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Jason D. Turner is the Founder, President, and Chief Executive Officer of Venbrook Group, LLC. He is responsible for corporate leadership of the risk management, insurance and reinsurance broking firms, as well as developing and implementing core strategy, building infrastructure, and establishing the Venbrook vision and values systems. From modest origins as the sole proprietor of a retail brokerage, Turner has led Venbrook through a series of successful transitions and acquisitions.

Three executives shared best practices around compensation in the fight to recruit, retain and support planners and other key employees.

Samara Cohen, senior managing director, is BlackRock's chief investment officer of ETF and index investments and a member of the firm's global executive committee.

The accounts are expected to grow by another trillion dollars over the next decade because of their tax and flexibility advantages, Daffy CEO Adam Nash said.

Pat O'Donnell is chief executive officer of iPipeline. He joined the organization in November 2023, bringing robust industry knowledge and expertise to the role, including extensive experience in leading and overseeing software company operations, sales, and engineering.

O'Donnell joined iPipeline from Ministry Brands, the leading provider of software and services for faith-based, non-profit, and other purpose-driven organizations, where he led the organization as chief executive officer. In this role, O'Donnell played a key role in the company's success and oversaw a period of transformation and growth.

His experience includes serving as senior vice president, and later as president, of FLEETCOR, an Atlanta-based leading global business payments company.

O'Donnell also held roles of increasing responsibility during his nearly 24 years with ADP, a member of the Fortune 500 and global technology company providing human capital management solutions, including as senior vice president and Division Vice President of Major Accounts.

New offering would allow advisors to connect with more than 20 external asset managers.

New Hispanic Market Certification Program launches this week to begin Hispanic Heritage Month.