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Steve Otten is an Executive Vice President at Seventy2 Capital, where he focuses on assisting clients in planning and pursuing retirement income designed to support their desired lifestyle. He draws on over 15 years of industry experience and professional certifications like the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Planning Counselor designation. Steve employs a comprehensive wealth management approach from asset accumulation, and risk management to tax-efficient strategies and legacy planning. He is well versed in alternative investments and non-correlated assets to pursue well-diversified investment strategies and work towards his clients’ goals.

Before joining Seventy Capital, he was a Vice President and Financial Advisor with Merrill Lynch, a Bank of America Company, where he was part of a team serving high-net-worth individuals and families. Steve holds a Bachelor of Science in Economics from the University of Maryland, College Park. AdvisorHub has recognized him as a 2023 Advisor to Watch and by Five Star Professionals as a 2023 Five Star Wealth Manager.

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

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Jeremiah Dellas is a financial advisor based in St. Louis, Missouri, and the President of Heirloom Wealth Partners. With experience at firms like Fifth Third Securities, Waddell & Reed, and STL Wealth LP, he brings a diverse background in wealth management. Jeremiah has also been involved with organizations like Kids Rock Cancer and the Endangered Wolf Center. A holder of Series 63 and 66 licenses, he is committed to helping clients navigate financial planning and investment strategies in Missouri.

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

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Michael D'Aquila is a Private Wealth Advisor and co-founder of Heritage Planning Partners, where he helps clients connect their purpose to their wealth. With over 20 years of experience, Michael specializes in creating strategic, straightforward financial plans for busy professionals. A mentor and leader, he guides the next generation of advisors while maintaining a client-first approach. Recognized by Forbes as one of the nation’s top financial security professionals, Michael holds multiple designations, including CFP®, CPWA®, WMCP®, and CLU®. Based in Chicago, he enjoys family time, running, and supporting his daughters’ school and local music community.

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

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Mary Schmid, MBA, is a communication and leadership specialist who teaches financial professionals, firm owners, and high achievers how to lead transformational conversations and elevate client interactions into trust-building experiences. Grounded in the neuroscience of conversations, her Conversational Edge System equips financial professionals with the skills to guide discussions that foster trust and collaboration, delivering extraordinary client and team experiences. Mary’s approach provides a competitive advantage by shifting from transactional advice to cultivating lasting, meaningful relationships that foster loyalty and long-term success.

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

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With over a decade of experience in wealth management, Madison specializes in serving ultra-high-net-worth clients by providing seamless and stress-free financial expertise. Her dedication to building strong relationships, coupled with her expertise in financial planning, has served her throughout her career, making her a trusted advisor to business owners, female executives, and multi-generational families. Outside of her professional life, Madison is also an avid tennis player, a committed volunteer, and a passionate traveler.

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

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Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

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Phil Buchanan is the Executive Chairman of Cannon Financial Institute and a recognized thought leader in the wealth management industry. With extensive experience across Retail RIAs, Trust Firms, and Family Offices, Phil has led transformational initiatives in mergers, acquisitions, branding, and client engagement. His work focuses on empowering financial professionals with unmatched confidence, technical competence, and the ability to deliver exceptional client service. Phil is dedicated to helping advisors develop the critical conversations and technical expertise needed to serve affluent clients.

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

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Bill Cates is the president of Referral Coach International, creator of The Unlimited Referrals Marketing System, and the host of the Top Advisor Podcast. He is also a renowned keynote speaker and the author of books including Radical Relevance and Get More Referrals Now.

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

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Benjamin provides wealth management and financial planning services to his clients, helping guide them through the crucial steps and choices they face to bring their goals into reality. He lives in San Antonio with his wife, Stephanie, and three boys and a dog. After a fun and exciting career as a professional cellist, he turned his attention to helping others create a vision for their future and make smart decisions with their finances. He enjoys spending time with his family, exercising, cooking, volunteering in the community, and playing cello for the touring Broadway shows at the Majestic Theater. Benjamin’s areas of focus include financial planning for all life stages, retirement goal setting and income planning, investment management and portfolio design, and 401k participant education. 

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

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Paul G. McManus is a best-selling author and prominent figure in the financial services industry, specializing in helping financial advisors to become bestselling authors and create authority-based marketing systems to attract their ideal clients. He is the author of multiple books including The Short Book Formula: A Financial Professional’s Guide To Writing A Book In Six Weeks To Attract Ideal Clients. 

