Guests

Who's been on Next Mile

157 founders, CEOs, advisors and operators from across wealth management.

• JC AbusaidCEO & President, Halbert Hargrove1 episode
• Dave AlisonFounding Partner & President, C2P Enterprises1 episode
• Richard AltCEO, Carnegie Investment Counsel1 episode
• Eric AmarFounder & CEO, Accelerated Wealth Partners1 episode
• Art AmbarikCEO, Perigon Wealth Management1 episode
• Nate AngeloCEO, Composition Wealth1 episode
• Carolyn ArmitageCEO, True Circle Organization1 episode
• Vib AryaStrategic Relationship Management, Envestnet1 episode
• Brandon AverillPartner, AWM Capital1 episode
• Sammy AzzouzPresident & CEO, Heritage Financial Services1 episode
• Grace BalestrieriSr Director, Client Experience Operations, Brighton Jones1 episode
• Brad BallFounder, Bison Wealth1 episode
• Jason BarberCEO & Co-Founder, Uptick Partners1 episode
• Kristina BaronCo-Managing Partner, Oxford Financial Group1 episode
• John BarrowsFounder & CEO, JB Sales1 episode
• Michael BatnickManaging Partner, Ritholtz Wealth Management2 episodes
• Brett BernsteinCEO & Co-Founder, XML Financial Group2 episodes
• Victoria BillsChief Investment Strategist, Banrion Capital Management1 episode
• Jonathan BlauPresident & CEO, Fusion Family Wealth1 episode
• James BogartCEO & President, Bogart Wealth1 episode
• Jason BorekChief Growth Officer, The Pinnacle Group1 episode
• Melissa BouchillonManaging Partner, Sound View Wealth Advisors1 episode
• Ted BovardCEO & Founding Partner, Fort Pitt Capital Group1 episode
• Erik BrennerCEO & Founding Partner, Hilltop Wealth & Tax Solutions1 episode
• Matt BrinkerManaging Partner, Merchant Investment Management1 episode
• Libby BuckleyDirector of Wealth Admin & Marketing, Parable Wealth Partners1 episode
• Mark BuffingtonCEO, BIP Capital / BIP Ventures1 episode
• John BunchCEO, Allworth Financial1 episode
• Diana CabricesFounder, Diana Cabrices Consulting1 episode
• Rachel CameronDir. Strategic Partnerships, DPL Financial Partners1 episode
• Ben CarlsonDirector of Institutional Asset Mgmt, Ritholtz Wealth Management1 episode
• Melissa CaroFounder, My Retirement Network1 episode
• Megan CarpenterCEO & Co-Founder, Ficomm Partners1 episode
• Thomas CarrollCEO & President, Homrich Berg1 episode
• Jeff CaseyPresident & Partner, CG Financial Services1 episode
• Matt CelenzaManaging Director and Partner, Americana Partners1 episode
• Scott ColangeloChairman & Managing Partner, Prime Capital Investment Advisors1 episode
• Rob ConzoCEO & Managing Director, The Wealth Alliance1 episode
• Lisa CraffordMD & Head of Advisory, Constellation Wealth Capital1 episode
• Daniel CrosbyChief Behavioral Officer, Orion1 episode
• Russ D'ArgentoFounder & CEO, FINTRX1 episode
• Carrie DelgottPresident, COO & CCO, Wescott Financial Advisory Group1 episode
• Mark DeLottoManaging Partner & COO, Simon Quick Advisors1 episode
• Eric DitonPresident & Managing Director, The Wealth Alliance1 episode
• Kailash DuraiswamiChief Technology Officer, Milemarker2 episodes
• Lori Van DusenFounder & CEO, LVW Advisors1 episode
• Jason EarlyFounder & CEO, RISR1 episode
• Andrew J. EvansCEO/CCO, Rossby1 episode
• Kylie FelkerPresident, Foster Victor Wealth Advisors1 episode
