--- title: "Who's been on Next Mile" description: "The 157 wealth management leaders who have joined Next Mile, Milemarker's podcast, and every conversation they've had on the show." url: https://www.milemarker.co/podcast/guests --- [Now playing](https://www.milemarker.co/podcast) [Podcast**Next Mile**](https://www.milemarker.co/podcast) [Episodes](https://www.milemarker.co/podcast)[Guests](https://www.milemarker.co/podcast/guests) [YouTube](https://www.youtube.com/@milemarkerinc) [Apple](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) Guests # Who's been on Next Mile 157 founders, CEOs, advisors and operators from across wealth management. - [**JC Abusaid***CEO & President, Halbert Hargrove*1 episode](https://www.milemarker.co/podcast/guests/jc-abusaid) - [**Dave Alison***Founding Partner & President, C2P Enterprises*1 episode](https://www.milemarker.co/podcast/guests/dave-alison) - [**Richard Alt***CEO, Carnegie Investment Counsel*1 episode](https://www.milemarker.co/podcast/guests/richard-alt) - [**Eric Amar***Founder & CEO, Accelerated Wealth Partners*1 episode](https://www.milemarker.co/podcast/guests/eric-amar) - [**Art Ambarik***CEO, Perigon Wealth Management*1 episode](https://www.milemarker.co/podcast/guests/art-ambarik) - [**Nate Angelo***CEO, Composition Wealth*1 episode](https://www.milemarker.co/podcast/guests/nate-angelo) - [**Carolyn Armitage***CEO, True Circle Organization*1 episode](https://www.milemarker.co/podcast/guests/carolyn-armitage) - [**Vib Arya***Strategic Relationship Management, Envestnet*1 episode](https://www.milemarker.co/podcast/guests/vib-arya) - [**Brandon Averill***Partner, AWM Capital*1 episode](https://www.milemarker.co/podcast/guests/brandon-averill) - [**Sammy Azzouz***President & CEO, Heritage Financial Services*1 episode](https://www.milemarker.co/podcast/guests/sammy-azzouz) - [**Grace Balestrieri***Sr Director, Client Experience Operations, Brighton Jones*1 episode](https://www.milemarker.co/podcast/guests/grace-balestrieri) - [**Brad Ball***Founder, Bison Wealth*1 episode](https://www.milemarker.co/podcast/guests/brad-ball) - [**Jason Barber***CEO & Co-Founder, Uptick Partners*1 episode](https://www.milemarker.co/podcast/guests/jason-barber) - [**Kristina Baron***Co-Managing Partner, Oxford Financial Group*1 episode](https://www.milemarker.co/podcast/guests/kristina-baron) - [**John Barrows***Founder & CEO, JB Sales*1 episode](https://www.milemarker.co/podcast/guests/john-barrows) - [**Michael Batnick***Managing Partner, Ritholtz Wealth Management*2 episodes](https://www.milemarker.co/podcast/guests/michael-batnick) - [**Brett Bernstein***CEO & Co-Founder, XML Financial Group*2 episodes](https://www.milemarker.co/podcast/guests/brett-bernstein) - [**Victoria Bills***Chief Investment Strategist, Banrion Capital Management*1 episode](https://www.milemarker.co/podcast/guests/victoria-bills) - [**Jonathan Blau***President & CEO, Fusion Family Wealth*1 episode](https://www.milemarker.co/podcast/guests/jonathan-blau) - [**James Bogart***CEO & President, Bogart Wealth*1 episode](https://www.milemarker.co/podcast/guests/james-bogart) - [**Jason Borek***Chief Growth Officer, The Pinnacle Group*1 episode](https://www.milemarker.co/podcast/guests/jason-borek) - [**Melissa Bouchillon***Managing Partner, Sound View Wealth Advisors*1 