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

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Jason is the Chief Executive Officer of SKWealth and oversees the day-to-day operations of the firm and all of its employees. He specializes in advising clients in the many venues of wealth management and is a member of the SKWealth Management Investment Committee.

Matthew is a member of SKWealth team having joined as Director of Investments in the spring of 2008. He has over thirty years of experience managing clients’ investments. Matthew’s past clients included individuals, pension plans, banks, insurance companies and corporations. He has experience with a wide variety of investment securities types including equities, fixed income, and alternative assets. Matthew chairs the SKWealth Management Investment Committee.

 

Guest Details 

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

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Brett R. Danko, CFP®, has worked in the financial services industry for many years and is a featured nationwide lecturer on matters of personal finance. He is regularly called upon by the financial services industry to provide financial planning training to top tier financial advisors and to consult on complex planning issues affecting their clients. Brett is the Founder and Managing Partner of Main Street Financial Solutions, LLC, specializing in financial planning and asset management. In that capacity, he helps the firm’s clients address their complex financial planning and investment situations.

Ted Durkin serves as President and Managing Partner at Main Street Financial Solutions. He is responsible for overseeing all financial advisors, driving firm initiatives and goals while collaborating, coaching, and recruiting top talent. With over 25 years of wealth management experience, Ted brings a great deal of knowledge having served in a multitude of capacities including Leadership, Management and Financial Advisor roles. He started his career in finance in 1994 as a Financial Advisor with Merrill Lynch in New York City. Over the next 20 years he held numerous positions within Merrill Lynch. In 2000, he transitioned his career to Leadership. Those roles included: Regional Sales Manager in Washington, DC (2000-2002), Complex Director in Norfolk, VA (2002-2005), Managing Director for Philadelphia Complex (2005-2011), and PA/Delaware Markets, Head of the Affluent Segment for ML (2011-2014). Market Head for the Pennsylvania Southern New Jersey Market UBS (2015-2023).

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Philip Chao founded Experiential Wealth (formerly Chao & Company) in 1992 to provide families and institutions with independent and thoughtful investment management and financial advice. His founding mission is to advocate for his clients and deliver the highest level of care in assisting clients in realizing their long-term financial objectives and outcomes. As the Principal of Experiential Wealth, Philip is the firm’s Chief Investment Officer setting customized investment guidelines and adopting forward-looking capital market assumptions in constructing portfolios for the firm’s wealth management and institutional clients. Philip is also a passionate supporter of and advocate for the fiduciary standard; he is the founder and managing member of Independent Fiduciary Services, providing directed trustee services to health and welfare trusts. 

  

 

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

At Raymond James, Brian works with a wide range of clients throughout the United States who have accumulated wealth in corporate, family business, and individual assets. Brian has in-depth knowledge of a variety of important issues and strategies surrounding retirement planning, such as retirement income, employer-sponsored retirement plans and retirement cash flow.

Branch address (27 S. Squirrel Rd., Suite 200, Auburn Hills. MI 48326), phone number (248-276-2810), Associates involved and their full name and approved Title (Brian J. Probst, CFP®, CRPC®, Vice President, Wealth Management) and the following disclosures: Raymond James is not affiliated with and does not endorse the opinions or services of Harbor Capital. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Any opinions are those of the speakers, and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. Every investor’s situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involve risk and you may incur a profit or loss regardless of strategy selected. Be sure to contact your financial advisor regarding your particular situation before making any investment or withdrawal decision.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Guest Details 

 

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

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Austin received his bachelor’s in finance from San Diego State University.  He has earned the Certified Financial Planner (CFP) designation and a certificate of financial planning from Wake Forest University.  

Austin currently serves as the chairman on the board of directors for the Helotes Area Chamber of Commerce and is a director for the Helotes Economic Development Corporation where he serves his community and neighbors by growing and developing businesses in Helotes.  He also sits on the board of directors for the Bandera Natural History Museum.  

Austin lives in Helotes, Texas with his wife and four young daughters.  He enjoys a variety of outdoor activities including hunting, camping, smoking briskets and taking in sporting events.  

