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Einat Steklov is the CEO and co-founder of Kashable.

With more than a decade of experience in a variety of executive roles at high-growth technology companies, Angus McDonald is the Co-Founder and Chief Executive Officer at Cover Genius overseeing the global expansion and development of Cover Genius across industries.

Before Cover Genius, Angus was the VP of International Business Development at iClick Interactive, and Head of Publisher Partnerships at Yahoo!. Angus has a Bachelor of Science in Mathematics and Computer Science from the University of Technology Sydney and is a passionate contributor to rural and youth wellbeing programs through personal efforts and those of CG Gives, the philanthropic arm of Cover Genius.

Jessica Buss is the CEO of the Argo Group.

Mark Matson aims to help people define and realize their goals by making "academic investing principles accessible to everyday investors," he said.

James Lichau, CPA, is an assurance partner with BPM LLP.

Navigating Medicare can be a complex task for retirees, and accountants play a crucial role in guiding their clients through this essential aspect of retirement planning.

Amber Zeise is the director of people at Cocoon, a leave management platform that streamlines the process of managing employee leave. Amber is committed to creating transparent and consistent processes that not only empower employees, but also drive business success. With a strong background in recruiting, she is deeply passionate about Diversity, Equity, Inclusion, and Belonging (DEIB) and excels at establishing structured recruiting practices, as well as optimizing the entire employee lifecycle to foster a more inclusive, efficient workplace.

Leaders from Envestnet, J.P. Morgan Asset Management and Dimensional Fund Advisors discuss how technology has made it both easier and yet more challenging for advisors to manage portfolios on their own.

Large exchanges argue some of the changes could make it more costly for them to offer rebates to brokers in return for order flow.

Clients must understand that having too much of their portfolios allocated in cash can mean lower returns over time.