• Brian FernandezPresident, Krilogy1 episode
• Jon FosterPresident & CEO, Angeles Wealth Management1 episode
• Brendan FrazierHost, The Human Side of Money Podcast1 episode
• Tim GavinChief Strategy Officer & CCO, MCF Advisors1 episode
• Jessica GibbsPartner & VP, Monument Wealth Management1 episode
• Gerry GoldbergCEO & Co-Founder, GYL Financial Synergies1 episode
• Jennifer GoldmanFounder, My Virtual COO1 episode
• Jason GordoCo-Founder & President, Modern Wealth Management1 episode
• Alex GossManaging Partner, NewEdge Capital Group1 episode
• Mitch HamerFounder & Lead Advisor, Intersecting Wealth1 episode
• Phillip HammanPresident & CEO, Linscomb Wealth1 episode
• Scott HansonCo-Founder, Allworth Financial2 episodes
• Torie HappeVP Business Development, Jump AI1 episode
• Charlie HarrisonSVP, Capital Real Estate Group1 episode
• David HeftyCEO, Credent Wealth Management1 episode
• Adam HoltCEO, Asset-Map1 episode
• Rob HoxtonFounder & Partner, Hoxton Planning & Management1 episode
• Tiffany IrvingSVP & Wealth Advisor, Mesirow Wealth Management1 episode
• Aaron JasperCEO, Mutual Group1 episode
• Dan JohnsonSr Managing Director, F2 Strategy1 episode
• Brad JohnsonPrincipal & Co-Founder, Triad Partners1 episode
• Adrian JohnstoneCEO, Practifi1 episode
• Joe Schmitz JrFounder & CEO, Peak Retirement Planning1 episode
• Terry Parham JrCo-Founder & Wealth Advisor, Innovative Wealth Building1 episode
• Patrick KellyCo-Founder & CEO, Signal Advisors1 episode
• Carrie KingPartner & CCO, Ullmann Wealth Partners1 episode
• Chip KispertFounder & CEO, Beacon Strategies1 episode
• Eric KittnerCEO & Chairman, Moneta Group1 episode
• Scott KlaassenManaging Director, Milemarker1 episode
• Kevin KnullCEO, TaxStatus1 episode
• Verity LarsenFounder & CEO, Versoft Consulting1 episode
• Jimmy LeeFounder & CEO, The Wealth Consulting Group1 episode
• Chrissy LeeCOO, Merit Financial Advisors1 episode
• Nate LenzCo-Founder & CEO, Concurrent1 episode
• Julie LittlechildFounder & CEO, Absolute Engagement1 episode
• Kathy LongoPresident & Founder, Flourish Wealth Management1 episode
• Jacqueline MartinezManaging Partner, Alaris Acquisitions1 episode
• Matt MatrisianPresident, Signature Estate & Investment Advisors (SEIA)1 episode
• Nicole McMullinSVP of Product, Wealth.com1 episode
• Anne McPhailManaging Director, Novare Capital Management1 episode
• Sean MeighanHead of RIA Distribution, Envestnet1 episode
• Seth MerrillPartner, The Norden Group1 episode
• Benj MillerCo-Founder & CEO, System & Soul1 episode
• Emily MillsapManager of Financial Planning, Avantax1 episode
• Rob MooneyManaging Partner & CEO, Snowden Lane Partners1 episode
• Matt MorrisCEO, EncorEstate Plans1 episode
• Joe MossFounder, AdvisorTech Book1 episode
• Nelly MubashiCEO, Northwest Asset Management / RIA Innovations1 episode
• Paula NanglePresident, Marshall Financial1 episode
• John NdegeFounder, Pocket Risk / Rapid Reply1 episode
• Jeremy NelsonPresident, Element Wealth1 episode
• Eden OvadiaCo-Founder, FINNY1 episode
• Kristen OziemkowskiCOO, The Mather Group1 episode
• Andy PetersPartner, Goldstein Advisors1 episode
• Dick PfisterCEO & Founder, AlphaCore Wealth Advisory1 episode
• Penny PhillipsPresident & Co-Founder, Journey Strategic Wealth1 episode
