Guest Ilya Zlotnik, Partner, Wealth Adviser, Vivaldi Capital Management Website www.vivaldicap.com AUM ~$6bn Bio Ilya is a Wealth Advisor and Partner at Vivaldi Capital Management in Chicago. For over a decade, he has guided high-net-worth individuals and families through every aspect of their financial life—from strategic asset allocation and portfolio management to complex tax and generational planning. His client-centric approach and deep expertise have earned him recognition as a Forbes Best...
Nov 10, 2025•18 min•Season 27Ep. 10
This Company Wants To Help Feed The World. Meet Mayo Schmidt Chairman of the Board of Brazil Potash. Guest Mayo Schmidt Executive Chairman of the Board of Directors of Brazil Potash Corp. (NYSE-American: GRO), Company Brazil Potash Corp Website https://brazilpotash.com/ Ticker: GRO Bio Mayo Schmidt is the Executive Chairman at Brazil Potash, Corp. (GRO-NYSE), where he provides leadership in the company’s mission to strengthen domestic fertilizer production and advance global food security. Prior...
Nov 09, 2025•22 min•Season 27Ep. 9
This $3 Billion Firm Loves Investing In Deep Value. True Wealth Isn’t Rushed, It’s Engineered Full name: Joshua Barone Title: Principal Wealth Manager Company name: Savvy Wealth Website: http://savvywealth.com/ AUM: Savvy Advisors manages over $3 billion in assets under management Bio: Josh Barone is a financial advisor based in Reno, Nevada, and joined Savvy Advisors in early 2025. As the co-founder of a trust company and investment advisory firm, he brings over 30 years of experience guiding c...
Nov 07, 2025•30 min•Season 27Ep. 8
This Founder & CEO Is Building A Schwab For Private Investments – Meet Ryan Eisenman Co-Founder & CEO Of Arch Name: Ryan Eisenman Title: Co-founder and CEO Company Name: Arch Website: www.arch.co Ryan's Bio: Ryan Eisenman is the co-founder and CEO of Arch (arch.com), an AI powered solution for managing private-market assets like private equity, venture capital, and real estate. What started as a tool for collecting K-1s is now used to automate portfolio management and analysis by over 47...
Nov 05, 2025•13 min•Season 27Ep. 7
This $200M Money Manager Combines Financial Planning & Wealth Management – Meet Robert Finley Founder VirtueAM Robert P. Finley CFA, CFP® Founder & Principal at Virtue Asset Management VirtueAM.com AUM $200M AUM Bio Robert P. Finley CFA, CFP Robert Finley is a Fee-only Certified Financial Planner and Portfolio Manager in Barrington, Chicago and Glenview Illinois. Robert is a CFA® charterholder and a CFP™ certificant with over 20 years of experience. As a trusted senior portfolio manager ...
Nov 04, 2025•22 min•Season 27Ep. 6
Mission Driven - How To Make Better Decisions - From Former Commanding Officer US Navy SEAL Team Two Guest: Mike Hayes A Managing Director at Insight Partners * Former Commanding Officer of US Navy SEAL Team TWO * Managing Director, Insight Partners * Author of National Bestseller Mission Driven (distilled nicely in this article) All of Mike’s profits from his book sales go to a 501(c)(3) he founded, The 1162 Foundation, which pays off mortgages for Gold Star families – he’s paid off 12 widows’ ...
Oct 21, 2025•34 min•Season 27Ep. 5
Brian A. Lee Vice President of Sales BL Wealth Management Firm AUM $600M Website https://blwealthmanagement.com/ About Brian Lee Brian possesses a unique combination of experience in the public and private sectors. Recognized for integrity, ability to work cross functionally, and being passionate about innovative results and achieving goals. Brian started his career in the Insurance/Financial Services space after a two years graduating from Northern Illinois University. He began his journey at C...
