Smart Money Circle

This $450M Money Manager Uses Stocks & Options To Gain An Edge In The Market -Meet Paul S. Stanley Managing Partner At Granite Bay Wealth ManagementGuest:Paul S. Stanley, CFP®, CPM® Managing Partner At Granite Bay Wealth Management $450M AUMWebsite: 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 after realizing that independence was the only way to truly offer what was best for his clients.Paul obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1999. He has successfully completed level one of the Chartered Financial Analysts (CFA®) exam. He also received his Certified Portfolio Manager (CPM®) designation through the Academy of CPM and New York University's Stern School of Business in 2022.Paul currently serves as a Selectman for the Town of Greenland, NH. He has served as an elected member of the MSAD 35 School Board, Chairman of the South Berwick Sewer District, and a board member of Marshwood Youth Baseball. He spends his free time coaching baseball and soccer, cooking, traveling, golfing, running, and playing guitar. Paul lives in Greenland, NH with his partner Colleen and her daughter Annabelle and has two grown sons: Trevor, who works as a financial advisor for Granite Bay, and Chase, who is attending the University of Tennessee in Knoxville.

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 and is a Managing Director within Johnson Family Office Services. He is a shareholder of the firm and holds the Chartered Financial Analyst® (CFA®) designation. Prior to coming to the firm, he was a Financial Consultant for AXA Advisors, LLC.Disclaimer: Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.

Guest Name:Scott Buchanan, COO, of Bitcoin Depot $BTMWebsite:https://bitcoindepot.com/Ticker:NASDAQ: BTMBio: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 worked as a manager for Acuity Brands and an assurance associate for KPMG. Scott is also a Certified Public Accountant with a master's degree in accounting from Wake Forest University. 

Guest: Heath Fountain CEO of Colony BankcorpWebsite:https://colony.bank/Ticker: CBANBio:T. Heath Fountain is the Chief Executive Officer of Colony Bankcorp, Inc., a leading community bank headquartered in Fitzgerald, Georgia. Fountain joined Colony Bank on July 30, 2018, as President and CEO, and also serves on the company's Board of Directors and Executive Committee. Under his leadership, Colony Bank has achieved the number one deposit market share among community banks in Georgia. The bank has grown to more than $3.1 billion in assets and expanded its presence across the state of Georgia, as well as into Birmingham, Alabama, Tallahassee, Florida, and the Florida Panhandle.

The Power of the Patch: Serguei Melnik Shares How Nutriband Is Disrupting The Drug Delivery BusinessGuestSerguei Melnik Founder & President Nutriband Ticker: NTRBWebsite:https://www.nutriband.com/Bio:Mr. Melnik has been involved in general business consulting for companies in the U.S. financial markets and setting up legal and financial framework for operations of foreign companies in the U.S.Mr. Melnik advised UNR Holdings, Inc. with regard to the initiation of the trading of its stock in the over-the-counter markets in the U.S., and has provided general advice with respect to the U.S. financial markets for companies located in the U.S. and abroad. From February 2003 to May 2005 he was the Chief Operations Officer and a Board member of Asconi Corporation, Winter Park, Florida, with regard to restructuring the company and listing it on the American Stock Exchange.Mr. Melnik from June 1995 to December 1996 was a lawyer in the Department of Foreign Affairs, JSC Bank “Inteprinzbanca,”, Chisinau, Moldova, and prior thereto practiced law in Moldova in various positions. Mr. Melnik is fluent in Russian, Romanian, English and Spanish.Full bio here: https://www.nutriband.com/team-1/serguei-melnik

Don't Mistake Risk For Stress: Direxion's CEO Douglas Yoneson Risk, Reward, and Leveraged ETFsGuest: Douglas Yones CEO of DirexionCompany: Direxion ETFWebsite: https://www.direxion.com/ AUM: $50 BillionBio:As CEO of Direxion, Douglas Yones spearheads the company's strategic growth, overseeing innovative ETF solutions for retail and institutional investors. He drives partnerships with regulators and distribution channels to solidify Direxion's leadership in Leveraged and Non-traditional ETFs. With decades of expertise in asset management, ETF structures, capital markets, and compliance, Douglas serves on Direxion's Executive Management Committee.Previously, Douglas was Head of Exchange Traded Products at the New York Stock Exchange, managing listings for ETPs, Closed-End Funds, and SPACs. His tenure included supporting over 2,000 ETF launches and consulting with more than 250 asset managers on their inaugural funds. Before that, Douglas spent 17 years at Vanguard, leading Domestic Equity Indexing/ETF Product Management and contributing to ETF development across the United States, Canada, Europe, Latin America, Asia and Australia.Douglas holds a ChFC®, CETF®, an MBA from Villanova, and a bachelor's degree from Penn State. A FINRA-registered Options and General Securities Principal, he is a prominent advocate for ETF investor education globally. His contributions include the creation of ETFcentral.com, furthering the development and adoption of the Certified ETF Advisor CETF® program, and producing educational content via podcasts and digital platforms to advance ETF adoption and understanding for investors worldwide.Note: Please Read The Full Disclaimer On The Company's Website:An investor should carefully consider a Fund's investment objective, risks, charges, and expenses before investing. A Fund's prospectus and summary prospectus contain this and other information about the Direxion Shares. Click here to obtain a Fund's prospectus and summary prospectus or call 866-476-7523. A Fund's prospectus and summary prospectus should be read carefully before investing.Leveraged and Inverse ETFs pursue daily leveraged investment objectives which means they are riskier than alternatives which do not use leverage. They seek daily goals and should not be expected to track the underlying index over periods longer than one day. They are not suitable for all investors and should be utilized only by sophisticated investors who understand leverage risk and who actively manage their investments.Direxion Funds Risks — An investment in the Funds involves risk, including the possible loss of principal. The Funds are non-diversified and include risks associated with concentration risk which results from the Funds' investments in a particular industry or sector and can increase volatility over time. Active and frequent trading associated with a regular rebalance of a fund can cause the price to fluctuate, therefore impacting its performance compared to other investment vehicles. For other risks including correlation, compounding, market volatility and risks specific to an industry or sector, please read the prospectus.Direxion Shares ETF Risks — An investment in the ETFs involves risk, including the possible loss of principal. The ETFs are non-diversified and include risks associated with concentration that results from an ETF's investments in a particular industry, sector or company, which can increase volatility... The rest of the disclaimer is on the company's website

Fighter Pilot to CEO: Brandon Robinson on Leading Horizon Aircraft's eVTOL Revolution (HOVR)GuestE. Brandon Robinson, Co-Founder & CEO, Horizon Aircraft $HOVRTicker: HOVRWebsite:https://www.horizonaircraft.com/BioBrandon flew CF-18s in the Royal Canadian Air Force for two decades and managed capital projects up to $4B, including the F-35 acquisition. The co-author of several successful aerospace patents, he is at the vanguard of the Advanced Air Mobility movement and holds a Bachelor of Mechanical Engineering from Royal Military College, an MBA from Royal Roads University, and has an Airline Transport Pilot's License.

Aaron Day's Amaze.co: Empowering Creators to Earn More Money - $AMZEGuestAaron Day Co-Founder & Chief Executive OfficerStock Ticker: AMZEWebsite: https://www.amaze.co/BioAaron Day brings over two decades of executive leadership experience to Amaze, with a track record of successfully scaling companies across multiple industries, including technology and industrial manufacturing. Previously, Aaron served as CEO of several companies, including Trend, and held key leadership roles with organizations like Canva, where he contributed to its meteoric growth within the digital design space.Aaron's visionary leadership has been instrumental in driving Amaze's strategic evolution into a leading player in the creator content ecosystem, empowering individuals to transform their passions into thriving businesses.

Guest:Craig Brockie – Best Selling Author & Founder Ultimate Health Solutions BioCraig Brockie is a best-selling author and founder of the Ultimate Health movement. After losing his health as a young man, he spent the next three decades and 7 figures researching advanced health and performance-enhancing technologies.Links to Resources Mentioned:Follow Craig on X: http://x.com/craigbrockieProbiotic Yogurt Maker:  https://amazon.com/ultimate Dr. Berg's "Fix Your Gut with One Microbe" video: https://youtube.com/watch?v=nZV1oYv5DdoFREE first chapter of "Ultimate Health" book: https://CraigBrockie.com/free FREE Ultimate Peptide Cheat Sheet: https://CraigBrockie.com/cheatsheet Mental Health Supplements: https://TrueHope.com "Dianetics: The Modern Science of Mental Health": https://Dianetics.org Sauna Detox Program: https://ClearBodyClearMind.com FREE course to regain self-respect: https://scientologycourses.org/tools-for-life/integrity/progress.html

What's The Value Of Your Life? Jay Jackson Chairman & CEO of Abacus Global Management - $ABL Wants To Help You Find OutGuest:Jay JacksonChairman & Chief Executive Officer, Abacus Global ManagementTicker: $ABL Website: https://abacusgm.com/BioJay Jackson is the Chairman and Chief Executive Officer of Abacus Global Management (Nasdaq: ABL). He is an expert in investments, alternative assets, and portfolio management, with a passion for innovation and growth. Jackson is committed to advancing the knowledge and practice of wealth management in the age of longevity. Mr. Jackson began his career at Franklin Templeton Investments, where he served as Vice President for more than a decade. Prior to joining Abacus, Mr. Jackson co-founded and managed the Fayerweather Street Life Fund, as well as the Cambridge Life Management origination platform for FDO Partners, a $3 billion quantitative investment firm founded by Harvard Business School Professor Ken Froot. With over 20 years of experience in the financial services industry, Jay pioneered the four distinct yet complementary divisions of Abacus Global Management: Abacus Life Solutions, Abacus Asset Group, ABL Tech, and ABL Wealth. About Abacus Global Management: Abacus is a rare offering: serving as the originator and market maker of the asset we purchase and manage, we provide a distinct advantage for consumers seeking to monetize insurance policies and investors seeking to deploy capital, as we are deeply entrenched at every stage of the process. In a highly regulated and difficult-to-access insurance marketplace, we provide the maximum opportunity for the consumer and ensure the quality of the underlying asset for investors. With $10 billion in face value of policies purchased since 2004, Abacus is the only publicly traded global alternative asset manager focused on lifespan-based financial products, available on the Nasdaq Exchange under ticker symbol ABL.

