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...
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...
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...
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 ...
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 ...
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...