Guest Details 

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

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Erold Merko is a Chartered Retirement Planning Counselor™ with over 15 years of experience in the financial services industry. He is a tenured financial advisor who provides comprehensive, sophisticated plans that guide clients in their pursuit of financial independence. Erold and his team understand the value of their clients’ hard work and are dedicated to cultivating and preserving their wealth and legacies. Erold joined Raymond James in 2021. Previously, he was a senior wealth management advisor with the Teachers Insurance and Annuity Association (TIAA) for over nine years. At TIAA, he led a team of four investment professionals managing a portfolio of clients with over $1.2 billion in assets. Prior to joining TIAA, he was a retirement consultant with Freedom One Financial Group.

Harbor Capital Details

 
Guest Details 

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Bradford Vannelli is a Partner and Wealth Advisor at Transcend Capital Advisors. Prior to joining Transcend, Bradford served as a Wealth Advisor, Senior Vice President at UBS Wealth Management. Prior to UBS, Bradford spent 13 years as a Vice President, Financial Advisor at Merrill Lynch. For over two decades, he has helped individuals, families and business owners with goal planning, cash management, lending and investment management. He holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning.

 

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

On this episode of The Active Advisor podcast, host Bryan Moore chats with Evan Pawloski,  AIF®, Senior Partner and Plan Advisor at Michigan 401(k) Advisors. Join them as they discuss the importance of selecting the right 401(k) advisor and the challenges companies face when they don't put in the work upfront. Evan emphasizes the importance of focusing on the basics and doing the necessary work to ensure the success of retirement plans. 

This episode of The Active Advisor covers:

 

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

On this episode of The Active Advisor podcast, host Bryan Moore chats with Thomas Fautrel, President and Co-Founder of Seventy2 Capital Wealth Management. Join Bryan and Thomas as they discuss the topic of going independent as a financial advisor. They delve into the benefits, struggles, and future plans of being an independent advisor. Thomas, the President and Co-Founder of Seventy2 Capital Wealth Management, shares his expertise and journey to becoming a successful independent advisor and business owner.

This episode of The Active Advisor covers:

As President and Co-Founder of Seventy2 Capital, Thomas Fautrel is focused on the practice’s growth initiatives and strategies for geographic expansion. In that capacity, he manages advisor development and integration. As a financial advisor, he primarily advises Fortune 500 Executives on their executive stock and benefit plans and creates customized portfolio solutions.

 

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

On this episode of The Active Advisor podcast, host Bryan Moore chats with James Studinger, Owner of JPStudinger Group, about his big three investment strategies for building wealth. Spoiler alert: James is a firm believer in active management of his investments and a fan of Roth Savings over pre-tax contributions because taxes are set to rise. 

This episode of The Active Advisor covers:

Here’s how James describes himself: “I’m a Yooper, which means I grew up in Michigan’s Upper Peninsula. I love to camp, hunt, fish, hike, and explore. I’ve done Ironmans, climbed Mt. Rainier, and run the “Rim2Rim2Rim”. My outdoor adventures and athletics directly correlate to how I run my business. You can’t hike from one great lake to another successfully in three nights without having a detailed plan, and you can’t run the Rim2Rim2Rim without knowing what you are getting into—it takes training. 

Like everything in life, balance is key. These traits are exactly what is required when it comes to making money. I wrote Wealth Is a Choice in 2008. In it, I describe the most important principles for succeeding with money. I truly believe that it is within our control to be wealthy.”

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

On this episode of The Active Advisor podcast, host Bryan Moore chats with Bruce about the world of active management and its potential effectiveness in beating the index. Discover how Bruce's customized approach to financial advisory and focus on building strong relationships has had a positive impact on his clients' lives. Gain valuable insights on managing money through a highly customized lens and how to select a broker dealer that works for you. 

This episode of The Active Advisor covers:

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

On this episode of The Active Advisor podcast, host Bryan Moore chats with Anthony Zanetti, Partner and Financial Consultant at Mardin Capital Group, a wealth management firm based out of Portsmouth, New Hampshire. Join us as we learn how to build a successful advisory around the family first principle and adapt to the shift from a high-paying wholesaler job to an independent advisor. 

Anthony discusses different touchpoints related to retirement planning and financial advising. We cover the importance of keeping up to date with new software, the challenges of building trust with clients, and the benefits of active management in the industry. Anthony also shares his unique perspective and experiences, offering valuable insights to listeners.

This episode of The Active Advisor covers: 

Here’s Anthony’s bio in his own words: “I have spent the past 15 years in the financial services industry, which provided me the opportunity to meet hundreds of financial advisors across the country. These interactions helped shape my approach as an advisor. I enjoy collaborating as a team to provide exceptional service while organizing and simplifying our clients’ financial lives. Building lasting client relationships across generations is the most energizing part of my job.”

