Author name: Bev

https://youtu.be/t08LWKvFJIo Ross Mannino, CFP® is a seasoned Financial Advisor and Managing Director at Ameriprise Financial Services, LLC. With over 34 years in the industry, Ross shares his remarkable journey from a 19-year-old cold caller to managing $800M in assets. Listen in as he discusses the transformative power of hard work, the importance of mentorship, and the […]

https://youtu.be/QvL5mkFm1N8 Krishna Velaga is the Founder and Chief Investment Officer of Velaga Advisors. Krishna shares his journey from a career in IT to becoming a successful financial advisor. He discusses his interest in finance, obtaining his MBA, pursuing CFA credentials (completed the first two levels), and eventually starting his advisory firm. The discussion also covers

https://youtu.be/VAdVf9GcvZc Laurence Kim is an Investment Consultant and VP at Simplify Asset Management Inc. Larry shares his journey from starting with JP Morgan right out of college to becoming a senior consultant at Fidelity and playing a key role in launching multiple mutual funds. They discuss the shift from mutual funds to ETFs, the impact of

https://youtu.be/-73tMIp617o Crystal Lee Butler, MBA is the founder and marketing strategist behind Crystal Marketing Solutions (CMS), a premier financial advisor marketing agency that delivers done-for-you marketing services dedicated specifically to independent financial advisors and small advisory firms. With two decades of experience, CMS excels in developing personalized, compliance-friendly marketing strategies that streamline and execute all aspects

https://youtu.be/CXUwFhH2vvQ Denver Smith is the Chief Investment Officer, Managing Partner, and Co-founder at Carlson Ridge Capital, a value-driven hedge fund manager based in Denver, CO. In this episode, Chris and Denver discuss: Managing a Private Hedge Fund Unveiling the Secrets of Small-Cap Value Investing Identifying Undervalued Companies How to Spot Opportunities Across Sectors Connect with

https://youtu.be/JYVJPPs3OwQ Todd Pisarczyk is the Founder and CEO of Momentous Wealth Management. Todd shares his journey from starting his practice right out of college to leading a firm with $400 million in assets under management. They discuss the importance of creating processes, how Todd is preparing his firm for the next generation, and the impact

https://youtu.be/Kn5U32PKxVI Paul C. Ragone is the founder and President of Integrity Wealth Services. Paul has over 20 years of experience as a financial advisor, an Accredited Wealth Management Advisor (AWMA), and an Accredited Asset Management Specialist (AAMS). Paul emphasizes client education and communication, which helps eliminate much of the distractions most investors face each day. In

https://youtu.be/sqJYOxCuLNw Brian Goodstadt is a wealth management professional at Paragon Capital, where he specializes in providing investment management, tax planning, retirement planning, and comprehensive wealth management services to high-net-worth individuals. Operating on a fee-only basis. With over 30 years of experience in the investment industry and more than 15 years of working directly with individual

https://youtu.be/bH8xgIC8_sU Sam Kaplowitz is the Vice President and an Investment Advisor at Breachway Investments. Sam discusses his journey from working at Wells Fargo and Merrill Lynch to founding his own independent firm. He shares valuable insights on serving high-net-worth clients, building strong client relationships, and specializing in niches like veterinarians and business owners. In this episode,

https://youtu.be/f3yE0GU1WAk Chad Hufford, born and raised in Anchorage, Alaska, is the founder of Veritas, a financial services firm he established in 2014. With over a decade of experience, Chad is the longest-tenured Ramsey SmartVestor Pro in Alaska. He combines his passion for holistic financial planning with a coaching mindset, helping clients across the U.S. achieve