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Clint Walters is chairman and CEO of First Security Bank of Beaumont, Texas, and Beaver, Oklahoma. Before joining First Security, he was a senior executive with Mobiloil Credit Union, which has since rebranded as Rave Financial.

Generation Z is hungry for authentic financial advice to guide them into the future, but planners must first form a 3D view of the challenges the cohort faces.

Greg D. Adams is senior vice president and chief financial officer at American Management Association International. He is the author of Green Shade$: Accountants Aren't Supposed to Die This Way, available on Amazon.

The trio of financial advisors cited the needs of ensemble advisory practices, succession resources and the option to convert to a hybrid RIA model someday.

Freshly split from Raymond James, a new hybrid RIA plans a multiphase transition that will culminate in over $3B in AUM.

Morten Unneberg is CEO of Insurope SC/CV, Insurope Services, Inc., and Insurope Business Services Co., Ltd. Morten has more than 30 years of experience with employee benefits and has been involved in international operations for the last 25 years. Prior to joining Insurope in 2012, he was a Senior Executive with Storebrand in Norway, one of the leading insurance companies in the Nordics. He has also held various sales and sales management positions in Norway and in the USA.

Advyzon has grown for more than a decade using the strategy that all technology should be built in-house, even if it takes longer.

Berkley Charlton is the VP of Product Management at Smarty, a leader in address data intelligence. Prior to Smarty, Charlton worked at Pitney Bowes Software as their managing director of product management. He led the global data business and geocoding business in creating an entire suite of location intelligence, geocoding and data products with their enterprise location intelligence portfolio. Charlton also worked as the VP of strategy and business development at Gadberry Group, where he managed product strategy for geocoding and data products.

Recent years have taken the shine off of fixed income, both as a portfolio diversifier and a way to boost total returns. The prospect of falling rates next month promises to reverse that.