Prior to joining LPL, Anthony was most recently at Ameriprise, building his own wealth management practice while serving as the branch manager for two large offices in New Hampshire. In addition, he has spent over six years in Texas working for Boston-based Eaton Vance. There he worked alongside financial advisors and their clients, helping to guide them as they constructed comprehensive, individualized portfolios, including tax-efficient investing and managing concentrated stock positions. 

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

This episode of The Active Advisor covers: 

Randy is an experienced Wealth Management Advisor with a demonstrated history of working in the investment management industry. He is skilled in Insurance Planning, Securities, Asset Management, Investment Strategies, and Retirement Planning. Randy focuses on the whole plan in the client relationship. Randy loves his work with clients and gains great satisfaction from their achievements and milestones.

 

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

For answers to these questions and many more actionable tips to improve your website and LinkedIn profile, catch this episode of The Active Advisor. Host Bryan Moore chats with Matt Kress who is actively building innovative growth strategies using AI for mid-market enterprises. 

Bryan and Matt discuss the importance of optimizing an advisor's online presence, specifically focusing on their website and LinkedIn profile. They highlight the need for advisors to differentiate themselves through uncommon commonalities and how to provide valuable content to prospects. 

This episode of The Active Advisor covers: 
Online presence: Key tips to improve a prospect’s first impression

Matt is a dynamic professional with a passion for growth, relationship-building, and making a positive impact by helping busy Financial Advisors and their marketing teams convert their website traffic into profitable leads and launch growth systems.

With a diverse background spanning various industries, Matt brings a wealth of experience to the table. His journey includes co-founding and successfully selling Relate.ly, a smart relationship management software, and playing a key role in the acquisition of Kredible, a technology-enabled practice management firm.

Matt also helped start Bunnell Idea Group, an innovative business development training firm. Over the years, he’s helped hundreds of financial advisors and other businesses grow by adapting to their prospects' buying behaviors and improving their sales and marketing processes. 

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

This episode of The Active Advisor covers: 

Matt is a Managing Director and Private Wealth Advisor at Sunpointe Investments. He helps clients create, align, and manage their financial plans and investment strategies. Prior to joining Sunpointe, Matt worked at Bank of America Merrill Lynch as a Senior Financial Advisor, Portfolio Manager, and First Vice President. Across 16 years and multiple roles, he’s gained a deep perspective on how individuals, businesses, and non-profits can plan and invest in their future. 

Matt’s talent-turned-skill is engaging people on their level. In his words, "Finance may be complex, but it doesn’t have to be complicated. Whether it’s a single person alone, a big family, a corporation, a non-profit, or any other entity - it always starts by connecting with people first. And people have stories about where they are now, where they’ve been, and where they’re going. It’s our job to listen, apply the math of financial planning and investment management, and then figure out, together, how to keep them moving forward strategically."

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Welcome to another episode of  The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Barbara Ginty, CFP®, CEPA®, and President of Independent Financial Services. Barbara was recently named by Forbes as a "Top Women Wealth Advisors Best-In-State" for New York.

Barbara Ginty is a Certified Financial Planner and the host of the “Future Rich” podcast. Each week on the show, Ginty interviews women about their finances and helps them develop a plan to achieve their goals. The podcast was selected by NextAdvisor as one of the 10 Best Finance Podcasts for 2021.

Barbara previously worked for Bloomberg and Credit Suisse and is now the owner of a wealth management firm, Independent Financial Services, that caters to clients from all financial backgrounds and ages. In addition to one-on-one client meetings, she also provides financial literacy classes and online content through her company, Planancial.

 

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Welcome to another episode of  The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by David Marra, Co-Founder and Head of Portfolio Management at Markin Asset Management. David has a unique understanding of how investment management can be a secret weapon for transforming RIAs and driving their business growth to new heights.

In this episode, David reveals: 

David is a specialist in systematic multi-asset strategies. He has an MBA from the University of Chicago and a background as a consultant at the Boston Consulting Group. David is currently Co-Founder and Head of Portfolio Management at Markin Asset Management, a provider of asset management services intended to help discover a lower risk path to above-average returns. 

The company specializes in portfolio management, risk administration, alpha discovery, and document construction alongside offering a liquid means of achieving diversified low-beta returns and exposure to large equity drawdown cycles, enabling individuals and small businesses to continuously translate understanding into lower-risk portfolios and great partnerships, and generate maximum return on investment.

