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https://youtu.be/uFB6UYeTPOg Based in Cedar Rapids, Iowa, Ashlea Jones serves a roster of curious, proactive, and dedicated clients looking to achieve the next level of financial success. Ashlea is a fiduciary and investment advisor representative holding a Series 65 registration who, along with the extensive team at Prime Capital Investment Advisors, provides each client with a […]

https://youtu.be/X7c-5kOrW9c Maggie Koosa is a Financial Planning Advisor and CEO of The Alchemists. Discover her inspiring journey from a high school math teacher to a leading financial advisor driven by her family’s experiences. Maggie shares insights on the importance of client relationships, transitioning from wirehouses to RIA, leveraging dinner seminars, and the critical topics of

https://youtu.be/VENC-sjb63c Chris Miles, the “Cash Flow Expert,” is a leading authority on how to quickly create cash flow and lasting wealth for thousands of his clients, entrepreneurs, and others internationally! He has been featured in US News, CNN Money, Bankrate.com, and has a high reputation for getting his clients life-altering financial results in his company,

https://youtu.be/-pvotlN0_Dw Cory Sims, AWMA®, CRPC®, CES, is the Founder, Managing Member, and Investment Advisory Representative for Sims Investment Management, LLC. Cory discusses his journey from a solo practitioner in 2013 to managing a firm with over $260 million in assets under management. Cory shares his early entrepreneurial spirit, his experience building a client base, and

https://youtu.be/BO_N2QMELGY Bryan Montemurro is a Certified Financial Planner™ at Two West Advisors, which offers services to employer-sponsored retirement plans, financial wellness programs, and wealth management clients. Alongside his Two West family is his role as a Financial Coach at GoalPath Solutions, LLC., an independent RIA, and serves over $1.5B in retirement plan assets. Formed in

https://youtu.be/CCumhRMOIsk Amy Spandau is the founder of Ablaze, a company dedicated to bringing big business accounting and finance expertise to smaller, growing businesses and founders. With over 25 years of experience in public accounting and as an executive for large, international public companies and start-ups, Amy recognized the challenges that start-ups and small business owners face.

https://youtu.be/ZfKweXAvoMM Larry Sidney a holistic wealth advisor with Palisade Investments shares his unique journey from health education and Olympic ambitions to specializing in financial advising for elite athletes. Learn about Larry’s holistic approach to wealth management, the importance of trust in client relationships, and valuable tips for financial advisors and elite athletes alike. In this

https://youtu.be/Mibx_4Lg6PM Ann Austin is a Financial Advisor at Raymond James. She professionally serves her community in Retirement, College, and Estate Planning. She holds the designation of Accredited Investment Fiduciary, AIF®, and Accredited Asset Management Specialist, AAMS®. Ann Austin began her career with Regions Investments in 1998, which later merged with Morgan Keegan and then Raymond James.

https://youtu.be/C1YWKpCje7w Mark Scribner is the Managing Director, Partner & Wealth Advisor at Carson Wealth. Mark delves into his career journey, the transition from wirehouse firms to independent advisory, and the impact of AI and technology on financial services. Discover Mark’s approach to client relationships, marketing strategies, and his passion for helping entrepreneurs. In this episode, Chris

https://youtu.be/3GbH0aoT4n4 Robb Fahrion is the architect of Digital Dreams and Co-Founder of Flying V Group. In the bustling heart of the digital realm, where innovation meets execution, Robb Fahrion stands as a beacon of visionary leadership and unparalleled expertise in holistic marketing strategy and SEO. As a founding partner of Flying V Group, Robb, alongside