Next Gen

What does it mean to truly understand how the brain works and how can that understanding change lives? In this episode, UBS Financial Advisor and Executive Director Tim Van Simaeys, AAMS® welcomes Shannon Grace, an advanced certified ADHD Educator, Advocate, Consultant, and Coach, for an open and empowering conversation about neurodiversity, executive functioning, and self discovery. Drawing from...

What does it take to guide a global technology powerhouse through rapid innovation? In this episode of Next Gen, Senior Wealth Strategy Associate and host Josh Pfeiffer, CFP®, CEPA®, welcomes Tony Hemmelgarn, President and CEO of Siemens Digital Industries Software, for an expansive, behind the scenes conversation. Tony shares his early life and career beginnings, charting his path to leading glob...

What does it take to lead when the stakes are high and how do those lessons translate to everyday life and business? In this episode, UBS Financial Advisor and Executive Director Tim Van Simaeys, AAMS® welcomes retired Chief Warrant Officer Dr. Miguel Ingle, a decorated combat veteran and author of The Sharp Edge of Strategy. Together, they explore Miguel’s extraordinary journey from the battlefie...

Unlocking new chapters at every age, this episode features UBS Financial Advisor Brandy Risheill, CFP®, CDFA®, in conversation with Katie Reynolds, Ph. D., Executive Director of Special Programs and Continuing Education at the University of Dayton. Together, they delve into how education enriches every stage of life, from boosting mental health and social engagement to shaping retirement planning...

A deeply personal journey unfolds in this poignant episode, where UBS Financial Advisors Brandy Risheill, CFP®, CDFA® and Daniel Christie sit down with Chip Del Core—author of Her Untimely Final Sunset and brother of UBS team member Tullia Schreier—to explore the emotional and practical realities of caregiving. From the daily demands of medication tracking and journaling to the profound emotional...

A lifelong devotion to music shaped a legacy that transformed a city’s cultural heartbeat. Shaun Nicholson, Financial Advisor at UBS, sits down with retired conductor Neal Gittleman to reflect on nearly three decades of artistic leadership in Dayton. Neal shares his journey from early musical influences to his visionary work with the Dayton Philharmonic Orchestra, highlighting the power of innovat...

From engineering to enology, Jordan Fiorentini’s journey into the world of wine is anything but ordinary. In this episode, Tim Van Simaeys, Executive Director and Financial Advisor at UBS, sits down with Jordan, Vice President of Winemaking and Vineyards at Epoch Estate Wines, for an inspiring conversation about her path to becoming one of Paso Robles’ most celebrated winemakers. Listen in as they...

A single restaurant sparked a legacy that would span generations. Brandy Risheill, CFP®, CDFA®, Financial Advisor at UBS, sits down with mother-daughter duo Mary Miller and Kelley Andary to explore a story rooted in resilience, hospitality, and leadership. Mary reflects on building her first restaurants from the ground up, while Kelley shares how growing up in that environment shaped her path to o...

Join Brandy Risheill,CFP®, CDFA®, Financial Advisor at UBS as she sits down with Lauren Gay, Certified Sommelier and owner of Joui Wine in Dayton, Ohio, for an inspiring episode. Lauren shares her journey from a passionate wine enthusiast to a successful business owner, highlighting the innovative and community-focused approach that sets Joui Wine apart. Discover the challenges she has overcome, t...

Dedicating a career to uncovering and preserving the rich history of Jewish life in Dayton, Ohio, Marshall Weiss, Editor and Publisher of The Dayton Jewish Observer, joins Shaun Nicholson, CFP®, Financial Advisor at UBS, for an insightful conversation. Sit back, relax, and listen as they delve into meticulous research and storytelling that highlight the vibrant heritage and significant contributio...

Grab some fish and chips as you step into a world of flavors and stories with our host Brandy Risheill, CFP®, CDFA®, Financial Advisor at UBS. She chats with Adrian Shergill, the visionary owner behind The Last Queen, a British gastropub redefining community and cuisine in Enon, Ohio. Together, they explore the story behind the restaurant, its authentic cuisine and the vibrant sense of community i...

From growing up in Venezuela to playing professional baseball in the States, this inspiring story is about dedication, perseverance and chasing your dreams. Join us as our host Josh Pfeiffer, Wealth Management Associate with InterGen Wealth Partners, sits down with professional baseball player Claudio Finol. He delves into his experiences with Major League Scouts, the challenges and triumphs of mo...

Whether you're considering moving to Florida or just curious about the latest market trends, this episode is packed with essential information and engaging conversation. In this episode hosted by Jim Hyland, CRPC™, CRPS™, Financial Advisor with InterGen Wealth Partners at UBS, we’re thrilled to have Vicki Tracy, Chief Operating Officer for Gulf Coast International Properties, as our guest. Fro...

Join host Tim Van Simaeys, AAMS™, Financial Advisor at UBS, as he dives into a compelling conversation with David Frey, the innovative mind and CEO behind Crosstoner’s game-changing strength training device. In this episode, you’ll uncover David’s journey as an inventor and entrepreneur, uncovering the unique challenges he's faced, the secrets behind his success, and his vision for the future....

Join our host Brandy Risheill, CFP®, CDFA®, Financial Advisor at UBS, for an engaging conversation with Lori Lyons, a seasoned real estate professional from Glasshouse Realty Group. Lori shares her journey in real estate, insights on the current housing market, and valuable advice for both young buyers and retirees. From navigating the complexities of buying or selling a home during a divorce to t...

Join host Daniel Christie, Financial Advisor at UBS, as he sits down with Jeff Hoagland, President and CEO of the Dayton Development Coalition. Together, they explore Ohio’s economic growth, focusing on the pivotal role of Wright-Patterson Air Force Base and its impact on the region. From Honda to the future of Joby Aviation, discover what’s driving growth and the community’s robust development pl...

We take you back in time to discover the rich history of Dayton, Ohio in this captivating episode. Join host, Shaun Nicholson, CFP® at UBS as he sits down with Brady Kress, CEO and President of Dayton History to discover all that the Carillon Historical Park has to offer. From the 1905 Wright Flyer III to the original NCR cash registers and timeless elegance of Orville Wright’s mansion, this podca...

Discover how The Dayton Foundation has been helping individuals and nonprofits achieve their giving goals since 1921. Hosted by Brandy Risheill, CFP®, CDFA® at UBS and featuring Michelle Lovely, Senior Vice-President of Development and Donor Services at The Dayton Foundation, this podcast delves into the heart of philanthropy. From setting up Donor-Advised Funds to maximizing tax benefits through...

As voters and investors alike grapple with uncertainty, John Savercool sheds light on critical factors to watch in the coming weeks that could significantly impact the November election. From dissecting potential tax changes to exploring possible third party candidates, he provides valuable insights for listeners. Whether you’re a seasoned investor or simply curious about the election’s implicatio...

Attention Notre Dame fans! If you’ve followed the Fighting Irish closely, the name Dan Fox should ring a bell. In this captivating episode, we take the remarkable journey through time with Dan. He candidly discusses his illustrious football career, revealing pivotal moments both on and off the field. But it’s not just about touchdowns and tackles – Dan discusses life after football and shares what...

As we start off in our podcast journey, we thought it’d be best to introduce ourselves. Hear how we became the dedicated team we are today and how we can help in the success of the next generation. In this episode of the Next Gen podcast, you’ll hear from three financial advisors on the team, as they tell their story from the beginning of their careers to what now is a twelve member team known as...