 

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Welcome to another episode of  The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Alisa Maute, CIMA®, CAIA℠ , and EVP of Advisor Growth Solutions at LPL Financial. Alisa shares her wealth of experience in the financial services industry and her advocacy for women in finance. 

Some highlights from the episode:

Alisa is a senior strategy and distribution leader in financial services with experience managing a team of 165 professionals across distribution, financial planning, insurance, and sales enablement for a Fortune 500 wealth management firm. She has a successful record in asset management across all distribution functions in all channels at WisdomTree, Van Kampen, and Morgan Stanley.

As Executive Vice President of Advisor Growth Solutions at LPL Financial, Alisa focuses on growing and optimizing advisor adoption of LPL’s platforms and consulting resources to grow their client relationships while also playing an integral role in setting the strategy and build-out of future wealth management offerings.

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Welcome to another episode of  The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Michael Levin, the New York Times Best-Selling Author, prolific ghostwriter, and CEO of AdvisorGhost. Michael’s company plans, ghostwrites, publishes, distributes, and markets books written for financial advisors, wealth managers, and insurance professionals as marketing, thought leadership, and sales tools.  

A New York Times bestselling author, Michael Levin is the most prolific ghostwriter in the industry, having written, edited, published, or consulted on more than 1,000 books. His own books have been published by Simon and Schuster, Random House, Penguin, and a variety of other top publishers. 

Michael has written for the New York Times, the Wall Street Journal, HuffPost, LA Times, Boston Globe, and many other top outlets. His ghostwriting clients include Boeing and Ford CEO Alan Mulally, Baseball Hall of Famer Dave Winfield, motivational speaker Zig Ziglar (he edited Zig’s last book), and NFL legend Pat Summerall.

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

A special shout-out to our loyal audience. This journey would not have been possible without your participation and engagement. As the show prepares for an all-new season, we will continue our journey into the dynamic and fascinating financial advisory world. The podcast will help you learn from industry pros who have built thriving practices and helped thousands of investors realize their financial dreams.

●   Frank Toth, Principal and COO at Capital Conclusions Corporation

●   Sarin A. Barsoumian, CFP®, CRPC®, LPL Financial Advisor and Founder at SMB Financial Strategies.

●  Nicole Middendorf, CEO and Wealth Advisor at Prosperwell Financial

●  Brian Portnoy, CFA and Founder of Shaping Wealth

●  Bruce Lee, Founder and CEO of Keebeck Wealth Management

●  Patrick Huang, CAIA and Director of Investments at Source Financial Advisors

●  Michael Collins, CFA®, Founder and CEO of WinCap Financial

●  Taylor Nissi, CFP®, CTLC®, Partner at Pleasant Street Wealth Advisors

●  Tunde Ogunlana, CFS, CES,  Founder, and Family Wealth Advisor at Axial Family Advisors

●  Ross Marino, CFP®, CeFT®, Founder and CEO of Advisor2X

●  Nate Lenz, CEO and Co-Founder at Concurrent Advisors

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Michael discusses:

Mick Hayman, CFA® is a distinguished wealth manager with a remarkable four-decade career in guiding individuals and institutions toward building and preserving wealth. As the Founder of Hayman Investment Counseling, Mick has cultivated a stress-free balanced money mindset approach to investing. He is also the author of Mellow Your Money, How to Surf the Market, and Build Wealth without Stressing Yourself Out!

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Join us as we discuss the following topics:

Komson Silapachai is a Partner at Sage Advisory Services and a member of the Investment Committee. Before being named Partner in September 2021, Komson was Vice President of Research and Portfolio Strategy, spanning responsibilities in macro strategy, asset allocation, portfolio construction, and ESG. Prior to joining Sage in 2016, Komson spent nine years at the Teacher Retirement System of Texas, most recently as an investment manager in its Asset Allocation group. He is a Chartered Financial Analyst (CFA) and a member of the CFA Institute.

Guest Details:

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Join us as we discuss the following topics:

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Join us as we discuss the following topics:

Bruce is the Founder of Keebeck Wealth Management, and the source of its namesake. Keebeck, Bruce’s given name by his first-generation US immigrant parents, means “to ascend.” As a Wealth Advisor, Bruce draws on his extensive knowledge of multi-generational wealth creators to determine the role an advisor can serve in a client relationship. With 33 years of investment experience alongside some of the world’s largest financial institutions, Bruce leads Keebeck Wealth Management with a vision of empowering clients through a transition of being the CEO of their company to becoming CEO of their capital. Bruce has further been named among the top financial advisors by both Barron’s and the Financial Times.

