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. 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...
July 15, 2025

The Breakaway Blueprint: How Nelly Mubashi Helps Advisors Go Independent

Episode 101: This week, Kyle Van Pelt talks with Nelly Mubashi, CEO of Northwest Asset Management and RIA Innovations. They discuss how advisors can build their own RIA easily and confidently. Nelly also shares her remarkable...
July 8, 2025

The Secret to Mercer Advisors' 100 Partnerships & Growth-Driven Success with Dave Welling

Episode 100: This week, Kyle Van Pelt talks with Dave Welling, CEO of Mercer Advisors. With 25 years of experience in wealth management, Dave has an extensive track record of serving clients and helping businesses and people...
July 1, 2025

Solving the RIA Puzzle: Leadership, Platforms, and the Missing Layer with Brian Shenson

Episode 099: This week, Kyle Van Pelt talks with Brian Shenson, Managing Partner and COO at Rise Growth Partners. With more than two decades of experience working with financial professionals, Brian has developed a deep under...

About the Hosts

Jud Mackrill Profile Photo

Jud Mackrill

Co-Founder, Milemarker

Kyle Van Pelt Profile Photo

Kyle Van Pelt

Co-Founder, Milemarker