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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AI-Driven Private Wealth Intelligence with Russ D'Argento
April 22, 2025

AI-Driven Private Wealth Intelligence with Russ D'Argento

Episode 090: Russ D'Argento serves as Founder & CEO at FINTRX. Prior to founding FINTRX, Russ served as Sr. Consultant of Family Office Marketing and introductions for Windham Capital Group—a 20-year-old consulting firm in th...
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How Envestnet Is Redefining Scale and Accessibility with Molly Weiss
April 15, 2025

How Envestnet Is Redefining Scale and Accessibility with Molly Weiss

Episode 089: Molly Weiss, Group President of Wealth Platforms at Envestnet, is a 20-year financial services veteran who drives Envestnet’s end-to-end technology and solutions ranging from portfolio management, financial plann...
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Lessons from 20 Acquisitions: What Works—and What Doesn’t with Kristen Oziemkowski
April 8, 2025

Lessons from 20 Acquisitions: What Works—and What Doesn’t with Kristen Oziemkowski

Episode 088: This week, Kyle Van Pelt talks with Kristen Oziemkowski, COO at The Mather Group. With a background in economics, Kristen brings deep expertise in operational strategy, M&A integration, and organizational growth....
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Building Legacies That Last with Rick Simonetti
April 1, 2025

Building Legacies That Last with Rick Simonetti

Episode 087: This week, Kyle Van Pelt talks with Rick Simonetti, CEO and Head of Wealth Planning of Fidelis Capital Partners, to explore what it takes to serve ultra-high-net-worth families with excellence. Rick shares how Fi...
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Growing Organically: The Art of Strategic Client Relationships with Andy Peters
March 25, 2025

Growing Organically: The Art of Strategic Client Relationships with Andy Peters

Episode 086: This week, Kyle Van Pelt talks with Andy Peters, Partner at Goldstein Advisors. Andy's CPA license is a rarity in financial planning, allowing him to lend a unique business and tax focus to his Financial Planner ...
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Serving Small Markets, Making a Big Impact with Daniel Spurgeon
March 18, 2025

Serving Small Markets, Making a Big Impact with Daniel Spurgeon

Episode 085: This week, Kyle Van Pelt talks with Daniel Spurgeon, Managing Partner at Commonwealth Financial Services. They discuss building a thriving RIA in a small market, how to overcome the challenge of establishing trus...
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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