Oct 07, 2025•12 min•Season 27Ep. 4
Use Your Investor Voice To Make A Big Impact – Meet Kristin Hull Founder NIA Impact Capital Name: Kristin Hull Title: Founder, CIO AUM: $530M Website: www.niaimpactcapital.com Bio: Kristin is the Founder, Chief Investment Officer, and Portfolio Manager of Nia Impact Capital. Kristin oversees research and decision-making for Nia’s Flagship Global Solutions portfolio, Nia Growth and Dividend SMA, and Nia’s Equity Forward Portfolio, leading company analysis, portfolio design, and criteria setting. ...
Oct 06, 2025•22 min•Season 27Ep. 3
Full name: Thierry L. Bernard Title: Chief Executive Officer Website: https://www.qiagen.com/us Ticker: $QGEN Biography: Thierry Bernard joined QIAGEN in February 2015 to lead the company’s growing presence in molecular diagnostics, the application of Sample to Insight solutions for molecular testing in human healthcare. He was named Chief Executive Officer in March 2020 after serving in this role on an interim basis and became a member of the Managing Board in 2021. Previously, Mr. Bernard held...
Oct 01, 2025•22 min•Season 27Ep. 2
Guest: Edward (a.k.a. Scooter) F. Thomas III Title: Financial Advisor AUM: ~$250M Website: https://savantwealth.com/employee/scooter-thomas/ Bio: As a CERTIFIED FINANCIAL PLANNER® professional, Chartered Special Needs Consultant® (ChSNC®), and Chartered Financial Consultant® (ChFC®), Scooter is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, in...
Sep 29, 2025•16 min•Season 27Ep. 1
Guest: Neil Blumenthal Co-founder and Co-CEO of Warby Parker Website: https://www.warbyparker.com/ Ticker: $WRBY Bio: Neil Blumenthal is a co-founder and co-CEO of Warby Parker, a direct-to-consumer lifestyle brand focused on vision for all. Since day one, over twenty million pairs of glasses have been distributed through the company’s Buy a Pair, Give a Pair program. Neil has been named a Young Global Leader by the World Economic Forum, Entrepreneur of the Year by Ernst & Young, and one of ...
Sep 24, 2025•43 min•Season 26Ep. 10
Guest Ted Halpern, Regional President, Managing Director | MAI Capital MAI Capital’s AUM =$35BWebsite https://mai.capital/ Bio Ted Halpern brings over 30 years of experience in financial services, having launched Halpern Financial, Inc. in 1998. He joined MAI in 2024, where he continues to provide comprehensive financial, investment, and wealth management planning to affluent families, professionals, and their businesses. Ted serves on the Board for Institutional Investor and is involved in seve...
Sep 18, 2025•32 min•Season 26Ep. 9
Guest: Mark DiGiovanni is founder and president of Marathon Financial Strategies Inc. Website: https://www.marathon-forthelongrun.com/ Bio: -Runner since 1969 -BS in 1975 -Middle school teacher 1976-1980 -Married since 1983 -MBA in 1987 -Passed CPA exam in 1988 -Episcopalian since 1989 -Father since 1989 -Founded Marathon in 1995 -Certified Financial Planner (CFP) since 1997 -Chartered Financial Consultant (ChFC) since 1997 -CFP Ambassador since 2010 -Named a Five-Star Wealth Manager by Atlanta ...
Sep 16, 2025•22 min•Season 26Ep. 8
Name: Will Rhind Granite Shares ETFs – Over $10B AUM Title: Founder and CEO AUM: GraniteShares AUM ~ $10 Billion AUM Company name: GraniteShares Website: https://graniteshares.com Bio: Will Rhind is the Founder & CEO of GraniteShares, an award-winning ETF company managing over $10 billion in assets. A recognized leader in commodities and alternative investing, Will helps investors protect and grow capital in inflationary and volatile markets — exactly where smart money wants an edge. Before ...
Sep 15, 2025•21 min•Season 26Ep. 7
Guest Axel Merk President and Chief Investment Officer of Merk Investments With Over $2.5B AUM AUM: $2.5B Company: Merk Investments Website: https://www.merkinvestments.com/ Tickers: OUNZ / ASA Bio: Axel Merk is the Founder, President, and Chief Investment Officer of Merk Investments, a leading investment advisory firm managing over $2 billion, with a focus on gold and precious metals. With a B.A. and M.Sc. from Brown University, Axel brings a wealth of knowledge and expertise to the financial i...