episode](https://www.milemarker.co/podcast/guests/melissa-bouchillon) - [**Ted Bovard***CEO & Founding Partner, Fort Pitt Capital Group*1 episode](https://www.milemarker.co/podcast/guests/ted-bovard) - [**Erik Brenner***CEO & Founding Partner, Hilltop Wealth & Tax Solutions*1 episode](https://www.milemarker.co/podcast/guests/erik-brenner) - [**Matt Brinker***Managing Partner, Merchant Investment Management*1 episode](https://www.milemarker.co/podcast/guests/matt-brinker) - [**Libby Buckley***Director of Wealth Admin & Marketing, Parable Wealth Partners*1 episode](https://www.milemarker.co/podcast/guests/libby-buckley) - [**Mark Buffington***CEO, BIP Capital / BIP Ventures*1 episode](https://www.milemarker.co/podcast/guests/mark-buffington) - [**John Bunch***CEO, Allworth Financial*1 episode](https://www.milemarker.co/podcast/guests/john-bunch) - [**Diana Cabrices***Founder, Diana Cabrices Consulting*1 episode](https://www.milemarker.co/podcast/guests/diana-cabrices) - [**Rachel Cameron***Dir. Strategic Partnerships, DPL Financial Partners*1 episode](https://www.milemarker.co/podcast/guests/rachel-cameron) - [**Ben Carlson***Director of Institutional Asset Mgmt, Ritholtz Wealth Management*1 episode](https://www.milemarker.co/podcast/guests/ben-carlson) - [**Melissa Caro***Founder, My Retirement Network*1 episode](https://www.milemarker.co/podcast/guests/melissa-caro) - [**Megan Carpenter***CEO & Co-Founder, Ficomm Partners*1 episode](https://www.milemarker.co/podcast/guests/megan-carpenter) - [**Thomas Carroll***CEO & President, Homrich Berg*1 episode](https://www.milemarker.co/podcast/guests/thomas-carroll) - [**Jeff Casey***President & Partner, CG Financial Services*1 episode](https://www.milemarker.co/podcast/guests/jeff-casey) - [**Matt Celenza***Managing Director and Partner, Americana Partners*1 episode](https://www.milemarker.co/podcast/guests/matt-celenza) - [**Scott Colangelo***Chairman & Managing Partner, Prime Capital Investment Advisors*1 episode](https://www.milemarker.co/podcast/guests/scott-colangelo) - [**Rob Conzo***CEO & Managing Director, The Wealth Alliance*1 episode](https://www.milemarker.co/podcast/guests/rob-conzo) - [**Lisa Crafford***MD & Head of Advisory, Constellation Wealth Capital*1 episode](https://www.milemarker.co/podcast/guests/lisa-crafford) - [**Daniel Crosby***Chief Behavioral Officer, Orion*1 episode](https://www.milemarker.co/podcast/guests/daniel-crosby) - [**Russ D'Argento***Founder & CEO, FINTRX*1 episode](https://www.milemarker.co/podcast/guests/russ-dargento) - [**Carrie Delgott***President, COO & CCO, Wescott Financial Advisory Group*1 episode](https://www.milemarker.co/podcast/guests/carrie-delgott) - [**Mark DeLotto***Managing Partner & COO, Simon Quick Advisors*1 episode](https://www.milemarker.co/podcast/guests/mark-delotto) - [**Eric Diton***President & Managing Director, The Wealth Alliance*1 episode](https://www.milemarker.co/podcast/guests/eric-diton) - [**Kailash Duraiswami***Chief Technology Officer, Milemarker*2 episodes](https://www.milemarker.co/podcast/guests/kailash-duraiswami) - [**Lori Van Dusen***Founder & CEO, LVW Advisors*1 episode](https://www.milemarker.co/podcast/guests/lori-van-dusen) - [**Jason Early***Founder & CEO, RISR*1 episode](https://www.milemarker.co/podcast/guests/jason-early) - [**Andrew J. Evans***CEO/CCO, Rossby*1 episode](https://www.milemarker.co/podcast/guests/andrew-evans) - [**Kylie