About The SMC ShowWe interview the "Smart Money" - money managers and CEO's of publicly traded companies for timeless advice. Visit SmartMoneyCircle.com To Learn MoreGrant Cardone Shares The #1 Most Important Thing He's Learned About Money & Other Timeless LessonsWebsite:https://cardonecapital.com/GuestGrant Cardone CEO Cardone CapitalCardone Training TechnologiesBioGRANT CARDONEPRIVATE EQUITY FUND MANAGER & REAL ESTATE INVESTORCEO of Cardone Capital and Cardone Training Technologies, Inc.Grant Cardone owns and operates over seven privately held companies, and a private equity real estate firm, Cardone Capital, with a multifamily portfolio of assets worth over $5 Billion. He is one of the Top Crowdfunders in the world, raising over $1.63 Billion in equity via social media. Cardone is featured on Season 2 of Discovery Channel's Undercover Billionaire, where he takes on the challenge of building a million-dollar business in 90 days. Grant is also a New York Times bestselling author of If You're Not First You're Last and bestselling author of 11 business books, including The 10X Rule, which led to Cardone establishing the 10X Global Movement featuring the 10X Growth Conference and 10X Wealth Conference, which is known as the most influential business and entrepreneur conference in the world.For over 35 years, Grant Cardone and Cardone Training Technologies, Inc. (CTTI), a global consulting firm have been trusted providers of comprehensive business training and consulting. The online business and sales educational platforms Cardone created serve over 850,000 individuals, businesses and Forbes 100 clients throughout the world. CTTI extensive offerings include online courses, live workshops, on-demand content, and personalized coaching, all meticulously designed to cater to the evolving needs of modern organizations. From new-hire training that accelerates onboarding to continuous education certifications as your company and sales team grow, we provide unmatched online sales training. With more than 8,000 fully interactive video segments and 24/7 access and support, CTTI enables companies and individuals to leverage the unparalleled expertise of Grant Cardone and Cardone Training Technologies Inc. to achieve exceptional business success.For more information, visit https://www.cardonetraining.com or follow us on social media.Voted the top Marketing Influencer to watch by Forbes, Cardone uses his massive 16 million+ following to give back via his Grant Cardone Foundation, a non-profit organization dedicated to mentoring underprivileged and troubled youth in financial literacy.

Everyone Should Have Someone To Talk To About Their Money & Other Important Lessons From A $3B FirmErnest Csak CFP Main Street Financial Solutions with over $3B in AUM Guest:Ernest M. Csak, CFP® Main Street Financial Solutions, LLCWebsite: www.msfsolutions.comBioErnest Csak, CFP®, CRPS®, CPFA® worked in the financial services field since 1995. Prior to joining Main Street Financial Services, Ernie worked at Merrill Lynch for 10 years, serving individual, family, and estate planning needs, as well as managing corporate retirement plans. Ernie has experienced various market cycles, enabling to him to help his clients remain focused on the long-term.Ernie brings an unparalleled enthusiasm in helping people understand the importance of a solid financial plan. He prides himself on having a great way of explaining financial matters that are easy to understand.As a result of an ever-present desire to grow professionally, he secured his CFP® certification in 2016, to further solidify his commitment in serving his clients need for financial planning. Working as a fiduciary is very important to Ernie, which is why he joined MSFS.Ernie graduated from SUNY Albany with a bachelor's degree in economics. He is fluent in German and is an avid chess player. He lives with his wife and 3 dogs, and you can frequently find them taking in baseball games.Disclaimer: Investment advisory services offered through Main Street Financial Solutions LLC. This material has been prepared for informational purposes only and is not intended to provide, and should not be relied upon for, tax, legal or accounting advice. For important disclosures about Main Street Financial Solutions, LLC, including our Part 3 Relationship Summary (“Form CRS”), please visit https://adviserinfo.sec.gov/firm/summary/305834.

GuestAdam Gillman | Co-Founder and President of Hiya Health- Children's Wellness Company Website:https://hiyahealth.com/ BioAdam Gillman is a seasoned entrepreneur and business executive with a track record of launching and scaling consumer-focused companies. As the Co-Founder and President of Hiya Health, he has built one of the leading children's wellness brands, revolutionizing the way families approach health with clean, science-backed products, starting with a reimagined children's vitamin.With deep expertise in brand building, supply chain optimization, and strategic growth, Adam has successfully navigated complex industries to bring innovative solutions to market. His passion lies at the intersection of innovation and consumer engagement, ensuring that products don't just exist—they make a meaningful impact.Beyond business, Adam is dedicated to leadership, health, and personal growth—but above all, his greatest priority is his family, building a life of strength, love, and purpose for his wife and children.

This 9-Figure CEO's #1 Longevity Secret & Why Your True Age Helps You Live Longer and HappierGuest: Matthew Dawson, MD Website:https://www.trudiagnostic.com/Bio:Dr. Matthew Dawson is the founder of Wild Health, a genomics based precision medicine company, and the CEO of TruDiagnostic, an epigenetics testing lab. He has authored two textbooks, published over 2 dozen studies, lectured in over 20 countries, and won national awards for education and innovation. His passion is unlocking the secrets of the genome and epigenome and using it to optimize health and maximize healthspan. He lives in the woods with his wife, 4 children, and two dogs.

This CEO Built a $7B Money Management Firm By Building Relationships with Ultra High Net Worth Investors $50M And AboveGuestJack Ginter, Chief Executive Officer, Partner Callan Family Office (AUM: $7B)Website:https://callanfamilyoffice.com/Bio:Having extensive experience that extends across ultra-high-net-worth wealth management and corporate banking, Jack Ginter is responsible for the firm's overall growth and management, with a focus on optimizing the client experience and delivering exceptional client service. He takes a leading role in fostering strategic relationships, business development, and team building. At Callan Family Office, Jack builds on his three-decade career of creating and building complex businesses.Prior to Callan Family Office, Jack served as president at Abbot Downing, Wells Fargo's ultra-high-net-worth business, where he oversaw the merger of legacy family office businesses, which ultimately accounted for more than $50 billion in assets under management. He also served as interim head of The Private Bank at Wells Fargo in 2021.In 2008, Jack joined Calibre, Wachovia's ultra-high-net-worth management business and a predecessor bank of Wells Fargo, where he served as the regional managing director in Philadelphia. Earlier in his career, he worked as the city executive for U.S. Trust in Philadelphia.Jack graduated from Saint Joseph's University in Philadelphia with a bachelor's degree in finance. He serves as vice chair of the board of directors for the Zoological Society of Philadelphia and was previously an executive advisor to the Wells Fargo Women's Team Member Network.

The Visionary CEO Who Created Billions in Shareholder Value Returns: The Dakota Gold AmbitionGuest:Robert Bob Quartermain – CEO President and Vice Chairman of Dakota Gold Corp DCWebsite: https://dakotagoldcorp.com/Ticker: DC BioRobert QuartermainCo-Chairman, Director, President and CEODr. Quartermain currently serves as Co-Chairman, Director, President and CEO of Dakota Gold, and was previously the Executive Chairman of Pretium Resources Inc., which he founded in October 2010. Prior to Pretium, he was President and Chief Executive Officer of Silver Standard Resources Inc. (now SSR Mining Inc.) for 25 years from 1985-2010. Dr. Quartermain holds a Bachelor of Science from the University of New Brunswick, a Master of Science from Queens University, his Professional Geoscience certification from the Engineers and Geoscientists BC and Honorary Doctor of Science from the University of New Brunswick. In addition to his focus on Dakota Gold, Dr. Quartermain has a number of education, wildlife and social justice philanthropic interests that he supports.Dr. Quartermain was inducted into the Canadian Mining Hall of Fame ("CMHF") in August 2022 for his significant contributions to the mining and exploration industry in Canada and internationally over his career.

