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The Bahnsen Group, founded in 2015 by a former Morgan Stanley team, has grown into a private wealth powerhouse with roughly 100 employees and offices in three states.

Aaron Cheiffetz is an executive strategist with CDW, where he focuses on how structural shifts in markets and technology reshape banking and capital markets. He holds an MBA from Wake Forest University.

Raymond James spent more than $100 million to recruit and retain advisors in its latest quarter. CEO Paul Shoukry says he'd rather do that than buy another firm.

Jess Polito of Turkey Hill Management says she believes her firm is the only M&A advisory firm that exclusively uses retainer fees, rather than commissions.

Proceeds from the sale of Stifel Independent Advisors, aligned with declining litigation costs, helped drive firm-wide revenue to its second-highest level on record.

Robert Kazdin worked for 20 years in housing finance and mortgage regulation. He served as a director of mortgage credit pricing at Fannie Mae, as a senior examiner at the Federal Housing Finance Agency, or FHFA, and as a regulator at the Office of Thrift Supervision. He is currently retired.

Davide Santonocito is an AI Engineer and QA expert at Sollers Consulting, specializing in ensuring the reliability, performance, and governance of agentic AI systems in insurance.

Financial advisors can differentiate themselves by knowing when to apply the tax-friendly strategy — and when to take a pass.