Felker***President, Foster Victor Wealth Advisors*1 episode](https://www.milemarker.co/podcast/guests/kylie-felker) - [**Brian Fernandez***President, Krilogy*1 episode](https://www.milemarker.co/podcast/guests/brian-fernandez) - [**Jon Foster***President & CEO, Angeles Wealth Management*1 episode](https://www.milemarker.co/podcast/guests/jon-foster) - [**Brendan Frazier***Host, The Human Side of Money Podcast*1 episode](https://www.milemarker.co/podcast/guests/brendan-frazier) - [**Tim Gavin***Chief Strategy Officer & CCO, MCF Advisors*1 episode](https://www.milemarker.co/podcast/guests/tim-gavin) - [**Jessica Gibbs***Partner & VP, Monument Wealth Management*1 episode](https://www.milemarker.co/podcast/guests/jessica-gibbs) - [**Gerry Goldberg***CEO & Co-Founder, GYL Financial Synergies*1 episode](https://www.milemarker.co/podcast/guests/gerry-goldberg) - [**Jennifer Goldman***Founder, My Virtual COO*1 episode](https://www.milemarker.co/podcast/guests/jennifer-goldman) - [**Jason Gordo***Co-Founder & President, Modern Wealth Management*1 episode](https://www.milemarker.co/podcast/guests/jason-gordo) - [**Alex Goss***Managing Partner, NewEdge Capital Group*1 episode](https://www.milemarker.co/podcast/guests/alex-goss) - [**Mitch Hamer***Founder & Lead Advisor, Intersecting Wealth*1 episode](https://www.milemarker.co/podcast/guests/mitch-hamer) - [**Phillip Hamman***President & CEO, Linscomb Wealth*1 episode](https://www.milemarker.co/podcast/guests/phillip-hamman) - [**Scott Hanson***Co-Founder, Allworth Financial*2 episodes](https://www.milemarker.co/podcast/guests/scott-hanson) - [**Torie Happe***VP Business Development, Jump AI*1 episode](https://www.milemarker.co/podcast/guests/torie-happe) - [**Charlie Harrison***SVP, Capital Real Estate Group*1 episode](https://www.milemarker.co/podcast/guests/charlie-harrison) - [**David Hefty***CEO, Credent Wealth Management*1 episode](https://www.milemarker.co/podcast/guests/david-hefty) - [**Adam Holt***CEO, Asset-Map*1 episode](https://www.milemarker.co/podcast/guests/adam-holt) - [**Rob Hoxton***Founder & Partner, Hoxton Planning & Management*1 episode](https://www.milemarker.co/podcast/guests/rob-hoxton) - [**Tiffany Irving***SVP & Wealth Advisor, Mesirow Wealth Management*1 episode](https://www.milemarker.co/podcast/guests/tiffany-irving) - [**Aaron Jasper***CEO, Mutual Group*1 episode](https://www.milemarker.co/podcast/guests/aaron-jasper) - [**Dan Johnson***Sr Managing Director, F2 Strategy*1 episode](https://www.milemarker.co/podcast/guests/dan-johnson) - [**Brad Johnson***Principal & Co-Founder, Triad Partners*1 episode](https://www.milemarker.co/podcast/guests/brad-johnson) - [**Adrian Johnstone***CEO, Practifi*1 episode](https://www.milemarker.co/podcast/guests/adrian-johnstone) - [**Joe Schmitz Jr***Founder & CEO, Peak Retirement Planning*1 episode](https://www.milemarker.co/podcast/guests/joe-schmitz-jr) - [**Terry Parham Jr***Co-Founder & Wealth Advisor, Innovative Wealth Building*1 episode](https://www.milemarker.co/podcast/guests/terry-parham-jr) - [**Patrick Kelly***Co-Founder & CEO, Signal Advisors*1 episode](https://www.milemarker.co/podcast/guests/patrick-kelly) - [**Carrie King***Partner & CCO, Ullmann Wealth Partners*1 episode](https://www.milemarker.co/podcast/guests/carrie-king) - [**Chip Kispert***Founder & CEO, Beacon Strategies*1 episode](https://www.milemarker.co/podcast/guests/chip-kispert) - [**Eric Kittner***CEO & Chairman, Moneta Group*1 episode](https://www.milemarker.co/podcast/guests/eric-kittner) - [**Scott Klaassen***Managing Director, Milemarker*1 episode](https://www.milemarker.co/podcast/guests/scott-klaassen) - [**Kevin Knull***CEO, TaxStatus*1 episode](https://www.milemarker.co/podcast/guests/kevin-knull) - [**Verity Larsen***Founder & CEO, Versoft Consulting*1 episode](https://www.milemarker.co/podcast/guests/verity-larsen) - [**Jimmy Lee***Founder & CEO, The Wealth Consulting Group*1 episode](https://www.milemarker.co/podcast/guests/jimmy-lee) - [**Chrissy Lee***COO, Merit Financial Advisors*1 episode](https://www.milemarker.co/podcast/guests/chrissy-lee) - [**Nate Lenz***Co-Founder & CEO, Concurrent*1 episode](https://www.milemarker.co/podcast/guests/nate-lenz) - [**Julie Littlechild***Founder & CEO, Absolute Engagement*1 episode](https://www.milemarker.co/podcast/guests/julie-littlechild) - [**Kathy Longo***President & Founder, Flourish Wealth Management*1 episode](https://www.milemarker.co/podcast/guests/kathy-longo) - [**Jacqueline Martinez***Managing Partner, Alaris Acquisitions*1 episode](https://www.milemarker.co/podcast/guests/jacqueline-martinez) - [**Matt Matrisian***President, Signature Estate & Investment Advisors (SEIA)*1 episode](https://www.milemarker.co/podcast/guests/matt-matrisian) - [**Nicole McMullin***SVP of Product, Wealth.com*1 episode](https://www.milemarker.co/podcast/guests/nicole-mcmullin) - [**Anne McPhail***Managing Director, Novare Capital Management*1 episode](https://www.milemarker.co/podcast/guests/anne-mcphail) - [**Sean Meighan***Head of RIA Distribution, Envestnet*1 episode](https://www.milemarker.co/podcast/guests/sean-meighan) - [**Seth Merrill***Partner, The Norden Group*1 episode](https://www.milemarker.co/podcast/guests/seth-merrill) - [**Benj Miller***Co-Founder & CEO, System & Soul*1 episode](https://www.milemarker.co/podcast/guests/benj-miller) - [**Emily Millsap***Manager of Financial Planning, Avantax*1 episode](https://www.milemarker.co/podcast/guests/emily-millsap) - [**Rob Mooney***Managing Partner & CEO, Snowden Lane Partners*1 episode](https://www.milemarker.co/podcast/guests/rob-mooney) - [**Matt Morris***CEO, EncorEstate Plans*1 episode](https://www.milemarker.co/podcast/guests/matt-morris) - [**Joe Moss***Founder, AdvisorTech Book*1 episode](https://www.milemarker.co/podcast/guests/joe-moss) - [**Nelly Mubashi***CEO, Northwest Asset Management / RIA Innovations*1 episode](https://www.milemarker.co/podcast/guests/nelly-mubashi) - [**Paula Nangle***President, Marshall Financial*1 episode](https://www.milemarker.co/podcast/guests/paula-nangle) - [**John Ndege***Founder, Pocket Risk / Rapid Reply*1 episode](https://www.milemarker.co/podcast/guests/john-ndege) - [**Jeremy Nelson***President, Element Wealth*1 episode](https://www.milemarker.co/podcast/guests/jeremy-nelson) - [**Eden Ovadia***Co-Founder, FINNY*1 episode](https://www.milemarker.co/podcast/guests/eden-ovadia) - [**Kristen Oziemkowski***COO, The Mather Group*1 episode](https://www.milemarker.co/podcast/guests/kristen-oziemkowski) - [**Andy Peters***Partner, Goldstein Advisors*1 episode](https://www.milemarker.co/podcast/guests/andy-peters) - [**Dick Pfister***CEO & Founder, AlphaCore Wealth Advisory*1 episode](https://www.milemarker.co/podcast/guests/dick-pfister) - [**Penny Phillips***President & Co-Founder, Journey Strategic Wealth*1 episode](https://www.milemarker.co/podcast/guests/penny-phillips) - [**Dessy Prasad***COO, Northwest Asset Management / RIA Innovations*1 episode](https://www.milemarker.co/podcast/guests/dessy-prasad) - [**Brian Preston***Managing Partner, Abound Wealth / The Money Guy Show*1 episode](https://www.milemarker.co/podcast/guests/brian-preston) - [**Mike Prior***CEO, Priority Financial Group*1 episode](https://www.milemarker.co/podcast/guests/mike-prior) - [**Peter Raimondi***Founder & CEO, Dakota Wealth Management*1 episode](https://www.milemarker.co/podcast/guests/peter-raimondi) - [**Tyson Ray***CEO & Founding Partner, FORM Wealth Advisors*1 episode](https://www.milemarker.co/podcast/guests/tyson-ray) - [**Steve Reder***Partner & Head of Wealth Mgmt, RWA Wealth Partners*1 episode](https://www.milemarker.co/podcast/guests/steve-reder) - [**Matt Reed***Chief Revenue Officer, Powerlytics*1 episode](https://www.milemarker.co/podcast/guests/matt-reed) - [**Matt Regan***President, Wealthcare*1 episode](https://www.milemarker.co/podcast/guests/matt-regan) - [**Matt Reiner***Managing Partner, Capital Investment Advisors / Wela*1 episode](https://www.milemarker.co/podcast/guests/matt-reiner) - [**Frazer Rice***Dir. Family Office Services, Next Capital Management*1 episode](https://www.milemarker.co/podcast/guests/frazer-rice) - [**Craig Robson***Founding Principal, Regent Peak Wealth Advisors*1 episode](https://www.milemarker.co/podcast/guests/craig-robson) - [**Shannon Rosic***Director, WealthStack Content, Informa*1 episode](https://www.milemarker.co/podcast/guests/shannon-rosic) - [**Tyrone Ross***CEO & Co-Founder, Turnqey*1 episode](https://www.milemarker.co/podcast/guests/tyrone-ross) - [**Samantha Russell***Chief Evangelist, FMG Suite*1 episode](https://www.milemarker.co/podcast/guests/samantha-russell) - [**Gary Russell***Partner & Co-Founder, Helium Advisors*1 episode](https://www.milemarker.co/podcast/guests/gary-russell) - [**Clifton Schaller***Chief Growth Officer, FutureVault*1 episode](https://www.milemarker.co/podcast/guests/clifton-schaller) - [**Scott Schwartz***Managing Partner, OnePoint BFG Wealth Partners*1 episode](https://www.milemarker.co/podcast/guests/scott-schwartz) - [**Leah Sciabarrasi***President and Managing Partner, Crestwood Advisors*1 episode](https://www.milemarker.co/podcast/guests/leah-sciabarrasi) - [**Spenser Segal***CEO, ActiFi*1 episode](https://www.milemarker.co/podcast/guests/spenser-segal) - [**Marcos Segrera***Director of Growth & Development, Principal, Evensky & Katz/Foldes Wealth Management*1 episode](https://www.milemarker.co/podcast/guests/marcos-segrera) - [**Brian Shenson***Managing Partner & COO, Rise Growth Partners*1 episode](https://www.milemarker.co/podcast/guests/brian-shenson) - [**Brad Shepherd***President & CEO, Founders Financial*1 episode](https://www.milemarker.co/podcast/guests/brad-shepherd) - [**Anand Sheth***CEO & Co-Founder, Pulse360*1 episode](https://www.milemarker.co/podcast/guests/anand-sheth) - [**Lacey Shrum***Founder, Smart Kx*2 episodes](https://www.milemarker.co/podcast/guests/lacey-shrum) - [**Sarah Simmer***Partner & MD Client Experience, Heritage Wealth Advisors*1 