as one of "21 Leaders for the 21st Century," where he was the sole male honoree. Joe is also Chair of the Board of Women Thrive Worldwide (www.womenthrive.org), a Washington-based non-profit advocating for shaping U.S. development assistance and trade policy to benefit women and girls living in poverty around the globe; a member of the Leadership Group for the Women's Empowerment Principles, a joint initiative of UN Women and the UN Global Compact; and chairs the institutional investor committee of The Thirty Percent Coalition (www.30percentcoalition.org), which focuses on increasing the number of women on corporate boards.

Before joining Dynasty, Gordon Abel headed financial services marketing for the search giant.