Episodes

Episode 149: This week, Kyle Van Pelt talks with Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management. Ben is the author of five books on investing, including his newest, Risk and Reward. He'...

Episode 148: This week, Kyle Van Pelt talks with Dan Johnson, Senior Managing Director and Head of Wealth Management Practice at F2 Strategy. Dan is an industry leader in portfolio management systems implementation, investmen...

Episode 147: This week, Kyle Van Pelt talks with Patrick Kelly, Co-Founder and CEO of Signal Advisors. Patrick started his career as a financial advisor at Northwestern Mutual before becoming an independent advisor. Before Si...

Episode 146: This week, Kyle Van Pelt talks with Vib Arya and Sean Meighan of Envestnet. As Head of Strategic Relationship Management, Vib is a seasoned wealth and investment management leader with more than 25 years of exper...

Episode 145: This week, Kyle Van Pelt talks with Aaron Wormus, Chief Technology Officer at SMArtX Advisory Solutions. Aaron has spent years building technology infrastructure for the financial services industry, from hedge fu...

Episode 144: This week, Kyle Van Pelt talks with Tim Gavin, Chief Strategy Officer & Chief Compliance Officer at MCF. Tim helps lead the firm’s long-term strategic direction across operations, compliance, advisor support, tec...

Episode 143: This week, Kyle Van Pelt talks with Scott Schwartz. Scott is one of the Managing Partners and a Wealth Management Advisor at OnePoint BFG Wealth Partners. With more than 40 years of experience in helping clients ...

Episode 142: This week, Kyle Van Pelt talks with Nate Angelo, CEO of Composition Wealth. Nate brings a diverse background spanning institutional investing and advisory leadership, with a focus on building firms that balance g...

Episode 141: This week, Kyle Van Pelt talks with Erik Brenner, CEO, President, and Founding Partner at Hilltop Wealth and Tax Solutions. With more than 30 years of experience, Erik has assisted thousands of individuals in int...

Episode 140: This week, Kyle Van Pelt talks with Anne McPhail, Managing Director at Novare Capital Management. With more than 30 years of experience across corporate banking and wealth management, Anne brings deep experience ...

Episode 139: 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...

Episode 138: This week, Kyle Van Pelt talks with Michael Vedders, Senior Vice President of Marketing & Enterprise Resources at NorthRock Partners. In his role, Michael is responsible for extending NorthRock's reach and reputa...

Episode 137: This week, Kyle Van Pelt talks with Verity Larsen, Founder & CEO at Versoft Consulting. Versoft partners with RIAs to help navigate complex technology decisions, system conversions, and data strategy. Verity talk...

Episode 136: This week, Kyle Van Pelt talks with Nicole McMullin, Senior Vice President of Product at Wealth.com. Nicole is a seasoned product leader with a proven track record of building and scaling high-performing product ...

Episode 135: This week, Kyle Van Pelt talks with Jessica Perez, VP of Growth at Milemarker. Jessica brings a boots-on-the-ground perspective to the wealth management technology space, working directly with advisory firms to h...

Episode 134: This week, Kyle Van Pelt talks with Chip Kispert, Founder & Managing Partner at Beacon Strategies. Chip has spent decades building and leading one of the country’s fastest-growing RIAs, helping shape its national...

Episode 133: This week, Kyle Van Pelt talks with Jennifer Goldman, Founder and Strategic Operations Transformer and Integrator at My Virtual COO. Jen is an operations expert with 30 years of experience helping 1,000+ service ...

Episode 132: This week, Kyle Van Pelt talks with Andrew Evans, Chief Executive Officer of Rossby. Before Rossby, Andrew served as Executive Vice President at TAG Advisors and as a Securities Principal at Cambridge Investment ...

Episode 131: This week, Kyle Van Pelt talks with Joe Moss, Founder at AdvisorTechBook. With a background in real estate and data analysis, Joe has become a go-to resource for financial advisors looking to optimize their tech ...

Episode 130: This week, Kyle Van Pelt talks with Adam Spiegelman, Founder and Wealth Advisor at Spiegelman Wealth Management, which offers investment and wealth management programs and services for high-net-worth clients. The...

Episode 129: This week, Kyle Van Pelt talks with Mitch Hamer. Mitch is the Founder & Lead Advisor at Intersecting Wealth, where he partners with families to navigate their financial lives with clarity and intention. With an a...

Episode 128: This week, Kyle Van Pelt talks with Tyson Ray, CEO, Founding Partner, and Senior Wealth Advisor at FORM Wealth Advisors. Tyson helps financial advisors exit their businesses with clarity, confidence, and no regre...

Episode 127: This week, Kyle Van Pelt talks with Matt Regan, President at Wealthcare. With more than two decades in the financial services industry, Matt has helped build several transformative business models, including laun...

Episode 126: This week, Kyle Van Pelt talks with Sarah Simmer, Partner and Senior Wealth Advisor at Heritage Wealth Advisors. Sarah delivers customized wealth management and tax planning services to individuals and families, ...