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Join us as we discuss the following topics:

Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money. He is the founder of Shaping Wealth, an applied behavioral finance coaching and content platform serving the global wealth and investment industries. Brian’s multiple bestselling books have been published in 9 languages, and one of them, The Geometry of Wealth, inspired his current venture. He previously worked for nearly 20 years in the hedge fund and mutual fund industries as an investor, researcher, and educator. He serves on the ambassador’s council of the Alliance for Decision Education, is a CFA Charterholder, and is a member of the Economic Club of Chicago.

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Join us as we discuss:

Before joining Harbor, Bryan gathered over two decades of extensive experience in the ETF sector. His diverse background includes trading and managing ETF desks at various prominent US banks and undertaking Capital Market roles in the US and Canada. Recently, Bryan has focused his efforts on Distribution in the Central South, specifically targeting Registered Investment Advisors (RIAs) and Institutions.

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Join us as we discuss different touch points around wealth management, including:

Yohance Harrison has a 22-year career in financial advisory and management and after a decade in corporate America, he departed to start his own firm, Money Script Wealth Management. Yohance holds a Series 65 & 66 Securities License, is a Chartered Retirement Planning Counselor (CRPC®), and a Behavioral Financial Analyst (BFA™). He also holds multiple board positions at other organizations across the country.

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Join us as we discuss different touch points around finance, including:

Nicole is a Wealth Advisor and Certified Divorce Financial Analyst at Prosperwell Financial. Her main focus is helping people find happiness in life and feel comfortable with their money. She is able to accomplish this through one-on-one client meetings, writing books, presenting at conferences, and appearing on TV, radio, and other media.

 

Nicole shares financial advice and a real-life perspective on saving, planning, and investing with audiences nationwide. She works hard to empower her audience to make crucial and positive changes in their own lives. Nicole’s books have received local and national press coverage and she has become known for her thoughtful, concise quotes, relaxed on-air presence, and articulate delivery.

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Tunde Ogunlana is the Founder and Family Wealth Advisor at Axial Family Advisors, where he applies learnings and insights from a 20-year career in financial planning and advisory. You won’t get to first base without building a team of experts. Wealth advisory starts and ends with understanding the client's needs, meeting them, and sustaining them over the long run. Success is planning for generations, not just years. Tunde is also passionate about working with non-profit organizations like the National Association of Black Accountants, the City of Fort Lauderdale Community Service Board, and the Museum of Art Ft. Lauderdale, where he currently serves on the board of governors. 

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Ross Marino, CFP® and CeFT® has been a financial advisor for over 30 years and is the founder of Transitus Wealth Partners. He is also the Founder and CEO of Advisor2x (A2X), a professional development company for financial advisors. A2X hosts the Shift Conference for financial planners and advisors who value the psychology behind financial planning. He is a best-selling author, social entrepreneur, host of the Shaping Change podcast, and has been featured in over 400 other podcasts. 

Guest Details:

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Bill Dougherty, CFA®, CFP®, has more than 22 years of experience in the financial services industry. Based on his deep knowledge of investments and capital markets, he firmly believes that investments are the keystone of financial independence. Before joining the JJM Financial Group and Main Street Financial Solutions, Bill held leadership roles at Hartford Funds, Charles Schwab, Chartwell Investment Partners, and Delaware Investments. In 2011, he was named Rising Star of Mutual Funds by Institutional Investor.  

If you enjoyed this episode, subscribe, rate, and review us on Apple, Spotify, and Google Podcasts. Instructions on how to do this are here.

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Brian is the President and CEO of Keenan Financial, a Boston wealth management and financial planning firm. Brian is focused on building long-term relations with his clients by providing financial services customized to the individual client's goals, time horizon, and risk appetite. His company is a financial and insurance concierge, providing comprehensive services across financial planning, wealth management, investments, personal and property insurance, and mortgages.

Brian also works with businesses and business owners to offer corporate finance services ranging from setting up company benefits like 401(k)’s, group benefits, and stock option programs to name a few. He also works with business owners on succession planning programs. 