This CEO Runs A $5.5B Money Management Firm By Putting The Client First & Having Great Ethics… Guest:Ed Cofrancesco, Chief Executive Officer of International Assets AdvisorWith $5.5B AUMWebsite: https://www.iaac.com/Bio:For the two years before joining International Assets, Ed was engaged in various entrepreneurial and consulting activities. During this time, he was a Director for both Pluris Partners, LLC and Telluride Partners, LLC. Both firms were engaged in providing consulting services to private and public micro-cap companies.Before that, Ed was a Director, Executive Vice President and COO of International Assets Holding Corp., a NASDAQ listed financial holding company. While there he rebuilt the Equity Trading Department and developed and implemented all equity trading and sales strategies. During his tenure, he increased trading revenues 1500%. Having started there during a period of continuing losses, he led the firm back to profitability and was successful in bringing in new investors that increased the firm's capital by over 50%. Working with his new management partners, he built operations to support new business lines including Fixed Income, Asset Management, Precious Metals, and Foreign Exchange divisions.Previously, he served as a Vice President of International Institutional Sales at Lehman Brothers, Inc. For 7 years he was a Vice President with Raymond James and Associates, Inc. where he started the International Trading and Operations Departments. He was responsible for overseeing all International Equity, OTC ADR, and Foreign Exchange trading with over 50,000 retail and institutional trades per annum across more than 25 markets with gross commissions over $20 million.Mr. Cofrancesco has also held positions with Discount Corporation of New York, Security Pacific National Bank, Bradford Trust Company, United States Trust Company of New York and Shearson American Express. He holds Series 7, 8, 24, 55 and 63. licenses.

This CEO Manages $1B & Owns 9 Restaurants By Empowering PeopleDavid Steele, Founder & CEO Of One Wealth Advisors -Independent Advisory Firm over $1BAnd founder -Flour + Water restaurant company with 9 restaurants and a consumer packaging business. Website:https://davidsteele.xyz/About DavidMy primary role is as the co-founder and CEO of One Wealth Advisors, where we help people simplify their lives and achieve financial goals through Financial Life Planning.I am also the co-founder and Executive Chairman of Flour + Water Hospitality Group and the co-founder and Managing Partner of Great Gold Hospitality Group. Additionally, I bring extensive expertise and a range of resources to small business consulting, primarily in, but not limited to, the hospitality space. Alongside my teams, we support clients in various aspects of business development and operations to help them achieve their goals and vision.The culinary, health, arts, and entertainment worlds are particularly important to me, as reflected in my advisory roles with Noise Pop, Brilliant Corners, Rad Restaurant Group and Folk Studios. While my background may suggest diverse interests, everything I do follows a consistent, disciplined approach: working collaboratively with partners and team members, setting clear goals, developing and executing strategic plans to achieve those goals, and continually monitoring results to ensure success.Financial Life Planner • Restaurateur • Small Business Consultant • Playwright • Visual Artist

Guest:Philip Palumbo, Founder, CEO and Chief Investment Officer, Plaumbo Wealth Management (AUM: approximately $650M)Website: https://palumbowm.com/Bio:Philip G. Palumbo is Founder, CEO and Chief Investment Officer of Palumbo Wealth Management. He is a contributor on CNBC, Bloomberg, Reuters, Schwab Network, and Cheddar News. His market insights have been quoted in such leading publications as The Wall Street Journal and Barron's. He has authored, Make Work Optional, a book dedicated to assisting individuals and families on how to properly plan and invest their money. He served as Senior Vice President and Senior Portfolio Manager at UBS before forming Palumbo Wealth Management, a full-service boutique wealth management firm. Over the past 20 years, Philip has held senior roles with several major financial institutions, and he has successfully assisted families and individuals navigate some of the most challenging market environments in recent history. The leadership Philip provided for his clients during these difficult markets has helped them achieve their most important financial goals as they prepare for retirement.Philip's UBS practice, the Palumbo Wealth Management Group, was a premiere Long Island-based wealth management team. He has lectured and taught several thousands of families and individuals throughout his career at a major university on subjects such as retirement and investment planning, tax, estate and trust planning, family governance and asset protection.Philip has long held a tremendous inner passion for delivering exceptional financial advice and guidance to his clients and always putting their interest first before anyone else, no matter what. He has always felt that the way financial institutions deliver wealth management can be greatly improved. For this reason, Philip registered Palumbo Wealth Management as a Registered Investment Advisor. His vision was to create an environment where the only focus was on what is best for their clients.Philip wants clients to know that the Palumbo Wealth Management serves as legal fiduciaries on every piece of advice it gives them, and the firm has unlimited access to the best in breed products, services and research that are available within the financial services industry. Palumbo Wealth Management isn't just focused on profits, but rather on delivering an incredible world class experience and service offerings that would make clients proud.As the firm's Chief Investment Officer, Philip has spent countless hours researching the changing economic environments and how various investment categories have performed over a 50-year time period. His findings from this research are the foundation to the investment models he utilizes to assist his clients in achieving their financial goals. Philip has 20 years of experience managing money over some of the most difficult and volatile market periods in history and he has used this experience and research to guide his clients effectively in achieving their financial goals.Philip feels we all get one chance at life. Putting your best self forward and doing what you feel is right based on your core values and beliefs systems, is the WHY behind forming Palumbo Wealth Management.Philip has earned the Certified Financial Planner (CFP®) designation. This designation is awarded to individuals who complete two years of specialized education, pass a comprehensive two-day examination, have required experience and meet ethical and continuing education requirements. Topics covered include retirement planning, insurance, employee-benefit planning, income planning, estate and trust planning, tax planning and investment strategies.Read the rest of his bio here:https://palumbowm.com/about/our-team/

This Man Built A $22B Investment Firm By Finding His Noble Cause & Thinking About Valuation, Not Value.GuestJonathan Hirtle Founder & Executive Chairman Hirtle Callaghan $22B Bio:In his role as Executive Chairman, Jon continues his intense focus on producing ever better net outcomes for clients. He serves as a full-time advisor to the Firm's Management Committee and spends time with the families and nonprofits we serve. Jon appears regularly on national broadcast networks including CNBC, Fox Business and Bloomberg Television. He is highly sought after for his commentary on investing and was dubbed the "Oracle of Outsource" by Pensions & Investments as Hirtle Callaghan is best known for its role in pioneering the outsourced CIO (OCIO) model for families and institutions. Prior to founding Hirtle Callaghan, Jon worked at Goldman Sachs advising family groups and institutions on investment strategy and securities selection. Previously, he served as an officer in the United States Marine Corps. He earned his B.S. and M.B.A. degrees from The Pennsylvania State University.

This $500M Money Manager Shares His 4 Pillars To Investing & Avoid Idea Fairies...Guest: Thomas Carroll, Founder & CEO, Ballast Rock $500M AUMWebsite:https://www.ballastrock.com/Bio:Tom has been an active private asset investor for well over a decade. After a successful career on Wall Street, he founded Ballast Rock in 2018 as a vertically integrated real estate investment firm. By building an exceptional team and leveraging their collective experience in risk mitigation, operational excellence, regulatory compliance and with a relentless focus on our investors, Tom and the team have grown Ballast Rock into a diversified financial services company. Ballast Rock currently comprises:• Ballast Rock Asset Management: both real estate and venture capital asset management, empowering individual investors with democratized access to private investments;• Ballast Rock Capital: a FINRA regulated broker/dealer;• Ballast Rock Private Wealth: an SEC registered investment advisor providing bespoke wealth management advice; and• The Ballast Rock Foundation: a charitable foundation focused on alleviating housing insecurity in our community.Prior to founding Ballast Rock, Tom spent fourteen years working in finance. Most recently, he concluded nine years at Goldman Sachs & Co. as a trading desk head on the New York Fixed Income, Currencies and Commodities trading floor. His international career at both Goldman Sachs and HSBC, led him to live and work in New York, London, Dubai, and Sao Paulo. He has headed multiple desks primarily focused on structured finance, complex derivative transaction execution, and institutional investor marketing.BR Website Disclaimer: The information contained on the Ballastrock.com web site has been prepared by Ballast Rock Capital LLC MEMBER: FINRA / SIPC (“Ballast Rock”), which is located at 460 King Street Suite 200, Charleston, SC 29403. 800-204-2513. Information is presented without reference to any particular user's investment requirements or financial situation. Potential investors are encouraged to consult with professional tax, legal, and financial advisors before making any investment into a private offering of securities. An investment in private securities would be speculative and would involve a high degree of risk. Investors must be prepared to bear the economic risk of such an investment for an indefinite period of time and be able to withstand a total loss of their investment. Please consider carefully the investment objectives, risks, transaction costs, and other expenses related to an investment prior to deciding to invest. Any private placement securities transactions or related activities offered by a registered representative are conducted in their capacities as registered representatives of Ballast Rock. Please see our Form CRS.