episode](https://www.milemarker.co/podcast/guests/sarah-simmer) - [**Rick Simonetti***CEO, Fidelis Capital Partners*1 episode](https://www.milemarker.co/podcast/guests/rick-simonetti) - [**Stephen Simons***CEO, Restyn*1 episode](https://www.milemarker.co/podcast/guests/stephen-simons) - [**Matt Sonnen***COO, Coldstream Wealth Management*1 episode](https://www.milemarker.co/podcast/guests/matt-sonnen) - [**Adam Spiegelman***Founder & Wealth Advisor, Spiegelman Wealth Management*1 episode](https://www.milemarker.co/podcast/guests/adam-spiegelman) - [**Shannon Spotswood***CEO, RFG Advisory*1 episode](https://www.milemarker.co/podcast/guests/shannon-spotswood) - [**Daniel Spurgeon***Managing Partner, Commonwealth Financial Services*1 episode](https://www.milemarker.co/podcast/guests/daniel-spurgeon) - [**Justin Steitz***President, Copper Financial*1 episode](https://www.milemarker.co/podcast/guests/justin-steitz) - [**Tony Stich***Chief Revenue Officer, Entrustody*1 episode](https://www.milemarker.co/podcast/guests/tony-stich) - [**Patrick Sweeny***Chairman & CEO, Apella Wealth*1 episode](https://www.milemarker.co/podcast/guests/patrick-sweeny) - [**Jay Tarno***COO, Cornerstone Planning Group*1 episode](https://www.milemarker.co/podcast/guests/jay-tarno) - [**Tim Thomas***Chief Investment Officer & Wealth Manager, Badgley Phelps Wealth Managers*1 episode](https://www.milemarker.co/podcast/guests/tim-thomas) - [**April Turch***CCO, Wolf Group Capital Advisors*1 episode](https://www.milemarker.co/podcast/guests/april-turch) - [**Michael Vedders***Vice President of Marketing & Enterprise Resources, NorthRock Partners*1 episode](https://www.milemarker.co/podcast/guests/michael-vedders) - [**Rich Walker***Founder & CEO, Quik!*1 episode](https://www.milemarker.co/podcast/guests/rich-walker) - [**Jason Weaver***Managing Partner, Weaver Consulting Group*1 episode](https://www.milemarker.co/podcast/guests/jason-weaver) - [**Mark Weiskind***Founding Partner & President, Fairway Wealth Management*1 episode](https://www.milemarker.co/podcast/guests/mark-weiskind) - [**Molly Weiss***Group President, Wealth Platforms, Envestnet*1 episode](https://www.milemarker.co/podcast/guests/molly-weiss) - [**Dave Welling***CEO, Mercer Advisors*1 episode](https://www.milemarker.co/podcast/guests/dave-welling) - [**Ian Wenik***Editor, Citywire*2 episodes](https://www.milemarker.co/podcast/guests/ian-wenik) - [**Jason Wenk***Founder & CEO, Altruist*1 episode](https://www.milemarker.co/podcast/guests/jason-wenk) - [**John Wernz***Executive in Residence, Great Hill Partners*1 episode](https://www.milemarker.co/podcast/guests/john-wernz) - [**Kyle Wesley***Chief Digital Officer, Bleakley Financial Group*1 episode](https://www.milemarker.co/podcast/guests/kyle-wesley) - [**Aaron White***Chief Growth Officer, Adero Partners*1 episode](https://www.milemarker.co/podcast/guests/aaron-white) - [**Lyle Wolberg***CEO & Partner, Telemus*1 episode](https://www.milemarker.co/podcast/guests/lyle-wolberg) - [**Natalie Wolfsen***CEO, Orion*1 episode](https://www.milemarker.co/podcast/guests/natalie-wolfsen) - [**Aaron Wormus***CTO, SMArtX Advisory Solutions*1 episode](https://www.milemarker.co/podcast/guests/aaron-wormus) - [**Steve Zuschin***Chief Revenue Officer, Mammoth Technology*2 episodes](https://www.milemarker.co/podcast/guests/steve-zuschin)