If you enjoyed this episode, subscribe, rate, and review us on Apple, Spotify, and Google Podcasts. Instructions on how to do this are here.

Guest Details:

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Michael is a CFA® Charterholder and the founder and CEO of WinCap Financial. At the firm, Michael acts as Financial Advisor, Portfolio Manager, and a fiduciary, tailoring to the needs of every client. 

Prior to the creation of the firm, he served as a Financial Advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives at CapTrust. Michael was also a Portfolio Manager at Boston Advisors where he specialized in providing investment management analysis and solutions to current and prospective high-net-worth investors.

If you enjoyed this episode, subscribe, rate, and review us on Apple, Spotify, and Google Podcasts. Instructions on how to do this are here.

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

●        The benefits of outsourcing middle -and back- office support

●        The Advisor-Centric future of the industry

●        Why Concurrent believes in looking for lemons

●        Core investment beliefs

●        Gaps in training programs to develop advisors and how to develop talent internally

●        The shift from passive to active management

Nate Lenz is the CEO of Concurrent, a $12 Billion OSJ, turned RIA*, partnering with advisors to realize their potential as entrepreneurs. Before launching Concurrent, Nate was the co-founder and managing partner of I&A Consulting, a boutique consultancy focused on M&A and experienced advisor recruiting. The launch of I&A followed a 6-year stint at Raymond James Financial Services, where he was the Vice President of Succession Planning & Acquisitions, leading an in-house consulting team that provided support to the 4,000+ independent financial advisors affiliated with RJ in both the independent broker/dealer and RIA custodian channels.

If you enjoyed this episode, subscribe, rate, and review us on Apple, Spotify, and Google Podcasts. Instructions on how to do this are here.

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

●       The belief that when your values are clear, your decisions are easy

●       Building relationships while growing the client’s portfolio

●       Helping clients cut through the noise from financial media outlets

●       Advice for budding financial advisors

●       Active vs. passive investing

Erik Strid, CFP®, ChFC®,  is a Founding Principal at Concentus Wealth Advisors. He has over twenty years of combined experience working at two different Wall Street brokerage firms, including Merrill Lynch and Wells Fargo. Erik describes his work at Concentus as being driven by the firm’s deep commitment to their 5 Core values, which include: contribution, fun, family, optimism, and integrity. Their approach is distinctive and most importantly, dedicated to helping clients achieve their financial goals.

If you enjoyed this episode, make sure to subscribe, rate, and review us on Apple Podcasts, Spotify, and Google Podcasts. Instructions on how to do this are here.

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Patrick Huang, is a CAIA and Director of Investments at Source Financial Advisors. He has 10+ years of experience in managing portfolios for both private clients and institutions.

Patrick is a leader on the investment team and is responsible for setting the investment philosophy and investment process. His expertise is overseeing strategic and tactical asset allocation decisions across multiple asset classes, including public equities and public bonds and alternative vehicles such as real assets, hedge funds, and private equity funds.

If you enjoyed this episode, make sure to subscribe, rate, and review us on Apple Podcasts, Spotify, and Google Podcasts. Instructions on how to do this are here.

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Join them as they discuss:

Taylor Nissi is Partner at Pleasant Street Wealth Advisors. Taylor is a Certified Financial PlannerTM who focuses on providing high-impact advice and guidance to individuals, businesses, and families.

If you enjoyed this episode, make sure to subscribe, rate, and review us on Apple Podcasts, Spotify, and Google Podcasts. Instructions on how to do this are here.

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Join them as they:

Aaron Gilman is the Chief Investment Officer at IFP and describes himself as a specialist in high-net-worth portfolio management. He serves as the Chief Investment Officer and President of the wealth management division for a Broker Dealer and RIA with a national footprint. He is passionate about the practical application of fintech and behavioral finance to drive smarter financial decision-making.

If you enjoyed this episode, make sure to subscribe, rate, and review us on Apple Podcasts, Spotify, and Google Podcasts. Instructions on how to do this are here.

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Frank Toth is the Principal and COO at Capital Conclusions Corporation, with over 20 years of experience in financial markets. He strives to keep the firm's clients at the forefront of this dynamically changing global financial marketplace. Frank’s macro attention to consumer behavior, economic trends, investor emotions, and technical analysis are critical drivers of the firm's success.

If you enjoyed this episode, subscribe, rate, and review us on Apple Podcasts, Spotify, and Google Podcasts. Instructions on how to do this are here.

Guest Details:

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so