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Renée Sattiewhite is the president and CEO of the African-American Credit Union Coalition.

Matej Trbara is the co-founder of Farseer, a rapidly growing SaaS company in Croatia dedicated to revolutionizing business modeling, planning, and analysis. He previously served as an engineering manager at DeepAR.ai and ShopAR, where he led core development teams building 3D and augmented reality face-tracking SDKs. He holds a master's degree in computer software engineering from the University of Zagreb and specializes in transitioning complex data frameworks into automated enterprise solutions.

Median sale prices for RIAs have long been ticking upward. But some valuation experts argue that impending retirements could lead to an oversupply of firms on the market — and lower price tags.

Adam Cohen is the co-founder of Morph Services, which uses innovative technology to unlock previously trapped data in heavily regulated sectors, including the tax space.

Financial advisors and their clients must prepare for the possibilities of a stock downturn, unexpected early retirement, long-term care and inflation, experts say.

Raising firm fees — whether under a flat-fee or AUM model — is essential to maintaining a profitable RIA. Wealth advisors shared how they were able to increase prices and revenue with little client turnover.

Innocent client missteps can retroactively zero out balances in the alternatives-rich, held-away retirement accounts, with the advisor none the wiser.

Alex Burggren serves as VP, consultant relations leader at AccessHope, where he focuses on strengthening relationships with the benefits consultancy community and advancing strategic engagement across the market.

Previously, he held leadership roles at Virta Health and Virgin Pulse (now Personify Health), where he led consultant engagement initiatives supporting employer health innovation. He began his career in health benefits consulting at Mercer and WTW.

Alex holds an MBA from the Marshall School of Business at the University of Southern California and a Bachelor of Science in Physiology from the University of California, Davis.