This CEO is Using AI to Detect Heart Disease Early – Meet Andrew Simpson CEO of Heart Sciences $HSCS Guest: Andrew Simpson Chairman and CEO / Board Member Heart SciencesTicker: HSCSWebsite:https://heartsciences.com/Bio:Andrew Simpson Chairman and CEO / Board Member Heart SciencesSince March 2022, Andrew Simpson has served as our President and Chief Executive Officer. Mr. Simpson has also served as the Chairman of our Board of Directors, since June 2013, and as a director of our Company since July 2012. Mr. Simpson has over 30 years' experience across a variety of business sectors and sizes. He was Group CEO of The Peel Group from 2006 to 2010, which is a large private company in the UK which, at the time, had approximately $8 billion of business assets across the real estate, ports, airports, energy, media, telecoms and environmental sectors. He was a main board director of Speedy Hire plc from 2003 to 2006 (during which time it became a FTSE 250 company) and during his tenure was Managing Director of its Equipment Rental division which had revenues of approximately $200 million and was also responsible for the Group's development and expansion which included seventeen acquisitions and several non-core divestments. Mr. Simpson qualified as a Chartered Accountant with Price Waterhouse and spent eight years working in investment banking at Rothschild, advising on a wide variety of merger and acquisition transactions, debt and equity fundraisings, IPOs and other advisory assignments. Mr. Simpson graduated with first class honors in 1991 from Sheffield Hallam University in the UK where he received a Bachelor of Arts (honors) in Accounting and Management Control.

This Aerospace & Defense CEO Loves Finding Pockets Of Opportunity. Meet Kim Fields, CEO & President of ATI - $ATI Guest:Kim Fields, CEO & President ATI Ticker: $ATI Website:https://www.atimaterials.com/Bio:Kimberly A. Fields is President and Chief Executive Officer of ATI Inc., a global producer of high performance materials and solutions for the global aerospace and defense markets, and critical applications in like markets. Prior to becoming CEO in 2024, Kim served as Chief Operating Officer from 2022 and became President in July 2023. During her tenure, ATI has grown as one integrated operation, sharpening its operational advantages, increasing capacity and capability for the extraordinary materials customers value most.Kim joined ATI in 2019 as executive vice president of ATI's Flat Rolled Products group, and in 2020 took on leadership of both business segments. Prior to joining ATI, Kim was group president for industrial and energy at IDEX Corporation, where she dramatically improved profitability and accelerated growth in the business portfolio. She's held commercial, manufacturing, and strategic leadership positions at EVRAZ and GE, growing GE's penetration in metals, petrochemicals and mining segments. Kim earned a BS in Ceramic Engineering from the University of Illinois at Champaign-Urbana and an MBA from the Kellogg Graduate School of Management at Northwestern University.

This 4th Generation CEO Shares Timeless Advice & The Importance Of Having A Strong Code Of Ethics – Meet Michael Benstock Superior Group of Companies Inc $SGCGuest:Michael Benstock CEO Chairman Of The Board at Superior Group of Companies IncTicker: $SGCWebsite:www.SuperiorGroupofCompanies.comBio:Michael Benstock is chairperson of the Board of Directors. He has served in this capacity since February 28, 2023. Mr. Benstock has served as a Director of the Company since 1985. He also is the Chief Executive Officer of the Company, having served in this capacity since October 24, 2003 and served as Co-President of the Company beginning May 1, 1992. Prior to such date, Mr. Benstock served as Executive Vice President of the Company. He currently serves on the Board of Directors and multiple board committees of Crown Crafts, Inc. (NASDAQ: CRWS) and the Board of Trustees of The Committee for Economic Development of the Conference Board. Mr. Benstock served as a director with USAmeriBank, Inc. from 2007 until its sale to Valley National Bank in 2017 and was its audit Chairperson during the last few years prior to the sale.

Invest Early & Often. Look At The Forest, Not Just The Trees When Investing – Meet Brian Goodstadt, Managing Partner, & CIO, at Paragon Capital $1.1B AUMGuest:Brian Goodstadt, Managing Partner, & CIO, at Paragon Capital Mgmt $1.1B AUMWebsite:https://www.paragoncapitalco.com/Brian's Bio:With over 30 years of experience in the investment industry and over 15 years of working directly with individual clients, I've learned that building a personal connection is just as important as managing assets. That's why I make sure to always ensure that my advice is honest and objective.I aim to develop relationships with clients to help optimize their financial future and I am committed to upholding the highest ethical standards, so you can trust that my advice is always in your best interest. I provide investment management, tax planning, retirement planning, and other wealth management services, and I'd be happy to help you make informed decisions about your financial future.I earned my bachelor's degree from Boston University and my MBA from Columbia University. I am a past President of the CFA Society of Colorado. I previously served as a volunteer on the CFA Institute's Disciplinary Review Committee and the Executive Advisory Board for the Patrick Surtain II Foundation.When I'm not in the office, you can usually find me out in nature with my wife Laney, and our dog Sunrise. Hiking, skiing, and being outdoors are my passions, but I also love to sit inside with a good book, whether it's fiction or nonfiction. I grew up in Queens, NY, and lived in Manhattan for a decade, but I have called the beautiful mountain town of Evergreen, Colorado my home since 2002.

Guest: Dr. Ali Kashani, co-founder and CEO of Serve Robotics (Nasdaq: SERV)Website: https://www.serverobotics.com/Bio:Dr. Ali Kashani co-founded Serve in January 2021 and has served as Chief Executive Officer since. Prior to co-founding Serve, he served as Vice President of Postmates Inc., an on-demand food delivery platform. Prior to Postmates, Dr. Kashani was the co-founder and Chief Technology Officer at Neurio Technology, Inc., a smart home technology company acquired by Generac Power Systems (NYSE: GNRC). Dr. Kashani is an inventor with 15 granted or pending patents. Dr. Kashani received both his Bachelor of Science in Computer Engineering and his Doctorate in Robotics from the University of British Columbia and was awarded Natural Sciences and Engineering Research Council of Canada's Alexander Graham Bell Canada Graduate Scholarship.

When The Going Gets Tough, Keep Going. This Tech CEO Is Investing In VR & AR – Meet Lyron Bentovim CEO at The Glimpse Group - $VRARGuest:Lyron BentovimTitle: President and CEO at The Glimpse Group Ticker: $VRARWebsite:https://theglimpsegroup.com/Bio:Mr. Bentovim currently serves as The President and Chief Executive Officer of the Glimpse Group, an Immersive Technology company (NASDAQ – VRAR). Mr. Bentovim is a serial entrepreneur with 30+ years of leadership, operational and Investment experience and he has led multiple public and private technology companies. Prior To Founding The Glimpse Group, Mr. Bentovim served as Chief Operating Officer/Chief Financial Officer of Top Image Systems (NASDAQ – TISA), Chief Operating Officer/Chief Financial Officer of NIT Health and as the Chief Operating Officer and the Chief Financial Officer of Sunrise Telecom, Inc.(NASDAQ – SRTI). Earlier is his career Mr. Bentovim was a Managing Director and Portfolio Manager at Skiritai Capital LLC, an investment advisor based in San Francisco and as the President & Chief Operating Officer and co-founder of WebBrix, Inc. Additionally, Mr. Bentovim spent time with strategy consultancies USWeb/CKS, the Mitchell Madison Group and McKinsey & Company Inc. Mr. Bentovim is a director at Manhattan Bridge Capital (NASDAQ – LOAN) and has served on 9 public company boards and numerous private company boards. Mr. Bentovim also serves as the Managing Partner of DarkLight Partners, a strategic advisor to small and mid-size public and private companies. Mr. Bentovim has an MBA from Yale School of Management and a law degree from the Hebrew University.

Guest: David McAdams Founder & CEO McAdams Group $240M AUM & Partner In a $3B FirmWebsite: https://www.mcadamsgroupllc.com/Bio:David McAdams is the Founder and President of McAdams Group, an asset and wealth management organization in Cordova, TN. For more than two decades, David has helped hard-working individuals and families in and around Memphis better preserve their retirement savings and increase their retirement income.David is an Investment Adviser Representative and licensed insurance professional specializing in retirement income strategies. He also works closely with estate planning attorneys in the area to establish effective investment and wealth management solutions that can help clients avoid unnecessary taxation and possible government intervention through probate.As an independent financial advisor, David has helped hundreds of clients implement income-generating strategies designed to help protect their savings from the threat of inflation, rising healthcare costs, and market risk.McAdams Group, LLC is currently rated by the Better Business Bureau as an accredited BBB business and is a member of the Memphis Regional Chamber of Commerce.Disclaimer:Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. McAdams Group, LLC and Sound Income Strategies, LLC are not associated entities. McAdams Group, LLC is a franchisee of the Retirement Income Source. The Retirement Income Source and Sound Income Strategies LLC are associated entities.www.sec.gov

