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Shahram Zarshenas is CEO and co-founder of Financial Cents, a practice management software built to help accounting firms track the status of client work, collaborate with their team, and get work done.

The groups managing hundreds of millions are coming over from Merrill, Northwestern Mutual and Wells Fargo.

Matheus Riolfi is the co-founder and CEO of Tint. Before this, he was the Director of International Expansion at Turo and launched the company in Canada, the UK, and Germany. He pioneered operations, including designing risk management in different company stages and sourcing insurance in various countries. He is a licensed insurance broker in all 50 US states, holds an MBA from Harvard Business School and a dual degree in business from the University of São Paulo and Kedge Business School.

Sammy is the founder and CEO of YuLife, a tech-driven insurance company on a mission to inspire life by providing group insurance, wellbeing, and rewards in one simple app. He originally built Policy Portfolio plc, the first market maker in traded endowments and led the flotation of the company on the full London Stock Exchange. He then went on to become the founding CEO of PruProtect (now VitalityLife), which was the first life insurance company in the UK to reward healthy living. Sammy holds a degree in computer science from Imperial College London.

Professional athletes, who may have struggled financially for years, often suddenly come into large sums of money once they achieve their dreams. That's where a financial advisor can help — especially one who is a former athlete.

Industry leaders will show exactly how advisors can better use the data they have to charge up AI tools at Financial Planning's upcoming conference, ADVISE AI.

A 37-year insurance industry veteran and a leader in the cyber insurance field, Keith Savino is the National Cyber Practice Leader with PCF Insurance Services, as well as a Principal and Managing Partner with Broadfield Insurance. Keith is an active member with various organizations, including a member of the Leaders Council for the Association of User Group Information Exchange (AUGIE), past President for the National Association of Professional Insurance Agents, former Board of Director for ACORD, former Chair for NetVU, Advisory Board member for Certificial, former Advisory Board for IVANs, plus many other organizations.

Peter McMurtrie is a partner of the insurance practice for West Monroe, a global business and technology consulting firm. Peter has C-suite experience across a variety of insurance disciplines including sales, marketing, claims, customer interactions, and subsidiary oversight—including extensive interaction with and presentations to boards of directors. His three decades of experience covers all types of insurance—from core product lines of personal and commercial Insurance to ancillary lines like accident and health, pet, travel, and medical stop loss products. Peter joined West Monroe from Nationwide Insurance, where he was president of Property & Casualty Commercial Insurance. 

The private equity-backed firm's acquisition of Levy Wealth, with its more than $1 billion under management, falls in line with the trends driving industry consolidation.

Lawranne Stewart is the former assistant chief counsel for the House Financial Services Committee