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Dana Medlin, NBC-HWC, MBCS, is the Senior Director of Behavior Change & Engagement at RecoveryOne, a leading digital physical therapy solution. A certified health and wellness coach, Dana has deep experience working with people to help them reach their health goals. She is trained in multiple behavior change techniques to help individuals create personalized As a behavior change specialist at RecoveryOne, Dana shapes the solution's digital experience, with the goal of improving user engagement and adherence to their recovery plans.

Naveed Yahya is a director in the valuation advisory group at Stout. He has extensive experience providing professional valuation advisory services in the fields of financial reporting, intellectual property and intangible asset valuations, taxation and corporate transactions.

Loren Lirely is a senior vice president in the accounting and reporting advisory practice of the transaction advisory group at Stout. He has over seven years experience providing accounting and reporting services to both public and private sector clients.

The company that provides services to 106,000 posted financial results that were a mixed bag of big-picture wins and notable setbacks.

Brad Lander is the Comptroller of New York City.

Despite its brokers' alleged Regulation Best Interest violations, Laidlaw & Company's latest brush with regulators was handled under FINRA's old suitability standard.

A video producer in New York has a new job and a new retirement plan. Can, and should, he consolidate his savings?

In addition to voluminous recordkeeping, due diligence and expense, what constitutes a "covered function" may vary from firm to firm.

Gino DeRango, a senior vice president of Axos Advisor Services, in Centennial, Colorado, has more than 25 years of experience in the financial services industry via roles including sales, relationship management, sales leadership and strategic initiatives at TD Ameritrade Institutional and, more recently, Goldman Sachs. 

Financial advisors to servicemembers and veterans can connect them with resources that reduce the mental and financial strain of an aging population.