Sep 08, 2025•24 min•Season 26Ep. 6
Guest: Oktay Kavrak, Director of Comms and Strategy at Leverage Shares & IncomeShares Company: Leverage Shares ETPs Website: www.leverageshares.com / www.incomeshares.com AUM: ~$2 Billion Bio: Oktay Kavrak is the Director of Communications & Strategy at Leverage Shares, the pioneer in single-stock ETPs, and IncomeShares, Europe’s first options-based income ETPs on single stocks, indices, and commodities. He has been instrumental in bringing some of the most popular products to the London...
Sep 04, 2025•20 min•Season 26Ep. 5
Alan Strauss Senior Partner, Director of Investor Relations at Crystal Capital Partners with $1B in assets Website https://www.crystalfunds.com/ Bio Alan has been with the firm since 2009. During that time, he has helped lead the firm’s investor relations department and continues to focus on client relations, sales, and marketing initiatives. He earned both his M.S.Ed. in Sport Administration and his B.S. in Broadcast Journalism and Spanish from the University of Miami. Crystal has over $1bn of ...
Sep 02, 2025•15 min•Season 26Ep. 4
This $3B Money Management Firm Shares Timeless Lessons & Takes A Holistic Approach To Investing Guest Daria Victorov – Financial Advisor and Partner at Abacus Wealth Partners with approximately $3B in AUM Website: https://abacuswealth.com/ Bio Daria graduated from Virginia Tech's CFP undergraduate education program. Shortly after graduating she relocated to the Bay Area and worked for a small RIA in Silicon Valley. There she kick started her career working primarily with young professionals ...
Aug 29, 2025•12 min•Season 26Ep. 3
Name: Tom Hulick Title: CEO – Strategy Asset Managers AUM: $850M Website: https://strategyassetmanagers.com/ Bio: Tom Hulick is CEO, CCO and Managing Partner of Strategy Asset Managers. He is the founding partner of Hulick Capital Management, LLC ─ the parent company of both Strategy Asset Managers and Holly Street Wealth Advisors. Mr. Hulick has worked for 25 years as a senior wealth advisor and investment manager for some of the largest financial and investment firms in the world. He is an act...
Aug 20, 2025•14 min•Season 26Ep. 2
Guest Gleb Budman, Cofounder, CEO, Chairman of Backblaze [NASDAQ: BLZE] Website https://www.backblaze.com/ About Gleb Budman Gleb Budman is the co-founder and CEO of Backblaze (NASDAQ: BLZE), the cloud storage company trusted by over 500,000 customers in 175+ countries. From home-built servers to taking the company public, Gleb has led Backblaze with a rare mix of long-term vision, transparency, and scrappiness. Turning a bootstrapped startup into a global cloud platform. Before Backblaze, Gleb ...
Aug 18, 2025•32 min•Season 26Ep. 1
Name: Chris Lo Title: Founder & CEO Website: https://ir.jiguang.cn Company Name: Aurora Mobile Ticker: JG Bio: A serial entrepreneur, founded Aurora Mobile in 2011. Secured multiple rounds of investments from Mandra, IDG, FOSUN, Fidelity, Goldman Sachs, and led Aurora to a successful IPO on NASDAQ in 2018.
Aug 15, 2025•10 min•Season 25Ep. 10
Guest: Scott A. Goginsky, CFA ® Partner & Portfolio Manager Biondo Investment Advisors, LLC AUM: $1.1B Website: www.TheBiondoGroup.com Disclosure: Neither the information nor opinion expressed constitutes a solicitation by us of the purchase or sale of any securities. Past performance does not guarantee future results. Bio: Scott was drawn to the value of a small firm culture and local emphasis when he joined Biondo Investment Advisors in 2010 as a Research Analyst & Portfolio Manager. H...
