Next Mile

Next Mile

Next Mile is a podcast about bringing together the people and technology shaping the wealth management industry. Brought to you by Milemarker.

Recent Episodes

Aug. 26, 2025

Building a Firm That Lasts: Trust, Culture, and Communication with Richard Alt

Episode 107: Richard Alt is the CEO of Carnegie Investment Council, where he has led the firm through significant growth, including major acquisitions like Eagle Ridge. With more than two decades of experience, Richard is com...
Aug. 19, 2025

Rethinking AUM: A Better Way for RIAs to Measure Success with Lacey Shrum

Episode 106: Lacey Shrum, Founder of Smart Kx, is an accomplished professional with a diverse background in law, compliance, and entrepreneurship. At Smart Kx, Lacey applies her extensive experience to drive strategic initia...
Aug. 12, 2025

When Hospitality Becomes a Strategy with Phillip Hamman

Episode 105: This week, Kyle Van Pelt talks with Phillip Hamman, President & CEO at Linscomb Wealth (LW). Phillip leads the team in developing and executing the firm's visionary strategies. His leadership extends to serving o...
Aug. 5, 2025

The Four Pillars of Generational Wealth Planning with Steve Reder

Episode 104: This week, Kyle Van Pelt talks with Steve Reder, Partner & Head of Wealth Management at RWA Wealth Partners. Steve leads a team of wealth advisors and shapes the advice, guidance, and support clients receive. He ...
July 29, 2025

The Myth of Independence in Financial Advice with Brad Shepherd

Episode 103: Brad Shepherd is the President and CEO at Founders Financial, a broker-dealer and RIA dedicated to building purpose-rich, advisor-centric enterprises. With nearly three decades in the industry, Brad blends deep ...
July 22, 2025

The Secret to Scaling Without Losing Your Soul with Carrie Delgott

Episode 102: Carrie Delgott is the President, COO, and CCO at Wescott Financial Advisory Group. With over 25 years in financial services—including two decades at Vanguard—Carrie brings deep expertise to the evolving RIA lands...

About the Hosts

Jud Mackrill Profile Photo

Jud Mackrill

Co-Founder, Milemarker

Kyle Van Pelt Profile Photo

Kyle Van Pelt

Co-Founder, Milemarker