The Connected Advisor

The Connected Advisor

The Connected Advisor is a podcast about bringing together the people and technology shaping the wealth management industry. Brought to you by Milemarker and Turncast.

Recent Episodes

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Behavior-Based Investment Strategies with Jonathan Blau
June 3, 2025

Behavior-Based Investment Strategies with Jonathan Blau

Episode 096: In this episode, Kyle Van Pelt talks with Jonathan Blau, President and CEO at Fusion Family Wealth. Known as a “trusted advisor to trusted advisors,” Jonathan brings decades of experience partnering with accounti...
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Serving Clients Holistically at Scale with Jimmy Lee
May 27, 2025

Serving Clients Holistically at Scale with Jimmy Lee

Episode 095: This week, Kyle Van Pelt talks with Jimmy Lee. Jimmy is the Founder and CEO of The Wealth Consulting Group. A longtime Las Vegas resident and industry veteran, he champions a holistic, client-first approach to we...
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Thriving Through Disruption: Building a Future-Ready RIA with Jay Tarno
May 20, 2025

Thriving Through Disruption: Building a Future-Ready RIA with Jay Tarno

Episode 094: This week, Kyle Van Pelt talks with Jay Tarno. Jay is the COO of Cornerstone Planning Group. A former advisor turned operator, he helped lead Cornerstone’s transition to independence and rapid growth. Jay special...
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Turning Happy Clients into Referral Engines with Terry Parham Jr
May 13, 2025

Turning Happy Clients into Referral Engines with Terry Parham Jr

Episode 093: Terry Parham Jr is the Co-Founder, Wealth Advisor, CFO, and CCO at Innovative Wealth Building. Terry joined the financial services industry in 2011 and has held positions as a Financial Planner, Corporate Trainer...
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The Growth Strategy Behind a $3B Succession-Ready Firm with David Hefty
May 6, 2025

The Growth Strategy Behind a $3B Succession-Ready Firm with David Hefty

Episode 092: David Hefty is the CEO at Credent Wealth Management, a fast-growing, advisor-owned RIA that has scaled to nearly $3 billion in AUM through a unique blend of organic growth, strategic acquisitions, and succession-focused consulting. With more than 25 years in the financial services indu…
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The Hidden Cost of Fragmented Data with Kailash Duraiswami
April 29, 2025

The Hidden Cost of Fragmented Data with Kailash Duraiswami

Episode 091: Kailash Duraiswami is the Chief Technology Officer at Milemarker, where he leads the development of data infrastructure and AI-powered solutions for modern advisory firms. With a unique blend of financial experti...
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About the Hosts

Jud Mackrill Profile Photo

Jud Mackrill

Co-Founder, Milemarker

Kyle Van Pelt Profile Photo

Kyle Van Pelt

Co-Founder, Milemarker