This CEO Is Growing His Company Rapidly By Protecting & Painting Metal – Meet Tom Ferguson CEO $AZZGuest:Tom Ferguson President & CEO AZZ Inc.Ticker: $AZZWebsite:www.azz.comBio:Thomas “Tom” E. Ferguson has served as the President and Chief Executive Officer of AZZ Inc. (NYSE: AZZ) since November 2013. AZZ Inc. is the largest independent hot-dip galvanizing and coil coating company in North America, holding #1 positions in both markets. The company delivers sustainable, high-performance metal coating solutions that enhance the durability and appearance of essential infrastructure, buildings, and products.Prior to joining AZZ, Tom built an impressive career at Flowserve, a global manufacturer of engineered pumps and mechanical seals. From 2010 to 2012, he served as President of the Flow Solutions Group. Previously, he held various executive roles, including:1. Senior Vice President (2006–2012)2. President of the Pump Division (2003–2009)3. President of the Flow Solutions Division (2000–2002)4. Vice President and General Manager of Flow Solutions Division North America (1999–2000)5. Vice President of Marketing and Technology (1997–1999)His career began with BW/IP International (now Flowserve), where he held roles in marketing, sales, engineering, and operations from 1987 to 1997.Tom's commitment to excellence extends beyond his professional achievements. He has served on several advisory boards and councils, including:1. The Texas A&M Dwight Look Engineering College Advisory Board2. The Texas A&M Industrial Distribution Advisory Council3. The Lionheart Children's Academy Board of DirectorsHe is also the past president and chairman of the board for Hydraulic International.With decades of leadership experience and a dedication to advancing innovative solutions, Tom continues to make a significant impact in his industry and beyond.Company Bio:AZZ Inc. is the leading independent provider of hot-dip galvanizing and coil coating solutions to a broad range of end-markets. Collectively, our business segments provide sustainable, unmatched metal coating solutions that enhance the longevity and appearance of buildings, products and infrastructure that are essential to everyday life.

Tim Smith, the Founder & CEO of Aurora Private Wealth. $4.4B in AUM The Financial Dadhttps://www.youtube.com/watch?v=JbQMUujNA5QAurora Private Wealth Website: https://www.aurorapw.com/Bio:Tim started his financial services career in 1985 with an independent financial planning firm in northern New Jersey. While the firm was fee-and-commission oriented in its business model, he moved primarily fee-based in 1988 to manage client portfolios. In 1995, he went on his own by starting an RIA firm, and in 1997 he started what is now APW Capital, Inc., as a broker-dealer to service the transactional needs of several colleagues who had joined. When calls started coming in looking for a fee-friendly broker-dealer, Tim joined with a successful Florida entrepreneur to seize the opportunity and penetrate this market niche. Today, APW Capital is a national leader in providing broker-dealer services to advisors who market under their own unaffiliated RIA.In addition to APW Capital, Tim founded Comprehensive Capital Management, Inc., an SEC-registered investment advisor, in 2002, as a compliment to the broker-dealer. The company allows investment advisory representatives to manage client portfolios for a fee, or to connect clients with other money managers. Most recently, he started Aurora Private Wealth, Inc., a new investment advisor driven by high technology solutions for investment advisors who want to grow their practices rapidly at minimal cost. Tim has been an industry leader as well, serving three years on FINRA District Committee, including two as Chairman of his region and the final year as Chairman of the National Advisory Council, representing the industry's interests in the regulatory policy and rulemaking process before FINRA and the SEC in Washington, DC. He has also served as a panelist for the TD Ameritrade Advisory Panel. Tim also provides leadership in private capacities, including as a former Councilman and Mayor of his municipality; founder and chairman of New Jersey's Government Efficiency Movement; Board Member of his county's Economic Development Corporation; Board Member of the Arts Council of the Morris Area; Trustee of Centenary College in Hackettstown, NJ; Finance Chairman of the Morris County Republican Committee; and currently as Chairman of the Morris Republican Victory PAC and a Trustee of Skyline Theatre Company. Tim has been married to his wife, Tara, for over 25 years. They reside in Roxbury Township, NJ. His avocations are politics and theatrical performing. He has a daughter who is a yoga instructor, a son who works at Google, and a daughter who is a student at NYU studying musical theatre.

This $4.5B VC Helped Build Capital One. Meet Frank Rotman Co-Founder & CIO QED InvestorsGuestFrank Rotman is the Advisor for GME ETH and Founding Partner and Chief Investment Officer at QED Investors, a fintech VC firm managing $4.3 billion in assets. Frank is a seven-time Forbes Midas List honoree as “One of the World's Best VC Investors,” and played a key role in shaping Capital One's business model. https://x.com/fintechjunkiehttps://www.gmeethereum.com/https://www.qedinvestors.com/

Motley Fool's, Chief Investment Strategist, Bill Mann Shares $2B Of Timeless Lessons From The Market TrenchesBill Mann, Chief Investment Strategist, Motley Fool Asset Management ($2B AUM)Websitehttps://fooletfs.com/BioBill Mann Chief Investment Strategist• Industry experience: 26 years• Education:B.A., International Relations from American UniversityIf you've been following The Motley Fool, LLC for a while, you've probably encountered Bill and his Foolish takes on the market—he's the former co-host of the Motley Fool Morning Show, a popular contributor to fool.com articles, and a regular guest on the Motley Fool Money podcast. Bill has also applied his institutional knowledge, stock investing experience, and economic insights to leadership roles all across the “Fooldom” of The Motley Fool, LLC and Motley Fool Asset Management. He has held various positions since 1999, having previously served as Senior Editor at The Motley Fool, LLC, Portfolio Manager and Chief Investment Officer at Motley Fool Asset Management, and most recently, Director of Small Cap Research at The Motley Fool, LLC. Today, Bill continues to educate both seasoned and new investors with uniquely Foolish strategies as our Chief Investment Strategist here at Motley Fool Asset Management.

This CEO Is Helping People Hear Better - Meet Brent Lucas CEO Envoy Medical $COCHGuest:Brent Lucas CEO Envoy MedicalTicker: COCHWebsite: https://www.envoymedical.com/Bio:Mr. Lucas, CEO of Envoy Medical since November 2015, has nearly two decades of direct experience with implanted medical devices specific to the hearing industry. Rising from an intern to CEO and Board Member, he has held various roles within the organization including General Counsel and Business Development Manager gaining deep industry knowledge and unique hands-on expertise. He is a long-term shareholder in the Company dating back to his parents' first investment in St. Croix Medical in 1995 and has a deep personal commitment to the organization. He holds a Bachelor's from the University of St. Thomas and a JD from Mitchell Hamline School of Law. Company OverviewEnvoy Medical (Nasdaq: COCH) is a hearing health company focused on providing innovative technologies across the hearing loss spectrum. Envoy Medical has pioneered one-of-a-kind, fully* implanted devices for hearing loss, including its fully implanted Esteem® active middle ear implant, commercially available in the U.S. since 2010, and the fully implanted Acclaim® cochlear implant, an investigational device. Envoy Medical is dedicated to pushing hearing technology beyond the status quo to improve access, usability, compliance, and ultimately quality of life.*Once activated, the external Esteem Personal Programmer isnot required for daily use.CAUTION: The fully implanted Acclaim Cochlear Implant is aninvestigational device. Limited by Federal (or United States) law toinvestigational use.

From LTCM Collapse to $2B Success: Victor Haghani's Path with Elm Wealth and Dynamic Index Investing® Website: www.ElmWealth.comTicker: $ELMBioBio Victor Haghani graduated from the London School of Economics in 1984. He worked for Salomon Brothers in New York in research and on the bond arbitrage desk from 1984-1993. In 1993, Victor was a co-founding partner and co-headed the London office of the hedge fund Long-Term Capital Management. He founded Elm Wealth in 2011 to help clients, including his own family, manage and preserve their wealth through Dynamic Index Investing®, an investment approach pioneered at Elm. Victor discussed the potential benefits of combining the best features of passive and active investing in a TEDx talk he gave on investing, Where Are All the Billionaires and Why Should We Care?. Victor has been a prolific contributor to the academic and practitioner finance literature, writing many articles published in peer-reviewed academic journals, anthologies, and mainstream news media. Victor has helped run several widely referenced investor psychology experiments, often based on subjects betting real money on uncertain, positive edge opportunities (Coin Flip game and Crystal Ball challenge). He is a co-author of The Missing Billionaires: A Guide to Better Financial Decisions (Wiley, 2023), which was named to The Economist's Best Books of 2023 list.

