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With 25 years as a Certified Insurance Counselor (CIC) and a background as a Certified Public Accountant, Ray Armstrong has the experience and technical knowledge to assess customers' business environment and explain the resources available to resolve the complex challenges they face in your day-to-day operations.

An advisor with strong client relationships can make a move whether markets are up, down or sideways.

Mark Elzweig is a New York-based executive recruiter who specializes in placing financial advisors at wirehouses, regional and independent brokers and registered investment advisory firms.

Andrea Zoia is an employment attorney and partner at Morgn, Brown & Joy.

Providing for a disabled descendant is a highly complex challenge, and botching it can have tragic results. Here's how advisors can help clients thread the needle.

Sid Saxena is the co-founder and CEO of Docyt, an AI-driven accounting software focused on helping small-business owners significantly reduce operating costs and eliminate issues associated with manual and high-risk back office tasks. Docyt software's AI-powered data extraction, auto categorization and auto reconciliation makes enterprise-level accounting automation solutions affordable and accessible to small and mid-sized businesses.

Shagun Malhotra is the founder and CEO of Skystem. A CPA, CIA and an experienced auditor and process consultant, she started her career in public accounting and has worked in Fortune 100 companies such as Marriott and Freddie Mac. Her work focused primarily on internal controls and risk mitigation in both the international and domestic arenas. She has been a speaker for Fast Trac, a Kauffman Foundation program.

Taxpayers are concerned the extra $80 billion will lead to more tax audits.