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Ryan Spohn is the CFO and principal-in-charge of advisory services for Sikich. He has over 25 years of financial and operational experience across industries, with expertise in mergers and acquisitions due diligence and integration, ERP systems implementations, restructuring, change management, treasury, cost accounting, financial reporting and analysis.

The shock replacement of the Democratic presidential candidate less than four months before the election has introduced a new element of uncertainty about the outlook for economic policy in 2025 and beyond.

Cheryl Turner is co-founder and chief revenue officer at Beanstalk Benefits.

Matthew Sydney is co-founder and CEO of Beanstalk Benefits.

Whether they were members of the military, teachers, civil engineers, broadcasters, human resources directors or something else, they all share a desire to examine what profession truly fulfills them and take the often arduous path of reinvention.

Another private equity investor placed a large bet on wealth management as the latest insurer to sell its industry holdings spun off an attractive asset.

Tech innovators from Morningstar, CogniCor and others share their experiences using AI and advice on how to get optimal returns as advisors experiment with different types of AI tools.

After prospects become customers, planners have many questions. Here's a look at a somewhat painful yet pivotal phase of the relationship.

Stephanie Behnke is the principal of industry and market insights at Hi Marley. As a former claims executive, CIO and Head of Innovation, Stephanie has built a career focused on understanding the business pain points of insurance carriers and implementing right-fit technology that improves adjuster and agent efficiency while ensuring policyholder experiences are modern, simple and lovable. Stephanie has experience leading major claims-based digital transformation initiatives, has successfully managed large-scale Guidewire implementations and regularly worked with carriers to architect multi-year claims technology roadmaps designed to reduce expenses without sacrificing the customer experience. Her ability to balance business outcomes with a human-centered design approach has enabled her to partner with insurance executives as they consider how to further streamline communication and collaboration efforts across the insurance ecosystem to drive efficiencies.

Cade Thompson is co-president and chief growth officer of Rocktop, a solutions-as-a-service company.