How This Biotech CEO Takes Smart RisksName: Joe PayneTitle: President & CEOWebsite: ArcturusRx.comTicker: $ARCTBio: Joseph E. Payne, is the President and Chief Executive Officer of Arcturus Therapeutics. He serves on Arcturus's Board since March 2013. He brings with him an exceptional track record of ushering novel therapeutics to the clinic including targeted RNA medicines utilizing lipid-mediated delivery technologies. Joseph's background includes over 20 years of successful drug discovery experience at Merck Research Labs, DuPont Pharmaceuticals, Bristol-Myers Squibb, Kalypsys, and Nitto as evidenced by over 40 publications and patents, and several investigational new drug (IND) clinical candidates. His academic training includes a Bachelor's Degree in Chemistry, magna cum laude from Brigham Young University, a Master of Science in Synthetic Organic Chemistry from the University of Calgary and Executive Training Certification from MIT Sloan School of Management.About Arcturus: Founded in 2013 and based in San Diego, California, Arcturus Therapeutics Holdings Inc. (Nasdaq: ARCT) is a commercial mRNA medicines and vaccines company with enabling technologies: (i) LUNAR® lipid-mediated delivery, (ii) STARR® mRNA Technology (sa-mRNA) and (iii) mRNA drug substance along with drug product manufacturing expertise. Arcturus developed KOSTAIVE®, the first self-amplifying messenger RNA (sa-mRNA) COVID vaccine in the world to be approved. Arcturus has an ongoing global collaboration for innovative mRNA vaccines with CSL Seqirus, and a joint venture in Japan, ARCALIS, focused on the manufacture of mRNA vaccines and therapeutics. Arcturus' pipeline includes RNA therapeutic candidates to potentially treat ornithine transcarbamylase (OTC) deficiency and cystic fibrosis (CF), along with its partnered mRNA vaccine programs for SARS-CoV-2 (COVID-19) and influenza. Arcturus' versatile RNA therapeutics platforms can be applied toward multiple types of nucleic acid medicines including messenger RNA, small interfering RNA, circular RNA, antisense RNA, self-amplifying RNA, DNA, and gene editing therapeutics. Arcturus' technologies are covered by its extensive patent portfolio (over 400 patents and patent applications in the U.S., Europe, Japan, China, and other countries).

Breaking Glass Ceilings, From Wharton to Wall St, How Sevasti Balafas Built a Female-Led RIAGuestSevasti Balafas, Founder/CEO of GoalVest AdvisoryWebsite https://www.goalvestadvisory.comAUM $630MBioSevasti Balafas, is CEO of GoalVest (AUM: $630M+), a female-led boutique wealth advisory firm dedicated to providing personalized portfolio management services tailored to high-net-worth clients. As a fee-only, SEC-registered investment advisor, they build innovative and institutional-caliber portfolios for clients, corporations, and financial advisors. Recently ranked by USA Today as one of the “Best Financial Advisory Firms” in the country, GoalVest Advisory empowers clients to achieve their financial goals through personalized attention, unbiased advice, and seasoned guidance.In Q4 2024, GoalVest launched a $50 million Venture Growth Fund specifically designed for RIAs and their clients. The fund provides RIAs access to “blue-chip” venture-backed companies, such as AI, SaaS, climate tech, and fintech firms— opportunities historically reserved for large institutional investors.

This Tungsten CEO Tells You Why It's Better To Be Lucky Than Smart. Lewis Black, CEO of AlmontyGuest:Lewis Black, Director, President, and Chief Executive Officer of Almonty Industries (Ticker: OTCMKTS: ALMTF)Website:https://almonty.com/Bio:Lewis Black was born in London and educated in traditional British private schools. He earned a BA in management and technology from Manchester University and took a job at a global insurance company upon graduation. He found the industry stifling and left after a year to move to Australia where he took a job in a clothing factory. When a friend asked him to help run a tungsten mine in Thailand, Black jumped at the opportunity. He eventually led sales and marketing for SC Mining Tungsten in Thailand and served as chairman and CEO of Primary Metals Inc. Black founded Almonty Industries in 2011 as a Canadian corporation but recently began the process of moving Almonty's incorporation to the US, specifically the state of Delaware.Black has overseen Almonty's growth to the world's largest tungsten mining company outside of China, which controls 80% of global tungsten supply. When China banned exports of tungsten to the U.S. recently, Black was quoted in world media saying his U.S buyers were “shocked” because China's move directly threatens American industry and national defense.Almonty offers a solution: its Sangdong Tungsten Mine in South Korea, the world's largest, will begin producing 2,500 tons annually by April, doubling to 5,000 by 2026. Black can break down what China's tungsten export ban means for the U.S. economy and national security.

This CEO Is Fighting Kidney Disease. Dr. Shalabh Gupta Founder & CEO Unicycive Therapeutics $UNCYGuestShalabh Gupta, MD, founder and CEO of Unicycive Therapeutics (UNCY). Website: https://unicycive.com/ Bio:Shalabh Gupta, MD, is the founder of Unicycive and has served as Chief Executive Officer, President, and director since August 2016. Previously, Dr. Gupta served in various other roles, including founder and Chief Executive Officer of Biocycive Inc.; a commercial strategy role at Genentech, Inc.; equity researcher covering US pharmaceutical companies at UBS Investment Bank; and as an equity researcher covering biotechnology companies at Rodman & Renshaw (currently HC Wainwright). Dr. Gupta previously served as a medical advisor to Synageva BioPharma Corporation and as an advisor to New York University (NYU) Langone Medical Center's Office of Technology Transfer. Dr. Gupta is also the founder and Chief Executive Officer of Globavir, which had licensed diagnostic technology from Stanford university, which was then partnered with global commercial diagnostic companies. Dr. Gupta is an advisor to the UCSF Innovation Center, a role he has held since 2020. Since 2012, and has also been an advisor to SPARK, Stanford University School of Medicine. Dr. Gupta previously served on the board of directors for the Beall Center for Innovation and Entrepreneurship at the University of California Irvine, Paul Merage School of Business.Before his roles in business and finance, Dr. Gupta was an attending physician at NYU Medical Center and a clinical faculty member at the NYU School of Medicine. Dr. Gupta was a board-certified physician, and he currently holds a license from the California State Medical Board. Dr. Gupta completed his internship in Internal Medicine, medical residency in Physical Medicine and Rehabilitation, and research fellowship in Cardiopulmonary Rehabilitation at NYU School of Medicine. Dr. Gupta received his MPA in Health Care Finance and Management from NYU's Robert F. Wagner Graduate School of Public Service and his MD from Jawaharlal Institute of Postgraduate Medical Education & Research, India.Dr. Gupta has been in several leadership roles throughout his academic and professional career. He was elected president of the Resident Physicians Council during his residency training, representing approximately 1,500 resident physicians in physical medicine and rehabilitation across the US. He also served on the Board of Directors at the Wagner Alumni Association, and was elected to the Board of Directors of the UC Irvine Beall Center for Innovation and Entrepreneurship in 2018.

This $135M Money Manager Shares Timeless Lessons And Has Over 30 Years Of Experience On Wall StreetFull Name: Jon KnottsTitle: Chief Investment Officer, Expressive WealthAUM: $130MWebsite: https://expressivewealth.com/Bio: With over three decades of experience in investment, Jon's career is marked by roles as a stockbroker, financial product creator, and stock research developer. His expertise in quantitative, fundamental, and technical analysis was honed at esteemed firms like Benzinga, Zacks Investment Research, and Prophet.net (now part of Schwab).At Benzinga, Jon contributed to launching a successful stock analysis product, providing over 2600 recommendations to individual investors. During his 20 years at Zacks, he played a key role in establishing it as a leading figure in fundamental research and quantitative analysis. As Senior Vice President of Operations & Product Management, he led the creation of innovative financial websites and subscription-based products, collaborating with industry giants like Fidelity and TD Ameritrade.Outside the corporate world, Jon serves as a Professor of Finance at North Central College, emphasizing the importance of personal finance and investing. He founded Fiscal Investor, a platform offering personalized investment strategies, bridging the gap between individuals and complex financial markets.Jon holds a Master of Science in Financial Markets & Trading from the Illinois Institute of Technology and a Bachelor of Arts in Finance from Ball State University. His academic background complements his pragmatic investment approach, blending theoretical knowledge with real-world application.Throughout his career, Jon has remained dedicated to helping investors reach their potential, aligning with the ethos of Expressive Wealth. His contributions to finance and education reflect his commitment to excellence and empowerment in investment.

Give Value, Be As Useful As Possible, & Other Timeless Advice From Rich Nuzum - $600B Money ManagerGuest: Rich Nuzum Executive Director of Investments and Global Chief Investment Strategist at Mercer$600B AUM Assets Under Management$17T AUA Assets Under Advisory BioRich Nuzum, CFARich is Executive Director, Investments and Global Chief Investment Strategist for Mercer. He works with some of Mercer's largest, most sophisticated clients, and is accountable for Mercer's “innovation agenda”, including the creation and development of thought leadership and related products and services across the firm. Over the last 30+ years, Rich has provided investment advice to clients in more than 20 countries, including providing investment consulting advice to more than half of the world's 20 largest institutional investors. Rich has also led social security and other long term savings reform projects in five countries and one US state.Rich has led Mercer's work in several projects with the World Economic Forum, including work related to Transformational Investment, and to the Longevity Economy. Rich was President of Mercer's Investments & Retirement business and a member of Mercer's Executive Leadership team from 2017 to 2022. Prior to that, he led Mercer's investment management business globally and served in various other leadership capacities while based in Tokyo, Singapore and New York, including serving as Global Chief Investment Officer for Mercer's investment management business, which has more than $393 billon in AUM.Rich holds an MBA (with high honors) in analytic finance and accounting from the University of Chicago and a bachelor's degree (with honors) in mathematical sciences and mathematical economic analysis from Rice University in Houston, Texas. Rich also did graduate work in international economics at Tokyo University. He is a CFA® charterholder and a member of the CFA Institute. Rich has repeatedly been named to CIO Magazine's annual list of the world's most influential investment consultants and received CIO Magazine's 2017 Industry Innovation Award as Consultant of the Year.Disclaimer:Opinions expressed are those of the speakers as of the date of the recording. This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.Read Mercer's Important Notices & Disclosures herehttps://www.mercer.com/en-us/