• Dessy PrasadCOO, Northwest Asset Management / RIA Innovations1 episode
• Brian PrestonManaging Partner, Abound Wealth / The Money Guy Show1 episode
• Mike PriorCEO, Priority Financial Group1 episode
• Peter RaimondiFounder & CEO, Dakota Wealth Management1 episode
• Tyson RayCEO & Founding Partner, FORM Wealth Advisors1 episode
• Steve RederPartner & Head of Wealth Mgmt, RWA Wealth Partners1 episode
• Matt ReedChief Revenue Officer, Powerlytics1 episode
• Matt ReganPresident, Wealthcare1 episode
• Matt ReinerManaging Partner, Capital Investment Advisors / Wela1 episode
• Frazer RiceDir. Family Office Services, Next Capital Management1 episode
• Craig RobsonFounding Principal, Regent Peak Wealth Advisors1 episode
• Shannon RosicDirector, WealthStack Content, Informa1 episode
• Tyrone RossCEO & Co-Founder, Turnqey1 episode
• Samantha RussellChief Evangelist, FMG Suite1 episode
• Gary RussellPartner & Co-Founder, Helium Advisors1 episode
• Clifton SchallerChief Growth Officer, FutureVault1 episode
• Scott SchwartzManaging Partner, OnePoint BFG Wealth Partners1 episode
• Leah SciabarrasiPresident and Managing Partner, Crestwood Advisors1 episode
• Spenser SegalCEO, ActiFi1 episode
• Marcos SegreraDirector of Growth & Development, Principal, Evensky & Katz/Foldes Wealth Management1 episode
• Brian ShensonManaging Partner & COO, Rise Growth Partners1 episode
• Brad ShepherdPresident & CEO, Founders Financial1 episode
• Anand ShethCEO & Co-Founder, Pulse3601 episode
• Lacey ShrumFounder, Smart Kx2 episodes
• Sarah SimmerPartner & MD Client Experience, Heritage Wealth Advisors1 episode
• Rick SimonettiCEO, Fidelis Capital Partners1 episode
• Stephen SimonsCEO, Restyn1 episode
• Matt SonnenCOO, Coldstream Wealth Management1 episode
• Adam SpiegelmanFounder & Wealth Advisor, Spiegelman Wealth Management1 episode
• Shannon SpotswoodCEO, RFG Advisory1 episode
• Daniel SpurgeonManaging Partner, Commonwealth Financial Services1 episode
• Justin SteitzPresident, Copper Financial1 episode
• Tony StichChief Revenue Officer, Entrustody1 episode
• Patrick SweenyChairman & CEO, Apella Wealth1 episode
• Jay TarnoCOO, Cornerstone Planning Group1 episode
• Tim ThomasChief Investment Officer & Wealth Manager, Badgley Phelps Wealth Managers1 episode
• April TurchCCO, Wolf Group Capital Advisors1 episode
• Michael VeddersVice President of Marketing & Enterprise Resources, NorthRock Partners1 episode
• Rich WalkerFounder & CEO, Quik!1 episode
• Jason WeaverManaging Partner, Weaver Consulting Group1 episode
• Mark WeiskindFounding Partner & President, Fairway Wealth Management1 episode
• Molly WeissGroup President, Wealth Platforms, Envestnet1 episode
• Dave WellingCEO, Mercer Advisors1 episode
• Ian WenikEditor, Citywire2 episodes
• Jason WenkFounder & CEO, Altruist1 episode
• John WernzExecutive in Residence, Great Hill Partners1 episode
• Kyle WesleyChief Digital Officer, Bleakley Financial Group1 episode
• Aaron WhiteChief Growth Officer, Adero Partners1 episode
• Lyle WolbergCEO & Partner, Telemus1 episode
• Natalie WolfsenCEO, Orion1 episode
• Aaron WormusCTO, SMArtX Advisory Solutions1 episode
• Steve ZuschinChief Revenue Officer, Mammoth Technology2 episodes