Aug 14, 2025•27 min•Season 25Ep. 9
Guest Cameron Chell, Co-Founder CEO, Draganfly Inc. Website https://draganfly.com/ Ticker: DPRO Bio Cameron Chell CEO / PRESIDENT Cameron has been a technology entrepreneur for more than 30 years and has spent his career growing a diverse collection of high-potential ideas into revolutionary companies that have changed the way we experience the world. Cameron takes a hands-on leadership role in projects, infusing innovation and adoption with the operational principles of clarity, alignment, and ...
Aug 13, 2025•26 min•Season 25Ep. 8
Guest Peter Evans CEO & President Xtract One Technologies Ticker: TSX: XTRA Website https://xtractone.com/ Bio Peter Evans has over 25 years of experience leading organizations’ digital transformation and innovation activities for customers in high-growth technology businesses. At Xtract One, Peter is bolstering the physical security technology industry while working to improve the patron experience. With his understanding of the operational challenges customers face, Peter is driving the or...
Aug 07, 2025•23 min•Season 25Ep. 7
GuestSeth Pinegar, West Coast Regional Director, The CFO CentreWebsite https://www.cfocentre.com/us/ BioSeth has 25+ years’ experience in helping companies successfully seed, develop, grow, finance, operate, strategize, execute, acquire, consolidate and/or enable investor exits – first with nearly a decade in TMT investment banking with JPMorgan and UBS Investment Bank, followed by Corporate Development and CFO roles in several successful technology and services companies. Since 2017 Seth has la...
Aug 04, 2025•18 min
Guest Julina Ogilvie, CIMA®, CPWA®, CEPA® Partner | Wealth Advisor Principle Wealth Author & Host Money Confident Girls Book & Podcast Firm Website https://www.principlewealthpartners.com/ Firm AUM $2.5B Bio: Julina manages wealth for high-net-worth individuals and families in addition to guiding successful advisors through the firm's succession planning strategy. Prior to joining Principle Wealth Partners, Julina held executive roles at J.P. Morgan Asset Management and Lord Abbett &...
Jul 18, 2025•22 min•Season 25Ep. 5
Title Closing the Gender Investing Gap – Meet Dr. Sylvia Kwan CEO & CIO at Ellevest Guest Dr. Sylvia Kwan, CFA®, CAIA® CEO & CIO Ellevest Website www.ellevest.com About Dr. Kwan Dr. Sylvia Kwan, CFA®, CAIA® is the Chief Executive Officer and Chief Investment Officer at Ellevest. Dr. Kwan is a Chartered Financial Analyst with more than 30 years of industry experience. Prior to Ellevest, she founded SimplySmart Asset Management and held senior portfolio management positions at Financial En...
Jun 26, 2025•27 min•Season 25Ep. 4
This $450M Money Manager Uses Stocks & Options To Gain An Edge In The Market - Meet Paul S. Stanley Managing Partner At Granite Bay Wealth Management Guest: Paul S. Stanley, CFP®, CPM® Managing Partner At Granite Bay Wealth Management $450M AUM Website: https://granitebaywm.com/ Bio: Paul graduated from Bentley College with a Bachelor’s in Economics and Finance. He spent the first ten years of his career working at major Wall Street firms. In 2006 he opened Granite Bay Wealth Management afte...
Jun 17, 2025•23 min•Season 25Ep. 3
Description: In this episode, Johnson Investment Counsel’s managing director Chad Maggard joins Adam in a conversation about getting started in wealth management, a snapshot of the industry today and strategies for navigating tough client conversations. Chad shares his perspective on building trust, addressing client concerns and delivering value — even when the markets get messy. About Chad Maggard, Managing Director of Johnson Investment Counsel: Chad joined Johnson Investment Counsel in 2009 ...
Jun 16, 2025•28 min•Season 25Ep. 2
Guest Name : Scott Buchanan, COO, of Bitcoin Depot $BTM Website : https://bitcoindepot.com/ Ticker : NASDAQ: BTM Bio : Scott Buchanan serves as the COO of Bitcoin Depot, where he oversees the day-to-day operations of the business as well as long-term strategic planning. In his role, Scott applies his long-standing passion for solving complex problems and optimizing business processes to maximize results. He brings a strong professional background in accounting and finance, having previously work...
Jun 06, 2025•11 min•Season 25Ep. 1