This Academy & Emmy Award Winning CEO Wants You To Age Better. Robert Fried CEO ChromaDex - $CDXCGuest:Robert Fried CEO ChromaDex - $CDXCWebsite:https://www.chromadex.com/Ticker: $CDXCBio:Robert Fried is the CEO of ChromaDex and Founder of Tru Niagen as well as an Academy Award® and Emmy® Award winning motion picture producer. Before his combined 7 years in the health industry, he held senior roles at entertainment companies Savoy Pictures (CEO), Columbia Pictures (Executive Vice President), and Fried Films (founder, CEO). He has also founded and served as CEO of internet companies Feeln (now Hallmark Movies Now), WHN (a leading e-commerce service provider), and Healthspan Research LLC. In 2017, Robert led ChromaDex's acquisition of Healthspan Research LLC, a consumer company offering Tru Niagen products, and raised funds with Horizons Ventures to offer Tru Niagen direct-to-consumer. Since 2017, Mr. Fried has maintained his position as CEO of ChromaDex, now the global authority on NAD+, and Founder of Tru Niagen, currently the number one healthy aging NAD+ supplement in the US helping people around the world transform the way they age. Mr. Fried holds a B.S. from Cornell University and an M.B.A. from the Columbia University Graduate School of Business.

No Risk, No Reward. How This Semiconductor CEO Uses $MRAM Memory To Improve The World. Everspin Tech CEO $MRAMGuest:Sanjeev Aggarwal, President & CEO Everspin Technology (Ticker: $MRAM)Website:https://www.everspin.com/Ticker: MRAMBIO: Sanjeev Aggarwal, Ph.D., President and Chief Executive Officer. With over 25 years of expertise in the non-volatile memory and semiconductor industry, Sanjeev has been instrumental in shaping Everspin since its inception in 2008 through various leadership positions. Most recently, he served as the Chief Technology Officer driving product and technology roadmaps and business agreements with partners, vendors, and suppliers. As the Vice President of Technology R&D, he directed cross-functional teams to develop and qualify new technology and products. As Vice President of Operations, he managed manufacturing operations, supply chain, and managed joint development agreements for technology transfer and production. Before Everspin, Sanjeev was at Freescale Semiconductor and part of the team that spun out to form Everspin Technologies. Prior to his work on MRAM, Sanjeev worked on developing Ferroelectric memories at Texas Instruments. In 2005, he was awarded the Technical Excellence Award by the International Symposium on Integrated Ferroelectrics for his contributions to commercializing FRAM technology. Sanjeev is Senior Member, IEEE and his technical contributions include over 100 issued patents, more than 100 publications and numerous invited presentations. He graduated from Cornell University with a doctorate in Materials Science and Engineering and received his bachelors from Indian Institute of Technology, Varanasi in Ceramic Engineering. Sanjeev is also a member of the Everspin Board of Directors.

Guest:Rich Nuzum Executive Director of Investments and Global Chief Investment Strategist at Mercer$600B AUM Assets Under Management$17T AUA Assets Under Advisory BioRich Nuzum, CFARich is Executive Director, Investments and Global Chief Investment Strategist for Mercer. He works with some of Mercer's largest, most sophisticated clients, and is accountable for Mercer's “innovation agenda”, including the creation and development of thought leadership and related products and services across the firm. Over the last 30+ years, Rich has provided investment advice to clients in more than 20 countries, including providing investment consulting advice to more than half of the world's 20 largest institutional investors. Rich has also led social security and other long term savings reform projects in five countries and one US state.Rich has led Mercer's work in several projects with the World Economic Forum, including work related to Transformational Investment, and to the Longevity Economy. Rich was President of Mercer's Investments & Retirement business and a member of Mercer's Executive Leadership team from 2017 to 2022. Prior to that, he led Mercer's investment management business globally and served in various other leadership capacities while based in Tokyo, Singapore and New York, including serving as Global Chief Investment Officer for Mercer's investment management business, which has more than $393 billon in AUM.Rich holds an MBA (with high honors) in analytic finance and accounting from the University of Chicago and a bachelor's degree (with honors) in mathematical sciences and mathematical economic analysis from Rice University in Houston, Texas. Rich also did graduate work in international economics at Tokyo University. He is a CFA® charterholder and a member of the CFA Institute. Rich has repeatedly been named to CIO Magazine's annual list of the world's most influential investment consultants and received CIO Magazine's 2017 Industry Innovation Award as Consultant of the Year.Disclaimer:  Click here to read Mercer's Important Notices & Disclosures

How This $2B Money Manager Looks At Holistic Investing… Guest:Dipen Mehta Chief Financial and Operating Officer at Invst with $1.8B A.U.M.Company:InvstWebsite: https://invst.comBio:Chief Operating and Financial Officer at Invst and a Founder at Super Amplify, with over 25 years of experience in the financial industry. I have a Series 65 license, an AIF® & CIMA® designation, and a Lean Six Sigma Black Belt. I am also a keynote speaker, a mathematician, and a former member of CBOE and CME. I have master's degree in financial mathematics from University of Chicago where I also took several MBA courses. I have certificate in Investment Management from Yale University and two undergraduate degrees with three majors in Computers Science, Economics, and International Management, from Boston University.At Invst, I oversee the day-to-day business operations of the firm, which includes human resources, compliance, technology, investment operations, insurance operations, financial management, and vendor management. I work closely with the leadership team, advisors, clients, and team members to create and execute the business plan, and to support the firm's mission of helping people live the life they want by making money work for them. I am passionate about cutting-edge technology and how it can help our team members and clients. I also hold the Chief Compliance Officer, Chief Financial Officer, and Chief Technology Officer positions. We pride ourselves on the growth achieved by our clients and our abundance mindset all of which have led to success for firm in accolades and AUM growth.Super Amplify is a company I started in 2023 to help people use AI better at work to help them do the things they love and automate the things they hate. At Super Amplify, I help bridge the gap between AI, data, and IP with customized technology for clients. I enable users to build collections of their files and ask questions to their data, using artificial intelligence and data science. I connect data sources, workflows, and people using to build automation via intelligent agents. I work with financial advisors, institutions, banks, and other financial organizations that want to improve performance for their clients and create efficiency.I started my career on the floor as a clerk and then a trader at the CBOE and CME, and then founded Intelligent Market Trading Company, one of the most successful firms in the pit and one of the first to trade derivatives electronically.Disclaimer: Invst, LLC (“Invst”) is an SEC registered investment advisor with offices in Indianapolis, IN and Tampa, FL. Invst does not make any representations or warranties as to the investments and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users should be guided accordingly. Prior to Invst rendering any of the advisory services described herein, clients are required to enter into one or more written agreements with Invst setting forth the relevant terms and conditions of the advisory relationship (the “Advisory Agreement”). For additional information, visit www.Invst.com.

How This Drone CEO Looks At His Business - Meet Allan Evans, CEO, Unusual Machines Ticker: $UMACGuest Allan Evans, CEO, Unusual MachinesCompanyUnusual Machines, (NYSE: UMAC)https://www.unusualmachines.com/about-us/Bio:Allan Evans is the Chief Executive Officer of the Company. Further, Mr. Evans was appointed as a director of the Company in November 2023. Previously, he was the Chief Operating Officer of Red Cat from January 2021 to November 2023 and was the Chief Executive Officer of Fat Shark. He is a serial entrepreneur with a history of founding and leading technological innovation. He has extensive experience in overseeing different emerging technologies. From August 2017 to October 2020, he served as a board member for Ballast Technologies, a company that specialized in technology for location-based entertainment.In November 2012, he co-founded Avegant, a technology company focused on developing next generation display technology to enable previously impossible augmented reality experiences. He led design, development, and initial production of the Glyph head mounted display and oversaw technology research and patent strategy while serving as Chief Technology Officer of Avegant until 2016. He has 47 pending or issued patents that cover a range of technologies from implantable medical devices to mixed reality headsets.Academically, his work has an h-index of 15, an i-index of 28, and has been cited in more than 1,000 publications. He has extensive experience with new technologies, engineering, business development, and corporate strategy, and his expertise in these areas strengthens the Company's collective knowledge and capabilities.

GuestPaul Carroll Avion Wealth $850 Million AUMWebsite:https://www.avionwealth.com/Paul's bio:Paul is the founder and CEO of Avion Wealth, LLC. Avion Wealth was seen as a venue for Paul to serve his clients, not through the traditional broker-dealer avenue, but as a consultative, trusted advisor looking for holistic solutions to a complex wealth management plan. His vision was to create a client-centric firm that places service before sales.Paul leads a team of wealth managers in building and executing financial plans for high-net-worth individuals and families. By establishing and maintaining open lines of communication, Paul stays up to date on clients' lives so that he can proactively provide guidance and direction as they navigate the challenges and opportunities presented to them.While not with clients, Paul spends time working on the development of his team, the firm, and the community. Both internally and externally, he takes pride in seeing the success of others.Paul graduated summa cum laude from the University of Maryland in 1985 with a Bachelor of Science degree in Business. He subsequently earned his Master of Science degree in Finance at Texas A&M University, graduating in 1987. To best serve his clients, Paul earned the CERTIFIED FINANCIAL PLANNER™ designation and encourages his team to do the same.While not in the office, Paul enjoys going to the theater, live music, and travel. Paul has been a pilot for over 30 years and still enjoys piloting his team to visit clients around the country. An accomplished sailor and scuba diver, Paul can often be found close to the nearest body of water.

Aterian Inc CEO Explains How To Take Smart Risks & A Lot More Timeless Advice…Ticker $ATERWebsitehttps://www.aterian.io/BioChief Executive OfficerArturo “Arty” Rodriguez has served as Aterian's Chief Executive Officer since June 2024. Mr. Rodriguez served as the Company's Co-Chief Executive Officer from July 2023 to June 2024. He also served as the Company's CFO from March 2021 to June 2024. From September 2017 to March 2021, Mr. Rodriguez was Senior Vice President of Finance at Aterian.Prior to Aterian, Mr. Rodriguez spent five years as Chief Accounting Officer and Global Controller for Piksel, Inc. and also held the role of Interim Chief Operating Officer in his last year. From 2000 to 2011, Mr. Rodriguez was with the Atari Group where he held several financial leadership roles, most notably Acting Chief Financial Officer of Atari, Inc. (NASDAQ: ATAR) from 2007 to 2008 and Deputy CFO of Atari SA (Euronext: ATA) from 2008 to 2010. Mr. Rodriguez is a New York State CPA who holds a BBA in Accounting from Hofstra University.

Craig Kessler CIO Kessler Investment Group $325M A.U.M. Tells You About How He Fights Inflation In Retirement Accounts and Shares Timeless Advice With The Audience. Website: https://www.kesslerig.com/ Bio: Craig Kessler is the President and Chief Investment Officer of Kessler Investment Group, LLC, an independent, SEC-registered investment adviser headquartered in Columbus, Indiana. He began his investment career in 1992 after graduating from Butler University with a B.A. in Economics. During his time at Butler, he was a four-year letterman in baseball. He also attended Glasgow University in Scotland, studying economics at the Adam Smith School of Economics. Prior to college, Craig enlisted in the U.S. Army, serving as a field artillery cannoneer and later earning a commission as a second lieutenant, where he served as an infantry platoon leader. In his professional journey, Craig spent the first eight years as a retail investment adviser. In 2001, he joined Kirr, Marbach & Company, LLC as Director of Marketing, overseeing the firm's business development initiatives. In 2007, he built and managed the investment services department for Lincoln Bank in Plainfield, Indiana. Following Lincoln Bank's acquisition by First Merchants Bank.

Guest: Kartoon Studios' CEO & CFO Share Their 2025 Outlook $TOON Website: www.kartoonstudios.com Ticker: $TOON Press Release https://www.kartoonstudios.com/news/press-releases/detail/1253/kartoon-studios-executives-to-unveil-2025-dynamic-growth Andy's Bio Multi-Emmy Award-winning producer, and CEO of Kartoon Studios, Andy Heyward has made more episodes of children's television than any other producer, including Walt Disney. After graduating from UCLA with a Bachelor of Arts degree in Philosophy in 1975, he joined Hanna-Barbera as a writer and story editor. During his five years with Hanna-Barbera, he was involved in the development and writing of numerous series including Scooby Doo, Flintstones, Jetsons, Smurfs, Yogi Bear, and Scooby's All Star Laff-A-Lympics. In 1980, he moved to France where he joined DIC Audiovisual, a production company specializing in children's animated programming. In 1982, he co-created Inspector Gadget and during the following years he produced over 5,000 episodes of award-winning children's programs, most of which shows and brands are household names, including Inspector Gadget, The Real Ghostbusters, Alvin and the Chipmunks, Hello Kitty, Sonic the Hedgehog, Super Mario Bros, Sabrina the Teenage Witch, Strawberry Shortcake, Care Bears, Captain Planet, Teddy Ruxpin, Sailor Moon, Madeline, Where on Earth is Carmen Sandiego, Liberty's Kids, Warren Buffett's Secret Millionaires Club, Llama Llama, Rainbow Rangers, Stan Lee's Superhero Kindergarten starring Arnold Schwarzenegger, and dozens more. In 1994, he convened the National PTA, National Education Association, UCLA School of Education, and producers from throughout the industry to draft the first voluntary set of program guidelines for children's television. In 1996, he hosted the first meeting between then FCC Chairman Reed Hundt and children's television producers. Today under Kartoon Studios, Heyward produces and licenses brands ranging from Stan Lee Universe, to Baby Genius, to Warren Buffett's Secret Millionaires Club, to Thomas Edison's Secret Lab, to Stan Lee's Superhero Kindergarten, to the recently released Shaq's Garage for the global market. He has also been the largest producer of FCC mandated educational informational programming for children, and has produced hundreds of PSAs promoting child safety, health, exercise, and nutrition. In collaboration with Warren Buffett, he produces the short film which opens the annual Berkshire Hathaway Shareholders meeting, and he co-authored a book with Warren Buffett promoting financial literacy for kids. Heyward is also the author of Go Go Gadget – The Creation of Inspector Gadget. Andy's notable work in children's programming has earned him multiple industry awards, and his charitable efforts off-screen have resulted in numerous recognitions. Some of his awards include two Emmys, nine Emmy nominations, two Humanitas Awards, two Cable Ace Awards, five Golden Reel Awards, three Environmental Media Awards, a New York Television Festival Award and a National Education Association Award, among others. He was inducted into the KidScreen Hall of Fame and won the Studio of the Year at Italy's Cartoons on the Bay International Festival of Television Animation in 2006 (co-awarded to Roy Disney). Heyward is a member of the Producers Guild of America, the National Academy of Television Arts and Sciences, the International Academy of Television Arts and Sciences, and the British Academy of Film and Television Arts (BAFTA). He was the 2010 UCLA College of Humanities Commencement speaker and is currently a Mentor in the UCLA mentoring program. He is active in many community activities, including serving on the Board of Directors of Cedars-Sinai Medical Center, where he was recently made a Life Trustee. Brian Parisi Chief Financial Officer Bio is available here: https://ir.kartoonstudios.com/management-team

Think Big - This $100M Private Equity CEO Uses AI To Invest In NYC Real Estate Guest: Ilan Bracha, CEO and Founder, of IB Global Private Equity $100M Best Advice: Think Big ABOUT IIAN BRACHA: Drawing from over 25 years of experience, Ilan has found continued success through consistently identifying lucrative residential properties and staying ahead of market trends. Ilan has appeared on numerous TV networks such as CNBC, has been quoted widely in the media, including The New York Times, The Wall Street Journal, The Real Deal, former board of directors for REBNY, and is a frequent presenter and consultant to major institutions in both NYC and Israel. IB Global leverages the company's extensive network and expertise to identify and capitalize on high-yielding residential properties. IB Global's funds provide investors with access to a diversified portfolio of high-quality residential assets, delivering attractive returns and long-term growth. ABOUT IB GLOBAL: With over 25 years of experience, IB Global Residential Real Estate Funds specialize in investment opportunities within the residential real estate sector. We leverage our extensive network and expertise to identify and capitalize on high-yielding residential properties. Our funds provide investors with access to a diversified portfolio of high-quality residential assets, delivering attractive returns and long-term growth. Website: https://www.ibg-funds.com/ | Linkedin: https://www.linkedin.com/in/ibracha

This $2B Money Manager Shares Timeless Lessons & How To Avoid F.O.M.O. (Fear Of Missing Out) Guest: Richard McWhorter, CFP & Managing Partner with SRM Private Wealth $1.85B in AUM Website: https://srmprivatewealth.com/ Bio: Richard McWhorter, CFP, is the Managing Partner and Private Wealth Advisor with SRM Private Wealth. He manages $1.8 billion for ultra-high net worth, high net worth, entertainers, and athletes. He has 32 years of experience and spent 16 years at Smith Barney and 16 years at Merrill Lynch. He believes in a holistic approach which is individualized for each client and has experience in financial planning, retirement planning, estate planning, and philanthropic planning. He has been recognized by Forbes - Best in State Wealth Advisors, Financial Times, and Barrons while at Merrill Lynch. He is joined in his Pasadena California firm by partner and director of client services Sandra Parracino, AWMA and client associate Kyle Szesnat. SRM Private wealth was opened in May 2022 to allow The McWhorter Group the ability to serve their clients at the highest level on a wide variety of aspects of their lives. Richard is supported by his wife and six children. Outside of the office he spends time playing golf, traveling, and with his Family. He also enjoys working with charities and finding creative ways to raise funds for a variety of different causes.